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 2026-05-01.
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
VS
Starbucks Corporation · Consumer Cyclical
$96.60
-12.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
LLY has more upside to fair value
(+17.6%).
LLY trades at a lower forward P/E
(33.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
SBUX |
| Current Price |
$934.34 |
$96.60 |
| Fair Value Estimate |
$1,098.43 |
$84.75 |
| Upside to Fair Value |
+17.6%
|
-12.3%
|
| Market Cap |
$882.8B |
$110.1B |
| Forward P/E |
33.1x
|
42.2x
|
| EV / EBITDA |
27.9x
|
22.5x
|
| Price / Sales |
12.2x
|
3.0x
|
| Price / FCF |
65.0x
|
45.1x
|
| Revenue Growth YoY |
+55.5%
|
+2.8%
|
| Gross Margin |
82.7%
|
24.2%
|
| Operating Margin |
46.3%
|
9.6%
|
| Return on Equity |
101.3%
|
-22.9%
|
| Dividend Yield |
0% |
2.55% |
| FCF Yield |
1.54%
|
2.2%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
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 |
$823.82 |
$63.56 |
| Zone High |
$933.67 |
$72.04 |
| In Buy Zone? |
No
|
No
|