LLY vs UTHR
Eli Lilly and Company vs United Therapeutics — AI-powered side-by-side comparison
LLY
Eli Lilly and Company
56
Buy
VS
UTHR
United Therapeutics
70
Buy
| Metric | LLY | UTHR |
|---|
| AI Score |
56
|
70
|
| Price |
$1,249.69
|
$518.64
|
| P/E Ratio |
41.81×
|
16.97×
|
| ROE |
77.8%
|
18.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
84.0%
|
86.1%
|
| Debt / Equity |
1.62×
|
0.00×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
59.0
|
44.3
|
| Beta |
0.506
|
0.564
|
| Expected Upside |
+0.1%
|
+1.2%
|
AI Committee View
Current Innellis committee reasoning for LLY versus UTHR.
UTHR leads by 14 points.
UTHR scores 70/100 (Buy) versus LLY at 56/100 (Buy).
LLY Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 49.6% yoy -- genuine top-line momentum. Risk Analyst remains cautious — high leverage (debt-to-equity 1.60) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 92.6% shows genuine earnings power backing the valuation — Value
- Revenue growing 49.6% YoY -- genuine top-line momentum — Growth
- EPS growing 94.6% YoY — Growth
Bear Case
- P/E of 43.2 is expensive by classic value standards — Value
- Price-to-book of 38.3x prices in significant intangible value — Value
- Debt-to-equity of 1.60 adds balance-sheet risk to the value case — Value
UTHR Committee View
100% agreement
4 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
- Lower Highs / Lower Lows structure confirms bearish price action.
- Risk/reward is unfavorable: 10.6% downside vs 1.2% upside.