LLY vs TMO
Eli Lilly and Company Common Stock vs Thermo Fisher Scientific Inc Common Stock. Side-by-side ACCE scores, valuation, profitability, and growth.
$LLY vs $TMO: Lilly Takes It, With a Caveat
$LLY is the stronger business right now. Revenue grew 47.7% year-over-year, net margin sits at 33.5%, and the ACCE Growth score of 92 reflects genuine momentum rather than accounting noise. The analyst consensus target of $1,315.56 implies meaningful upside from the current $1,115.70. The 1-year return of 47.5% backs that up.
$TMO is the more reasonably priced stock. Its 6-model fair value sits 21.0% below the current $609.82 price, versus a 60.6% gap for $LLY at $1,115.70 against a fair value of $439.51. TMO also posts a more grounded ROE of 13.5% and a FCF yield of 2.8%, nearly triple LLY's 0.9%. Its D/E of 0.74 compares favorably to LLY's 1.60.
The caveat on $LLY is real: the valuation gap is hard to ignore. At a trailing P/E of 37.5 and a 6-model fair value implying 60% downside, you are paying a steep price for the growth story.
Winner: $LLY, for investors prioritizing growth and quality. $TMO is the better pick on value and balance sheet discipline, but Lilly's 33.5% net margin and 47.7% revenue growth make it the standout.