Head to Head

AGIO vs LLY: which is the better buy in 2026?

On Alexandria's Compass, Eli Lilly and Company has the edge with a 91/100 score versus 90/100 for AGIO. Here is how they stack up, factor by factor.

Agios Pharmaceuticals, Inc.

NASDAQ:AGIO

90/100 Compass
True NorthAccumulate$2.4B

A rare disease franchise turning into a multi-indication PK activator platform, with sickle cell as the swing factor.

Full AGIO analysis

Eli Lilly and Company

NYSE:LLY

Edge
91/100 Compass
True NorthAccumulate$1.05T

Lilly's oral GLP-1 launch turns a supply-constrained blockbuster into a mass-market franchise worth far more than today's price.

Full LLY analysis

Factor by factor

FactorAGIOLLY
Revenue Growth9873
Profitability1885
Valuation7536
Momentum7082
Theme Purity5866
Moat5096
Catalysts6389
Market Position4897

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Frequently asked questions

Is AGIO or LLY the better buy in 2026?

By Compass Score, Eli Lilly and Company (NYSE:LLY) edges it at 91/100 versus 90/100 for AGIO. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare AGIO and LLY?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.