WallStSmart

Azenta Inc (AZTA)vsEli Lilly and Company (LLY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Eli Lilly and Company generates 12012% more annual revenue ($72.25B vs $596.48M). LLY leads profitability with a 35.0% profit margin vs -29.1%. AZTA appears more attractively valued with a PEG of 0.53. LLY earns a higher WallStSmart Score of 76/100 (B+).

AZTA

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 2.0Value: 7.7Quality: 8.5
Piotroski: 5/9Altman Z: 4.65

LLY

Strong Buy

76

out of 100

Grade: B+

Growth: 10.0Profit: 10.0Value: 4.3Quality: 6.0
Piotroski: 6/9Altman Z: 2.06
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AZTAUndervalued (+31.0%)

Margin of Safety

+31.0%

Fair Value

$44.14

Current Price

$22.69

$21.45 discount

UndervaluedFair: $44.14Overvalued

Intrinsic value data unavailable for LLY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AZTA5 strengths · Avg: 9.6/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

EPS GrowthGrowth
8778.0%10/10

Earnings expanding 8778.0% YoY

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.6510/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.538/10

Growing faster than its price suggests

LLY6 strengths · Avg: 10.0/10
Market CapQuality
$1.01T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
81.0%10/10

Every $100 of equity generates 81 in profit

Profit MarginProfitability
35.0%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
49.4%10/10

Strong operational efficiency at 49.4%

Revenue GrowthGrowth
55.5%10/10

Revenue surging 55.5% year-over-year

EPS GrowthGrowth
169.9%10/10

Earnings expanding 169.9% YoY

Areas to Watch

AZTA4 concerns · Avg: 2.5/10
Revenue GrowthGrowth
1.0%4/10

1.0% revenue growth

Market CapQuality
$1.05B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-11.5%2/10

ROE of -11.5% — below average capital efficiency

Profit MarginProfitability
-29.1%1/10

Currently unprofitable

LLY4 concerns · Avg: 2.8/10
PEG RatioValuation
1.524/10

Expensive relative to growth rate

Debt/EquityHealth
1.393/10

Elevated debt levels

P/E RatioValuation
40.2x2/10

Premium valuation, high expectations priced in

Price/BookValuation
32.4x2/10

Trading at 32.4x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : AZTA

The strongest argument for AZTA centers on Price/Book, EPS Growth, Debt/Equity. PEG of 0.53 suggests the stock is reasonably priced for its growth.

Bull Case : LLY

The strongest argument for LLY centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 35.0% and operating margin at 49.4%. Revenue growth of 55.5% demonstrates continued momentum.

Bear Case : AZTA

The primary concerns for AZTA are Revenue Growth, Market Cap, Return on Equity.

Bear Case : LLY

The primary concerns for LLY are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 40.2x leaves little room for execution misses.

Key Dynamics to Monitor

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

AZTA carries more volatility with a beta of 1.40 — expect wider price swings.

LLY is growing revenue faster at 55.5% — sustainability is the question.

LLY generates stronger free cash flow (3.0B), providing more financial flexibility.

Bottom Line

LLY scores higher overall (76/100 vs 56/100), backed by strong 35.0% margins and 55.5% revenue growth. AZTA offers better value entry with a 31.0% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Azenta Inc

HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA

Azenta Inc. is a leading provider of sample management solutions and life science tools focused on improving laboratory efficiencies for biotechnology and pharmaceutical sectors. The company specializes in innovative automation, comprehensive biorepository services, and advanced storage technologies, empowering clients to expedite drug discovery while ensuring compliance with regulatory standards. With a robust strategy centered on cutting-edge technology and strategic collaborations, Azenta is strategically positioned to capitalize on growth opportunities within the expanding global life sciences market, thereby reinforcing its competitive edge in biobanking and sample management. Its unwavering commitment to advancing scientific research through sophisticated products further enhances its appeal to institutional investors seeking exposure to the dynamic life sciences landscape.

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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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