LLY vs WFC: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Wells Fargo & Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
Wells Fargo & Company · Financial Services
$81.52
+30.6% upside to fair value
Grade B
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
WFC trades at a lower forward P/E
(11.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
WFC |
| Current Price |
$939.47 |
$81.52 |
| Fair Value Estimate |
$1,607.00 |
$106.49 |
| Upside to Fair Value |
+71.1%
|
+30.6%
|
| Market Cap |
$887.6B |
$250.7B |
| Forward P/E |
27.4x
|
11.9x
|
| EV / EBITDA |
35.8x
|
16.7x
|
| Price / Sales |
14.8x
|
2.0x
|
| Price / FCF |
107.6x
|
-13.2x
|
| Revenue Growth YoY |
+44.7%
|
+7.3%
|
| Gross Margin |
83.8%
|
64.5%
|
| Operating Margin |
45.6%
|
20.5%
|
| Return on Equity |
77.8%
|
12.0%
|
| Dividend Yield |
0.56% |
0% |
| FCF Yield |
0.93%
|
—
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
Wells Fargo & Company is a diversified financial services firm operating primarily in consumer banking, commercial banking, corporate and investment banking, and wealth and investment management. The company benefits from a seasoned CEO with extensive industry experience and has made significant progress in regulatory compliance and operational efficiency, including lifting its asset cap in 2025.…
Accumulation Zones
| Metric |
LLY |
WFC |
| Zone Low |
$1,205.00 |
$79.87 |
| Zone High |
$1,366.00 |
$90.52 |
| In Buy Zone? |
Yes
|
Yes
|