Alcon AG (ALC)vsEli Lilly and Company (LLY)
ALC
Alcon AG
$74.94
-2.10%
HEALTHCARE · Cap: $33.92B
LLY
Eli Lilly and Company
$1,354.49
-0.79%
HEALTHCARE · Cap: $1.26T
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 696% more annual revenue ($86.46B vs $10.86B). LLY leads profitability with a 31.9% profit margin vs 5.9%. ALC appears more attractively valued with a PEG of 1.21. LLY earns a higher WallStSmart Score of 74/100 (B).
ALC
Buy51
out of 100
Grade: C-
LLY
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.3%
Fair Value
$64.37
Current Price
$74.94
$10.57 premium
Intrinsic value data unavailable for LLY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 68 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 53.7%
Revenue surging 38.6% year-over-year
Generating 8.2B in free cash flow
Areas to Watch
ROE of 3.0% — below average capital efficiency
5.9% margin — thin
Premium valuation, high expectations priced in
Earnings declined 44.6%
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 30.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Debt/Equity, Price/Book. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bull Case : LLY
The strongest argument for LLY centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 31.9% and operating margin at 53.7%. Revenue growth of 38.6% demonstrates continued momentum.
Bear Case : ALC
The primary concerns for ALC are Return on Equity, Profit Margin, P/E Ratio. A P/E of 53.2x leaves little room for execution misses.
Bear Case : LLY
The primary concerns for LLY are Debt/Equity, P/E Ratio, Price/Book. A P/E of 46.0x leaves little room for execution misses.
Key Dynamics to Monitor
ALC profiles as a value stock while LLY is a growth play — different risk/reward profiles.
ALC carries more volatility with a beta of 0.73 — expect wider price swings.
LLY is growing revenue faster at 38.6% — sustainability is the question.
LLY generates stronger free cash flow (8.2B), providing more financial flexibility.
Bottom Line
LLY scores higher overall (74/100 vs 51/100), backed by strong 31.9% margins and 38.6% revenue growth. Both earn "Strong Buy" and "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.
Alcon AG
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Alcon, Inc., an eye care company, researches, develops, manufactures, distributes and sells eye care products for eye care professionals and their patients around the world. The company is headquartered in Geneva, Switzerland.
Visit Website →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.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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