LLY vs RTX: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Eli Lilly and Company · Healthcare
$934.34
+98.6% upside to fair value
Grade B
High Quality
VS
RTX Corporation · Industrials
$172.90
-21.3% upside to fair value
Grade D
QuantHub Verdict
LLY has more upside to fair value
(+98.6%).
RTX trades at a lower forward P/E
(32.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
RTX |
| Current Price |
$934.34 |
$172.90 |
| Fair Value Estimate |
$1,855.91 |
$136.05 |
| Upside to Fair Value |
+98.6%
|
-21.3%
|
| Market Cap |
$882.8B |
$232.8B |
| Forward P/E |
33.1x
|
32.1x
|
| EV / EBITDA |
27.9x
|
19.2x
|
| Price / Sales |
12.2x
|
2.6x
|
| Price / FCF |
65.0x
|
27.9x
|
| Revenue Growth YoY |
+55.5%
|
+8.7%
|
| Gross Margin |
82.7%
|
20.2%
|
| Operating Margin |
46.3%
|
10.4%
|
| Return on Equity |
101.3%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.54%
|
3.59%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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 …
RTX Corporation is a leading aerospace and defense company with a diversified portfolio spanning Pratt & Whitney jet engines, Collins Aerospace avionics, and Raytheon Intelligence & Space defense systems. The company benefits from a strong competitive moat supported by a $271 billion backlog and multi-year contracts, driving consistent revenue growth of 10% in 2025 and 9% in Q1 2026. Earnings gro…
Accumulation Zones
| Metric |
LLY |
RTX |
| Zone Low |
$1,391.93 |
$102.04 |
| Zone High |
$1,577.52 |
$115.64 |
| In Buy Zone? |
Yes
|
No
|