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 2026-05-01.
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
VS
Exxon Mobil Corporation · Energy
$154.46
-40.5% upside to fair value
Grade C
QuantHub Verdict
LLY has more upside to fair value
(+17.6%).
XOM trades at a lower forward P/E
(23.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
XOM |
| Current Price |
$934.34 |
$154.46 |
| Fair Value Estimate |
$1,098.43 |
$91.87 |
| Upside to Fair Value |
+17.6%
|
-40.5%
|
| Market Cap |
$882.8B |
$642.0B |
| Forward P/E |
33.1x
|
23.2x
|
| EV / EBITDA |
27.9x
|
10.3x
|
| Price / Sales |
12.2x
|
2.0x
|
| Price / FCF |
65.0x
|
27.2x
|
| Revenue Growth YoY |
+55.5%
|
-1.3%
|
| Gross Margin |
82.7%
|
21.7%
|
| Operating Margin |
46.3%
|
10.5%
|
| Return on Equity |
101.3%
|
11.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.54%
|
3.68%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Eli Lilly and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
Exxon Mobil Corporation operates as a global integrated oil and gas company with significant operations in upstream, energy products, chemical products, and specialty products segments. The company benefits from a highly experienced management team with decades of internal tenure, led by CEO Darren Woods. Despite strong cash flow generation and operational scale, Exxon is currently overvalued, tr…
Accumulation Zones
| Metric |
LLY |
XOM |
| Zone Low |
$823.82 |
$68.90 |
| Zone High |
$933.67 |
$78.09 |
| In Buy Zone? |
No
|
No
|