LLY vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Veritiv Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
LLY has more upside to fair value
(+2.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
VRTV |
| Current Price |
$1,183.72 |
$169.99 |
| Fair Value Estimate |
$1,208.00 |
$93.49 |
| Upside to Fair Value |
+2.1%
|
-45.0%
|
| Market Cap |
$1,114.8B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
5.4x
|
| Price / Sales |
14.0x
|
0.4x
|
| Price / FCF |
52.7x
|
10.4x
|
| Revenue Growth YoY |
+47.7%
|
-19.0%
|
| Gross Margin |
83.4%
|
22.7%
|
| Operating Margin |
49.7%
|
5.9%
|
| Return on Equity |
92.6%
|
48.6%
|
| Dividend Yield |
0.57% |
1.48% |
| FCF Yield |
1.9%
|
9.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
LLY |
VRTV |
| Zone Low |
$906.00 |
$70.12 |
| Zone High |
$1,026.80 |
$79.47 |
| In Buy Zone? |
No
|
No
|