Eli Lilly and Company (LLY)vsMesoblast Ltd (MESO)
LLY
Eli Lilly and Company
$948.45
-2.72%
HEALTHCARE · Cap: $869.41B
MESO
Mesoblast Ltd
$14.74
-0.41%
HEALTHCARE · Cap: $1.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 110400% more annual revenue ($72.25B vs $65.38M). LLY leads profitability with a 35.0% profit margin vs -144.3%. LLY earns a higher WallStSmart Score of 78/100 (B+).
LLY
Strong Buy78
out of 100
Grade: B+
MESO
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
+45.7%
Fair Value
$33.69
Current Price
$14.74
$18.95 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 108 in profit
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 49.4%
Revenue surging 55.5% year-over-year
Earnings expanding 169.9% YoY
Revenue surging 1527.0% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 27.2x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -18.2% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LLY
The strongest argument for LLY centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 35.0% and operating margin at 49.4%. Revenue growth of 55.5% demonstrates continued momentum.
Bull Case : MESO
The strongest argument for MESO centers on Revenue Growth. Revenue growth of 1527.0% demonstrates continued momentum.
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.
Bear Case : MESO
The primary concerns for MESO are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
LLY profiles as a growth stock while MESO is a hypergrowth play — different risk/reward profiles.
MESO carries more volatility with a beta of 0.79 — expect wider price swings.
MESO is growing revenue faster at 1527.0% — sustainability is the question.
LLY generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
LLY scores higher overall (78/100 vs 25/100), backed by strong 35.0% margins and 55.5% revenue growth. MESO offers better value entry with a 45.7% 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.
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 →Mesoblast Ltd
HEALTHCARE · BIOTECHNOLOGY · USA
Mesoblast Limited, a biopharmaceutical company, develops and markets allogeneic cellular drugs. The company is headquartered in Melbourne, Australia.
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