COMPARE · Reviewed July 29, 2026
AZN vs LLY
Verdict: Side-by-side breakdown using the Bull Rankings model. AZN scored 80.0, LLY scored 72.0 — AZN leads.
Compare another set
AZN
AstraZeneca PLC
80
$171.45
fundamentals as of
Score gap
8.0
AZN leads
LLY
Eli Lilly and Co
72
$1,160.50 · $1.1T
Fundamentals, head-to-head
AZN
LLY
$6.0bB+
FCF
$11.8bA-
+8.6%B
Rev
+47.4%A
0.64C+
D/E
1.60C
25.7xB
P/E
43.8xC
1.34B
PEG
0.92B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AZN
LLY
—
Price vs fair valuelower is cheaper
141% above
—
Growth the price implies10-yr FCF · lower = less priced in
~36%/yr
—
1-yr DCF upside
-69%
—
5-yr DCF upside
-58%
—
10-yr DCF upside
-36%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AZN
No notable signals flagged.
LLY
Why this score
- Raising its dividend
- Short track record
The companies
AZNAstraZeneca PLC
Why now
Drug Manufacturers - General · market cap n/a. 19% off the 52-week high of $212.71. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $213.59 (implying +25% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk
Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
LLYEli Lilly and Co
Why now
Pharmaceuticals · market cap $1.1T. 7% off the 52-week high of $1249.45. Revenue growing +47% — in hypergrowth territory. PEG 0.92 — paying under fair value for the growth rate.
Moat
Net margin 35% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 101% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $1.1T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 44x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 15.3x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.