Eli Lilly and Company (LLY)vsPhibro Animal Health Corporation (PAHC)
LLY
Eli Lilly and Company
$1,354.00
-0.79%
HEALTHCARE · Cap: $1.26T
PAHC
Phibro Animal Health Corporation
$32.96
-6.89%
HEALTHCARE · Cap: $1.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 5595% more annual revenue ($86.46B vs $1.52B). LLY leads profitability with a 31.9% profit margin vs 6.6%. LLY appears more attractively valued with a PEG of 1.36. LLY earns a higher WallStSmart Score of 74/100 (B).
LLY
Strong Buy74
out of 100
Grade: B
PAHC
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
-9.1%
Fair Value
$47.21
Current Price
$32.96
$14.25 premium
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 26 in profit
Attractively priced relative to earnings
Earnings expanding 24.6% YoY
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 30.0x book value
Expensive relative to growth rate
4.8% revenue growth
Smaller company, higher risk/reward
6.6% margin — thin
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 : PAHC
The strongest argument for PAHC centers on Return on Equity, P/E Ratio, EPS Growth.
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 : PAHC
The primary concerns for PAHC are PEG Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
LLY profiles as a growth stock while PAHC is a value play — different risk/reward profiles.
LLY carries more volatility with a beta of 0.45 — 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 60/100), backed by strong 31.9% margins and 38.6% revenue growth. 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.
Visit Website →Phibro Animal Health Corporation
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Phibro Animal Health Corporation develops, manufactures and supplies a range of mineral nutrition and animal health products for livestock primarily in the United States. The company is headquartered in Teaneck, New Jersey.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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