Eli Lilly and Company (LLY)vsSolventum Corp. (SOLV)
LLY
Eli Lilly and Company
$934.60
+9.80%
HEALTHCARE · Cap: $760.43B
SOLV
Solventum Corp.
$66.49
-1.51%
HEALTHCARE · Cap: $11.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 683% more annual revenue ($65.18B vs $8.32B). LLY leads profitability with a 31.7% profit margin vs 18.7%. SOLV appears more attractively valued with a PEG of 1.22. LLY earns a higher WallStSmart Score of 78/100 (B+).
LLY
Strong Buy78
out of 100
Grade: B+
SOLV
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
+60.4%
Fair Value
$205.96
Current Price
$66.49
$139.47 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
Attractively priced relative to earnings
Every $100 of equity generates 39 in profit
Earnings expanding 100.8% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 31.5x book value
Elevated debt levels
Weak financial health signals
Revenue declined 3.7%
Distress zone — elevated risk
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 : SOLV
The strongest argument for SOLV centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 18.7% and operating margin at 7.0%. PEG of 1.22 suggests the stock is reasonably priced for its growth.
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 : SOLV
The primary concerns for SOLV are Debt/Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
LLY profiles as a growth stock while SOLV is a declining play — different risk/reward profiles.
SOLV carries more volatility with a beta of 0.77 — 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 (78/100 vs 70/100), backed by strong 31.7% margins and 42.6% revenue growth. SOLV offers better value entry with a 60.4% 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 →Solventum Corp.
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Solventum Corporation, a healthcare company, engages in the developing, manufacturing, and commercializing a portfolio of solutions to address critical customer and patient needs. The company is headquartered in Saint Paul, Minnesota.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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