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 2026-07-17.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
VS
Super Micro Computer, Inc. · Technology
$30.66
+45.0% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
SMCI |
| Current Price |
$1,179.09 |
$30.66 |
| Fair Value Estimate |
$1,552.32 |
$44.46 |
| Upside to Fair Value |
+31.7%
|
+45.0%
|
| Market Cap |
$1,110.4B |
$18.4B |
| Forward P/E |
—
|
14.7x
|
| EV / EBITDA |
34.3x
|
13.6x
|
| Price / Sales |
14.6x
|
0.6x
|
| Price / FCF |
77.7x
|
-2.7x
|
| Revenue Growth YoY |
+55.5%
|
+122.7%
|
| Gross Margin |
83.5%
|
8.4%
|
| Operating Margin |
45.9%
|
4.5%
|
| Return on Equity |
101.3%
|
18.2%
|
| Dividend Yield |
0.55% |
0% |
| FCF Yield |
1.29%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
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…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a strong focus on AI infrastructure. The business quality is medium due to its founder-led management with over 30 years of tenure, a widening moat driven by systems engineering and close partnerships with Nvidia, and rapid revenue growth of 122.7% in the most recent quarter. However, the company f…
Accumulation Zones
| Metric |
LLY |
SMCI |
| Zone Low |
$1,164.24 |
$33.34 |
| Zone High |
$1,319.47 |
$37.79 |
| In Buy Zone? |
Yes
|
Yes
|