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 2026-08-06.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
LLY has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
WDC |
| Current Price |
$1,179.09 |
$519.17 |
| Fair Value Estimate |
$1,552.32 |
$370.00 |
| Upside to Fair Value |
+31.7%
|
-28.7%
|
| Market Cap |
$1,110.4B |
$178.9B |
| Forward P/E |
—
|
27.8x
|
| EV / EBITDA |
34.3x
|
37.3x
|
| Price / Sales |
14.6x
|
13.9x
|
| Price / FCF |
77.7x
|
51.0x
|
| Revenue Growth YoY |
+55.5%
|
+35.7%
|
| Gross Margin |
83.5%
|
48.9%
|
| Operating Margin |
45.9%
|
34.9%
|
| Return on Equity |
101.3%
|
43.4%
|
| Dividend Yield |
0.55% |
0.1% |
| FCF Yield |
1.29%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
Western Digital is now a pure-play, duopoly hard-disk-drive manufacturer, having spun off its NAND flash business as SanDisk in February 2025 and sold its remaining SanDisk stake for $3.1 billion in February 2026. It is riding the same AI-storage supercycle as SanDisk and Micron, but from the mass-capacity nearline HDD side: hyperscalers are buying every high-capacity drive WDC can make for AI da…
Accumulation Zones
| Metric |
LLY |
WDC |
| Zone Low |
$1,164.24 |
$278.00 |
| Zone High |
$1,319.47 |
$315.00 |
| In Buy Zone? |
Yes
|
No
|