AZN vs LLY
AstraZeneca PLC Ordinary Shares vs Eli Lilly and Company Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$LLY vs $AZN: Growth Premium vs Value Discount
$LLY wins on momentum and growth, but the valuation gap is hard to ignore.
Eli Lilly's 47.7% revenue growth and 26.2% earnings growth year-over-year are exceptional by any measure, and the market has rewarded it: a 60.5% one-year return and an ACCE momentum score of 90. Net margin sits at 33.5% and ROE at 102.3%, reflecting a genuinely high-quality business. The problem is price. The 6-model fair value comes in at $452.30, a 61.5% discount to the current $1,174.61 price. A forward P/E of 32.4 prices in perfection for years to come.
$AZN tells the opposite story. Revenue grew just 6.4% and the one-year return is a flat 1.7%, which explains the momentum score of 32. But at $162.70, the 6-model fair value of $213.22 implies 31.0% upside. The forward P/E of 16.1 and EV/EBITDA of 13.89 are less than half $LLY's multiples. ROE of 22.0% and a 2.0% dividend yield add further support.
$LLY is the better business right now. $AZN is the better buy at current prices.