LLY vs XOM: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Exxon Mobil 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
Exxon Mobil Corporation · Energy
$163.18
+10.3% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
XOM has more upside to fair value
(+10.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
XOM |
| Current Price |
$1,183.72 |
$163.18 |
| Fair Value Estimate |
$1,208.00 |
$179.98 |
| Upside to Fair Value |
+2.1%
|
+10.3%
|
| Market Cap |
$1,114.8B |
$676.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
9.9x
|
| Price / Sales |
14.0x
|
1.9x
|
| Price / FCF |
52.7x
|
22.3x
|
| Revenue Growth YoY |
+47.7%
|
+44.1%
|
| Gross Margin |
83.4%
|
25.1%
|
| Operating Margin |
49.7%
|
10.7%
|
| Return on Equity |
92.6%
|
12.7%
|
| Dividend Yield |
0.57% |
2.52% |
| FCF Yield |
1.9%
|
4.49%
|
| 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…
Exxon Mobil is the largest integrated oil and gas major in the United States, operating across Upstream exploration and production, Downstream refining and fuels marketing, and Chemical manufacturing, with roughly 57,900 employees and a portfolio that spans conventional crude and natural gas, LNG, petrochemicals, and early-stage carbon capture, hydrogen, and biofuels ventures. The business qualit…
Accumulation Zones
| Metric |
LLY |
XOM |
| Zone Low |
$906.00 |
$134.98 |
| Zone High |
$1,026.80 |
$152.98 |
| In Buy Zone? |
No
|
No
|