LLY vs OGN vs TAK Stock Comparison

Eli Lilly, Organon and Takeda Pharmaceutical Prices as of Oct 29, 2026 Peers: Industry group
LLY ELI LILLY & Co
$1,373.00 +15.8% 1M +68.8% 1Y
Market cap
$1.29T
P/E
44.4x
Revenue (TTM)
$86.46B
Div. yield
0.49%
Pharmaceuticals Healthcare
7 wins
OGN Organon & Co.
$13.82 +0.6% 1M +118.0% 1Y
Market cap
$3.63B
P/E
17.4x
Revenue (TTM)
$6.13B
Div. yield
0.58%
Pharmaceuticals Healthcare
3 wins

Head to Head

12 decided of 12

Eli Lilly leads on 7 of the 12 questions below (Eli Lilly 7, Organon 3, Takeda Pharmaceutical 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLLYOGNTAKLeader
Larger companyMarket capitalisation $1.29T $3.63B $63.78B LLY
Cheaper on earningsLower P/E, profitable companies only 44.4x 17.4x 200.0x OGN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 42.4x 3.9x 50.1x OGN
Faster revenue growthRevenue growth, trailing twelve months +45.5% -2.5% -35.4% LLY
More profitableNet margin, trailing twelve months 31.9% 3.4% 1.1% LLY
Better return on capitalReturn on invested capital 38.2% 5.0% 0.0% LLY
Less leveragedLower net debt / EBITDA 1.0x 5.0x 4.8x LLY
Higher dividend yieldTrailing dividend yield 0.49% 0.58% 1.55% TAK
Better 1-year returnPrice return, last 12 months +68.8% +118.0% +45.5% OGN
Better 5-year returnAnnualised price return, 5 years +40.1%/yr -17.8%/yr +7.4%/yr LLY
Less volatileAnnualised volatility, 1 year 35.3% 56.2% 21.4% TAK
Higher overall scoreMean of the five percentile scores vs peers 72/100 55/100 60/100 LLY

Percentile Scorecard

LLYOGNTAK

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisLLYOGNTAK
Valuation 76 #151 of 624 99 #8 of 624 97 #22 of 624
Growth 97 #19 of 601 24 #456 of 601 12 #531 of 601
Profitability 98 #12 of 541 88 #68 of 541 86 #77 of 541
Financial Health 28 #464 of 647 16 #543 of 647 32 #438 of 647
Shareholder Returns 63 #135 of 359 50 #179 of 359 74 #93 of 359
Overall 72 55 60
  • LLY ranked among 671 companies in Pharmaceuticals and Biotechnology
  • OGN ranked among 671 companies in Pharmaceuticals and Biotechnology
  • TAK ranked among 671 companies in Pharmaceuticals and Biotechnology

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodLLYOGNTAKSPY
1 month +15.8%+0.6%+8.2% +0.7%
3 months +18.8%+2.0%+16.1% +3.7%
6 months +46.9%+4.3%+20.1% +7.1%
Year to date +27.8%+92.7%+28.5% +12.8%
1 year +68.8%+118.0%+45.5% +11.9%
3 years +142.7%-7.4%+50.0% +85.2%
3 years, per year +34.4%-2.5%+14.5% +22.8%
5 years +438.9%-62.4%+42.9% +67.6%
5 years, per year +40.1%-17.8%+7.4% +10.9%
10 years +1,742.2%—-12.9% +262.0%
10 years, per year +33.8%—-1.4% +13.7%

Risk

MeasureLLYOGNTAKSPY
Volatility, 1Y 35.3%56.2%21.4% 12.7%
Downside volatility, 1Y 30.1%37.8%20.0% 12.6%
Beta vs S&P 500, 1Y 0.220.770.11 1.00
Return / volatility, 1Y 1.952.102.13 0.94
Max drawdown, 5Y -34.8%-85.5%-26.4% -25.4%
From 52-week high 0.0%0.0%-1.9% -1.2%
52-week high $1,373.00$13.82$20.43 $779.14
52-week low $813.53$5.70$13.23 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleLLYOGNTAK
P/E now vs peer median 44.4xmedian 17.8x 17.4xmedian 17.8x 200.0xmedian 17.8x
P/S now vs peer median 14.9xmedian 9.1x 0.6xmedian 9.1x 2.1xmedian 9.1x
EV/EBITDA now vs peer median 29.6xmedian 15.0x 7.5xmedian 15.0x 16.5xmedian 15.0x
P/FCF now vs peer median 65.7xmedian 21.7x 6.4xmedian 21.7x 14.0xmedian 21.7x
P/B now vs peer median 32.1xmedian 2.2x 3.6xmedian 2.2x 1.4xmedian 2.2x
PEG now vs peer median 0.57median 0.35 -0.48median 0.35 -3.44median 0.35

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsLLYOGNTAK
Revenue $86.46B $6.13B $30.00B
Gross profit $72.31B $3.23B $19.76B
Operating income $42.95B $1.13B $1.13B
Net income $27.58B $209.00M $244.16M
Free cash flow $19.66B $567.00M $4.55B
R&D $15.38B $358.00M $4.51B
EPS (diluted) $30.87 $0.77 $0.10
Cash & equivalents $4.89B $1.13B $2.66B
Total debt $49.50B $8.55B $31.49B
Shares (diluted) 893.40M 270.45M 3.15B
Enterprise value $1.27T $135.26M $41.99B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricLLYOGNTAK
P/E 44.4x 17.4x 200.0x
P/FCF 65.7x 6.4x 14.0x
P/Operating cash flow 42.1x 4.9x 11.4x
P/S 14.9x 0.6x 2.1x
P/B 32.1x 3.6x 1.4x
P/Tangible book 58.2x -34.2x 2.4x
EV/EBITDA 29.6x 7.5x 16.5x
EV/EBIT 31.1x 9.8x 79.5x
EV/Revenue 15.5x 1.8x 3.0x
EV/FCF 68.0x 19.5x 19.8x
EV/Operating cash flow 43.6x 15.0x 16.0x
PEG (3Y EPS CAGR) 0.57 -0.48 -3.44

Growth

14 metrics
MetricLLYOGNTAK
Revenue growth (1Y) 45.5% -2.5% -35.4%
Revenue CAGR (3Y) 39.2% -0.2% -13.1%
Gross profit growth (1Y) 46.6% -8.7% -36.3%
Gross profit CAGR (3Y) 42.0% -5.3% -13.3%
Operating income growth (1Y) 67.5% -9.3% -76.7%
Operating income CAGR (3Y) 66.4% -8.1% -43.6%
Net income growth (1Y) 49.8% -70.1% -6.2%
Net income CAGR (3Y) 76.8% -34.8% -44.1%
EPS growth (1Y) 50.7% -71.3% -86.9%
EPS CAGR (3Y) 77.2% -36.0% -58.1%
Operating cash flow growth (1Y) 90.8% -10.8% -30.2%
Operating cash flow CAGR (3Y) 70.2% 0.5% -6.9%
Free cash flow growth (1Y) 112.1% -13.8% -31.3%
Free cash flow CAGR (3Y) 80.6% 5.0% -8.4%

Profitability

14 metrics
MetricLLYOGNTAK
Gross margin 83.6% 52.7% 65.9%
EBITDA margin 52.2% 24.2% 18.2%
Operating margin 49.7% 18.4% 3.8%
Pretax margin 40.2% 8.0% 0.3%
Net margin 31.9% 3.4% 1.1%
FCF margin 22.7% 9.3% 15.2%
Operating cash flow margin 35.4% 12.0% 18.7%
Return on equity 74.4% 21.9% 0.7%
Return on assets 19.0% 1.6% 0.3%
Return on invested capital 38.2% 5.0% 0.0%
Return on capital employed 43.7% 10.8% 1.2%
Asset turnover 0.6x 0.5x 0.3x
Cash conversion (OCF / net income) 1.1x 3.5x 23.0x
Stock comp / revenue 0.8% 1.2% 1.6%

Financial Health

11 metrics
MetricLLYOGNTAK
Debt / assets 33.4% 64.9% 32.5%
Debt / equity 1.2x 8.5x 0.7x
Net debt / EBITDA 1.0x 5.0x 4.8x
Debt / FCF 2.5x 15.1x 6.9x
Liabilities / assets 72.8% 92.4% 51.4%
Equity / assets 27.2% 7.6% 48.6%
Interest coverage – 2.4x 0.6x
Current ratio 1.4x 2.0x 3.1x
Quick ratio 0.6x 1.0x 1.8x
Cash ratio 0.1x 0.4x 0.9x
Altman Z-score 9.24 1.30 1.35

Shareholder Returns

7 metrics
MetricLLYOGNTAK
Dividend yield 0.5% 0.6% 1.5%
Net buyback yield 0.5% – 1.0%
Shareholder yield 0.9% 0.6% 2.6%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusLLYOGNTAK
Forward P/E 42.4xFY2026 3.9xFY2026 50.1xFY2026
EPS, next fiscal year $32.40FY2026 $3.56FY2026 $0.40FY2026
EPS growth, next FY +33.8%FY2026 -2.7%FY2026 +5.3%FY2026
EPS growth, the year after +42.2% 0.0% +62.5%
Revenue, next fiscal year $85.28BFY2026 $5.89BFY2026 $28.27BFY2026
Revenue growth, next FY +30.8%FY2026 -5.3%FY2026 -0.8%FY2026
Revenue growth, the year after +17.4% +3.0% +11.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLLYOGNTAK
Held by institutions 83.7% 84.3% 3.3%
Institutions holding 4,629 632 379
Change in shares held, QoQ +1.5% +10.8% +6.2%
Institutions buying 2,633 245 213
Institutions selling 1,469 186 98
Buyers to sellers 1.79 1.32 2.17

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

LLYOGNTAK
LLY 1.00 0.02 0.40
OGN 0.02 1.00 -0.04
TAK 0.40 -0.04 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, LLY, OGN and TAK?

Eli Lilly (LLY) is the largest by market capitalisation: Eli Lilly (LLY) $1.29T, Organon (OGN) $3.63B, Takeda Pharmaceutical (TAK) $63.78B.

Which stock is cheaper, LLY, OGN and TAK?

Organon (OGN) trades on the lowest price-to-earnings ratio (Eli Lilly (LLY) 44.4x, Organon (OGN) 17.4x, Takeda Pharmaceutical (TAK) 200.0x). On next year's consensus earnings, Organon (OGN) is cheapest (Eli Lilly (LLY) 42.4x, Organon (OGN) 3.9x, Takeda Pharmaceutical (TAK) 50.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Eli Lilly (LLY) grew revenue fastest over the trailing twelve months: Eli Lilly (LLY) +45.5%, Organon (OGN) -2.5%, Takeda Pharmaceutical (TAK) -35.4%.

Which company is more profitable?

Eli Lilly (LLY) has the highest net margin (Eli Lilly (LLY) 31.9%, Organon (OGN) 3.4%, Takeda Pharmaceutical (TAK) 1.1%). On return on invested capital, Eli Lilly (LLY) leads (Eli Lilly (LLY) 38.2%, Organon (OGN) 5.0%, Takeda Pharmaceutical (TAK) 0.0%).

Which stock has performed better?

Over the past year Organon (OGN) returned the most: Eli Lilly (LLY) +68.8%, Organon (OGN) +118.0%, Takeda Pharmaceutical (TAK) +45.5%. Over five years, Eli Lilly (LLY) compounded fastest (Eli Lilly (LLY) +40.1%/yr, Organon (OGN) -17.8%/yr, Takeda Pharmaceutical (TAK) +7.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Takeda Pharmaceutical (TAK) has the highest dividend yield: Eli Lilly (LLY) 0.49%, Organon (OGN) 0.58%, Takeda Pharmaceutical (TAK) 1.55%.

Which stock is riskier?

By one-year price volatility, Takeda Pharmaceutical (TAK) has been the steadiest (Eli Lilly (LLY) 35.3%, Organon (OGN) 56.2%, Takeda Pharmaceutical (TAK) 21.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LLY, OGN and TAK?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Eli Lilly (LLY) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.