Eli Lilly and Company (LLY)vsOrganon & Co (OGN)
LLY
Eli Lilly and Company
$1,354.49
-0.79%
HEALTHCARE · Cap: $1.26T
OGN
Organon & Co
$13.87
+0.58%
HEALTHCARE · Cap: $3.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 1311% more annual revenue ($86.46B vs $6.13B). LLY leads profitability with a 31.9% profit margin vs 3.4%. OGN trades at a lower P/E of 17.7x. LLY earns a higher WallStSmart Score of 74/100 (B).
LLY
Strong Buy74
out of 100
Grade: B
OGN
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
+36.5%
Fair Value
$12.11
Current Price
$13.87
$1.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 68 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 8.2B in free cash flow
Every $100 of equity generates 34 in profit
Attractively priced relative to earnings
Strong operational efficiency at 20.7%
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 30.0x book value
3.4% margin — thin
Weak financial health signals
Revenue declined 2.3%
Earnings declined 28.3%
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 31.9% and operating margin at 53.7%. Revenue growth of 38.6% demonstrates continued momentum.
Bull Case : OGN
The strongest argument for OGN centers on Return on Equity, P/E Ratio, Operating Margin.
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.
Bear Case : OGN
The primary concerns for OGN are Profit Margin, Piotroski F-Score, Revenue Growth. Debt-to-equity of 7.17 is elevated, increasing financial risk. Thin 3.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
LLY profiles as a growth stock while OGN is a value play — different risk/reward profiles.
OGN carries more volatility with a beta of 1.54 — expect wider price swings.
LLY is growing revenue faster at 38.6% — sustainability is the question.
LLY generates stronger free cash flow (8.2B), providing more financial flexibility.
Bottom Line
LLY scores higher overall (74/100 vs 49/100), backed by strong 31.9% margins and 38.6% revenue growth. OGN offers better value entry with a 36.5% margin of safety. Both earn "Strong Buy" and "Hold" 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 →Organon & Co
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, Hormone replacement therapy (HRT), and anesthesia. The company sells to international markets.
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