COMPARE · Data as of August 24, 2026
LLY vs TAK
Verdict: Side-by-side breakdown using the Bull Rankings model. LLY scored 69.8, TAK scored 60.0 — LLY leads.
Compare another set
Different reporting periods. LLY's fundamentals are as of June 2026, but TAK's are as of March 2025 — a 15-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
LLY
Eli Lilly and Company
69.8
$1,246.93 · $1.1T
fundamentals as of
Score gap
9.8
LLY leads
TAK
Takeda Pharmaceutical Company Limited
60
$18.24 · $58.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthLLY+49.6%
- Strongest balance sheetTAK0.73
- Highest qualityLLY73 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
LLY
stronger →← stronger
TAK
73
Qualityreturns · margins · balance sheet
49
97
Growthrevenue & earnings expansion
60
48
Valuevaluation vs sector peers
87
LLY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LLY
TAK
$13.6bA-
FCF
$3.1bB
+49.6%A
Rev
+7.5%B
1.62C
D/E
0.73C+
42.2xC
P/E
—
1.58C+
PEG
0.41A
—
P/S
2.0xB+
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
TAK
111% above
Price vs fair valuelower is cheaper
17% above
~33%/yr
Growth the price implies10-yr FCF · lower = less priced in
~9%/yr
-64%
1-yr DCF upside
-19%
-53%
5-yr DCF upside
-15%
-27%
10-yr DCF upside
-7%
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
TAK
Why this score
- Foreign reporter (JPY)
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.
TAKTakeda Pharmaceutical Company Limited
Why now
Drug Manufacturers - Specialty & Generic · market cap $58.2b. 3% off the 52-week high of $18.90. PEG 0.41 — paying under fair value for the growth rate. 3 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $21.98 (implying +21% upside).
Moat
$58.2b 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
Net margin 2.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 2% 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 TAK diverge
On the headline score the gap is 9.8 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.
- ValueLLY 48.0 · TAK 86.9TAK +38.9
- GrowthLLY 97.0 · TAK 59.7LLY +37.3
- QualityLLY 73.0 · TAK 48.6LLY +24.4
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.