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 2026-07-17.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
TMO |
| Current Price |
$1,179.09 |
$464.61 |
| Fair Value Estimate |
$1,552.32 |
$498.27 |
| Upside to Fair Value |
+31.7%
|
+7.2%
|
| Market Cap |
$1,110.4B |
$172.7B |
| Forward P/E |
—
|
25.2x
|
| EV / EBITDA |
34.3x
|
19.1x
|
| Price / Sales |
14.6x
|
3.8x
|
| Price / FCF |
77.7x
|
25.6x
|
| Revenue Growth YoY |
+55.5%
|
+6.2%
|
| Gross Margin |
83.5%
|
39.4%
|
| Operating Margin |
45.9%
|
17.8%
|
| Return on Equity |
101.3%
|
13.3%
|
| Dividend Yield |
0.55% |
0% |
| FCF Yield |
1.29%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Thermo Fisher Scientific is a leading healthcare company specializing in life science tools, diagnostics, and contract research and manufacturing services. It operates with a broad, multi-layered moat driven by scale, integration, and a long-tenured management team. The company exhibits solid fundamentals with a 13.3% ROE, 6.2% revenue growth, and 9.6% earnings growth in the most recent quarter. …
Accumulation Zones
| Metric |
LLY |
TMO |
| Zone Low |
$1,164.24 |
$373.70 |
| Zone High |
$1,319.47 |
$423.53 |
| In Buy Zone? |
Yes
|
No
|