JNJ vs LLY
Johnson & Johnson Common Stock vs Eli Lilly and Company Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$LLY vs $JNJ: Growth Dominance vs. Quality Comfort
$LLY wins on growth — and it's not close. Revenue surged 55.5% year-over-year, earnings jumped 169.9%, and its ROE of 107.5% dwarfs virtually any large-cap pharma peer. The ACCE Growth score of 100/100 reflects a business in full acceleration, driven by GLP-1 demand. Net margin of 35.0% confirms the profitability is real, not cosmetic.
$JNJ is the quality anchor. A Quality score of 96/100, ROE of 26.4%, FCF yield of 3.2%, and a 2.1% dividend yield make it a reliable compounder. Its forward P/E of 21.6 is meaningfully cheaper than $LLY's 33.3, and its D/E of 0.59 versus $LLY's 1.60 signals a cleaner balance sheet.
The catch: both stocks trade above their 6-model fair values — $LLY by 57.7% and $JNJ by 29.1%. Neither is cheap.
Pick $LLY if you're chasing growth; pick $JNJ if you want yield, stability, and less valuation risk. For total ACCE score (75 vs. 66) and sheer earnings momentum, $LLY takes the edge — but buyers are paying a steep premium for it.