Haleon plc (HLN)vsEli Lilly and Company (LLY)
HLN
Haleon plc
$8.95
+1.79%
HEALTHCARE · Cap: $39.55B
LLY
Eli Lilly and Company
$1,102.08
+0.45%
HEALTHCARE · Cap: $1.01T
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 555% more annual revenue ($72.25B vs $11.03B). LLY leads profitability with a 35.0% profit margin vs 15.1%. LLY appears more attractively valued with a PEG of 1.52. LLY earns a higher WallStSmart Score of 76/100 (B+).
HLN
Buy63
out of 100
Grade: C+
LLY
Strong Buy76
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 92.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 23.2%
Generating 1.3B in free cash flow
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
Expensive relative to growth rate
0.6% revenue growth
Grey zone — moderate risk
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 31.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : HLN
The strongest argument for HLN centers on EPS Growth, P/E Ratio, Price/Book. Profitability is solid with margins at 15.1% and operating margin at 23.2%.
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 : HLN
The primary concerns for HLN are PEG Ratio, Revenue Growth, Altman Z-Score.
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
HLN profiles as a value stock while LLY is a growth play — different risk/reward profiles.
LLY carries more volatility with a beta of 0.52 — 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 63/100), backed by strong 35.0% margins and 55.5% 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.
Haleon plc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Haleon plc (HLN) is a prominent global consumer health company formed from a spin-off of GlaxoSmithKline, focusing on delivering innovative health solutions across a diverse portfolio of trusted brands, including Sensodyne, Panadol, and Voltaren. By concentrating on key segments such as oral care, pain relief, and dietary supplements, Haleon effectively addresses the dynamic needs of consumers while capitalizing on strong brand equity. The company's dedication to sustainability and relentless innovation, combined with strategic investments in product development, positions it advantageously for sustained long-term growth, thereby enhancing health outcomes and maximizing shareholder value.
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 DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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