Codexis Inc (CDXS)vsEli Lilly and Company (LLY)
CDXS
Codexis Inc
$2.56
-8.57%
HEALTHCARE · Cap: $254.51M
LLY
Eli Lilly and Company
$1,131.42
-2.41%
HEALTHCARE · Cap: $948.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 92418% more annual revenue ($72.25B vs $78.09M). LLY leads profitability with a 35.0% profit margin vs -41.0%. LLY appears more attractively valued with a PEG of 1.45. LLY earns a higher WallStSmart Score of 78/100 (B+).
CDXS
Avoid34
out of 100
Grade: F
LLY
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+83.5%
Fair Value
$7.19
Current Price
$2.56
$4.63 discount
Intrinsic value data unavailable for LLY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 102.1% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 81 in profit
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 49.4%
Revenue surging 55.5% year-over-year
Earnings expanding 169.9% YoY
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 32.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CDXS
The strongest argument for CDXS centers on Revenue Growth. Revenue growth of 102.1% demonstrates continued momentum.
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 : CDXS
The primary concerns for CDXS are EPS Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.69 is elevated, increasing financial risk.
Bear Case : LLY
The primary concerns for LLY are P/E Ratio, Debt/Equity, Price/Book.
Key Dynamics to Monitor
CDXS profiles as a hypergrowth stock while LLY is a growth play — different risk/reward profiles.
CDXS carries more volatility with a beta of 2.48 — expect wider price swings.
CDXS is growing revenue faster at 102.1% — sustainability is the question.
LLY generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
LLY scores higher overall (78/100 vs 34/100), backed by strong 35.0% margins and 55.5% revenue growth. CDXS offers better value entry with a 83.5% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Codexis Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Codexis, Inc. discovers, develops and sells biocatalysts. The company is headquartered in Redwood City, California.
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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