Ginkgo Bioworks Holdings (DNA)vsEli Lilly and Company (LLY)
DNA
Ginkgo Bioworks Holdings
$9.70
+14.66%
HEALTHCARE · Cap: $551.05M
LLY
Eli Lilly and Company
$934.60
+3.07%
HEALTHCARE · Cap: $760.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 38206% more annual revenue ($65.18B vs $170.16M). LLY leads profitability with a 31.7% profit margin vs -183.8%. LLY earns a higher WallStSmart Score of 78/100 (B+).
DNA
Avoid29
out of 100
Grade: F
LLY
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.4%
Fair Value
$14.03
Current Price
$9.70
$4.33 discount
Intrinsic value data unavailable for LLY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -51.1% — below average capital efficiency
Revenue declined 23.8%
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 31.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : DNA
The strongest argument for DNA centers on Price/Book.
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 : DNA
The primary concerns for DNA are EPS Growth, Market Cap, Return on Equity.
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
DNA profiles as a turnaround stock while LLY is a growth play — different risk/reward profiles.
DNA carries more volatility with a beta of 1.57 — expect wider price swings.
LLY is growing revenue faster at 42.6% — sustainability is the question.
LLY generates stronger free cash flow (678M), providing more financial flexibility.
Bottom Line
LLY scores higher overall (78/100 vs 29/100), backed by strong 31.7% margins and 42.6% revenue growth. DNA offers better value entry with a 33.4% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ginkgo Bioworks Holdings
HEALTHCARE · BIOTECHNOLOGY · USA
Ginkgo Bioworks Holdings (DNA) is a frontrunner in the synthetic biology industry, leveraging cutting-edge genetic engineering techniques to develop tailored bioengineered organisms for diverse applications in pharmaceuticals, agriculture, and industrial biotechnology. The company’s innovative platform enhances cellular design for manufacturing, optimizing product development and streamlining production processes. With a strong focus on solving critical global challenges, including climate change and food security, Ginkgo is well-positioned to influence multiple sectors while fostering sustainable advancements in biotechnology. As the industry evolves, Ginkgo's commitment to bio-based solutions positions it for significant growth and impact.
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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