LLY vs TSM: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Taiwan Semiconductor Manufacturing Company Limited — 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
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
TSM trades at a lower forward P/E
(26.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
TSM |
| Current Price |
$939.47 |
$365.90 |
| Fair Value Estimate |
$1,607.00 |
$352.00 |
| Upside to Fair Value |
+71.1%
|
-3.8%
|
| Market Cap |
$887.6B |
$1,897.7B |
| Forward P/E |
27.4x
|
26.0x
|
| EV / EBITDA |
35.8x
|
18.1x
|
| Price / Sales |
14.8x
|
13.3x
|
| Price / FCF |
107.6x
|
54.0x
|
| Revenue Growth YoY |
+44.7%
|
+33.0%
|
| Gross Margin |
83.8%
|
59.9%
|
| Operating Margin |
45.6%
|
50.8%
|
| Return on Equity |
77.8%
|
35.1%
|
| Dividend Yield |
0.56% |
1.05% |
| FCF Yield |
0.93%
|
1.85%
|
| Analyst Consensus |
Strong Buy
|
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…
TSMC remains the single most critical company in the global semiconductor supply chain, manufacturing virtually every leading-edge AI chip for NVIDIA, Apple, AMD, and the hyperscalers. The company delivered exceptional 2025 results with 33% revenue growth and 50% net income growth, driven by HPC surging to 55% of Q4 revenue. At the 3nm node, TSMC maintains production yields of 70-80% versus Samsu…
Accumulation Zones
| Metric |
LLY |
TSM |
| Zone Low |
$1,205.00 |
$265.00 |
| Zone High |
$1,366.00 |
$310.00 |
| In Buy Zone? |
Yes
|
No
|