Eli Lilly and Company (LLY)vsInsulet Corporation (PODD)
LLY
Eli Lilly and Company
$1,131.42
-2.41%
HEALTHCARE · Cap: $948.95B
PODD
Insulet Corporation
$153.22
+4.65%
HEALTHCARE · Cap: $10.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 2391% more annual revenue ($72.25B vs $2.90B). LLY leads profitability with a 35.0% profit margin vs 10.4%. PODD appears more attractively valued with a PEG of 1.32. LLY earns a higher WallStSmart Score of 78/100 (B+).
LLY
Strong Buy78
out of 100
Grade: B+
PODD
Strong Buy73
out of 100
Grade: B
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
Revenue surging 33.9% year-over-year
Earnings expanding 159.0% YoY
Every $100 of equity generates 23 in profit
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 32.4x book value
Premium valuation, high expectations priced in
Trading at 8.1x book value
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 : PODD
The strongest argument for PODD centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 33.9% demonstrates continued momentum. 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.
Bear Case : PODD
The primary concerns for PODD are P/E Ratio, Price/Book.
Key Dynamics to Monitor
PODD carries more volatility with a beta of 1.13 — 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.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LLY scores higher overall (78/100 vs 73/100), backed by strong 35.0% margins and 55.5% revenue growth. Both earn "Strong Buy" and "Strong 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 →Insulet Corporation
HEALTHCARE · MEDICAL DEVICES · USA
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The company is headquartered in Acton, Massachusetts.
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