COMPARE · Data as of August 24, 2026
BHC vs LLY
Verdict: Side-by-side breakdown using the Bull Rankings model. BHC scored 71.3, LLY scored 69.8 — BHC leads.
Compare another set
BHC
Bausch Health Companies Inc.
71.3
$6.68 · $2.5B
fundamentals as of
Score gap
1.5
BHC leads
LLY
Eli Lilly and Company
69.8
$1,246.93 · $1.1T
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthLLY+49.6%
- Highest qualityLLY73 / 100
- Largest discount to fair valueBHC-86%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
BHC
stronger →← stronger
LLY
63
Qualityreturns · margins · balance sheet
73
64
Growthrevenue & earnings expansion
97
91
Valuevaluation vs sector peers
48
LLY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BHC
LLY
$1.4bC+
FCF
$13.6bA-
+10.1%B
Rev
+49.6%A
—
D/E
1.62C
0.2xA
P/S
—
0.01A
PEG
1.58C+
—
P/E
42.2xC
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BHC
LLY
86% below
Price vs fair valuelower is cheaper
111% above
decline
Growth the price implies10-yr FCF · lower = less priced in
~33%/yr
+677%
1-yr DCF upside
-64%
+599%
5-yr DCF upside
-53%
+504%
10-yr DCF upside
-27%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BHC
LLY
Why this score
- Raising its dividend
The companies
BHCBausch Health Companies Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $2.5b. 17% off the 52-week high of $8.00. Revenue growing +10%, comfortably above the S&P median. PEG 0.01 — paying under fair value for the growth rate. 5 sell-side analysts publish a mean 1-yr target of $7.50 (implying +12% upside).
Moat
ROE 62% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. 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
Currently unprofitable (margin -10.1%) — path to GAAP profitability is the core thesis 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 Company
Why now
Drug Manufacturers - General · market cap $1.1T. 4% off the 52-week high of $1292.65. Revenue growing +50% — in hypergrowth territory. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $1,315 (implying +5% upside).
Moat
Net margin 34% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 79% — 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 42x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 14.0x 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.
Where BHC and LLY diverge
On the headline score the gap is 1.5 points in favor of BHC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueBHC 90.6 · LLY 48.0BHC +42.6
- GrowthBHC 63.7 · LLY 97.0LLY +33.3
- QualityBHC 62.9 · LLY 73.0LLY +10.1
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.