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 2026-05-01.
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
VS
QUALCOMM Incorporated · Technology
$134.47
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+45.0%).
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
QCOM |
| Current Price |
$934.34 |
$134.47 |
| Fair Value Estimate |
$1,098.43 |
$194.98 |
| Upside to Fair Value |
+17.6%
|
+45.0%
|
| Market Cap |
$882.8B |
$143.6B |
| Forward P/E |
33.1x
|
26.8x
|
| EV / EBITDA |
27.9x
|
—
|
| Price / Sales |
12.2x
|
3.2x
|
| Price / FCF |
65.0x
|
11.1x
|
| Revenue Growth YoY |
+55.5%
|
+8.7%
|
| Gross Margin |
82.7%
|
55.1%
|
| Operating Margin |
46.3%
|
27.1%
|
| Return on Equity |
101.3%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.54%
|
9.0%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Eli Lilly and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
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 |
$823.82 |
$146.23 |
| Zone High |
$933.67 |
$165.73 |
| In Buy Zone? |
No
|
Yes
|