COMPARE · Data as of August 24, 2026
LLY vs ZTS
Verdict: Side-by-side breakdown using the Bull Rankings model. LLY scored 69.8, ZTS scored 57.1 — LLY leads.
Compare another set
LLY
Eli Lilly and Company
69.8
$1,246.93 · $1.1T
fundamentals as of
Score gap
12.7
LLY leads
ZTS
Zoetis Inc.
57.1
$77.17 · $31.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestZTS12.6x
- Fastest growthLLY+49.6%
- Strongest balance sheetLLY1.62
- Highest qualityZTS85 / 100
- Largest discount to fair valueZTS-32%
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
ZTS
73
Qualityreturns · margins · balance sheet
85
97
Growthrevenue & earnings expansion
43
48
Valuevaluation vs sector peers
51
ZTS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LLY
ZTS
$13.6bA-
FCF
$2.3bB
+49.6%A
Rev
+1.5%C
1.62C
D/E
2.94D
42.2xC
P/E
12.6xA
1.58C+
PEG
6.97D
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
ZTS
111% above
Price vs fair valuelower is cheaper
32% below
~33%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-64%
1-yr DCF upside
+40%
-53%
5-yr DCF upside
+47%
-27%
10-yr DCF upside
+57%
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
ZTS
Why this score
- Buying back stock
- Raising its dividend
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.
ZTSZoetis Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $31.9b. Down 51% from 52-week high of $156.49 — deep drawdown territory. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $100.63 (implying +30% upside).
Moat
Net margin 27% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 83% — 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
D/E 2.94 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 51% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. 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 LLY and ZTS diverge
On the headline score the gap is 12.7 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 · ZTS 43.1LLY +53.9
- QualityLLY 73.0 · ZTS 85.0ZTS +12.0
- ValueLLY 48.0 · ZTS 50.7level
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.