Is LTRN or LYEL more undervalued in 2026?

CirclFi compares Lantern Pharma Inc. (LTRN) and Lyell Immunopharma, Inc. (LYEL) using 13 institutional-grade valuation models. LTRN has a Quality of Company score of 4.5/10 while LYEL scores 4.8/10.

Which is a better buy — LTRN or LYEL?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do LTRN and LYEL valuations compare?

LTRN at $3.59 and LYEL at $17.33 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

LTRN vs LYEL Valuation Comparison 2026 — Intrinsic Value Analysis

LTRN

Pharmaceutical Preparations

Lantern Pharma Inc.

Quality

4.5

out of 10

Value Trap

SAFE

Price

$3.59

Last close

Models

7/13

Active

LYEL

Pharmaceutical Preparations

Lyell Immunopharma, Inc.

Quality

4.8

out of 10

Value Trap

LOW

Price

$17.33

Last close

Models

9/13

Active

Model-by-Model Comparison

Model	Type	LTRN Fair Value	LTRN Upside	LYEL Fair Value	LYEL Upside
Bayesian DCF	Intrinsic	$1.04	-70.9%	$4.45	-74.3%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$0.08	-96.1%	$3.03	-85.4%
Dynamic NAV	Asset-Based	$1.28	-64.2%	$14.95	-13.7%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%

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LTRN vs LYEL — Which Stock Is More Undervalued?

LYEL scores higher with a 4.8/10 quality rating vs LTRN's 4.5/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Lantern Pharma Inc. (LTRN) and Lyell Immunopharma, Inc. (LYEL) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

LTRN currently trades at $3.59 with a QOC of 4.5/10, while LYEL trades at $17.33 with a QOC of 4.8/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).