LLY vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+77.7%).
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
QCOM |
| Current Price |
$939.47 |
$134.47 |
| Fair Value Estimate |
$1,607.00 |
$239.00 |
| Upside to Fair Value |
+71.1%
|
+77.7%
|
| Market Cap |
$887.6B |
$143.6B |
| Forward P/E |
27.4x
|
26.8x
|
| EV / EBITDA |
35.8x
|
—
|
| Price / Sales |
14.8x
|
3.2x
|
| Price / FCF |
107.6x
|
11.1x
|
| Revenue Growth YoY |
+44.7%
|
+8.7%
|
| Gross Margin |
83.8%
|
55.1%
|
| Operating Margin |
45.6%
|
27.1%
|
| Return on Equity |
77.8%
|
21.6%
|
| Dividend Yield |
0.56% |
— |
| FCF Yield |
0.93%
|
9.0%
|
| 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…
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
| Metric |
LLY |
QCOM |
| Zone Low |
$1,205.00 |
$179.00 |
| Zone High |
$1,366.00 |
$203.00 |
| In Buy Zone? |
Yes
|
Yes
|