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 2026-04-18.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
SMCI trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
SMCI |
| Current Price |
$939.47 |
$28.56 |
| Fair Value Estimate |
$1,607.00 |
$152.97 |
| Upside to Fair Value |
+71.1%
|
+435.6%
|
| Market Cap |
$887.6B |
$17.1B |
| Forward P/E |
27.4x
|
19.5x
|
| EV / EBITDA |
35.8x
|
15.0x
|
| Price / Sales |
14.8x
|
0.6x
|
| Price / FCF |
107.6x
|
38.9x
|
| Revenue Growth YoY |
+44.7%
|
+152.8%
|
| Gross Margin |
83.8%
|
8.0%
|
| Operating Margin |
45.6%
|
3.7%
|
| Return on Equity |
77.8%
|
13.3%
|
| Dividend Yield |
0.56% |
0% |
| FCF Yield |
0.93%
|
2.57%
|
| 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…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a dominant focus on AI GPU platforms that now drive over 70% of its revenues. The company benefits from a founder-led management team with deep industry expertise and long tenure, and it has scaled rapidly with revenue growth exceeding 150% year-over-year. Despite this explosive growth, profitabilit…
Accumulation Zones
| Metric |
LLY |
SMCI |
| Zone Low |
$1,205.00 |
$114.73 |
| Zone High |
$1,366.00 |
$130.02 |
| In Buy Zone? |
Yes
|
Yes
|