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 2026-09-26.
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+2.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
QCOM |
| Current Price |
$1,183.72 |
$201.97 |
| Fair Value Estimate |
$1,208.00 |
$159.42 |
| Upside to Fair Value |
+2.1%
|
-21.1%
|
| Market Cap |
$1,114.8B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
16.5x
|
| Price / Sales |
14.0x
|
4.8x
|
| Price / FCF |
52.7x
|
20.5x
|
| Revenue Growth YoY |
+47.7%
|
-4.0%
|
| Gross Margin |
83.4%
|
54.2%
|
| Operating Margin |
49.7%
|
23.2%
|
| Return on Equity |
92.6%
|
37.3%
|
| Dividend Yield |
0.57% |
1.79% |
| FCF Yield |
1.9%
|
4.88%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year bas…
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
LLY |
QCOM |
| Zone Low |
$906.00 |
$119.56 |
| Zone High |
$1,026.80 |
$135.51 |
| In Buy Zone? |
No
|
No
|