Elanco Animal Health (ELAN)vsTakeda Pharmaceutical Co Ltd ADR (TAK)
ELAN
Elanco Animal Health
$25.50
+2.41%
HEALTHCARE · Cap: $12.38B
TAK
Takeda Pharmaceutical Co Ltd ADR
$18.29
+1.39%
HEALTHCARE · Cap: $56.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Takeda Pharmaceutical Co Ltd ADR generates 94589% more annual revenue ($4.46T vs $4.71B). TAK leads profitability with a 2.5% profit margin vs -4.9%. TAK appears more attractively valued with a PEG of 0.39. TAK earns a higher WallStSmart Score of 60/100 (C).
ELAN
Buy51
out of 100
Grade: C-
TAK
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ELAN.
Margin of Safety
-77.5%
Fair Value
$10.30
Current Price
$18.29
$7.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 116.7% YoY
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Generating 317.5B in free cash flow
Large-cap with strong market position
Areas to Watch
Operating margin of 2.3%
Expensive relative to growth rate
ROE of -3.7% — below average capital efficiency
Distress zone — elevated risk
4.2% revenue growth
3.3% earnings growth
ROE of 1.5% — below average capital efficiency
2.5% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ELAN
The strongest argument for ELAN centers on EPS Growth, Price/Book. Revenue growth of 12.2% demonstrates continued momentum.
Bull Case : TAK
The strongest argument for TAK centers on PEG Ratio, Price/Book, Free Cash Flow. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bear Case : ELAN
The primary concerns for ELAN are Operating Margin, PEG Ratio, Return on Equity.
Bear Case : TAK
The primary concerns for TAK are Revenue Growth, EPS Growth, Return on Equity. A P/E of 82.0x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
ELAN profiles as a turnaround stock while TAK is a value play — different risk/reward profiles.
ELAN carries more volatility with a beta of 1.89 — expect wider price swings.
ELAN is growing revenue faster at 12.2% — sustainability is the question.
TAK generates stronger free cash flow (317.5B), providing more financial flexibility.
Bottom Line
TAK scores higher overall (60/100 vs 51/100). Both earn "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.
Elanco Animal Health
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Elanco Animal Health Incorporated, an animal health company, innovates, develops, manufactures and markets products for pets and farm animals. The company is headquartered in Greenfield, Indiana.
Takeda Pharmaceutical Co Ltd ADR
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Takeda Pharmaceutical Company Limited is engaged in the research, development, manufacture and marketing of pharmaceuticals, over-the-counter drugs and quasi-drug consumer products, and other health care products. The company is headquartered in Tokyo, Japan.
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