LLY vs SBUX: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Starbucks Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
Starbucks Corporation · Consumer Cyclical
$96.60
+19.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
LLY trades at a lower forward P/E
(27.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
SBUX |
| Current Price |
$939.47 |
$96.60 |
| Fair Value Estimate |
$1,607.00 |
$115.00 |
| Upside to Fair Value |
+71.1%
|
+19.0%
|
| Market Cap |
$887.6B |
$110.1B |
| Forward P/E |
27.4x
|
42.2x
|
| EV / EBITDA |
35.8x
|
22.5x
|
| Price / Sales |
14.8x
|
3.0x
|
| Price / FCF |
107.6x
|
45.1x
|
| Revenue Growth YoY |
+44.7%
|
+2.8%
|
| Gross Margin |
83.8%
|
24.2%
|
| Operating Margin |
45.6%
|
9.6%
|
| Return on Equity |
77.8%
|
-22.9%
|
| Dividend Yield |
0.56% |
2.55% |
| FCF Yield |
0.93%
|
2.2%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
Starbucks is the world's largest specialty coffee retailer with over 39,000 stores across 86 markets, generating $37.2B in annual revenue. Under CEO Brian Niccol, now 19 months into his tenure after joining from Chipotle in September 2024, the company is executing the Back to Starbucks operational turnaround focused on service speed, menu simplification, and store experience reinvention. At P/S 2…
Accumulation Zones
| Metric |
LLY |
SBUX |
| Zone Low |
$1,205.00 |
$88.00 |
| Zone High |
$1,366.00 |
$98.00 |
| In Buy Zone? |
Yes
|
Yes
|