LLY vs UNH: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and UnitedHealth Group Incorporated — 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
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
UNH |
| Current Price |
$939.47 |
$304.33 |
| Fair Value Estimate |
$1,607.00 |
$430.00 |
| Upside to Fair Value |
+71.1%
|
+41.3%
|
| Market Cap |
$887.6B |
$276.2B |
| Forward P/E |
27.4x
|
15.1x
|
| EV / EBITDA |
35.8x
|
14.3x
|
| Price / Sales |
14.8x
|
0.6x
|
| Price / FCF |
107.6x
|
17.2x
|
| Revenue Growth YoY |
+44.7%
|
+11.8%
|
| Gross Margin |
83.8%
|
18.5%
|
| Operating Margin |
45.6%
|
4.2%
|
| Return on Equity |
77.8%
|
12.7%
|
| Dividend Yield |
0.56% |
2.9% |
| FCF Yield |
0.93%
|
5.82%
|
| 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…
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
LLY |
UNH |
| Zone Low |
$1,205.00 |
$280.00 |
| Zone High |
$1,366.00 |
$340.00 |
| In Buy Zone? |
Yes
|
Yes
|