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 2026-07-17.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
VS
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
LLY has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
RTX |
| Current Price |
$1,179.09 |
$185.60 |
| Fair Value Estimate |
$1,552.32 |
$138.81 |
| Upside to Fair Value |
+31.7%
|
-25.2%
|
| Market Cap |
$1,110.4B |
$249.9B |
| Forward P/E |
—
|
34.3x
|
| EV / EBITDA |
34.3x
|
18.3x
|
| Price / Sales |
14.6x
|
2.8x
|
| Price / FCF |
77.7x
|
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 |
0.55% |
0% |
| FCF Yield |
1.29%
|
3.34%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
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 |
$1,164.24 |
$104.11 |
| Zone High |
$1,319.47 |
$117.99 |
| In Buy Zone? |
Yes
|
No
|