COMPARE · Data as of August 27, 2026
AZN vs LLY
Verdict: Side-by-side breakdown using the Bull Rankings model. AZN scored 74.5, LLY scored 70.4 — AZN leads.
Compare another set
Different reporting periods. LLY's fundamentals are as of June 2026, but AZN's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AZN
AstraZeneca PLC
74.5
$164.51 · $255.1B
fundamentals as of
Score gap
4.1
AZN leads
LLY
Eli Lilly and Company
70.4
$1,176.10 · $1.0T
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestAZN24.6x
- Fastest growthLLY+49.6%
- Strongest balance sheetAZN0.64
- Highest qualityAZN78 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AZN
stronger →← stronger
LLY
78
Qualityreturns · margins · balance sheet
73
78
Growthrevenue & earnings expansion
97
67
Valuevaluation vs sector peers
49
AZN is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AZN
LLY
$11.8bA-
FCF
$13.6bA-
+8.6%B
Rev
+49.6%A
0.64C+
D/E
1.62C
24.6xB+
P/E
40.0xC+
1.43B
PEG
1.55C+
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
AZN
LLY
18% above
Price vs fair valuelower is cheaper
99% above
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
~32%/yr
-26%
1-yr DCF upside
-62%
-15%
5-yr DCF upside
-50%
+2%
10-yr DCF upside
-22%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AZN
Why this score
- Raising its dividend
LLY
Why this score
- Raising its dividend
The companies
AZNAstraZeneca PLC
Why now
Drug Manufacturers - General · market cap $255.1b. Down 23% from 52-week high of $212.71 — deep drawdown territory. 11 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $212.54 (implying +29% 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 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 115% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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 $1.0T. 9% 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 +12% 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. $1.0T 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 40x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 13.2x 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 AZN and LLY diverge
On the headline score the gap is 4.1 points in favor of AZN. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthAZN 78.5 · LLY 97.0LLY +18.5
- ValueAZN 67.5 · LLY 49.3AZN +18.2
- QualityAZN 78.0 · LLY 73.1AZN +4.9
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.