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 2026-07-17.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction Grade A High Quality
VS
QUALCOMM Incorporated · Technology
$226.11
-10.7% upside to fair value
Grade D High Quality
QuantHub Verdict
LLY has more upside to fair value (+31.7%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric LLY QCOM
Current Price $1,179.09 $226.11
Fair Value Estimate $1,552.32 $201.84
Upside to Fair Value +31.7% -10.7%
Market Cap $1,110.4B $238.3B
Forward P/E 24.3x
EV / EBITDA 34.3x 17.5x
Price / Sales 14.6x 5.4x
Price / FCF 77.7x 19.1x
Revenue Growth YoY +55.5% -3.5%
Gross Margin 83.5% 54.8%
Operating Margin 45.9% 25.5%
Return on Equity 101.3% 40.2%
Dividend Yield 0.55% 0%
FCF Yield 1.29% 5.25%
Analyst Consensus Strong Buy Hold
Investment Thesis
LLY — Eli Lilly and Company
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…
QCOM — QUALCOMM Incorporated
Qualcomm Incorporated is a leading semiconductor and telecommunications equipment company specializing in cellular and RF technologies, with a strong competitive moat driven by its intellectual property and scale in premium Android and 5G modems. The company benefits from a long-tenured management team and a diversified business model expanding into automotive, IoT, and computing sectors. Despite…
Accumulation Zones
Metric LLY QCOM
Zone Low $1,164.24 $151.38
Zone High $1,319.47 $171.56
In Buy Zone? Yes No
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