LLY vs RTX: Which Is the Better Buy?

Side-by-side comparison of Eli Lilly and Company and RTX Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-06-20.
Eli Lilly and Company Β· Healthcare
$1,098.13
+16.7% upside to fair value
Grade B High Quality
VS
RTX Corporation Β· Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
LLY has more upside to fair value (+16.7%). RTX trades at a lower forward P/E (34.3x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric LLY RTX
Current Price $1,098.13 $185.60
Fair Value Estimate $1,281.02 $138.81
Upside to Fair Value +16.7% -25.2%
Market Cap $1,034.2B $249.9B
Forward P/E 38.9x 34.3x
EV / EBITDA 32.0x 18.3x
Price / Sales 14.3x 2.8x
Price / FCF 76.2x 29.9x
Revenue Growth YoY +55.5% +8.7%
Gross Margin 83.5% 20.2%
Operating Margin 45.9% 10.9%
Return on Equity 101.3% 11.2%
Dividend Yield 0% 0%
FCF Yield 1.31% 3.34%
Analyst Consensus Strong Buy Buy
Investment Thesis
LLY β€” Eli Lilly and Company
Eli Lilly and Company is a leading healthcare firm specializing in drug manufacturing with a strong competitive moat in GLP-1 diabetes and obesity treatments as well as biologics manufacturing. The company is led by experienced internal management with a proven capital allocation track record. Its revenue growth is exceptionally strong, driven by its cardiometabolic franchise which accounted for …
RTX β€” RTX Corporation
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
Metric LLY RTX
Zone Low $960.76 $104.11
Zone High $1,088.87 $117.99
In Buy Zone? No No
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