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 2026-05-21.
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
VS
NVIDIA Corporation · Technology
$219.76
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
LLY trades at a lower forward P/E
(33.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
NVDA |
| Current Price |
$934.34 |
$219.76 |
| Fair Value Estimate |
$1,098.43 |
$318.65 |
| Upside to Fair Value |
+17.6%
|
+45.0%
|
| Market Cap |
$882.8B |
$5,322.7B |
| Forward P/E |
33.1x
|
33.4x
|
| EV / EBITDA |
27.9x
|
27.6x
|
| Price / Sales |
12.2x
|
21.0x
|
| Price / FCF |
65.0x
|
44.7x
|
| Revenue Growth YoY |
+55.5%
|
+85.2%
|
| Gross Margin |
82.7%
|
74.1%
|
| Operating Margin |
46.3%
|
64.0%
|
| Return on Equity |
101.3%
|
111.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.54%
|
2.24%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Eli Lilly and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
NVIDIA Corporation is a leading technology company specializing in semiconductors, primarily known for its GPUs and AI accelerators that power gaming, data center, and professional visualization markets. The company benefits from a durable competitive moat driven by its founder-led management, strong insider alignment, and dominant market share in AI data center chips. NVIDIA's business quality i…
Accumulation Zones
| Metric |
LLY |
NVDA |
| Zone Low |
$823.82 |
$238.99 |
| Zone High |
$933.67 |
$270.85 |
| In Buy Zone? |
No
|
Yes
|