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 2026-04-11.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
NVDA |
| Current Price |
$939.47 |
$182.08 |
| Fair Value Estimate |
$1,607.00 |
$290.00 |
| Upside to Fair Value |
+71.1%
|
+59.3%
|
| Market Cap |
$887.6B |
$4,425.5B |
| Forward P/E |
27.4x
|
—
|
| EV / EBITDA |
35.8x
|
31.4x
|
| Price / Sales |
14.8x
|
21.0x
|
| Price / FCF |
107.6x
|
46.9x
|
| Revenue Growth YoY |
+44.7%
|
+65.5%
|
| Gross Margin |
83.8%
|
71.1%
|
| Operating Margin |
45.6%
|
60.4%
|
| Return on Equity |
77.8%
|
76.3%
|
| Dividend Yield |
0.56% |
0.02% |
| FCF Yield |
0.93%
|
2.13%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
LLY |
NVDA |
| Zone Low |
$1,205.00 |
$218.00 |
| Zone High |
$1,366.00 |
$250.00 |
| In Buy Zone? |
Yes
|
Yes
|