LLY vs VST: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Vistra Corp. — 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
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
LLY has more upside to fair value
(+2.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
VST |
| Current Price |
$1,183.72 |
$140.67 |
| Fair Value Estimate |
$1,208.00 |
$108.27 |
| Upside to Fair Value |
+2.1%
|
-23.0%
|
| Market Cap |
$1,114.8B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
10.3x
|
| Price / Sales |
14.0x
|
3.0x
|
| Price / FCF |
52.7x
|
34.7x
|
| Revenue Growth YoY |
+47.7%
|
-5.5%
|
| Gross Margin |
83.4%
|
13.0%
|
| Operating Margin |
49.7%
|
2.3%
|
| Return on Equity |
92.6%
|
41.5%
|
| Dividend Yield |
0.57% |
0.65% |
| FCF Yield |
1.9%
|
2.88%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
| Metric |
LLY |
VST |
| Zone Low |
$906.00 |
$81.20 |
| Zone High |
$1,026.80 |
$92.03 |
| In Buy Zone? |
No
|
No
|