LLY vs TMO: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Eli Lilly and Company · Healthcare
$934.34
+98.6% upside to fair value
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
LLY has more upside to fair value
(+98.6%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
TMO |
| Current Price |
$934.34 |
$462.60 |
| Fair Value Estimate |
$1,855.91 |
$509.20 |
| Upside to Fair Value |
+98.6%
|
+10.1%
|
| Market Cap |
$882.8B |
$171.9B |
| Forward P/E |
33.1x
|
25.1x
|
| EV / EBITDA |
27.9x
|
19.0x
|
| Price / Sales |
12.2x
|
3.8x
|
| Price / FCF |
65.0x
|
25.5x
|
| Revenue Growth YoY |
+55.5%
|
+6.2%
|
| Gross Margin |
82.7%
|
39.4%
|
| Operating Margin |
46.3%
|
17.8%
|
| Return on Equity |
101.3%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.54%
|
3.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Eli Lilly and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent q…
Accumulation Zones
| Metric |
LLY |
TMO |
| Zone Low |
$1,391.93 |
$381.90 |
| Zone High |
$1,577.52 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|