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 2026-05-01.
Eli Lilly and Company Β· Healthcare
$934.34
+17.6% upside to fair value
Grade B High Quality
VS
Vertiv Holdings Co Β· Industrials
$305.14
-45.0% upside to fair value
Grade D High Quality
QuantHub Verdict
LLY has more upside to fair value (+17.6%). LLY trades at a lower forward P/E (33.1x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric LLY VRT
Current Price $934.34 $305.14
Fair Value Estimate $1,098.43 $167.83
Upside to Fair Value +17.6% -45.0%
Market Cap $882.8B $116.8B
Forward P/E 33.1x 75.0x
EV / EBITDA 27.9x 50.1x
Price / Sales 12.2x 10.8x
Price / FCF 65.0x 50.5x
Revenue Growth YoY +55.5% +30.1%
Gross Margin 82.7% 36.2%
Operating Margin 46.3% 18.5%
Return on Equity 101.3% 42.1%
Dividend Yield 0% 0%
FCF Yield 1.54% 1.98%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
LLY β€” Eli Lilly and Company
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 …
VRT β€” Vertiv Holdings Co
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
Metric LLY VRT
Zone Low $823.82 $125.87
Zone High $933.67 $142.66
In Buy Zone? No No
← LLY Research    VRT Research β†’    All Research