Eli Lilly and Company (LLY)vsPhibro Animal Health Corporation (PAHC)
LLY
Eli Lilly and Company
$1,210.32
-0.87%
HEALTHCARE · Cap: $1.02T
PAHC
Phibro Animal Health Corporation
$36.95
+1.59%
HEALTHCARE · Cap: $1.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 4716% more annual revenue ($72.25B vs $1.50B). LLY leads profitability with a 35.0% profit margin vs 6.3%. LLY appears more attractively valued with a PEG of 1.58. LLY earns a higher WallStSmart Score of 76/100 (B+).
LLY
Strong Buy76
out of 100
Grade: B+
PAHC
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
-11.4%
Fair Value
$46.24
Current Price
$36.95
$9.29 premium
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 26 in profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 34.7x book value
Expensive relative to growth rate
Smaller company, higher risk/reward
6.3% margin — thin
Weak financial health signals
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 : PAHC
The strongest argument for PAHC centers on Return on Equity, P/E Ratio. Revenue growth of 10.3% demonstrates continued momentum.
Bear Case : LLY
The primary concerns for LLY are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 41.8x leaves little room for execution misses.
Bear Case : PAHC
The primary concerns for PAHC are PEG Ratio, Market Cap, Profit Margin. Debt-to-equity of 2.18 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 0.51 — 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 65/100), backed by strong 35.0% margins and 55.5% 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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