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The Cooper Companies, Inc. (COO) vs Eli Lilly and Company (LLY): Which Is the Better Buy in 2026?

As of 2026-11-01, COO is overvalued at $60, with a DCF intrinsic value of $21 and a margin of safety of -190%. LLY is fairly valued at $1418, with an intrinsic value of $1710 and a margin of safety of 17%. Of the two, LLY has the wider margin of safety.

COO
The Cooper Companies, Inc.
$59.55
VS
LLY
Eli Lilly and Company
$1417.54

Rewards

COO
  • ★Gross margin of 65.9% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • ★4 insider purchases totaling $1.9M with no sells in the past 3 months — insiders are putting their own money in.
  • ★Trailing P/E of 20.5x is 58% below the historical average of 48.9x — potentially undervalued relative to its own history.
LLY
  • ★Eli Lilly and Company has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • ★Gross margin of 83.6% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • ★Eli Lilly and Company scores 73/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.

Risks

COO
    LLY
    • ⚠FCF yield of 0.7% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
    • ⚠Insiders have sold $10.0M worth of stock in the past 3 months — significant insider liquidation.

    Key Valuation Metrics

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    COO
    LLY
    Valuation
    $542.65M
    Free Cash Flow
    $9.34B
    4.79%
    FCF Yield
    0.74%
    20.46
    Trailing P/E
    46.01
    12.69
    Forward P/E
    28.66
    Quality & Moat
    6.26%
    ROIC
    40.83%
    6.84%
    ROE
    86.02%
    65.93%
    Gross Margin
    83.63%
    0.56
    PEG Ratio
    1.36
    Balance Sheet Safety
    0.32
    Net Debt / Equity
    1.11
    N/A
    Interest Coverage
    N/A
    2.84
    Net Debt / EBITDA
    0.96
    0.00%
    Dividend Yield
    0.49%
    COO: 5Ties: 1LLY: 6
    COOLLY

    Historical Fundamentals

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    COO

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

    LLY

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

    $1 Retained Earnings Test

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    COO
    $-0.23
    created per $1 retained over 3 years
    Market Cap Declined
    Σ Retained
    $1.06B
    Δ Market Cap
    $-246.1M
    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
    LLY
    $27.49
    created per $1 retained over 3 years
    Exceptional Value Creator
    Σ Retained
    $22.34B
    Δ Market Cap
    +$614.01B
    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

    Discounted Cash Flow (DCF) Analysis

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    COO
    189.8% Overvalued
    Price is 189.8% above estimated fair value
    Current Price: $59.55
    Fair Value: $20.55
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued
    LLY
    17.1% Margin of Safety
    Price is 17.1% below estimated fair value
    Current Price: $1417.54
    Fair Value: $1709.89
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued

    Reverse DCF — Market-Implied Growth

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    COO

    What growth rate is the market pricing in at $60?

    +15.6%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +11.1%

    The market implies +15.6% Owner Earnings growth, above historical trends.

    Standard FCF implies a demanding +11.1%, reflecting heavy growth investment.

    LLY

    What growth rate is the market pricing in at $1418?

    +23.5%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +34.7%

    The market implies +23.5% Owner Earnings growth, below historical trends — potential opportunity.

    Standard FCF implies a more demanding +34.7%, reflecting heavy growth investment expected to generate future returns.

    Economic Moat Score

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    COO
    61/100
    Narrow Moat
    70+ Wide · 40-69 Narrow · <40 None

    Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.

    Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
    LLY
    73/100
    Wide Moat
    70+ Wide · 40-69 Narrow · <40 None

    Wide moat driven primarily by roic consistency. Reinvestment Efficiency is the area most vulnerable to competitive pressure.

    Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.

    Forensic Accounting

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    COO
    -2.49
    Unlikely Manipulator
    Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

    M-Score Trend

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
    LLY
    -1.83
    Possible Manipulator
    Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

    M-Score Trend

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

    Ownership Breakdown

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    COO
    Insiders 0.6%Institutions 111.1%
    No. of Institutional Holders967
    High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
    LLY
    Insiders 0.2%Institutions 85.5%Retail & Other 14.4%
    No. of Institutional Holders5,906
    High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

    High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

    Insider Buying Activity

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    COO
    4
    Buys (3M)
    9
    Buys (12M)
    Total value (12M): $3.18M
    KURZIUS LAWRENCE ERIK
    Director
    $549,320
    @ $54.93 · 2026-09-16
    KURZIUS LAWRENCE ERIK
    Director
    $539,150
    @ $53.91 · 2026-09-14
    ROSEBROUGH WALTER M JR
    Director
    $541,640
    @ $54.16 · 2026-09-14
    KEEL PAUL A
    Director
    $250,000
    @ $53.18 · 2026-09-11
    LUCCHESE CYNTHIA L
    Director
    $149,963
    @ $84.06 · 2025-12-22
    RIVAS MARIA
    Director
    $82,130
    @ $82.13 · 2025-12-18
    KURZIUS LAWRENCE ERIK
    Director
    $165,000
    @ $82.50 · 2025-12-17
    WHITE ALBERT G III
    Chief Executive Officer
    $808,000
    @ $80.80 · 2025-12-16
    SHEFFIELD HOLLY R
    Officer
    $99,322
    @ $80.75 · 2025-12-16
    KURZIUS LAWRENCE ERIK
    Director
    $136,780
    @ $68.39 · 2025-09-29
    WHITE ALBERT G III
    Chief Executive Officer
    $683,900
    @ $68.39 · 2025-09-05
    WARNER GERARD H, III
    Officer
    $100,384
    @ $69.23 · 2025-09-05
    MCBRIDE DANIEL G
    Chief Operating Officer
    $195,120
    @ $65.04 · 2025-09-02
    ANDREWS BRIAN G
    Chief Financial Officer
    $100,162
    @ $65.68 · 2025-09-02
    Open market purchases · includes direct & indirect ownership · excludes option exercises
    LLY
    0
    Buys (3M)
    0
    Buys (12M)
    MONTARCE LUCAS E
    Chief Financial Officer
    $494,627
    @ $691.79 · 2025-08-15
    ALVAREZ RALPH
    Director
    $500,473
    @ $660.25 · 2025-08-13
    VAN NAARDEN JACOB S.
    Officer
    $647,360
    @ $647.36 · 2025-08-13
    SULZBERGER GABRIELLE
    Director
    $75,018
    @ $641.18 · 2025-08-12
    Open market purchases · includes direct & indirect ownership · excludes option exercises

    Open market purchases · includes direct & indirect ownership · excludes option exercises.

    Insider Selling Activity

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    COO
    0
    Sells (3M)
    0
    Sells (12M)
    No open market insider sales found.
    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
    LLY
    2
    Sells (3M)
    27
    Sells (12M)
    Total value (12M): $2.40B
    JONSSON PATRIK
    Officer
    $7.64M
    @ $1175.10 · 2026-08-17
    ZAKROWSKI DONALD A
    Officer
    $2.37M
    @ $1185.01 · 2026-08-10
    YUFFA ILYA
    Officer
    $2.88M
    @ $1150.77 · 2026-06-10
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $15.75M
    @ $995.36 · 2026-05-06
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $322.38M
    @ $1103.48 · 2026-01-07
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $1.51M
    @ $1085.01 · 2026-01-05
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $3.90M
    @ $1085.04 · 2025-12-29
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $2.85M
    @ $1085.17 · 2025-12-24
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $260,409
    @ $1085.04 · 2025-12-23
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $161.08M
    @ $1095.35 · 2025-11-25
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $17.34M
    @ $1109.30 · 2025-11-25
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $152.06M
    @ $1068.52 · 2025-11-24
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $111.50M
    @ $1058.66 · 2025-11-21
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $39.07M
    @ $1051.66 · 2025-11-20
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $176.10M
    @ $1051.17 · 2025-11-19
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $62.31M
    @ $1034.78 · 2025-11-18
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $10.19M
    @ $1030.68 · 2025-11-17
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $183.80M
    @ $1030.87 · 2025-11-14
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $48.02M
    @ $1030.26 · 2025-11-13
    ZAKROWSKI DONALD A
    Officer
    $1.01M
    @ $1010.50 · 2025-11-13
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $308.41M
    @ $1011.18 · 2025-11-12
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $279.35M
    @ $986.64 · 2025-11-11
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $16.41M
    @ $972.52 · 2025-11-10
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $38.47M
    @ $951.56 · 2025-11-05
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $167.09M
    @ $933.26 · 2025-11-05
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $479,038
    @ $910.72 · 2025-11-04
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $266.65M
    @ $888.83 · 2025-11-03
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $260.17M
    @ $863.35 · 2025-10-31
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $3.16M
    @ $863.24 · 2025-10-10
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $9.04M
    @ $852.49 · 2025-10-09
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $86.23M
    @ $850.27 · 2025-10-08
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $22.72M
    @ $848.01 · 2025-10-07
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $137.04M
    @ $850.22 · 2025-10-06
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $161.22M
    @ $837.93 · 2025-10-03
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $92.50M
    @ $821.55 · 2025-10-02
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $107.36M
    @ $794.15 · 2025-10-01
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $177.29M
    @ $821.47 · 2025-10-01
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $86.79M
    @ $763.39 · 2025-09-30
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $18.06M
    @ $763.09 · 2025-09-19
    LILLY ENDOWMENT, INC.
    Beneficial Owner of more than 10% of a Class of Security
    $81.53M
    @ $764.65 · 2025-09-18
    ZAKROWSKI DONALD A
    Officer
    $734,930
    @ $734.93 · 2025-08-28
    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

    🎭 Mr. Market's Mood

    Learn more →
    COO
    FearGreed
    😐Neutral(43/100)

    "Market is pricing this stock without strong emotion in either direction"

    Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
    LLY
    FearGreed
    😏Greed(73/100)

    "Market is optimistic — be cautious and ensure you have a margin of safety"

    Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

    Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

    ⚖️ Buffett Signal

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    COO
    ⚪Awaiting DCF Data

    The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

    DCF Margin of Safety: N/AMr. Market's Mood: Neutral (43)
    LLY
    ⚪Awaiting DCF Data

    The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

    DCF Margin of Safety: N/AMr. Market's Mood: Greed (73)
    View COO Full AnalysisView LLY Full Analysis

    Frequently Asked Questions: COO vs LLY

    Is The Cooper Companies, Inc. or Eli Lilly and Company more undervalued in 2026?▼

    Based on our discounted cash flow model, LLY trades at a 17.1% margin of safety (intrinsic value $1710 vs. price $1418), compared to COO's -189.8% margin of safety (intrinsic $21 vs. $60).

    Which stock has a wider economic moat, The Cooper Companies, Inc. or Eli Lilly and Company?▼

    LLY scores 73/100 (Wide moat), while COO scores 61/100 (Narrow moat). The moat score measures competitive advantage durability across ROIC consistency, margin stability, revenue predictability, and reinvestment efficiency.

    Which company has better free cash flow, The Cooper Companies, Inc. or Eli Lilly and Company?▼

    The Cooper Companies, Inc. (COO) generates a 4.8% free cash flow yield, compared to Eli Lilly and Company's 0.7%. A higher FCF yield means the business converts more of its market value into cash that can be returned to shareholders or reinvested.

    Which stock has higher return on invested capital, The Cooper Companies, Inc. or Eli Lilly and Company?▼

    LLY earns 40.8% ROIC versus COO's 6.3%. A higher ROIC means the company generates more profit per dollar of capital employed, a hallmark of durable competitive advantage in Buffett-style analysis.

    COO vs LLY: Which Is the Better Buy in 2026? | SafetyMargin.io