COMP <GO>
HALO vs LLY // RETURN ON INVESTED CAPITAL (ROIC)
Halozyme Therapeutics Inc. (NASDAQ) VS. Eli Lilly and Company (NYSE) • 15-METRIC TALLY: HALO 5
— LLY 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: LLY
LAST: $130.91 (-0.21%) • MKT CAP: $14.89B
roic
18.00%
LAST: $1,417.54 (+3.19%) • MKT CAP: $1.33T
roic
32.36%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HALO VS. LLY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HALO | LLY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 83.60% | 83.64% | -0.04 | LLY | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 18.00% | 32.36% | -14.36 | LLY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.6x | 36.4x | -0.82 | HALO | /valuation <GO> |
| Free Cash Flow Yield | 4.33% | 2.30% | +2.03 | HALO | /fcf-yield <GO> |
| Operating Margin | 33.60% | 40.21% | -6.61 | LLY | /operating-margins <GO> |
| Net Profit Margin | 22.70% | 31.90% | -9.20 | LLY | /net-margins <GO> |
| Revenue Growth (YoY) | 37.60% | 45.51% | -7.91 | LLY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.49% | -0.49 | LLY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.11 | 9.29 | -4.18 | LLY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | LLY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 6.77% | -0.27 | HALO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 78.7 | 77.9 | +0.84 | HALO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 0.51 | +0.37 | HALO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 39.5x | 26.3x | +13.25 | LLY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.89B | $1.33T | -$1.32T | LLY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HALO REV | LLY REV | HALO GROSS % | LLY GROSS % | HALO FCF | LLY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.40B | $65.18B | 83.6% | 83.0% | $644.6M | $16.81B |
| FY 2024 | $1.02B | $45.04B | 84.3% | 81.3% | $468.4M | $8.82B |
| FY 2023 | $829.3M | $34.12B | 44.0% | 79.3% | $351.3M | $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
HALO // BETA 0.88
LLY // BETA 0.51