LLY vs V: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
V has more upside to fair value
(+25.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
V |
| Current Price |
$1,183.72 |
$368.29 |
| Fair Value Estimate |
$1,208.00 |
$463.00 |
| Upside to Fair Value |
+2.1%
|
+25.7%
|
| Market Cap |
$1,114.8B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
24.0x
|
| Price / Sales |
14.0x
|
15.5x
|
| Price / FCF |
52.7x
|
33.5x
|
| Revenue Growth YoY |
+47.7%
|
+14.4%
|
| Gross Margin |
83.4%
|
80.2%
|
| Operating Margin |
49.7%
|
60.7%
|
| Return on Equity |
92.6%
|
61.3%
|
| Dividend Yield |
0.57% |
0.73% |
| FCF Yield |
1.9%
|
2.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year bas…
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
LLY |
V |
| Zone Low |
$906.00 |
$347.25 |
| Zone High |
$1,026.80 |
$393.55 |
| In Buy Zone? |
No
|
Yes
|