ELI LILLY & Co vs NOVO NORDISK A/S, two Drug Manufacturers stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LLY and NVO diverge most: on implied growth (priced in), LLY reads +26.7% and NVO reads -3.5%; on debt / equity, LLY reads 1.39 and NVO reads 0.00. The rest of the comparable metrics sit closer together. On valuation, today's LLY price has a different growth bar priced in than NVO (+26.7% implied for LLY vs -3.5% for NVO); the higher figure is the steeper assumption to clear, not a better or worse stock. What LLY's price implies is a demanding bet versus history and the cohort (whole-company basis). What NVO's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | LLY | NVO |
|---|---|---|
| Price | $1196.14 | $48.78 |
| Market cap | $1.07T | $216.7B |
| Sector | Drug Manufacturers | Drug Manufacturers |
| Stage | Mature | Growth |
| Implied growth (priced in) | +26.7% | -3.5% |
| P/E | 42.5 | 14.4 |
| P/B | 34.35 | 7.59 |
| P/S | 14.83 | 4.77 |
| EV/EBITDA | 2180.2 | 10.2 |
| Revenue growth | +47.4% | +22.1% |
| Gross margin | — | 81.0% |
| Operating margin | — | 41.3% |
| Net margin | 35.0% | 33.1% |
| Return on equity | 81.0% | 52.8% |
| Return on assets | 21.7% | 18.9% |
| Return on invested capital | — | 51.6% |
| FCF yield | 1.9% | 4.0% |
| Dividend yield | 0.5% | — |
| Debt / equity | 1.39 | 0.00 |
| Current ratio | 1.50 | 0.80 |
| Altman Z (solvency) | 7.16 | 4.29 |
| Piotroski F (quality) | 6 / 9 | 4 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.