Eli Lilly and Company (LLY)vsTG Therapeutics Inc (TGTX)
LLY
Eli Lilly and Company
$948.45
-2.72%
HEALTHCARE · Cap: $869.41B
TGTX
TG Therapeutics Inc
$42.86
-0.38%
HEALTHCARE · Cap: $6.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 10216% more annual revenue ($72.25B vs $700.35M). TGTX leads profitability with a 65.9% profit margin vs 35.0%. LLY appears more attractively valued with a PEG of 1.40. LLY earns a higher WallStSmart Score of 78/100 (B+).
LLY
Strong Buy78
out of 100
Grade: B+
TGTX
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
-46.8%
Fair Value
$19.63
Current Price
$42.86
$23.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 108 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 113 in profit
Keeps 66 of every $100 in revenue as profit
Revenue surging 69.6% year-over-year
Earnings expanding 300.0% YoY
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 27.2x book value
Expensive relative to growth rate
Trading at 9.5x book value
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 : TGTX
The strongest argument for TGTX centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 65.9% and operating margin at 17.0%. Revenue growth of 69.6% demonstrates continued momentum.
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 : TGTX
The primary concerns for TGTX are PEG Ratio, Price/Book, Free Cash Flow.
Key Dynamics to Monitor
TGTX carries more volatility with a beta of 1.68 — expect wider price swings.
TGTX is growing revenue faster at 69.6% — 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 68/100), 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 →TG Therapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
TG Therapeutics, Inc., a commercial-stage biopharmaceutical company, focuses on the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. The company is headquartered in New York, New York.
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