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 2026-07-17.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
VS
Exxon Mobil Corporation · Energy
$137.81
-45.0% upside to fair value
Grade C
QuantHub Verdict
LLY has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
XOM |
| Current Price |
$1,179.09 |
$137.81 |
| Fair Value Estimate |
$1,552.32 |
$75.80 |
| Upside to Fair Value |
+31.7%
|
-45.0%
|
| Market Cap |
$1,110.4B |
$571.2B |
| Forward P/E |
—
|
22.8x
|
| EV / EBITDA |
34.3x
|
10.1x
|
| Price / Sales |
14.6x
|
1.8x
|
| Price / FCF |
77.7x
|
30.4x
|
| Revenue Growth YoY |
+55.5%
|
+2.6%
|
| Gross Margin |
83.5%
|
25.5%
|
| Operating Margin |
45.9%
|
9.0%
|
| Return on Equity |
101.3%
|
9.8%
|
| Dividend Yield |
0.55% |
0% |
| FCF Yield |
1.29%
|
3.29%
|
| 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…
Exxon Mobil Corporation is a leading integrated oil and gas company with a durable competitive moat based on its scale, integration, advantaged long-life resources, proprietary technology, and irreplaceable infrastructure. The company is led by a long-tenured management team with a strong capital allocation track record focused on dividends and buybacks. Despite these strengths, Exxon is currentl…
Accumulation Zones
| Metric |
LLY |
XOM |
| Zone Low |
$1,164.24 |
$56.85 |
| Zone High |
$1,319.47 |
$64.43 |
| In Buy Zone? |
Yes
|
No
|