LLY vs NOW: Which Is the Better Buy?

Side-by-side comparison of Eli Lilly and Company and ServiceNow, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-18.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction Grade A High Quality
VS
ServiceNow, Inc. · Technology
$103.24
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NOW has more upside to fair value (+45.0%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric LLY NOW
Current Price $1,179.09 $103.24
Fair Value Estimate $1,552.32 $149.70
Upside to Fair Value +31.7% +45.0%
Market Cap $1,110.4B $106.5B
Forward P/E 61.1x
EV / EBITDA 34.3x 32.9x
Price / Sales 14.6x 7.6x
Price / FCF 77.7x 23.0x
Revenue Growth YoY +55.5% +22.1%
Gross Margin 83.5% 76.6%
Operating Margin 45.9% 13.4%
Return on Equity 101.3% 15.0%
Dividend Yield 0.55% 0%
FCF Yield 1.29% 4.35%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
LLY — Eli Lilly and Company
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
NOW — ServiceNow, Inc.
ServiceNow, Inc. operates in the technology sector specializing in software applications, delivering high-quality enterprise cloud solutions with a durable competitive moat evidenced by a 15% return on equity and strong gross margins of 76.6%. The company is currently in an investing growth phase with 22.1% revenue growth in the most recent quarter, although earnings growth is modest at 2.0%. Des…
Accumulation Zones
Metric LLY NOW
Zone Low $1,164.24 $112.27
Zone High $1,319.47 $127.24
In Buy Zone? Yes Yes
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