Compare Stocks › LLY vs WDAY
Eli Lilly and Company (LLY) vs Workday, Inc. (WDAY)
LLY
Eli Lilly and Company
$917.50
VS
WDAY
Workday, Inc.
$133.38
Rewards
LLY
- ★Eli Lilly and Company has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★Gross margin of 83.0% 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.
WDAY
- ★Gross margin of 75.7% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 29.1% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★FCF yield of 8.6% is historically attractive — the business generates significant cash relative to its price.
Risks
LLY
- ⚠FCF yield of 0.7% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠5 insider sales totaling $330.9M with no purchases in the past 3 months — insiders are reducing their exposure.
WDAY
- ⚠10 insider sales totaling $88.2M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →LLY
WDAY
Valuation
$5.96B
Free Cash Flow
$3.01B
0.73%
FCF Yield
8.59%
40.00
Trailing P/E
51.50
21.79
Forward P/E
10.71
Quality & Moat
32.84%
ROIC
7.82%
77.78%
ROE
8.88%
83.04%
Gross Margin
75.70%
0.78
PEG Ratio
0.82
Balance Sheet Safety
1.65
Debt / Equity
0.49
N/A
Interest Coverage
N/A
1.15
Net Debt / EBITDA
-1.18
0.68%
Dividend Yield
N/A
LLY: 6Ties: 1WDAY: 4
LLYWDAY
Historical Fundamentals
Learn more →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.
WDAY
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →LLY
$27.47
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$22.34B
Δ Market Cap
+$613.62B
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
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
WDAY
$-14.72
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$2.60B
Δ Market Cap
$-38.28B
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
> $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
Learn more →LLY
12.5% Margin of Safety
Price is 12.5% below estimated fair value
Current Price: $917.50
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $1048.80
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
WDAY
19.9% Overvalued
Price is 19.9% above estimated fair value
Current Price: $133.38
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $111.23
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →LLY
What growth rate is the market pricing in at $918?
+17.7%
Market-Implied Owner Earnings Growth
Standard FCF implies +35.1%
The market implies +17.7% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +35.1%, reflecting heavy growth investment expected to generate future returns.
WDAY
What growth rate is the market pricing in at $133?
+19.7%
Market-Implied Owner Earnings Growth
Standard FCF implies -0.4%
The market implies +19.7% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding -0.4%, reflecting heavy growth investment.
Economic Moat Score
Learn more →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.
WDAY
51/100
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 5 years of fundamental data.
Forensic Accounting
Learn more →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.
WDAY
-2.79
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.
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
Learn more →LLY
Insiders 0.2%Institutions 84.7%Retail & Other 15.1%
No. of Institutional Holders5,561
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.
WDAY
Insiders 2.3%Institutions 97.8%
No. of Institutional Holders1,588
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
Learn more →LLY
0
Buys (3M)
8
Buys (12M)
Total value (12M): $4.54M
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
FYRWALD J. ERIK
Director
$1.01M
@ $642.33 · 2025-08-12
RICKS DAVID A
Chief Executive Officer
$1.05M
@ $644.77 · 2025-08-12
SKOVRONSKY DANIEL
Officer
$634,405
@ $634.40 · 2025-08-12
SULZBERGER GABRIELLE
Director
$75,018
@ $641.18 · 2025-08-12
JACKSON JAMERE
Director
$127,913
@ $639.57 · 2025-08-08
Open market purchases · includes direct & indirect ownership · excludes option exercises
WDAY
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →LLY
5
Sells (3M)
41
Sells (12M)
Total value (12M): $3.84B
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
$183.33M
@ $1028.25 · 2025-11-14
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
$48.02M
@ $1030.26 · 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
$167.09M
@ $933.26 · 2025-11-05
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
$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
YUFFA ILYA
Officer
$783,762
@ $627.01 · 2025-08-11
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$225.42M
@ $805.07 · 2025-07-24
ZAKROWSKI DONALD A
Officer
$716,410
@ $716.41 · 2025-05-27
YUFFA ILYA
Officer
$936,550
@ $749.24 · 2025-05-14
ZAKROWSKI DONALD A
Officer
$818,240
@ $818.24 · 2025-03-13
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$204.33M
@ $928.76 · 2025-03-03
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
WDAY
10
Sells (3M)
25
Sells (12M)
Total value (12M): $182.74M
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$15.28M
@ $142.18 · 2026-03-10
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$14.45M
@ $134.40 · 2026-03-02
GARFIELD MARK S.
Officer
$199,711
@ $209.56 · 2026-01-08
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.39M
@ $209.75 · 2026-01-08
SAUER RICHARD HARRY
Officer
$237,300
@ $210.00 · 2026-01-06
ROWE ZANE C
Chief Financial Officer
$1.25M
@ $208.75 · 2026-01-06
KAZMAIER GERRIT S
Officer
$784,626
@ $208.73 · 2026-01-06
ENSLIN ROBERT
President
$4.66M
@ $210.17 · 2026-01-05
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$16.73M
@ $205.29 · 2026-01-02
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.26M
@ $215.04 · 2025-12-23
KAZMAIER GERRIT S
Officer
$1.43M
@ $218.77 · 2025-12-19
MCNAMARA MICHAEL MAX
Director
$1.27M
@ $235.16 · 2025-10-10
GARFIELD MARK S.
Officer
$457,601
@ $238.96 · 2025-10-09
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.74M
@ $236.34 · 2025-10-08
SAUER RICHARD HARRY
Officer
$547,220
@ $235.87 · 2025-10-07
ROWE ZANE C
Chief Financial Officer
$1.40M
@ $232.62 · 2025-10-07
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.09M
@ $235.09 · 2025-10-01
SAUER RICHARD HARRY
Officer
$273,076
@ $235.41 · 2025-09-17
SAUER RICHARD HARRY
Officer
$262,891
@ $226.63 · 2025-09-11
GARFIELD MARK S.
Officer
$105,922
@ $234.86 · 2025-07-10
ROWE ZANE C
Chief Financial Officer
$1.44M
@ $239.59 · 2025-07-08
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.38M
@ $239.61 · 2025-07-08
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.44M
@ $246.84 · 2025-06-02
GARFIELD MARK S.
Officer
$112,595
@ $226.55 · 2025-04-10
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.55M
@ $250.26 · 2025-03-24
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.25M
@ $259.52 · 2025-03-03
CHAKRABORTY SAYAN
Officer
$1.61M
@ $265.50 · 2025-02-27
GARFIELD MARK S.
Officer
$117,169
@ $248.24 · 2025-01-13
SAUER RICHARD HARRY
Officer
$926,232
@ $251.90 · 2025-01-07
FREDERICK WAYNE A.I.
Director
$462,904
@ $253.09 · 2025-01-02
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.15M
@ $252.83 · 2025-01-02
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.68M
@ $276.56 · 2024-12-16
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.59M
@ $251.20 · 2024-12-02
CHAKRABORTY SAYAN
Officer
$1.38M
@ $250.78 · 2024-11-29
FREDERICK WAYNE A.I.
Director
$442,106
@ $241.85 · 2024-10-11
SAUER RICHARD HARRY
Officer
$738,936
@ $235.78 · 2024-10-08
DUFFIELD DAVID A.
Beneficial Owner of more than 10% of a Class of Security
$17.37M
@ $261.20 · 2024-09-03
ROBINSON DOUGLAS A
President
$812,370
@ $260.29 · 2024-08-26
CHAKRABORTY SAYAN
President
$1.43M
@ $260.26 · 2024-08-26
SAUER RICHARD HARRY
Officer
$710,391
@ $226.67 · 2024-07-08
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 →LLY
😐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.
WDAY
😨Fear(30/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
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
Learn more →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: Neutral (43)
WDAY
⚪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: Fear (30)