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 2026-09-26.
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
RTX Corporation · Industrials
$193.54
+33.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
RTX has more upside to fair value
(+33.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
RTX |
| Current Price |
$1,183.72 |
$193.54 |
| Fair Value Estimate |
$1,208.00 |
$257.36 |
| Upside to Fair Value |
+2.1%
|
+33.0%
|
| Market Cap |
$1,114.8B |
$260.9B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
18.1x
|
| Price / Sales |
14.0x
|
2.8x
|
| Price / FCF |
52.7x
|
21.7x
|
| Revenue Growth YoY |
+47.7%
|
+14.5%
|
| Gross Margin |
83.4%
|
20.3%
|
| Operating Margin |
49.7%
|
11.2%
|
| Return on Equity |
92.6%
|
11.8%
|
| Dividend Yield |
0.57% |
1.46% |
| FCF Yield |
1.9%
|
4.6%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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…
RTX Corporation is a $260.85 billion aerospace and defense conglomerate operating three segments — Collins Aerospace, Pratt & Whitney, and Raytheon — serving commercial aviation, military, and government customers worldwide with 180,000 employees. The business quality is high: it holds intangible-asset and switching-cost advantages rooted in long-cycle engine programs, proprietary defense electro…
Accumulation Zones
| Metric |
LLY |
RTX |
| Zone Low |
$906.00 |
$193.02 |
| Zone High |
$1,026.80 |
$218.76 |
| In Buy Zone? |
No
|
Yes
|