Eli Lilly and Company (LLY)vsXOMA Corp (XOMA)
LLY
Eli Lilly and Company
$934.60
+9.80%
HEALTHCARE · Cap: $760.43B
XOMA
XOMA Corp
$40.94
-0.12%
HEALTHCARE · Cap: $497.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 124886% more annual revenue ($65.18B vs $52.15M). XOMA leads profitability with a 60.8% profit margin vs 31.7%. XOMA trades at a lower P/E of 28.1x. LLY earns a higher WallStSmart Score of 78/100 (B+).
LLY
Strong Buy78
out of 100
Grade: B+
XOMA
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LLY.
Margin of Safety
+2.2%
Fair Value
$23.79
Current Price
$40.94
$17.15 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 34 in profit
Keeps 61 of every $100 in revenue as profit
Revenue surging 57.9% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 31.5x book value
Moderate valuation
Smaller company, higher risk/reward
Elevated debt levels
Earnings declined 47.8%
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 : XOMA
The strongest argument for XOMA centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 60.8% and operating margin at 15.9%. Revenue growth of 57.9% 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 : XOMA
The primary concerns for XOMA are P/E Ratio, Market Cap, Debt/Equity.
Key Dynamics to Monitor
XOMA carries more volatility with a beta of 0.68 — expect wider price swings.
XOMA is growing revenue faster at 57.9% — 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 52/100), backed by strong 31.7% margins and 42.6% 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 →XOMA Corp
HEALTHCARE · BIOTECHNOLOGY · USA
XOMA Corporation, a biotech royalty aggregator, discovers and develops therapeutic candidates in the United States, Europe, and Asia Pacific. The company is headquartered in Emeryville, California.
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