WallStSmart

Eli Lilly and Company (LLY)vsNational Research Corp (NRC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Eli Lilly and Company generates 47341% more annual revenue ($65.18B vs $137.39M). LLY leads profitability with a 31.7% profit margin vs 8.4%. LLY appears more attractively valued with a PEG of 1.29. LLY earns a higher WallStSmart Score of 78/100 (B+).

LLY

Strong Buy

78

out of 100

Grade: B+

Growth: 10.0Profit: 10.0Value: 5.0Quality: 6.5
Piotroski: 6/9Altman Z: 2.06

NRC

Buy

50

out of 100

Grade: C-

Growth: 2.0Profit: 8.5Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LLY.

NRCUndervalued (+56.3%)

Margin of Safety

+56.3%

Fair Value

$31.44

Current Price

$16.46

$14.98 discount

UndervaluedFair: $31.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LLY6 strengths · Avg: 10.0/10
Market CapQuality
$760.43B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
101.2%10/10

Every $100 of equity generates 101 in profit

Profit MarginProfitability
31.7%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
44.9%10/10

Strong operational efficiency at 44.9%

Revenue GrowthGrowth
42.6%10/10

Revenue surging 42.6% year-over-year

EPS GrowthGrowth
51.4%10/10

Earnings expanding 51.4% YoY

NRC2 strengths · Avg: 10.0/10
Return on EquityProfitability
51.2%10/10

Every $100 of equity generates 51 in profit

Operating MarginProfitability
32.2%10/10

Strong operational efficiency at 32.2%

Areas to Watch

LLY3 concerns · Avg: 3.0/10
P/E RatioValuation
37.0x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.603/10

Elevated debt levels

Price/BookValuation
28.7x2/10

Trading at 28.7x book value

NRC4 concerns · Avg: 2.8/10
P/E RatioValuation
34.2x4/10

Premium valuation, high expectations priced in

Market CapQuality
$389.19M3/10

Smaller company, higher risk/reward

Price/BookValuation
26.5x2/10

Trading at 26.5x book value

Revenue GrowthGrowth
-4.6%2/10

Revenue declined 4.6%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : NRC

The strongest argument for NRC centers on Return on Equity, Operating Margin. PEG of 1.32 suggests the stock is reasonably priced for its growth.

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 : NRC

The primary concerns for NRC are P/E Ratio, Market Cap, Price/Book.

Key Dynamics to Monitor

LLY profiles as a growth stock while NRC is a value play — different risk/reward profiles.

LLY carries more volatility with a beta of 0.50 — 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 50/100), backed by strong 31.7% margins and 42.6% revenue growth. NRC offers better value entry with a 56.3% margin of safety. 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.

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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National Research Corp

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

National Research Corporation provides analytics and information that make it easy to measure and improve the patient and employee experience in the United States and Canada. The company is headquartered in Lincoln, Nebraska.

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