Eli Lilly and Company (LLY)vsTeleflex Incorporated (TFX)
LLY
Eli Lilly and Company
$851.21
+9.80%
HEALTHCARE · Cap: $760.43B
TFX
Teleflex Incorporated
$133.30
-1.64%
HEALTHCARE · Cap: $5.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 3171% more annual revenue ($65.18B vs $1.99B). LLY leads profitability with a 31.7% profit margin vs -45.5%. TFX appears more attractively valued with a PEG of 0.16. LLY earns a higher WallStSmart Score of 78/100 (B+).
LLY
Strong Buy78
out of 100
Grade: B+
TFX
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
+16.7%
Fair Value
$128.38
Current Price
$133.30
$4.92 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 101 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 44.9%
Revenue surging 42.6% year-over-year
Earnings expanding 51.4% YoY
Growing faster than its price suggests
Strong operational efficiency at 40.6%
Earnings expanding 64.1% YoY
Reasonable price relative to book value
19.4% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 28.7x book value
ROE of 1.6% — below average capital efficiency
Premium valuation, high expectations priced in
Currently unprofitable
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 31.7% and operating margin at 44.9%. Revenue growth of 42.6% demonstrates continued momentum.
Bull Case : TFX
The strongest argument for TFX centers on PEG Ratio, Operating Margin, EPS Growth. Revenue growth of 19.4% demonstrates continued momentum. PEG of 0.16 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. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Bear Case : TFX
The primary concerns for TFX are Return on Equity, P/E Ratio, Profit Margin. A P/E of 101.8x leaves little room for execution misses.
Key Dynamics to Monitor
TFX carries more volatility with a beta of 0.83 — expect wider price swings.
LLY is growing revenue faster at 42.6% — sustainability is the question.
LLY generates stronger free cash flow (678M), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LLY scores higher overall (78/100 vs 67/100), backed by strong 31.7% margins and 42.6% revenue growth. TFX offers better value entry with a 16.7% margin of safety. 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 →Teleflex Incorporated
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Teleflex Incorporated, headquartered in Wayne, Pennsylvania, is an American provider of specialty medical devices for a range of procedures in critical care and surgery.
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