WallStSmart

Eli Lilly and Company (LLY)vsExxon Mobil Corp (XOM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Exxon Mobil Corp generates 397% more annual revenue ($323.90B vs $65.18B). LLY leads profitability with a 31.7% profit margin vs 8.9%. LLY appears more attractively valued with a PEG of 0.97. LLY earns a higher WallStSmart Score of 80/100 (A-).

LLY

Exceptional Buy

80

out of 100

Grade: A-

Growth: 10.0Profit: 10.0Value: 8.7Quality: 8.0
Piotroski: 6/9Altman Z: 2.06

XOM

Hold

44

out of 100

Grade: D

Growth: 2.0Profit: 6.0Value: 7.3Quality: 6.5
Piotroski: 1/9Altman Z: 3.44
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LLYUndervalued (+14.0%)

Margin of Safety

+14.0%

Fair Value

$1065.17

Current Price

$916.31

$148.86 discount

UndervaluedFair: $1065.17Overvalued
XOMSignificantly Overvalued (-262.4%)

Margin of Safety

-262.4%

Fair Value

$45.63

Current Price

$163.26

$117.63 premium

UndervaluedFair: $45.63Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LLY6 strengths · Avg: 10.0/10
Market CapQuality
$808.22B10/10

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

XOM5 strengths · Avg: 9.0/10
Market CapQuality
$665.31B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.4410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.23B8/10

Generating 5.2B in free cash flow

Areas to Watch

LLY3 concerns · Avg: 3.0/10
P/E RatioValuation
39.7x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.603/10

Elevated debt levels

Price/BookValuation
30.9x2/10

Trading at 30.9x book value

XOM4 concerns · Avg: 2.8/10
PEG RatioValuation
2.024/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-1.3%2/10

Revenue declined 1.3%

EPS GrowthGrowth
-11.0%2/10

Earnings declined 11.0%

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 : XOM

The strongest argument for XOM centers on Market Cap, Altman Z-Score, 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 : XOM

The primary concerns for XOM are PEG Ratio, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

LLY profiles as a growth stock while XOM is a value play — different risk/reward profiles.

LLY carries more volatility with a beta of 0.43 — expect wider price swings.

LLY is growing revenue faster at 42.6% — sustainability is the question.

XOM generates stronger free cash flow (5.2B), providing more financial flexibility.

Bottom Line

LLY scores higher overall (80/100 vs 44/100), backed by strong 31.7% margins and 42.6% revenue growth. Both earn "Exceptional 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.

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Exxon Mobil Corp

ENERGY · OIL & GAS INTEGRATED · USA

Exxon Mobil Corporation, stylized as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil, and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical. ExxonMobil is incorporated in New Jersey.

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