Eli Lilly and Company (LLY)vsWest Pharmaceutical Services Inc (WST)
LLY
Eli Lilly and Company
$1,102.08
+0.92%
HEALTHCARE · Cap: $1.01T
WST
West Pharmaceutical Services Inc
$329.71
-0.89%
HEALTHCARE · Cap: $23.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 2143% more annual revenue ($72.25B vs $3.22B). LLY leads profitability with a 35.0% profit margin vs 16.9%. LLY appears more attractively valued with a PEG of 1.52. LLY earns a higher WallStSmart Score of 76/100 (B+).
LLY
Strong Buy76
out of 100
Grade: B+
WST
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
-55.4%
Fair Value
$158.40
Current Price
$329.71
$171.31 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 81 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
Earnings expanding 56.1% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Strong operational efficiency at 21.7%
Revenue surging 21.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 31.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : WST
The strongest argument for WST centers on EPS Growth, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 16.9% and operating margin at 21.7%. Revenue growth of 21.0% demonstrates continued momentum.
Bear Case : LLY
The primary concerns for LLY are PEG Ratio, Debt/Equity, P/E Ratio. A P/E of 40.2x leaves little room for execution misses.
Bear Case : WST
The primary concerns for WST are PEG Ratio, P/E Ratio. A P/E of 44.1x leaves little room for execution misses.
Key Dynamics to Monitor
WST carries more volatility with a beta of 1.18 — expect wider price swings.
LLY is growing revenue faster at 55.5% — 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 (76/100 vs 65/100), backed by strong 35.0% margins and 55.5% revenue growth. Both earn "Strong Buy" and "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 →West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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