Johnson & Johnson vs Lilly (Eli)
Johnson & Johnson is the larger business, with $94.19bn of revenue in fiscal 2025 against $65.18bn for Lilly (Eli) (1.4 times as much). Lilly (Eli) grew faster (44.7% against 6.0%). Lilly (Eli) kept more of each dollar of sales as profit: a net margin of 31.7% against 28.5%. Johnson & Johnson carries less debt relative to equity (61.2% against 160.2%).
| Latest fiscal year | Johnson & JohnsonJNJ, 2025 | Lilly (Eli)LLY, 2025 |
|---|---|---|
| Revenue | $94.19bn | $65.18bn |
| Revenue growth | 6.0% | 44.7% |
| Net income | $26.80bn | $20.64bn |
| Operating margin | — | — |
| Net margin | 28.5% | 31.7% |
| Return on equity | 35.0% | 101.2% |
| Free cash flow | $19.70bn | $8.97bn |
| Cash | $19.71bn | $7.27bn |
| Total debt | $49.93bn | $42.50bn |
| Debt to equity | 61.2% | 160.2% |
| Dividend per share | $5.14 | $6.23 |
| Dividend yield | 1.9% | 0.5% |
| Share buybacks | $5.95bn | $4.11bn |
| Employees | 138,200 | 50,000 |
| Market value | $651.18bn | $1.26tn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 92 (Strong) | 78 (Strong) |
| Insider trades, 12 months | 1 buys, 36 sales | 0 buys, 240 sales |