LLY vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
LLY trades at a lower forward P/E
(27.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
PLTR |
| Current Price |
$939.47 |
$142.76 |
| Fair Value Estimate |
$1,607.00 |
$108.00 |
| Upside to Fair Value |
+71.1%
|
-24.3%
|
| Market Cap |
$887.6B |
$327.1B |
| Forward P/E |
27.4x
|
209.7x
|
| EV / EBITDA |
35.8x
|
—
|
| Price / Sales |
14.8x
|
73.1x
|
| Price / FCF |
107.6x
|
155.7x
|
| Revenue Growth YoY |
+44.7%
|
+19.1%
|
| Gross Margin |
83.8%
|
82.4%
|
| Operating Margin |
45.6%
|
31.6%
|
| Return on Equity |
77.8%
|
25.7%
|
| Dividend Yield |
0.56% |
— |
| FCF Yield |
0.93%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
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…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
LLY |
PLTR |
| Zone Low |
$1,205.00 |
$81.00 |
| Zone High |
$1,366.00 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|