Analog Devices Inc (ADI)vsEli Lilly and Company (LLY)
ADI
Analog Devices Inc
$322.03
+0.06%
TECHNOLOGY · Cap: $157.12B
LLY
Eli Lilly and Company
$916.31
+1.47%
HEALTHCARE · Cap: $808.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 454% more annual revenue ($65.18B vs $11.76B). LLY leads profitability with a 31.7% profit margin vs 23.0%. ADI appears more attractively valued with a PEG of 0.77. LLY earns a higher WallStSmart Score of 80/100 (A-).
ADI
Strong Buy75
out of 100
Grade: B
LLY
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.8%
Fair Value
$256.00
Current Price
$322.03
$66.03 premium
Margin of Safety
+14.0%
Fair Value
$1065.17
Current Price
$916.31
$148.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.1%
Revenue surging 30.4% year-over-year
Earnings expanding 116.7% YoY
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Growing faster than its price suggests
Mega-cap, among the largest globally
Every $100 of equity generates 101 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 44.9%
Revenue surging 42.6% year-over-year
Earnings expanding 51.4% YoY
Areas to Watch
ROE of 7.9% — below average capital efficiency
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 30.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ADI
The strongest argument for ADI centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 23.0% and operating margin at 33.1%. Revenue growth of 30.4% demonstrates continued momentum.
Bull Case : LLY
The strongest argument for LLY centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 31.7% and operating margin at 44.9%. Revenue growth of 42.6% demonstrates continued momentum.
Bear Case : ADI
The primary concerns for ADI are Return on Equity, P/E Ratio. A P/E of 58.8x leaves little room for execution misses.
Bear Case : LLY
The primary concerns for LLY are P/E Ratio, Debt/Equity, Price/Book. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Key Dynamics to Monitor
ADI carries more volatility with a beta of 1.02 — expect wider price swings.
LLY is growing revenue faster at 42.6% — sustainability is the question.
ADI generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LLY scores higher overall (80/100 vs 75/100), backed by strong 31.7% margins and 42.6% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Analog Devices Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Analog Devices, Inc. (ADI), also known simply as Analog, is an American multinational semiconductor company specializing in data conversion, signal processing and power management technology, headquartered in Wilmington, Massachusetts.
Eli Lilly and Company
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Eli Lilly and Company is an American pharmaceutical company headquartered in Indianapolis, Indiana, with offices in 18 countries. Its products are sold in approximately 125 countries.
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