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 2026-05-01.
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
UNH trades at a lower forward P/E
(26.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
UNH |
| Current Price |
$934.34 |
$353.52 |
| Fair Value Estimate |
$1,098.43 |
$512.60 |
| Upside to Fair Value |
+17.6%
|
+45.0%
|
| Market Cap |
$882.8B |
$320.9B |
| Forward P/E |
33.1x
|
26.7x
|
| EV / EBITDA |
27.9x
|
16.1x
|
| Price / Sales |
12.2x
|
0.7x
|
| Price / FCF |
65.0x
|
16.3x
|
| Revenue Growth YoY |
+55.5%
|
+2.0%
|
| Gross Margin |
82.7%
|
18.8%
|
| Operating Margin |
46.3%
|
4.2%
|
| Return on Equity |
101.3%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.54%
|
6.13%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Eli Lilly and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
| Metric |
LLY |
UNH |
| Zone Low |
$823.82 |
$384.45 |
| Zone High |
$933.67 |
$435.71 |
| In Buy Zone? |
No
|
Yes
|