LLY vs TTD: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
TTD |
| Current Price |
$939.47 |
$22.76 |
| Fair Value Estimate |
$1,607.00 |
$134.00 |
| Upside to Fair Value |
+71.1%
|
+488.8%
|
| Market Cap |
$887.6B |
$10.8B |
| Forward P/E |
27.4x
|
24.6x
|
| EV / EBITDA |
35.8x
|
—
|
| Price / Sales |
14.8x
|
3.7x
|
| Price / FCF |
107.6x
|
13.8x
|
| Revenue Growth YoY |
+44.7%
|
+14.5%
|
| Gross Margin |
83.8%
|
78.6%
|
| Operating Margin |
45.6%
|
20.3%
|
| Return on Equity |
77.8%
|
16.9%
|
| Dividend Yield |
0.56% |
— |
| FCF Yield |
0.93%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
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…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
LLY |
TTD |
| Zone Low |
$1,205.00 |
$100.00 |
| Zone High |
$1,366.00 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|