Open contest
9 companies value 3.1 tn revenue 483 bn margin 17.8% free cash flow 119 bn avg. score 5.9
LLY holds 37.6% of the group's value, 1.9x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly United States · score 6.5 | 38% | 1.2 tn | 80 bn | 33.5% | 28 bn | 2.4% | 0.5% | Drugs for diabetes, obesity, oncology and neurology · Global leader in obesity and diabetes (tirzepatide); world's largest drugmaker by market value | |
| 2 | JNJ | Johnson & Johnson United States · score 6.3 | 20% | 612 bn | 98 bn | 21.5% | 22 bn | 3.6% | — | Drugs and medical devices, with 138,000 employees · Pharma + medical devices; 60+ years of rising dividends and an AAA rating | |
| 3 | ABBV | AbbVie United States · score 5.4 | 16% | 500 bn | 64 bn | 9.8% | 18 bn | 3.6% | 2.4% | Biopharma in immunology, oncology and neuroscience · Leader in immunology (Skyrizi, Rinvoq) and aesthetics (Botox) | |
| 4 | MRK | Merck & Co. United States · score 5.9 | 11% | 354 bn | 67 bn | 4.8% | 16 bn | 4.5% | 2.3% | Medicines and vaccines, with Keytruda · Keytruda, the world's best-selling cancer drug | |
| 5 | NVO | Novo Nordisk Denmark · score 7.4 | 6% | 172 bn | 46 bn | 33.1% | 8.8 bn | 5.2% | 4.5% | Diabetes and obesity drugs, from Denmark · Lilly's main rival in obesity (semaglutide) and the historic leader in insulin | |
| 6 | PFE | Pfizer United States · score 5.5 | 5% | 168 bn | 64 bn | 6.8% | 11 bn | 6.5% | — | Drugs and vaccines from its own research · One of the world's largest drugmakers; high yield and expiring patents | |
| 7 | BMY | Bristol-Myers Squibb United States · score 7.6 | 4% | 120 bn | 49 bn | 18.9% | 11 bn | 9.5% | 4.2% | Biopharma in oncology, hematology and immunology · Strong in oncology and hematology; valuation discount from patent expirations | |
| 8 | JAZZ | Jazz Pharmaceuticals Ireland · score 6.3 | 0% | 14 bn | 4.6 bn | 20.4% | 1.6 bn | 11.8% | — | Biopharma in sleep, oncology and neuroscience · Niche neuroscience and oncology, with high margins | |
| 9 | BHC | Bausch Health Canada · score 2.4 | 0% | 2.4 bn | 11 bn | -10.1% | 1.4 bn | 60.5% | — | Specialty pharma: gastroenterology, dermatology and neurology · Dermatology, gastroenterology and a controlling stake in Bausch + Lomb |
Other industries in the same sector
- Sector overview
- Biotechnology 57 companies
- European pharmaceuticals 5 companies
- Lab tools and consumables 37 companies
- Health insurance and services 17 companies
- Medical devices 87 companies
- Specialty pharmaceuticals 77 companies
- Pharmaceutical distribution 7 companies
- Clinical-stage pharmaceuticals 251 companies
- Robotic surgery and advanced medtech 9 companies
- Hospitals 23 companies
- Emerging biotech 5 companies
- Molecular testing and advanced diagnostics 42 companies
and 22 industries more
- Vaccines and mRNA 14 companies
- Clinical-stage biotech 200 companies
- Generics and biosimilars 10 companies
- Animal health 7 companies
- Contract research (CRO) 10 companies
- Consumer health (OTC) 4 companies
- Healthcare software 18 companies
- Rehabilitation and home care 15 companies
- Genomics and sequencing 9 companies
- Structural heart 8 companies
- Ophthalmology 12 companies
- Medical imaging and hospital equipment 16 companies
- Diagnostic labs 6 companies
- Medical and dental supply distribution 3 companies
- Diabetes monitoring 9 companies
- Pharmaceutical royalties 5 companies
- Respiratory and sleep therapy 9 companies
- Orthopedic implants 17 companies
- Dialysis 3 companies
- Telehealth and digital health 12 companies
- Dental 4 companies
- Medical and recreational cannabis 16 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.