LLY vs VRT: Which Is the Better Buy?

Side-by-side comparison of Eli Lilly and Company and Vertiv Holdings Co β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Eli Lilly and Company Β· Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction Grade B High Quality
VS
Vertiv Holdings Co Β· Industrials
$253.28
+8.2% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
VRT has more upside to fair value (+8.2%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric LLY VRT
Current Price $1,183.72 $253.28
Fair Value Estimate $1,208.00 $274.15
Upside to Fair Value +2.1% +8.2%
Market Cap $1,114.8B $97.5B
Forward P/E β€” β€”
EV / EBITDA 26.8x 38.8x
Price / Sales 14.0x 8.5x
Price / FCF 52.7x 33.3x
Revenue Growth YoY +47.7% +24.1%
Gross Margin 83.4% 37.5%
Operating Margin 49.7% 19.1%
Return on Equity 92.6% 42.1%
Dividend Yield 0.57% 0.1%
FCF Yield 1.9% 3.0%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
LLY β€” Eli Lilly and Company
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…
VRT β€” Vertiv Holdings Co
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
Metric LLY VRT
Zone Low $906.00 $205.61
Zone High $1,026.80 $233.03
In Buy Zone? No No
← LLY Research    VRT Research β†’    All Research