Eli Lilly and Company (LLY)vsVanda Pharmaceuticals Inc (VNDA)
LLY
Eli Lilly and Company
$1,430.13
-0.70%
HEALTHCARE · Cap: $1.26T
VNDA
Vanda Pharmaceuticals Inc
$3.95
-4.82%
HEALTHCARE · Cap: $230.99M
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 37611% more annual revenue ($86.46B vs $229.28M). LLY leads profitability with a 31.9% profit margin vs -119.9%. LLY appears more attractively valued with a PEG of 1.36. LLY earns a higher WallStSmart Score of 74/100 (B).
LLY
Strong Buy74
out of 100
Grade: B
VNDA
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
+83.7%
Fair Value
$37.45
Current Price
$3.95
$33.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 68 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 53.7%
Revenue surging 38.6% year-over-year
Generating 8.2B in free cash flow
Reasonable price relative to book value
Conservative balance sheet, low leverage
Revenue surging 24.1% year-over-year
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 31.6x book value
Expensive relative to growth rate
Smaller company, higher risk/reward
Weak financial health signals
ROE of -60.5% — 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 31.9% and operating margin at 53.7%. Revenue growth of 38.6% demonstrates continued momentum.
Bull Case : VNDA
The strongest argument for VNDA centers on Price/Book, Debt/Equity, Revenue Growth. Revenue growth of 24.1% demonstrates continued momentum.
Bear Case : LLY
The primary concerns for LLY are Debt/Equity, P/E Ratio, Price/Book. A P/E of 46.0x leaves little room for execution misses.
Bear Case : VNDA
The primary concerns for VNDA are PEG Ratio, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
VNDA carries more volatility with a beta of 0.73 — expect wider price swings.
LLY is growing revenue faster at 38.6% — sustainability is the question.
LLY generates stronger free cash flow (8.2B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LLY scores higher overall (74/100 vs 42/100), backed by strong 31.9% margins and 38.6% revenue growth. VNDA offers better value entry with a 83.7% 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 →Vanda Pharmaceuticals Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Vanda Pharmaceuticals Inc., a biopharmaceutical company, focuses on the development and commercialization of therapies to address high unmet medical needs. The company is headquartered in Washington, the District of Columbia.
Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?