Eli Lilly and Company (LLY)vsUltragenyx (RARE)
LLY
Eli Lilly and Company
$1,354.49
-0.75%
HEALTHCARE · Cap: $1.26T
RARE
Ultragenyx
$15.57
-9.27%
HEALTHCARE · Cap: $1.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 11959% more annual revenue ($86.46B vs $717.00M). LLY leads profitability with a 31.9% profit margin vs -81.7%. LLY earns a higher WallStSmart Score of 74/100 (B).
LLY
Strong Buy74
out of 100
Grade: B
RARE
Avoid31
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 79 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 7.8B in free cash flow
Conservative balance sheet, low leverage
Revenue surging 28.1% year-over-year
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 30.0x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -608.0% — below average capital efficiency
Negative free cash flow — burning cash
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 : RARE
The strongest argument for RARE centers on Debt/Equity, Revenue Growth. Revenue growth of 28.1% demonstrates continued momentum.
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. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Bear Case : RARE
The primary concerns for RARE are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
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 (7.8B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LLY scores higher overall (74/100 vs 31/100), backed by strong 31.9% margins and 38.6% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Ultragenyx
HEALTHCARE · BIOTECHNOLOGY · USA
Ultragenyx Pharmaceutical Inc., a biopharmaceutical company, focuses on the identification, acquisition, development, and commercialization of novel products for the treatment of rare and ultra-rare genetic diseases in the United States. The company is headquartered in Novato, California.
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