DexCom Inc (DXCM)vsEli Lilly and Company (LLY)
DXCM
DexCom Inc
$84.46
-4.54%
HEALTHCARE · Cap: $29.67B
LLY
Eli Lilly and Company
$1,354.49
-0.75%
HEALTHCARE · Cap: $1.26T
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 1640% more annual revenue ($86.46B vs $4.97B). LLY leads profitability with a 31.9% profit margin vs 20.1%. DXCM appears more attractively valued with a PEG of 1.30. LLY earns a higher WallStSmart Score of 74/100 (B).
DXCM
Strong Buy74
out of 100
Grade: B
LLY
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.9%
Fair Value
$676.00
Current Price
$84.46
$591.54 discount
Intrinsic value data unavailable for LLY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 24.3%
Earnings expanding 43.6% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 79 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 7.8B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 12.2x book value
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 30.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : DXCM
The strongest argument for DXCM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 20.1% and operating margin at 24.3%. Revenue growth of 13.1% 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 31.9% and operating margin at 53.7%. Revenue growth of 38.6% demonstrates continued momentum.
Bear Case : DXCM
The primary concerns for DXCM are P/E Ratio, Price/Book.
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. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Key Dynamics to Monitor
DXCM profiles as a mature stock while LLY is a growth play — different risk/reward profiles.
DXCM carries more volatility with a beta of 1.48 — expect wider price swings.
LLY is growing revenue faster at 38.6% — sustainability is the question.
LLY generates stronger free cash flow (7.8B), providing more financial flexibility.
Bottom Line
DXCM scores higher overall (74/100 vs 74/100), backed by strong 20.1% margins and 13.1% revenue growth. Both earn "Strong 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.
DexCom Inc
HEALTHCARE · MEDICAL DEVICES · USA
DexCom, Inc. is a company that develops, manufactures, and distributes continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with headquarters in San Diego, California, and has a manufacturing facility in Mesa, Arizona.
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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