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 2026-04-11.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
V |
| Current Price |
$939.47 |
$304.36 |
| Fair Value Estimate |
$1,607.00 |
$419.00 |
| Upside to Fair Value |
+71.1%
|
+37.7%
|
| Market Cap |
$887.6B |
$586.8B |
| Forward P/E |
27.4x
|
23.7x
|
| EV / EBITDA |
35.8x
|
22.3x
|
| Price / Sales |
14.8x
|
14.2x
|
| Price / FCF |
107.6x
|
25.6x
|
| Revenue Growth YoY |
+44.7%
|
+11.3%
|
| Gross Margin |
83.8%
|
81.08%
|
| Operating Margin |
45.6%
|
59.18%
|
| Return on Equity |
77.8%
|
54.22%
|
| Dividend Yield |
0.56% |
0.83% |
| FCF Yield |
0.93%
|
3.91%
|
| 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…
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
LLY |
V |
| Zone Low |
$1,205.00 |
$265.00 |
| Zone High |
$1,366.00 |
$300.00 |
| In Buy Zone? |
Yes
|
No
|