LLY vs. NVS: Eli Lilly vs. Novartis Stock Comparison
How do Eli Lilly (LLY) and Novartis (NVS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Eli Lilly (LLY) and Novartis (NVS) are both classified in the Pharmaceuticals sub-industry within the broader Pharmaceuticals industry, placing them in the closest GICS peer bucket.
Eli Lilly (LLY) trades as ordinary local shares, while Novartis (NVS) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | LLY | NVS |
|---|---|---|
| Name | Eli Lilly and Company | Novartis AG Sponsored ADR |
| Country/Region | United States | Switzerland |
| GICS Sector | Health Care | Health Care |
| GICS Industry Group | Pharmaceuticals, Biotechnology & Life Sciences | Pharmaceuticals, Biotechnology & Life Sciences |
| GICS Industry | Pharmaceuticals | Pharmaceuticals |
| GICS Sub-Industry | Pharmaceuticals | Pharmaceuticals |
| Market Capitalization | 1,059.91 billion USD | 293.94 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 1, 1972 | November 7, 1996 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | LLY | NVS |
|---|---|---|
| Total Return (1Y) | 51.39% | 28.29% |
| Total Return (3Y, Annualized) | 38.89% | 20.96% |
| Total Return (5Y, Annualized) | 39.60% | 14.90% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | LLY | NVS |
|---|---|---|
| Volatility (1Y, Annualized) | 38.79% | 21.63% |
| Beta (5Y) | 0.50 | 0.46 |
| Max Drawdown (5Y) | -34.48% | -20.42% |
| Avg. Volume (3M) | 3.26M | 1.71M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | LLY | NVS |
|---|---|---|
| Sharpe Ratio (1Y) | 1.22 | 1.12 |
| Sortino Ratio (1Y) | 1.86 | 1.70 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Eli Lilly (LLY) at 107.46% is the standout with ROE above its industry range; Novartis (NVS) at 34.93% also sits in the top quartile.
LLY
Pharmaceuticals, Biotechnology & Life Sciences industry group
107.46%
- LLY
- 107.46%
- Max
- 100.65%
- Q3
- 2.50%
- Median
- -32.62%
- Q1
- -63.26%
- Min
- -158.89%
NVS
Pharmaceuticals, Biotechnology & Life Sciences industry group
34.93%
- Max
- 100.65%
- NVS
- 34.93%
- Q3
- 2.50%
- Median
- -32.62%
- Q1
- -63.26%
- Min
- -158.89%
Net Margin (TTM)
Both Eli Lilly (LLY) at 34.99% and Novartis (NVS) at 23.92% keep an unusually large share of revenue as bottom-line profit — each net margin clears its industry’s benchmark range.
LLY
Pharmaceuticals, Biotechnology & Life Sciences industry group
34.99%
- LLY
- 34.99%
- Max
- 9.41%
- Q3
- 2.10%
- Median
- 0.00%
- Q1
- -2.91%
- Min
- -9.05%
NVS
Pharmaceuticals, Biotechnology & Life Sciences industry group
23.92%
- NVS
- 23.92%
- Max
- 9.41%
- Q3
- 2.10%
- Median
- 0.00%
- Q1
- -2.91%
- Min
- -9.05%
Operating Margin (TTM)
Both Eli Lilly (LLY) at 49.39% and Novartis (NVS) at 30.48% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
LLY
Pharmaceuticals, Biotechnology & Life Sciences industry group
49.39%
- Max
- 100.30%
- LLY
- 49.39%
- Q3
- 3.47%
- Median
- 0.00%
- Q1
- -135.53%
- Min
- -337.81%
NVS
Pharmaceuticals, Biotechnology & Life Sciences industry group
30.48%
- Max
- 100.30%
- NVS
- 30.48%
- Q3
- 3.47%
- Median
- 0.00%
- Q1
- -135.53%
- Min
- -337.81%
Profitability Metrics
| Metric | LLY | NVS |
|---|---|---|
| ROE (TTM) | 107.46% | 34.93% |
| ROA (TTM) | 20.74% | 10.54% |
| Net Margin (TTM) | 34.99% | 23.92% |
| Operating Margin (TTM) | 49.39% | 30.48% |
| Gross Margin (TTM) | 82.83% | 75.55% |
Growth
Revenue Growth
Revenue Growth Metrics
| Metric | LLY | NVS |
|---|---|---|
| Revenue Growth (YoY) | 44.70% | 9.57% |
| Revenue Growth (3Y CAGR) | 31.69% | 9.25% |
EPS Growth
EPS Growth Metrics
| Metric | LLY | NVS |
|---|---|---|
| EPS Growth (YoY) | 95.99% | 21.81% |
| EPS Growth (3Y CAGR) | 51.71% | 31.14% |
Financial Strength
Current Ratio (MRQ)
Both Eli Lilly (LLY) at 1.50 and Novartis (NVS) at 0.85 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
LLY
Pharmaceuticals, Biotechnology & Life Sciences industry group
1.50
- Max
- 26.16
- Q3
- 12.32
- Median
- 5.81
- Q1
- 2.72
- LLY
- 1.50
- Min
- 0.23
NVS
Pharmaceuticals, Biotechnology & Life Sciences industry group
0.85
- Max
- 26.16
- Q3
- 12.32
- Median
- 5.81
- Q1
- 2.72
- NVS
- 0.85
- Min
- 0.23
Debt / Equity (MRQ)
Both Eli Lilly (LLY) at 1.39 and Novartis (NVS) at 1.21 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.
LLY
Pharmaceuticals, Biotechnology & Life Sciences industry group
1.39
- Max
- 1.60
- LLY
- 1.39
- Q3
- 0.68
- Median
- 0.15
- Q1
- 0.02
- Min
- 0.00
NVS
Pharmaceuticals, Biotechnology & Life Sciences industry group
1.21
- Max
- 1.60
- NVS
- 1.21
- Q3
- 0.68
- Median
- 0.15
- Q1
- 0.02
- Min
- 0.00
Financial Strength Metrics
| Metric | LLY | NVS |
|---|---|---|
| Current Ratio (MRQ) | 1.50 | 0.85 |
| Debt / Equity (MRQ) | 1.39 | 1.21 |
| Net Debt / EBITDA | 1.05 | 1.75 |
Dividends
Dividend Yield (TTM)
Both Eli Lilly (LLY) at 0.51% and Novartis (NVS) at 3.02% yield above their industries’ entire benchmark ranges — high enough that dividend safety, not income, becomes the first question.
LLY
Pharmaceuticals, Biotechnology & Life Sciences industry group
0.51%
- LLY
- 0.51%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
NVS
Pharmaceuticals, Biotechnology & Life Sciences industry group
3.02%
- NVS
- 3.02%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Eli Lilly (LLY) at 22.13% and Novartis (NVS) at 67.91% pay out more of their earnings than any of their industry peers — the thinnest cover in their groups, so dividend headroom deserves attention.
LLY
Pharmaceuticals, Biotechnology & Life Sciences industry group
22.13%
- LLY
- 22.13%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
NVS
Pharmaceuticals, Biotechnology & Life Sciences industry group
67.91%
- NVS
- 67.91%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | LLY | NVS |
|---|---|---|
| Dividend Yield (TTM) | 0.51% | 3.02% |
| Dividend Payout Ratio (TTM) | 22.13% | 67.91% |
Valuation
P/E Ratio (TTM)
Both Eli Lilly (LLY) at 42.19 and Novartis (NVS) at 22.07 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
LLY
Pharmaceuticals, Biotechnology & Life Sciences industry group
42.19
- Max
- 79.02
- Q3
- 48.13
- LLY
- 42.19
- Median
- 25.85
- Q1
- 16.21
- Min
- 2.21
NVS
Pharmaceuticals, Biotechnology & Life Sciences industry group
22.07
- Max
- 79.02
- Q3
- 48.13
- Median
- 25.85
- NVS
- 22.07
- Q1
- 16.21
- Min
- 2.21
P/S Ratio (TTM)
On P/S ratio, both Eli Lilly (LLY) at 14.67 and Novartis (NVS) at 5.20 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
LLY
Pharmaceuticals, Biotechnology & Life Sciences industry group
14.67
- Max
- 66.04
- Q3
- 28.87
- LLY
- 14.67
- Median
- 8.21
- Q1
- 3.51
- Min
- 0.01
NVS
Pharmaceuticals, Biotechnology & Life Sciences industry group
5.20
- Max
- 66.04
- Q3
- 28.87
- Median
- 8.21
- NVS
- 5.20
- Q1
- 3.51
- Min
- 0.01
P/B Ratio (MRQ)
Both look rich against book: Novartis (NVS) at 7.63 sits in the upper P/B ratio quartile, and Eli Lilly (LLY) at 34.04 prices even higher, above its industry range.
LLY
Pharmaceuticals, Biotechnology & Life Sciences industry group
34.04
- LLY
- 34.04
- Max
- 15.46
- Q3
- 7.26
- Median
- 3.82
- Q1
- 1.75
- Min
- -6.11
NVS
Pharmaceuticals, Biotechnology & Life Sciences industry group
7.63
- Max
- 15.46
- NVS
- 7.63
- Q3
- 7.26
- Median
- 3.82
- Q1
- 1.75
- Min
- -6.11
Valuation Metrics
| Metric | LLY | NVS |
|---|---|---|
| P/E Ratio (TTM) | 42.19 | 22.07 |
| P/S Ratio (TTM) | 14.67 | 5.20 |
| P/B Ratio (MRQ) | 34.04 | 7.63 |
| Free Cash Flow Yield (TTM) | 0.86% | 4.09% |