Becton Dickinson and Company (BDX)vsEli Lilly and Company (LLY)
BDX
Becton Dickinson and Company
$183.00
+1.27%
HEALTHCARE · Cap: $48.05B
LLY
Eli Lilly and Company
$1,170.45
+0.45%
HEALTHCARE · Cap: $994.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 254% more annual revenue ($79.67B vs $22.48B). LLY leads profitability with a 33.5% profit margin vs 4.2%. LLY appears more attractively valued with a PEG of 1.11. LLY earns a higher WallStSmart Score of 76/100 (B+).
BDX
Buy52
out of 100
Grade: C-
LLY
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.0%
Fair Value
$202.87
Current Price
$183.00
$19.87 discount
Intrinsic value data unavailable for LLY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 79 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 54.2%
Revenue surging 47.7% year-over-year
Earnings expanding 26.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
ROE of 3.9% — below average capital efficiency
4.2% margin — thin
Earnings declined 31.4%
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 30.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BDX
The strongest argument for BDX centers on Price/Book. PEG of 1.11 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 33.5% and operating margin at 54.2%. Revenue growth of 47.7% demonstrates continued momentum.
Bear Case : BDX
The primary concerns for BDX are P/E Ratio, Return on Equity, Profit Margin. Thin 4.2% margins leave little buffer for downturns.
Bear Case : LLY
The primary concerns for LLY are P/E Ratio, Debt/Equity, Price/Book. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Key Dynamics to Monitor
BDX profiles as a value stock while LLY is a growth play — different risk/reward profiles.
LLY carries more volatility with a beta of 0.50 — expect wider price swings.
LLY is growing revenue faster at 47.7% — sustainability is the question.
LLY generates stronger free cash flow (7.8B), providing more financial flexibility.
Bottom Line
LLY scores higher overall (76/100 vs 52/100), backed by strong 33.5% margins and 47.7% revenue growth. 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.
Becton Dickinson and Company
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Becton, Dickinson and Company, also known as BD, is an American multinational medical technology company that manufactures and sells medical devices, instrument systems, and reagents. BD also provides consulting and analytics services in certain geographies.
Visit Website →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.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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