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Hubbell Incorporated (HUBB) vs Eli Lilly and Company (LLY): Which Is the Better Buy in 2026?

As of 2026-11-01, HUBB is fairly valued at $422, with a DCF intrinsic value of $395 and a margin of safety of -7%. LLY is fairly valued at $1418, with an intrinsic value of $1710 and a margin of safety of 17%. Of the two, LLY has the wider margin of safety.

HUBB
Hubbell Incorporated
$422.44
VS
LLY
Eli Lilly and Company
$1417.54

Rewards

HUBB
  • ★Hubbell Incorporated has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
  • ★Hubbell Incorporated scores 87/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
  • ★Free cash flow has grown at a 24.4% CAGR over the past 4 years, demonstrating strong earnings power growth.
LLY
  • ★Eli Lilly and Company has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • ★Gross margin of 83.6% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • ★Eli Lilly and Company scores 73/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.

Risks

HUBB
    LLY
    • ⚠FCF yield of 0.7% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
    • ⚠Insiders have sold $10.0M worth of stock in the past 3 months — significant insider liquidation.

    Key Valuation Metrics

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    HUBB
    LLY
    Valuation
    $874.70M
    Free Cash Flow
    $9.34B
    3.92%
    FCF Yield
    0.74%
    24.78
    Trailing P/E
    46.01
    18.32
    Forward P/E
    28.66
    Quality & Moat
    11.34%
    ROIC
    40.83%
    23.43%
    ROE
    86.02%
    35.02%
    Gross Margin
    83.63%
    1.55
    PEG Ratio
    1.36
    Balance Sheet Safety
    1.20
    Net Debt / Equity
    1.11
    N/A
    Interest Coverage
    N/A
    3.09
    Net Debt / EBITDA
    0.96
    1.34%
    Dividend Yield
    0.49%
    HUBB: 4Ties: 1LLY: 7
    HUBBLLY

    Historical Fundamentals

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    HUBB

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

    LLY

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

    $1 Retained Earnings Test

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    HUBB
    $6.83
    created per $1 retained over 3 years
    Exceptional Value Creator
    Σ Retained
    $1.62B
    Δ Market Cap
    +$11.05B
    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
    LLY
    $27.49
    created per $1 retained over 3 years
    Exceptional Value Creator
    Σ Retained
    $22.34B
    Δ Market Cap
    +$614.01B
    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

    Discounted Cash Flow (DCF) Analysis

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    HUBB
    7.0% Overvalued
    Price is 7.0% above estimated fair value
    Current Price: $422.44
    Fair Value: $394.75
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued
    LLY
    17.1% Margin of Safety
    Price is 17.1% below estimated fair value
    Current Price: $1417.54
    Fair Value: $1709.89
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued

    Reverse DCF — Market-Implied Growth

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    HUBB

    What growth rate is the market pricing in at $422?

    +12.8%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +13.8%

    The market implies +12.8% Owner Earnings growth, below historical trends — potential opportunity.

    Standard FCF implies a more demanding +13.8%, reflecting heavy growth investment expected to generate future returns.

    LLY

    What growth rate is the market pricing in at $1418?

    +23.5%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +34.7%

    The market implies +23.5% Owner Earnings growth, below historical trends — potential opportunity.

    Standard FCF implies a more demanding +34.7%, reflecting heavy growth investment expected to generate future returns.

    Economic Moat Score

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    HUBB
    87/100
    Wide Moat
    70+ Wide · 40-69 Narrow · <40 None

    Wide moat with strength across all dimensions. Revenue Predictability is the standout factor.

    Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
    LLY
    73/100
    Wide Moat
    70+ Wide · 40-69 Narrow · <40 None

    Wide moat driven primarily by roic consistency. Reinvestment Efficiency is the area most vulnerable to competitive pressure.

    Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.

    Forensic Accounting

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    HUBB
    -2.51
    Unlikely Manipulator
    Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

    M-Score Trend

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
    LLY
    -1.83
    Possible Manipulator
    Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

    M-Score Trend

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

    Ownership Breakdown

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    HUBB
    Insiders 0.3%Institutions 99.3%Retail & Other 0.3%
    No. of Institutional Holders1,421
    High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
    LLY
    Insiders 0.2%Institutions 85.5%Retail & Other 14.4%
    No. of Institutional Holders5,906
    High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

    High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

    Insider Buying Activity

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    HUBB
    0
    Buys (3M)
    1
    Buys (12M)
    Total value (12M): $186,719
    MALLOY JOHN F
    Director
    $186,719
    @ $429.24 · 2025-11-17
    MALLOY JOHN F
    Director
    $206,049
    @ $446.96 · 2024-12-10
    Open market purchases · includes direct & indirect ownership · excludes option exercises
    LLY
    0
    Buys (3M)
    0
    Buys (12M)
    MONTARCE LUCAS E
    Chief Financial Officer
    $494,627
    @ $691.79 · 2025-08-15
    ALVAREZ RALPH
    Director
    $500,473
    @ $660.25 · 2025-08-13
    VAN NAARDEN JACOB S.
    Officer
    $647,360
    @ $647.36 · 2025-08-13
    SULZBERGER GABRIELLE
    Director
    $75,018
    @ $641.18 · 2025-08-12
    Open market purchases · includes direct & indirect ownership · excludes option exercises

    Open market purchases · includes direct & indirect ownership · excludes option exercises.

    Insider Selling Activity

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    HUBB
    1
    Sells (3M)
    8
    Sells (12M)
    Total value (12M): $20.40M
    DEL NERO JONATHAN M.
    Officer
    $283,653
    @ $518.56 · 2026-08-11
    MIKES MARK EUGENE
    Officer
    $1.36M
    @ $523.73 · 2026-02-17
    LANE KATHERINE ANNE
    General Counsel
    $2.33M
    @ $505.60 · 2026-02-09
    DEL NERO JONATHAN M.
    Officer
    $1.12M
    @ $500.60 · 2026-02-09
    BAKKER GERBEN W
    Chief Executive Officer
    $12.59M
    @ $498.97 · 2026-02-06
    FLYNN ALYSSA R
    Officer
    $610,480
    @ $497.13 · 2026-02-06
    MIKES MARK EUGENE
    Officer
    $1.15M
    @ $466.50 · 2025-11-05
    FLYNN ALYSSA R
    Officer
    $945,814
    @ $470.32 · 2025-11-03
    CARDOSO CARLOS M
    Director
    $154,517
    @ $386.29 · 2025-05-21
    BAKKER GERBEN W
    Chief Executive Officer
    $2.97M
    @ $384.63 · 2025-05-14
    FLYNN ALYSSA R
    Officer
    $452,866
    @ $389.06 · 2025-02-20
    MIKES MARK EUGENE
    Officer
    $533,328
    @ $466.20 · 2024-11-07
    DEL NERO JONATHAN M.
    Officer
    $67,250
    @ $476.95 · 2024-11-06
    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
    LLY
    2
    Sells (3M)
    27
    Sells (12M)
    Total value (12M): $2.40B
    JONSSON PATRIK
    Officer
    $7.64M
    @ $1175.10 · 2026-08-17
    ZAKROWSKI DONALD A
    Officer
    $2.37M
    @ $1185.01 · 2026-08-10
    YUFFA ILYA
    Officer
    $2.88M
    @ $1150.77 · 2026-06-10
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $15.75M
    @ $995.36 · 2026-05-06
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $322.38M
    @ $1103.48 · 2026-01-07
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $1.51M
    @ $1085.01 · 2026-01-05
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $3.90M
    @ $1085.04 · 2025-12-29
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $2.85M
    @ $1085.17 · 2025-12-24
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $260,409
    @ $1085.04 · 2025-12-23
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $161.08M
    @ $1095.35 · 2025-11-25
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $17.34M
    @ $1109.30 · 2025-11-25
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $152.06M
    @ $1068.52 · 2025-11-24
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $111.50M
    @ $1058.66 · 2025-11-21
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $39.07M
    @ $1051.66 · 2025-11-20
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $176.10M
    @ $1051.17 · 2025-11-19
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $62.31M
    @ $1034.78 · 2025-11-18
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $10.19M
    @ $1030.68 · 2025-11-17
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $183.80M
    @ $1030.87 · 2025-11-14
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $48.02M
    @ $1030.26 · 2025-11-13
    ZAKROWSKI DONALD A
    Officer
    $1.01M
    @ $1010.50 · 2025-11-13
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $308.41M
    @ $1011.18 · 2025-11-12
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $279.35M
    @ $986.64 · 2025-11-11
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $16.41M
    @ $972.52 · 2025-11-10
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $38.47M
    @ $951.56 · 2025-11-05
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $167.09M
    @ $933.26 · 2025-11-05
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $479,038
    @ $910.72 · 2025-11-04
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $266.65M
    @ $888.83 · 2025-11-03
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $260.17M
    @ $863.35 · 2025-10-31
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $3.16M
    @ $863.24 · 2025-10-10
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $9.04M
    @ $852.49 · 2025-10-09
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $86.23M
    @ $850.27 · 2025-10-08
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $22.72M
    @ $848.01 · 2025-10-07
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $137.04M
    @ $850.22 · 2025-10-06
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $161.22M
    @ $837.93 · 2025-10-03
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $92.50M
    @ $821.55 · 2025-10-02
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $107.36M
    @ $794.15 · 2025-10-01
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $177.29M
    @ $821.47 · 2025-10-01
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $86.79M
    @ $763.39 · 2025-09-30
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $18.06M
    @ $763.09 · 2025-09-19
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $81.53M
    @ $764.65 · 2025-09-18
    ZAKROWSKI DONALD A
    Officer
    $734,930
    @ $734.93 · 2025-08-28
    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

    🎭 Mr. Market's Mood

    Learn more →
    HUBB
    FearGreed
    😨Fear(28/100)

    "Market is pessimistic — investigate whether fears are temporary or structural"

    Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
    LLY
    FearGreed
    😏Greed(73/100)

    "Market is optimistic — be cautious and ensure you have a margin of safety"

    Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

    Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

    ⚖️ Buffett Signal

    Learn more →
    HUBB
    ⚪Awaiting DCF Data

    The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

    DCF Margin of Safety: N/AMr. Market's Mood: Fear (28)
    LLY
    ⚪Awaiting DCF Data

    The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

    DCF Margin of Safety: N/AMr. Market's Mood: Greed (73)
    View HUBB Full AnalysisView LLY Full Analysis

    Frequently Asked Questions: HUBB vs LLY

    Is Hubbell Incorporated or Eli Lilly and Company more undervalued in 2026?▼

    Based on our discounted cash flow model, LLY trades at a 17.1% margin of safety (intrinsic value $1710 vs. price $1418), compared to HUBB's -7.0% margin of safety (intrinsic $395 vs. $422).

    Which stock has a wider economic moat, Hubbell Incorporated or Eli Lilly and Company?▼

    HUBB scores 87/100 (Wide moat), while LLY scores 73/100 (Wide moat). The moat score measures competitive advantage durability across ROIC consistency, margin stability, revenue predictability, and reinvestment efficiency.

    Which company has better free cash flow, Hubbell Incorporated or Eli Lilly and Company?▼

    Hubbell Incorporated (HUBB) generates a 3.9% free cash flow yield, compared to Eli Lilly and Company's 0.7%. A higher FCF yield means the business converts more of its market value into cash that can be returned to shareholders or reinvested.

    Which stock has higher return on invested capital, Hubbell Incorporated or Eli Lilly and Company?▼

    LLY earns 40.8% ROIC versus HUBB's 11.3%. A higher ROIC means the company generates more profit per dollar of capital employed, a hallmark of durable competitive advantage in Buffett-style analysis.

    Which dividend is safer, Hubbell Incorporated's or Eli Lilly and Company's?▼

    HUBB's dividend earns a safety score of 94/100 (Very Safe), compared to LLY's 64/100 (Safe). HUBB has raised its dividend for 3 consecutive years.

    HUBB vs LLY: Which Is the Better Buy in 2026? | SafetyMargin.io