LLY vs VRT: Which Is the Better Buy?

Side-by-side comparison of Eli Lilly and Company and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-17.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction Grade A High Quality
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D High Quality
QuantHub Verdict
LLY has more upside to fair value (+31.7%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric LLY VRT
Current Price $1,179.09 $333.05
Fair Value Estimate $1,552.32 $183.18
Upside to Fair Value +31.7% -45.0%
Market Cap $1,110.4B $127.9B
Forward P/E 81.8x
EV / EBITDA 34.3x 55.4x
Price / Sales 14.6x 11.8x
Price / FCF 77.7x 55.4x
Revenue Growth YoY +55.5% +30.1%
Gross Margin 83.5% 36.2%
Operating Margin 45.9% 18.5%
Return on Equity 101.3% 42.1%
Dividend Yield 0.55% 0%
FCF Yield 1.29% 1.81%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
LLY — Eli Lilly and Company
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
VRT — Vertiv Holdings Co
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
Metric LLY VRT
Zone Low $1,164.24 $137.38
Zone High $1,319.47 $155.70
In Buy Zone? Yes No
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