COMP <GO>
BMY vs LLY // RETURN ON INVESTED CAPITAL (ROIC)
Bristol-Myers Squibb Company (NYSE) VS. Eli Lilly and Company (NYSE) • 15-METRIC TALLY: BMY 5
— LLY 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: LLY
LAST: $61.39 (+1.35%) • MKT CAP: $125.40B
roic
13.30%
LAST: $1,373.70 (+6.63%) • MKT CAP: $1.29T
roic
32.36%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BMY VS. LLY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BMY | LLY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 71.10% | 83.64% | -12.54 | LLY | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.30% | 32.36% | -19.06 | LLY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.3x | 36.4x | -20.12 | BMY | /valuation <GO> |
| Free Cash Flow Yield | 10.24% | 2.30% | +7.94 | BMY | /fcf-yield <GO> |
| Operating Margin | 17.90% | 40.21% | -22.31 | LLY | /operating-margins <GO> |
| Net Profit Margin | 14.60% | 31.90% | -17.30 | LLY | /net-margins <GO> |
| Revenue Growth (YoY) | -0.20% | 45.51% | -45.71 | LLY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.02% | 0.49% | +3.53 | BMY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.24 | 9.29 | -7.05 | LLY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | LLY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.77% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.4 | 66.6 | -16.20 | LLY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 0.51 | +0.47 | BMY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 26.3x | -9.65 | BMY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $125.40B | $1.29T | -$1.17T | LLY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BMY REV | LLY REV | BMY GROSS % | LLY GROSS % | BMY FCF | LLY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $48.19B | $65.18B | 71.1% | 83.0% | $12.85B | $16.81B |
| FY 2024 | $48.30B | $45.04B | 71.1% | 81.3% | $13.94B | $8.82B |
| FY 2023 | $45.01B | $34.12B | — | 79.3% | $11.83B | $4.24B |
| FY 2022 | — | $28.54B | — | 76.8% | — | $7.59B |
| FY 2021 | — | $28.32B | — | 74.2% | — | $7.37B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BMY // BETA 0.98
LLY // BETA 0.51