Eli Lilly and Company (LLY)vsTherapeuticsMD Inc (TXMD)
LLY
Eli Lilly and Company
$1,131.42
-2.41%
HEALTHCARE · Cap: $948.95B
TXMD
TherapeuticsMD Inc
$2.00
+1.52%
HEALTHCARE · Cap: $21.07M
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 2154657% more annual revenue ($72.25B vs $3.35M). LLY leads profitability with a 35.0% profit margin vs 5.3%. LLY trades at a lower P/E of 37.7x. LLY earns a higher WallStSmart Score of 78/100 (B+).
LLY
Strong Buy78
out of 100
Grade: B+
TXMD
Hold41
out of 100
Grade: D
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
Reasonable price relative to book value
Revenue surging 84.2% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 32.4x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.7% — below average capital efficiency
5.3% margin — thin
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 : TXMD
The strongest argument for TXMD centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 84.2% demonstrates continued momentum.
Bear Case : LLY
The primary concerns for LLY are P/E Ratio, Debt/Equity, Price/Book.
Bear Case : TXMD
The primary concerns for TXMD are EPS Growth, Market Cap, Return on Equity. A P/E of 182.0x leaves little room for execution misses.
Key Dynamics to Monitor
LLY profiles as a growth stock while TXMD is a hypergrowth play — different risk/reward profiles.
TXMD carries more volatility with a beta of 0.58 — expect wider price swings.
TXMD is growing revenue faster at 84.2% — sustainability is the question.
LLY generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
LLY scores higher overall (78/100 vs 41/100), backed by strong 35.0% margins and 55.5% revenue growth. Both earn "Strong Buy" and "Hold" 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 →TherapeuticsMD Inc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
TherapeuticsMD, Inc. is a women's healthcare company in the United States. The company is headquartered in Boca Raton, Florida.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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