Compare Stocks › LLY vs MU
Eli Lilly and Company (LLY) vs Micron Technology, Inc. (MU)
LLY
Eli Lilly and Company
$917.50
VS
MU
Micron Technology, Inc.
$444.27
Rewards
LLY
- ★Eli Lilly and Company has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★Gross margin of 83.0% 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.
MU
- ★Each dollar of retained earnings has created $136.53 of market value — management is an exceptional capital allocator.
- ★Trailing P/E of 42.2x is 23% below the historical average of 54.6x — potentially undervalued relative to its own history.
- ★PEG ratio of 0.06 suggests the stock is undervalued relative to its growth rate — paying less than 1x for each unit of earnings growth.
Risks
LLY
- ⚠FCF yield of 0.7% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠5 insider sales totaling $330.9M with no purchases in the past 3 months — insiders are reducing their exposure.
MU
- ⚠Micron Technology, Inc. scores only 20/100 on the Economic Moat Score, suggesting limited durable competitive advantages.
- ⚠Despite buyback spending, shares outstanding increased in 2 out of 3 years — stock-based compensation is offsetting repurchases.
- ⚠FCF yield of 0.6% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
Key Valuation Metrics
Learn more →LLY
MU
Valuation
$5.96B
Free Cash Flow
$2.89B
0.73%
FCF Yield
0.58%
40.00
Trailing P/E
42.19
21.79
Forward P/E
7.75
Quality & Moat
32.84%
ROIC
37.29%
77.78%
ROE
11.78%
83.04%
Gross Margin
58.44%
0.78
PEG Ratio
0.06
Balance Sheet Safety
1.65
Debt / Equity
0.15
N/A
Interest Coverage
N/A
1.15
Net Debt / EBITDA
-0.10
0.68%
Dividend Yield
0.14%
LLY: 6Ties: 1MU: 5
LLYMU
Historical Fundamentals
Learn more →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.
MU
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →LLY
$27.47
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$22.34B
Δ Market Cap
+$613.62B
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
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
MU
$136.53
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.95B
Δ Market Cap
+$265.55B
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
> $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
Learn more →LLY
12.5% Margin of Safety
Price is 12.5% below estimated fair value
Current Price: $917.50
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $1048.80
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
MU
19.9% Margin of Safety
Price is 19.9% below estimated fair value
Current Price: $444.27
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $554.96
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →LLY
What growth rate is the market pricing in at $918?
+17.7%
Market-Implied Owner Earnings Growth
Standard FCF implies +35.1%
The market implies +17.7% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +35.1%, reflecting heavy growth investment expected to generate future returns.
MU
What growth rate is the market pricing in at $444?
+22.3%
Market-Implied Owner Earnings Growth
Standard FCF implies +37.7%
The market implies +22.3% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +37.7%, reflecting heavy growth investment.
Economic Moat Score
Learn more →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.
MU
20/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable competitive advantage detected. The business shows limited evidence of pricing power, consistent returns, or capital efficiency.
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.
Forensic Accounting
Learn more →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.
MU
-2.72
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.
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
Learn more →LLY
Insiders 0.2%Institutions 84.7%Retail & Other 15.1%
No. of Institutional Holders5,561
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.
MU
Insiders 0.3%Institutions 82.6%Retail & Other 17.1%
No. of Institutional Holders3,502
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
Learn more →LLY
0
Buys (3M)
8
Buys (12M)
Total value (12M): $4.54M
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
FYRWALD J. ERIK
Director
$1.01M
@ $642.33 · 2025-08-12
RICKS DAVID A
Chief Executive Officer
$1.05M
@ $644.77 · 2025-08-12
SKOVRONSKY DANIEL
Officer
$634,405
@ $634.40 · 2025-08-12
SULZBERGER GABRIELLE
Director
$75,018
@ $641.18 · 2025-08-12
JACKSON JAMERE
Director
$127,913
@ $639.57 · 2025-08-08
Open market purchases · includes direct & indirect ownership · excludes option exercises
MU
1
Buys (3M)
1
Buys (12M)
Total value (12M): $7.82M
LIU TEYIN MARK
Director
$7.82M
@ $337.14 · 2026-01-14
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →LLY
5
Sells (3M)
41
Sells (12M)
Total value (12M): $3.84B
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
$183.33M
@ $1028.25 · 2025-11-14
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
$48.02M
@ $1030.26 · 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
$167.09M
@ $933.26 · 2025-11-05
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
$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
YUFFA ILYA
Officer
$783,762
@ $627.01 · 2025-08-11
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$225.42M
@ $805.07 · 2025-07-24
ZAKROWSKI DONALD A
Officer
$716,410
@ $716.41 · 2025-05-27
YUFFA ILYA
Officer
$936,550
@ $749.24 · 2025-05-14
ZAKROWSKI DONALD A
Officer
$818,240
@ $818.24 · 2025-03-13
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$204.33M
@ $928.76 · 2025-03-03
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
MU
5
Sells (3M)
35
Sells (12M)
Total value (12M): $155.84M
SADANA SUMIT
Officer
$10.75M
@ $429.89 · 2026-02-02
RAY MICHAEL CHARLES
Officer
$5.03M
@ $409.68 · 2026-01-27
BHATIA MANISH H
Officer
$10.41M
@ $391.04 · 2026-01-22
ALLEN SCOTT R
Officer
$675,000
@ $337.50 · 2026-01-06
ARNZEN APRIL S
Officer
$4.16M
@ $277.09 · 2025-12-22
GOMO STEVEN J
Director
$1.32M
@ $263.63 · 2025-12-19
MEHROTRA SANJAY
Chief Executive Officer
$2.99M
@ $238.96 · 2025-11-07
MURPHY MARK J
Chief Financial Officer
$28.39M
@ $225.31 · 2025-10-30
MEHROTRA SANJAY
Chief Executive Officer
$5.13M
@ $228.03 · 2025-10-30
DEBOER SCOTT J.
Chief Technology Officer
$18.27M
@ $222.81 · 2025-10-27
MEHROTRA SANJAY
Chief Executive Officer
$4.97M
@ $220.72 · 2025-10-27
MEHROTRA SANJAY
Chief Executive Officer
$4.59M
@ $204.10 · 2025-10-21
ALLEN SCOTT R
Officer
$1.85M
@ $210.02 · 2025-10-20
RAY MICHAEL CHARLES
Officer
$742,384
@ $201.63 · 2025-10-16
MEHROTRA SANJAY
Chief Executive Officer
$7.14M
@ $190.47 · 2025-10-07
MEHROTRA SANJAY
Chief Executive Officer
$2.71M
@ $180.86 · 2025-10-01
ARNZEN APRIL S
Officer
$2.46M
@ $164.04 · 2025-09-30
BEYER RICHARD M
Director
$864,335
@ $155.68 · 2025-09-25
MEHROTRA SANJAY
Chief Executive Officer
$2.44M
@ $162.84 · 2025-09-19
MEHROTRA SANJAY
Chief Executive Officer
$1.19M
@ $158.34 · 2025-09-16
MEHROTRA SANJAY
Chief Executive Officer
$2.20M
@ $146.43 · 2025-09-11
MEHROTRA SANJAY
Chief Executive Officer
$981,212
@ $130.83 · 2025-09-05
MCCARTHY MARY PAT
Director
$278,071
@ $115.67 · 2025-09-02
MURPHY MARK J
Chief Financial Officer
$3.72M
@ $109.32 · 2025-07-22
MCCARTHY MARY PAT
Director
$291,562
@ $121.28 · 2025-07-01
BHATIA MANISH H
Officer
$9.85M
@ $123.16 · 2025-06-30
SADANA SUMIT
Officer
$11.63M
@ $125.49 · 2025-06-27
GOMO STEVEN J
Director
$876,050
@ $125.15 · 2025-06-27
DEBOER SCOTT J.
Chief Technology Officer
$2.50M
@ $125.11 · 2025-06-24
ARNZEN APRIL S
Officer
$1.88M
@ $125.12 · 2025-06-24
MEHROTRA SANJAY
Chief Executive Officer
$907,730
@ $121.03 · 2025-06-17
MEHROTRA SANJAY
Chief Executive Officer
$830,089
@ $110.68 · 2025-06-09
DEBOER SCOTT J.
Chief Technology Officer
$2.20M
@ $110.00 · 2025-06-06
MCCARTHY MARY PAT
Director
$192,320
@ $80.00 · 2025-05-02
ARNZEN APRIL S
Officer
$1.44M
@ $96.18 · 2025-03-25
RAY MICHAEL CHARLES
Officer
$652,500
@ $100.00 · 2025-03-14
MCCARTHY MARY PAT
Director
$223,393
@ $92.93 · 2025-03-03
MEHROTRA SANJAY
Chief Executive Officer
$784,986
@ $104.66 · 2025-02-18
DEBOER SCOTT J.
Chief Technology Officer
$2.30M
@ $100.00 · 2025-02-14
RAY MICHAEL CHARLES
Officer
$652,500
@ $100.00 · 2025-02-14
ALLEN SCOTT R
Officer
$508,800
@ $101.76 · 2025-01-07
ARNZEN APRIL S
Officer
$416,677
@ $85.21 · 2024-12-20
BOKAN MICHAEL W
Officer
$1.09M
@ $109.03 · 2024-10-21
ARNZEN APRIL S
Officer
$552,570
@ $113.00 · 2024-09-26
ARNZEN APRIL S
Officer
$664,355
@ $135.86 · 2024-06-27
MEHROTRA SANJAY
Chief Executive Officer
$5.22M
@ $152.28 · 2024-06-18
MEHROTRA SANJAY
Chief Executive Officer
$5.14M
@ $138.97 · 2024-06-12
MEHROTRA SANJAY
Chief Executive Officer
$882,951
@ $126.14 · 2024-06-04
MEHROTRA SANJAY
Chief Executive Officer
$924,976
@ $132.14 · 2024-05-29
MEHROTRA SANJAY
Chief Executive Officer
$893,618
@ $127.66 · 2024-05-21
MEHROTRA SANJAY
Chief Executive Officer
$860,209
@ $122.89 · 2024-05-14
BOKAN MICHAEL W
Officer
$1.85M
@ $123.42 · 2024-05-14
SADANA SUMIT
Officer
$7.24M
@ $120.66 · 2024-05-13
BHATIA MANISH H
Officer
$4.91M
@ $120.89 · 2024-05-10
MEHROTRA SANJAY
Chief Executive Officer
$842,208
@ $120.32 · 2024-05-07
BHATIA MANISH H
Officer
$6.35M
@ $119.18 · 2024-05-06
DEBOER SCOTT J.
Officer
$4.41M
@ $110.31 · 2024-05-01
MEHROTRA SANJAY
Chief Executive Officer
$804,104
@ $114.87 · 2024-04-30
BOKAN MICHAEL W
Officer
$1.73M
@ $115.55 · 2024-04-30
MEHROTRA SANJAY
Chief Executive Officer
$783,540
@ $111.93 · 2024-04-23
MEHROTRA SANJAY
Chief Executive Officer
$844,920
@ $120.70 · 2024-04-16
MEHROTRA SANJAY
Chief Executive Officer
$858,171
@ $122.60 · 2024-04-09
MEHROTRA SANJAY
Chief Executive Officer
$6.70M
@ $128.94 · 2024-04-04
ARNZEN APRIL S
Officer
$583,377
@ $119.30 · 2024-03-27
MEHROTRA SANJAY
Chief Executive Officer
$6.24M
@ $119.99 · 2024-03-26
MEHROTRA SANJAY
Chief Executive Officer
$5.75M
@ $110.65 · 2024-03-21
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 →LLY
😐Neutral(43/100)
"Market is pricing this stock without strong emotion in either direction"
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.
MU
😏Greed(61/100)
"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 →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: Neutral (43)
MU
⚪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 (61)