Eli Lilly and Company (LLY)vsOrganon & Co (OGN)
LLY
Eli Lilly and Company
$916.31
+1.47%
HEALTHCARE · Cap: $808.22B
OGN
Organon & Co
$6.10
-0.16%
HEALTHCARE · Cap: $1.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 949% more annual revenue ($65.18B vs $6.22B). LLY leads profitability with a 31.7% profit margin vs 3.0%. OGN trades at a lower P/E of 8.5x. LLY earns a higher WallStSmart Score of 80/100 (A-).
LLY
Exceptional Buy80
out of 100
Grade: A-
OGN
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.0%
Fair Value
$1065.17
Current Price
$916.31
$148.86 discount
Margin of Safety
-56.9%
Fair Value
$4.90
Current Price
$6.10
$1.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 101 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 44.9%
Revenue surging 42.6% year-over-year
Earnings expanding 51.4% YoY
Attractively priced relative to earnings
Every $100 of equity generates 31 in profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 30.9x book value
Smaller company, higher risk/reward
3.0% margin — thin
Revenue declined 5.3%
Earnings declined 55.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : LLY
The strongest argument for LLY centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 31.7% and operating margin at 44.9%. Revenue growth of 42.6% demonstrates continued momentum.
Bull Case : OGN
The strongest argument for OGN centers on P/E Ratio, Return on Equity, Price/Book.
Bear Case : LLY
The primary concerns for LLY are P/E Ratio, Debt/Equity, Price/Book. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Bear Case : OGN
The primary concerns for OGN are Market Cap, Profit Margin, Revenue Growth. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
LLY profiles as a growth stock while OGN is a value play — different risk/reward profiles.
OGN carries more volatility with a beta of 0.57 — expect wider price swings.
LLY is growing revenue faster at 42.6% — sustainability is the question.
LLY generates stronger free cash flow (678M), providing more financial flexibility.
Bottom Line
LLY scores higher overall (80/100 vs 47/100), backed by strong 31.7% margins and 42.6% revenue growth. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →Organon & Co
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, Hormone replacement therapy (HRT), and anesthesia. The company sells to international markets.
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