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 2026-04-18.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
LLY trades at a lower forward P/E
(27.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
VRT |
| Current Price |
$939.47 |
$307.34 |
| Fair Value Estimate |
$1,607.00 |
$272.65 |
| Upside to Fair Value |
+71.1%
|
-11.3%
|
| Market Cap |
$887.6B |
$117.6B |
| Forward P/E |
27.4x
|
88.2x
|
| EV / EBITDA |
35.8x
|
55.3x
|
| Price / Sales |
14.8x
|
11.5x
|
| Price / FCF |
107.6x
|
61.2x
|
| Revenue Growth YoY |
+44.7%
|
+7.6%
|
| Gross Margin |
83.8%
|
34.8%
|
| Operating Margin |
45.6%
|
18.2%
|
| Return on Equity |
77.8%
|
40.3%
|
| Dividend Yield |
0.56% |
0% |
| FCF Yield |
0.93%
|
1.63%
|
| 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…
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
LLY |
VRT |
| Zone Low |
$1,205.00 |
$204.49 |
| Zone High |
$1,366.00 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|