Eli Lilly and Company (LLY)vsOrganon & Co (OGN)
LLY
Eli Lilly and Company
$1,185.71
-0.52%
HEALTHCARE · Cap: $1.02T
OGN
Organon & Co
$13.60
+0.37%
HEALTHCARE · Cap: $3.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 1079% more annual revenue ($72.25B vs $6.13B). LLY leads profitability with a 35.0% profit margin vs 3.4%. OGN trades at a lower P/E of 17.4x. LLY earns a higher WallStSmart Score of 76/100 (B+).
LLY
Strong Buy76
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
+37.4%
Fair Value
$12.29
Current Price
$13.60
$1.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 81 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
Every $100 of equity generates 34 in profit
Attractively priced relative to earnings
Strong operational efficiency at 20.7%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 34.0x 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 35.0% and operating margin at 49.4%. Revenue growth of 55.5% 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 PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : OGN
The primary concerns for OGN are Profit Margin, Piotroski F-Score, Revenue Growth. Debt-to-equity of 9.49 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 55.5% — sustainability is the question.
LLY generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
LLY scores higher overall (76/100 vs 49/100), backed by strong 35.0% margins and 55.5% revenue growth. OGN offers better value entry with a 37.4% 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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