ELI LILLY AND COMPANY vs Novartis AG, two Drug Manufacturers stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LLY and NVS diverge most: on debt / equity, LLY reads 1.62 and NVS reads 0.00; on ev/ebitda, LLY reads 2152.1 and NVS reads 14.4. The rest of the comparable metrics sit closer together. On valuation, today's LLY price has a different growth bar priced in than NVS (+23.1% implied for LLY vs +1.4% for NVS); the higher figure is the steeper assumption to clear, not a better or worse stock. The bull and bear cases for each are in their full reports below.
| Metric | LLY | NVS |
|---|---|---|
| Price | $1114.83 | $137.17 |
| Market cap | $1.05T | $266.0B |
| Sector | Drug Manufacturers | Drug Manufacturers |
| Stage | Mature | Mature |
| Implied growth (priced in) | +23.1% | +1.4% |
| P/E | 37.4 | 19.0 |
| P/B | 30.98 | 5.71 |
| P/S | 13.17 | 4.88 |
| EV/EBITDA | 2152.1 | 14.4 |
| Revenue growth | +49.9% | +6.4% |
| Gross margin | — | 78.8% |
| Operating margin | — | 32.4% |
| Net margin | 33.5% | 25.6% |
| Return on equity | 78.8% | 30.0% |
| Return on assets | 18.8% | 12.6% |
| Return on invested capital | — | 32.4% |
| FCF yield | 2.7% | 6.6% |
| Dividend yield | 0.6% | — |
| Debt / equity | 1.62 | 0.00 |
| Current ratio | 1.35 | 1.12 |
| Altman Z (solvency) | 7.02 | 3.53 |
| Piotroski F (quality) | 7 / 9 | 8 / 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.