Eli Lilly and Company (LLY)vsPhibro Animal Health Corporation (PAHC)
LLY
Eli Lilly and Company
$934.60
+9.80%
HEALTHCARE · Cap: $760.43B
PAHC
Phibro Animal Health Corporation
$52.50
-3.30%
HEALTHCARE · Cap: $2.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 4351% more annual revenue ($65.18B vs $1.46B). LLY leads profitability with a 31.7% profit margin vs 6.3%. LLY appears more attractively valued with a PEG of 1.29. LLY earns a higher WallStSmart Score of 78/100 (B+).
LLY
Strong Buy78
out of 100
Grade: B+
PAHC
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
+59.9%
Fair Value
$128.61
Current Price
$52.50
$76.11 discount
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
Every $100 of equity generates 32 in profit
Earnings expanding 752.0% YoY
Revenue surging 20.9% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 31.5x book value
Expensive relative to growth rate
6.3% margin — thin
Elevated debt levels
Weak financial health signals
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 : PAHC
The strongest argument for PAHC centers on Return on Equity, EPS Growth, Revenue Growth. Revenue growth of 20.9% 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 : PAHC
The primary concerns for PAHC are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.82 is elevated, increasing financial risk.
Key Dynamics to Monitor
PAHC carries more volatility with a beta of 0.69 — 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.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LLY scores higher overall (78/100 vs 67/100), backed by strong 31.7% margins and 42.6% revenue growth. PAHC offers better value entry with a 59.9% margin of safety. Both earn "Strong Buy" and "Strong 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.
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 →Phibro Animal Health Corporation
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Phibro Animal Health Corporation develops, manufactures and supplies a range of mineral nutrition and animal health products for livestock primarily in the United States. The company is headquartered in Teaneck, New Jersey.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?