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 2026-07-17.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction Grade A High Quality
VS
SLB N.V. · Energy
$48.09
-33.4% upside to fair value
Grade C
QuantHub Verdict
LLY has more upside to fair value (+31.7%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric LLY SLB
Current Price $1,179.09 $48.09
Fair Value Estimate $1,552.32 $32.01
Upside to Fair Value +31.7% -33.4%
Market Cap $1,110.4B $71.9B
Forward P/E 21.8x
EV / EBITDA 34.3x 10.9x
Price / Sales 14.6x 2.0x
Price / FCF 77.7x 15.4x
Revenue Growth YoY +55.5% +2.7%
Gross Margin 83.5% 17.3%
Operating Margin 45.9% 14.4%
Return on Equity 101.3% 13.5%
Dividend Yield 0.55% 0%
FCF Yield 1.29% 6.51%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
LLY — Eli Lilly and Company
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…
SLB — SLB N.V.
SLB N.V. is a global leader in oilfield services, specializing in well construction, production systems, reservoir performance, and digital solutions. The company benefits from a durable competitive moat anchored in technology, integrated service breadth, and global infrastructure, with a management team that has long tenure and deep industry experience. Despite solid free cash flow generation of…
Accumulation Zones
Metric LLY SLB
Zone Low $1,164.24 $24.01
Zone High $1,319.47 $27.21
In Buy Zone? Yes No
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