LLY vs SLB: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and SLB N.V. — 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
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
SLB trades at a lower forward P/E
(18.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
SLB |
| Current Price |
$939.47 |
$51.92 |
| Fair Value Estimate |
$1,607.00 |
$41.43 |
| Upside to Fair Value |
+71.1%
|
-20.2%
|
| Market Cap |
$887.6B |
$77.9B |
| Forward P/E |
27.4x
|
18.6x
|
| EV / EBITDA |
35.8x
|
9.2x
|
| Price / Sales |
14.8x
|
2.2x
|
| Price / FCF |
107.6x
|
16.1x
|
| Revenue Growth YoY |
+44.7%
|
-1.6%
|
| Gross Margin |
83.8%
|
18.21%
|
| Operating Margin |
45.6%
|
15.28%
|
| Return on Equity |
77.8%
|
12.83%
|
| Dividend Yield |
0.56% |
2.21% |
| FCF Yield |
0.93%
|
6.21%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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…
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year di…
Accumulation Zones
| Metric |
LLY |
SLB |
| Zone Low |
$1,205.00 |
$34.00 |
| Zone High |
$1,366.00 |
$39.00 |
| In Buy Zone? |
Yes
|
No
|