COMPARE · Data as of August 24, 2026
LLY vs VTRS
Verdict: Side-by-side breakdown using the Bull Rankings model. LLY scored 69.8, VTRS scored 50.1 — LLY leads.
Compare another set
LLY
Eli Lilly and Company
69.8
$1,246.93 · $1.1T
fundamentals as of
Score gap
19.7
LLY leads
VTRS
Viatris Inc.
50.1
$16.54 · $19.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthLLY+49.6%
- Strongest balance sheetVTRS0.96
- Highest qualityLLY73 / 100
- Largest discount to fair valueVTRS-44%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
LLY
stronger →← stronger
VTRS
73
Qualityreturns · margins · balance sheet
38
97
Growthrevenue & earnings expansion
42
48
Valuevaluation vs sector peers
77
LLY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LLY
VTRS
$13.6bA-
FCF
$2.0bC+
+49.6%A
Rev
+4.5%C+
1.62C
D/E
0.96C
42.2xC
P/E
—
1.58C+
PEG
1.05B+
—
P/S
1.3xA-
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
LLY
VTRS
111% above
Price vs fair valuelower is cheaper
44% below
~33%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-9%/yr
-64%
1-yr DCF upside
+71%
-53%
5-yr DCF upside
+80%
-27%
10-yr DCF upside
+93%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LLY
Why this score
- Raising its dividend
VTRS
The companies
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.
VTRSViatris Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $19.0b. 10% off the 52-week high of $18.39. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $18.50 (implying +12% upside).
Moat
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 -23.9%) — path to GAAP profitability is the core thesis risk. ROE -25% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Patent cliff exposure — a single approved molecule can carry the company; when patent protection expires, generic / biosimilar competition can erase 80% of the revenue in 2-3 years.
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 LLY and VTRS diverge
On the headline score the gap is 19.7 points in favor of LLY. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthLLY 97.0 · VTRS 42.3LLY +54.7
- QualityLLY 73.0 · VTRS 38.4LLY +34.6
- ValueLLY 48.0 · VTRS 77.5VTRS +29.5
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.