LLY vs PANW: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Palo Alto Networks, Inc. — 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
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
PANW |
| Current Price |
$1,179.09 |
$287.78 |
| Fair Value Estimate |
$1,552.32 |
$296.19 |
| Upside to Fair Value |
+31.7%
|
+2.9%
|
| Market Cap |
$1,110.4B |
$196.1B |
| Forward P/E |
—
|
248.9x
|
| EV / EBITDA |
34.3x
|
85.9x
|
| Price / Sales |
14.6x
|
18.5x
|
| Price / FCF |
77.7x
|
45.7x
|
| Revenue Growth YoY |
+55.5%
|
+31.1%
|
| Gross Margin |
83.5%
|
71.9%
|
| Operating Margin |
45.9%
|
9.6%
|
| Return on Equity |
101.3%
|
6.3%
|
| Dividend Yield |
0.55% |
0% |
| FCF Yield |
1.29%
|
2.19%
|
| 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…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
LLY |
PANW |
| Zone Low |
$1,164.24 |
$222.14 |
| Zone High |
$1,319.47 |
$251.76 |
| In Buy Zone? |
Yes
|
No
|