Eli Lilly and Company (LLY)vsTakeda Pharmaceutical Co Ltd ADR (TAK)
LLY
Eli Lilly and Company
$1,102.08
+0.32%
HEALTHCARE · Cap: $1.01T
TAK
Takeda Pharmaceutical Co Ltd ADR
$15.47
+0.97%
HEALTHCARE · Cap: $49.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Takeda Pharmaceutical Co Ltd ADR generates 6136% more annual revenue ($4.51T vs $72.25B). LLY leads profitability with a 35.0% profit margin vs -3.4%. TAK appears more attractively valued with a PEG of 0.40. LLY earns a higher WallStSmart Score of 76/100 (B+).
LLY
Strong Buy76
out of 100
Grade: B+
TAK
Buy57
out of 100
Grade: C
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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 330.2% YoY
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 31.6x book value
3.9% revenue growth
ROE of 2.5% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : TAK
The strongest argument for TAK centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.40 suggests the stock is reasonably priced for its growth.
Bear Case : LLY
The primary concerns for LLY are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 40.2x leaves little room for execution misses.
Bear Case : TAK
The primary concerns for TAK are Revenue Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
LLY profiles as a growth stock while TAK is a turnaround play — different risk/reward profiles.
LLY carries more volatility with a beta of 0.52 — 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 57/100), 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 →Takeda Pharmaceutical Co Ltd ADR
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Takeda Pharmaceutical Company Limited is engaged in the research, development, manufacture and marketing of pharmaceuticals, over-the-counter drugs and quasi-drug consumer products, and other health care products. The company is headquartered in Tokyo, Japan.
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