Eli Lilly and Company (LLY)vsTelix Pharmaceuticals Limited (TLX)
LLY
Eli Lilly and Company
$934.60
+9.80%
HEALTHCARE · Cap: $760.43B
TLX
Telix Pharmaceuticals Limited
$10.43
-0.10%
HEALTHCARE · Cap: $3.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 8009% more annual revenue ($65.18B vs $803.79M). LLY leads profitability with a 31.7% profit margin vs -0.9%. LLY earns a higher WallStSmart Score of 78/100 (B+).
LLY
Strong Buy78
out of 100
Grade: B+
TLX
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
+31.9%
Fair Value
$10.18
Current Price
$10.43
$0.25 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
Revenue surging 49.3% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 31.5x book value
Trading at 8.5x book value
0.0% earnings growth
Distress zone — elevated risk
Operating margin of 1.9%
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 : TLX
The strongest argument for TLX centers on Revenue Growth. Revenue growth of 49.3% 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 : TLX
The primary concerns for TLX are Price/Book, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
LLY profiles as a growth stock while TLX is a hypergrowth play — different risk/reward profiles.
TLX carries more volatility with a beta of 0.61 — expect wider price swings.
TLX is growing revenue faster at 49.3% — sustainability is the question.
LLY generates stronger free cash flow (678M), providing more financial flexibility.
Bottom Line
LLY scores higher overall (78/100 vs 27/100), backed by strong 31.7% margins and 42.6% revenue growth. TLX offers better value entry with a 31.9% 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.
Visit Website →Telix Pharmaceuticals Limited
HEALTHCARE · BIOTECHNOLOGY · USA
Telix Pharmaceuticals Limited, a commercial-stage biopharmaceutical company, focuses on the development and commercialization of therapeutic and diagnostic radiopharmaceuticals for cancer and rare diseases in Australia, Belgium, Japan, Switzerland, and the United States. The company is headquartered in North Melbourne, Australia.
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