LLY vs WDC: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Western Digital 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
Western Digital Corporation · Technology
$441.36
-16.8% 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.
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Valuation & Fundamentals
| Metric |
LLY |
WDC |
| Current Price |
$1,183.72 |
$441.36 |
| Fair Value Estimate |
$1,208.00 |
$367.30 |
| Upside to Fair Value |
+2.1%
|
-16.8%
|
| Market Cap |
$1,114.8B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
17.4x
|
| Price / Sales |
14.0x
|
11.8x
|
| Price / FCF |
52.7x
|
47.3x
|
| Revenue Growth YoY |
+47.7%
|
+43.8%
|
| Gross Margin |
83.4%
|
48.9%
|
| Operating Margin |
49.7%
|
34.9%
|
| Return on Equity |
92.6%
|
118.6%
|
| Dividend Yield |
0.57% |
0.12% |
| FCF Yield |
1.9%
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
LLY |
WDC |
| Zone Low |
$906.00 |
$275.48 |
| Zone High |
$1,026.80 |
$312.20 |
| In Buy Zone? |
No
|
No
|