LLY vs TSLA: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Tesla, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
Tesla, Inc. · Consumer Cyclical
$343.23
-5.3% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
LLY trades at a lower forward P/E
(27.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
TSLA |
| Current Price |
$939.47 |
$343.23 |
| Fair Value Estimate |
$1,607.00 |
$325.00 |
| Upside to Fair Value |
+71.1%
|
-5.3%
|
| Market Cap |
$887.6B |
$1,287.9B |
| Forward P/E |
27.4x
|
205.5x
|
| EV / EBITDA |
35.8x
|
108.8x
|
| Price / Sales |
14.8x
|
13.6x
|
| Price / FCF |
107.6x
|
207.1x
|
| Revenue Growth YoY |
+44.7%
|
-2.9%
|
| Gross Margin |
83.8%
|
18.0%
|
| Operating Margin |
45.6%
|
4.6%
|
| Return on Equity |
77.8%
|
4.8%
|
| Dividend Yield |
0.56% |
0% |
| FCF Yield |
0.93%
|
0.48%
|
| Analyst Consensus |
Strong Buy
|
—
|
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…
Tesla remains the most polarizing stock in markets. The core auto business is deteriorating: FY2025 revenue fell 2.9% to $94.8B, net income dropped 46.8% to $3.8B, and Q4 deliveries declined 15.6% YoY to 418K units. Yet the stock trades at 13.6x TTM P/S (near 5yr highs) on the optionality of Cybercab robotaxis launching April 2026, FSD reaching unsupervised status in Austin, and Optimus humanoid …
Accumulation Zones
| Metric |
LLY |
TSLA |
| Zone Low |
$1,205.00 |
$244.00 |
| Zone High |
$1,366.00 |
$276.00 |
| In Buy Zone? |
Yes
|
No
|