Becton Dickinson and Company (BDX)vsEli Lilly and Company (LLY)
BDX
Becton Dickinson and Company
$211.88
-0.78%
HEALTHCARE · Cap: $53.90B
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 285% more annual revenue ($86.46B vs $22.48B). LLY leads profitability with a 31.9% profit margin vs 4.2%. BDX appears more attractively valued with a PEG of 1.11. LLY earns a higher WallStSmart Score of 74/100 (B).
BDX
Buy52
out of 100
Grade: C-
LLY
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.7%
Fair Value
$202.19
Current Price
$211.88
$9.69 discount
Intrinsic value data unavailable for LLY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
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 3.9% — below average capital efficiency
4.2% margin — thin
Premium valuation, high expectations priced in
Earnings declined 31.4%
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 30.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BDX
The strongest argument for BDX centers on Market Cap, Price/Book. PEG of 1.11 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 : BDX
The primary concerns for BDX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 46.0x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
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
BDX profiles as a value stock while LLY is a growth play — different risk/reward profiles.
LLY carries more volatility with a beta of 0.45 — 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 52/100), 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.
Becton Dickinson and Company
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Becton, Dickinson and Company, also known as BD, is an American multinational medical technology company that manufactures and sells medical devices, instrument systems, and reagents. BD also provides consulting and analytics services in certain geographies.
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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