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 2026-09-26.
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
TMO |
| Current Price |
$1,183.72 |
$658.32 |
| Fair Value Estimate |
$1,208.00 |
$863.34 |
| Upside to Fair Value |
+2.1%
|
+31.1%
|
| Market Cap |
$1,114.8B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
25.9x
|
| Price / Sales |
14.0x
|
5.3x
|
| Price / FCF |
52.7x
|
33.4x
|
| Revenue Growth YoY |
+47.7%
|
+10.5%
|
| Gross Margin |
83.4%
|
40.4%
|
| Operating Margin |
49.7%
|
17.7%
|
| Return on Equity |
92.6%
|
13.4%
|
| Dividend Yield |
0.57% |
0.28% |
| FCF Yield |
1.9%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
| Metric |
LLY |
TMO |
| Zone Low |
$906.00 |
$647.50 |
| Zone High |
$1,026.80 |
$733.84 |
| In Buy Zone? |
No
|
Yes
|