COMPARE · Data as of August 24, 2026
LLY vs PFE
Verdict: Side-by-side breakdown using the Bull Rankings model. LLY scored 69.8, PFE scored 29.5 — LLY leads.
Compare another set
LLY
Eli Lilly and Company
69.8
$1,246.93 · $1.1T
fundamentals as of
Score gap
40.3
LLY leads
PFE
Pfizer Inc.
29.5
$27.97 · $159.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestPFE36.8x
- Fastest growthLLY+49.6%
- Strongest balance sheetPFE0.74
- Highest qualityLLY73 / 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)
LLY
stronger →← stronger
PFE
73
Qualityreturns · margins · balance sheet
66
97
Growthrevenue & earnings expansion
14
48
Valuevaluation vs sector peers
27
LLY is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
LLY
PFE
$13.6bA-
FCF
$11.0bA-
+49.6%A
Rev
-0.2%D+
1.62C
D/E
0.74C+
42.2xC
P/E
36.8xC+
1.58C+
PEG
2.72C
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
PFE
111% above
Price vs fair valuelower is cheaper
13% above
~33%/yr
Growth the price implies10-yr FCF · lower = less priced in
~3%/yr
-64%
1-yr DCF upside
-4%
-53%
5-yr DCF upside
-11%
-27%
10-yr DCF upside
-20%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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
PFE
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.
PFEPfizer Inc.
Why now
Drug Manufacturers - General · market cap $159.4b. Trading near 52-week high of $28.75 — momentum setup, limited technical margin of safety. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $28.61 (implying +2% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. $159.4b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition. 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
Trading within 3% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Dividend payout 226% of earnings on a 6.1% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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 PFE diverge
On the headline score the gap is 40.3 points in favor of LLY. The widest single difference is Growth, where LLY leads by 82.6 points.
- GrowthLLY 97.0 · PFE 14.4LLY +82.6
- ValueLLY 48.0 · PFE 26.9LLY +21.1
- QualityLLY 73.0 · PFE 66.1LLY +6.9
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.