Eli Lilly and Company (LLY)vsOmada Health, Inc. Common Stock (OMDA)
LLY
Eli Lilly and Company
$948.45
-2.72%
HEALTHCARE · Cap: $869.41B
OMDA
Omada Health, Inc. Common Stock
$14.82
-9.63%
HEALTHCARE · Cap: $974.41M
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 27666% more annual revenue ($72.25B vs $260.21M). LLY leads profitability with a 35.0% profit margin vs -4.9%. LLY earns a higher WallStSmart Score of 78/100 (B+).
LLY
Strong Buy78
out of 100
Grade: B+
OMDA
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
+41.8%
Fair Value
$18.79
Current Price
$14.82
$3.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 108 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
Revenue surging 58.1% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 27.2x book value
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 4.3%
ROE of -8.7% — below average capital efficiency
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 35.0% and operating margin at 49.4%. Revenue growth of 55.5% demonstrates continued momentum.
Bull Case : OMDA
The strongest argument for OMDA centers on Revenue Growth. Revenue growth of 58.1% demonstrates continued momentum.
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 : OMDA
The primary concerns for OMDA are EPS Growth, Market Cap, Operating Margin.
Key Dynamics to Monitor
LLY profiles as a growth stock while OMDA is a hypergrowth play — different risk/reward profiles.
OMDA is growing revenue faster at 58.1% — sustainability is the question.
LLY generates stronger free cash flow (3.0B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LLY scores higher overall (78/100 vs 37/100), backed by strong 35.0% margins and 55.5% revenue growth. OMDA offers better value entry with a 41.8% margin of safety. Both earn "Strong 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 →Omada Health, Inc. Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Omada Health, Inc. provides a range of virtual care programs in the United States. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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