AMGN vs LLY
Amgen Inc. Common Stock vs Eli Lilly and Company Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$AMGN edges it, but $LLY is the growth story
$LLY's numbers are genuinely striking: revenue up 47.7% year-over-year, a 33.5% net margin, and a Growth score of 92/100. The analyst consensus target of $1,315.04 implies meaningful upside from the current $1,149.36. The problem is valuation. The 6-model fair value sits at $248.08, a -78.4% gap to price, and the trailing P/E of 38.6 reflects a market pricing in perfection. The FCF yield of just 0.9% leaves little margin for error.
$AMGN is the more balanced bet. Its ROE of 91.5% is exceptional, earnings grew 64.9% year-over-year, and the forward P/E of 17.9 is materially cheaper than $LLY's 24.3. A 2.3% dividend yield and FCF yield of 3.4% mean shareholders get paid to wait. The 1Y return of 56.1% beats $LLY's 54.7%, and the ACCE score of 75 tops $LLY's 71, driven by a Momentum score of 90.
Winner: $AMGN. It delivers strong earnings growth at a fraction of $LLY's valuation premium, with a dividend and FCF profile that $LLY cannot match at current prices.