Eli Lilly and Company (LLY)vsVeeva Systems Inc Class A (VEEV)
LLY
Eli Lilly and Company
$1,210.32
-0.87%
HEALTHCARE · Cap: $1.02T
VEEV
Veeva Systems Inc Class A
$201.20
+3.47%
HEALTHCARE · Cap: $31.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 2077% more annual revenue ($72.25B vs $3.32B). LLY leads profitability with a 35.0% profit margin vs 28.4%. VEEV appears more attractively valued with a PEG of 0.88. LLY earns a higher WallStSmart Score of 76/100 (B+).
LLY
Strong Buy76
out of 100
Grade: B+
VEEV
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
+38.9%
Fair Value
$289.59
Current Price
$201.20
$88.39 discount
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
Strong operational efficiency at 30.9%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 28 of every $100 in revenue as profit
Growing faster than its price suggests
16.3% revenue growth
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 34.7x book value
Premium valuation, high expectations priced in
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 : VEEV
The strongest argument for VEEV centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 28.4% and operating margin at 30.9%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : LLY
The primary concerns for LLY are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 41.8x leaves little room for execution misses.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio.
Key Dynamics to Monitor
VEEV carries more volatility with a beta of 0.94 — expect wider price swings.
LLY is growing revenue faster at 55.5% — 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 (76/100 vs 69/100), backed by strong 35.0% margins and 55.5% revenue growth. VEEV offers better value entry with a 38.9% 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 →Veeva Systems Inc Class A
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, Asia Pacific, the Middle East, Africa, and Latin America. The company is headquartered in Pleasanton, California.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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