LLY vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
VS
NVIDIA Corporation · Technology
$210.69
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
NVDA |
| Current Price |
$1,179.09 |
$210.69 |
| Fair Value Estimate |
$1,552.32 |
$305.50 |
| Upside to Fair Value |
+31.7%
|
+45.0%
|
| Market Cap |
$1,110.4B |
$5,103.1B |
| Forward P/E |
—
|
32.1x
|
| EV / EBITDA |
34.3x
|
26.5x
|
| Price / Sales |
14.6x
|
20.1x
|
| Price / FCF |
77.7x
|
42.9x
|
| Revenue Growth YoY |
+55.5%
|
+85.2%
|
| Gross Margin |
83.5%
|
74.1%
|
| Operating Margin |
45.9%
|
64.0%
|
| Return on Equity |
101.3%
|
111.7%
|
| Dividend Yield |
0.55% |
0% |
| FCF Yield |
1.29%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
NVIDIA Corporation is a leading technology company specializing in semiconductors, particularly GPUs and AI accelerators, with a dominant market position in AI training markets holding over 80% share. The company exhibits exceptional business quality with a founder-led management team boasting over 30 years of continuous leadership, very high profitability with gross margins above 74% and net mar…
Accumulation Zones
| Metric |
LLY |
NVDA |
| Zone Low |
$1,164.24 |
$229.12 |
| Zone High |
$1,319.47 |
$259.68 |
| In Buy Zone? |
Yes
|
Yes
|