LLY vs PFE: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Pfizer Inc. — 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
Pfizer Inc. · Healthcare
$26.91
+30.1% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
PFE trades at a lower forward P/E
(9.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
PFE |
| Current Price |
$939.47 |
$26.91 |
| Fair Value Estimate |
$1,607.00 |
$35.00 |
| Upside to Fair Value |
+71.1%
|
+30.1%
|
| Market Cap |
$887.6B |
$153.0B |
| Forward P/E |
27.4x
|
9.5x
|
| EV / EBITDA |
35.8x
|
13.8x
|
| Price / Sales |
14.8x
|
2.4x
|
| Price / FCF |
107.6x
|
16.8x
|
| Revenue Growth YoY |
+44.7%
|
-1.6%
|
| Gross Margin |
83.8%
|
70.3%
|
| Operating Margin |
45.6%
|
24.7%
|
| Return on Equity |
77.8%
|
9.0%
|
| Dividend Yield |
0.56% |
6.4% |
| FCF Yield |
0.93%
|
5.9%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Pfizer remains the world's largest traditional pharmaceutical company by non-COVID revenue, generating $62.6B in 2025 sales across oncology, cardiovascular, immunology, and vaccines. The stock trades at a P/S of 2.44x, still well below the 5-year median of 3.10x, driven by post-COVID revenue normalization, a $17-18B patent cliff spanning 2026-2028, and $61.6B in acquisition-related debt from Seag…
Accumulation Zones
| Metric |
LLY |
PFE |
| Zone Low |
$1,205.00 |
$25.00 |
| Zone High |
$1,366.00 |
$29.00 |
| In Buy Zone? |
Yes
|
Yes
|