WallStSmart

Eli Lilly and Company (LLY)vsAlpha Teknova Inc (TKNO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Eli Lilly and Company generates 160756% more annual revenue ($65.18B vs $40.52M). LLY leads profitability with a 31.7% profit margin vs -42.6%. LLY earns a higher WallStSmart Score of 78/100 (B+).

LLY

Strong Buy

78

out of 100

Grade: B+

Growth: 10.0Profit: 10.0Value: 5.0Quality: 6.5
Piotroski: 6/9Altman Z: 2.06

TKNO

Avoid

28

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: 0.16
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LLY.

TKNOUndervalued (+34.3%)

Margin of Safety

+34.3%

Fair Value

$3.24

Current Price

$3.55

$0.31 discount

UndervaluedFair: $3.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LLY6 strengths · Avg: 10.0/10
Market CapQuality
$760.43B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
101.2%10/10

Every $100 of equity generates 101 in profit

Profit MarginProfitability
31.7%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
44.9%10/10

Strong operational efficiency at 44.9%

Revenue GrowthGrowth
42.6%10/10

Revenue surging 42.6% year-over-year

EPS GrowthGrowth
51.4%10/10

Earnings expanding 51.4% YoY

TKNO2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

LLY3 concerns · Avg: 3.0/10
P/E RatioValuation
37.0x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.603/10

Elevated debt levels

Price/BookValuation
31.5x2/10

Trading at 31.5x book value

TKNO4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$175.31M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-22.8%2/10

ROE of -22.8% — below average capital efficiency

Free Cash FlowQuality
$-710,0002/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : TKNO

The strongest argument for TKNO centers on Debt/Equity, Price/Book.

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 : TKNO

The primary concerns for TKNO are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

LLY profiles as a growth stock while TKNO is a turnaround play — different risk/reward profiles.

LLY carries more volatility with a beta of 0.50 — 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.

Bottom Line

LLY scores higher overall (78/100 vs 28/100), backed by strong 31.7% margins and 42.6% revenue growth. TKNO offers better value entry with a 34.3% margin of safety. 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.

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Alpha Teknova Inc

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Alpha Teknova Inc (TKNO) is a prominent player in the synthetic biology sector, providing essential biological reagents and supplements that support life sciences research and biomanufacturing. The company meets critical demands in areas such as vaccine development, cell and gene therapy, and diagnostic testing, driven by a dedication to quality and outstanding customer service. Leveraging its strong biotechnology foundation and an unwavering focus on innovation, Alpha Teknova is strategically positioned to seize growth opportunities in the rapidly evolving life sciences market, thereby enhancing value for its investors.

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