LLY vs NOW: Which Is the Better Buy?

Side-by-side comparison of Eli Lilly and Company and ServiceNow, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Eli Lilly and Company Β· Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction Grade B High Quality
VS
ServiceNow, Inc. Β· Technology
$139.82
+16.2% upside to fair value
Med Conviction Grade A- High Quality
QuantHub Verdict
NOW has more upside to fair value (+16.2%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric LLY NOW
Current Price $1,183.72 $139.82
Fair Value Estimate $1,208.00 $162.50
Upside to Fair Value +2.1% +16.2%
Market Cap $1,114.8B $144.6B
Forward P/E β€” β€”
EV / EBITDA 26.8x 43.1x
Price / Sales 14.0x 9.8x
Price / FCF 52.7x 31.5x
Revenue Growth YoY +47.7% +24.0%
Gross Margin 83.4% 74.8%
Operating Margin 49.7% 11.4%
Return on Equity 92.6% 13.8%
Dividend Yield 0.57% 0%
FCF Yield 1.9% 3.17%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
LLY β€” Eli Lilly and Company
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year bas…
NOW β€” ServiceNow, Inc.
ServiceNow provides a cloud-based enterprise workflow platform spanning IT service management, operations, employee workflows, CRM, AI orchestration and security. Business quality is high because its common data model, deeply embedded workflows and cross-department deployments create meaningful switching costs, while roughly 90% of the Fortune 500 use the platform and more than 85 billion workflo…
Accumulation Zones
Metric LLY NOW
Zone Low $906.00 $121.88
Zone High $1,026.80 $138.12
In Buy Zone? No No
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