WallStSmart

Eli Lilly and Company (LLY)vsVarex Imaging Corp (VREX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Eli Lilly and Company generates 7529% more annual revenue ($65.18B vs $854.40M). LLY leads profitability with a 31.7% profit margin vs -7.9%. LLY appears more attractively valued with a PEG of 1.29. 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

VREX

Hold

50

out of 100

Grade: D+

Growth: 5.3Profit: 4.0Value: 5.7Quality: 8.0
Piotroski: 5/9Altman Z: 1.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LLY.

VREXUndervalued (+68.1%)

Margin of Safety

+68.1%

Fair Value

$42.68

Current Price

$11.03

$31.65 discount

UndervaluedFair: $42.68Overvalued

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

VREX3 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

EPS GrowthGrowth
453.4%10/10

Earnings expanding 453.4% YoY

Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

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

VREX4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.9%4/10

4.9% revenue growth

Altman Z-ScoreHealth
1.654/10

Distress zone — elevated risk

Market CapQuality
$505.97M3/10

Smaller company, higher risk/reward

PEG RatioValuation
6.302/10

Expensive relative to growth rate

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 : VREX

The strongest argument for VREX centers on Price/Book, EPS Growth, Debt/Equity.

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 : VREX

The primary concerns for VREX are Revenue Growth, Altman Z-Score, Market Cap.

Key Dynamics to Monitor

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

VREX carries more volatility with a beta of 1.00 — 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 50/100), backed by strong 31.7% margins and 42.6% revenue growth. VREX offers better value entry with a 68.1% margin of safety. 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 →

Varex Imaging Corp

HEALTHCARE · MEDICAL DEVICES · USA

Varex Imaging Corporation designs and manufactures X-ray imaging components. The company is headquartered in Salt Lake City, Utah.

Visit Website →

Want to dig deeper into these stocks?