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 2026-05-01.
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
VS
Visa Inc. · Financial Services
$304.36
+45.0% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V has more upside to fair value
(+45.0%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
V |
| Current Price |
$934.34 |
$304.36 |
| Fair Value Estimate |
$1,098.43 |
$441.32 |
| Upside to Fair Value |
+17.6%
|
+45.0%
|
| Market Cap |
$882.8B |
$586.8B |
| Forward P/E |
33.1x
|
23.7x
|
| EV / EBITDA |
27.9x
|
22.3x
|
| Price / Sales |
12.2x
|
14.2x
|
| Price / FCF |
65.0x
|
25.6x
|
| Revenue Growth YoY |
+55.5%
|
+11.3%
|
| Gross Margin |
82.7%
|
81.08%
|
| Operating Margin |
46.3%
|
59.18%
|
| Return on Equity |
101.3%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
1.54%
|
3.91%
|
| 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 …
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 |
$823.82 |
$330.99 |
| Zone High |
$933.67 |
$375.12 |
| In Buy Zone? |
No
|
Yes
|