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 0.02; on implied growth (priced in), LLY reads +22.2% and NVS reads +0.5%. The rest of the comparable metrics sit closer together. On valuation, today's LLY price has a different growth bar priced in than NVS (+22.2% implied for LLY vs +0.5% 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 | $1178.18 | $143.71 |
| Market cap | $1.11T | $278.7B |
| Sector | Drug Manufacturers | Drug Manufacturers |
| Stage | Mature | Mature |
| Implied growth (priced in) | +22.2% | +0.5% |
| P/E | 39.5 | 19.9 |
| P/B | 32.74 | 5.99 |
| P/S | 13.92 | 5.11 |
| EV/EBITDA | 550.3 | 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 | 1.4% | 31.8% |
| FCF yield | 1.6% | 6.3% |
| Dividend yield | 0.5% | — |
| Debt / equity | 1.62 | 0.02 |
| Current ratio | 1.35 | 1.12 |
| Altman Z (solvency) | 7.02 | 3.65 |
| 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.