LLY vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Super Micro Computer, Inc. — 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
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
LLY has more upside to fair value
(+2.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
SMCI |
| Current Price |
$1,183.72 |
$43.26 |
| Fair Value Estimate |
$1,208.00 |
$41.44 |
| Upside to Fair Value |
+2.1%
|
-4.2%
|
| Market Cap |
$1,114.8B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
8.9x
|
| Price / Sales |
14.0x
|
0.7x
|
| Price / FCF |
52.7x
|
—
|
| Revenue Growth YoY |
+47.7%
|
+93.2%
|
| Gross Margin |
83.4%
|
10.8%
|
| Operating Margin |
49.7%
|
7.1%
|
| Return on Equity |
92.6%
|
25.1%
|
| Dividend Yield |
0.57% |
0% |
| FCF Yield |
1.9%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
LLY |
SMCI |
| Zone Low |
$906.00 |
$31.08 |
| Zone High |
$1,026.80 |
$35.22 |
| In Buy Zone? |
No
|
No
|