Side by sideLilly (LLY) and Johnson & Johnson (JNJ)Memos of October 10, 2026 and October 14, 2026
Lilly vs Johnson & Johnson stock: the numbers side by side (October 2026)
How do Lilly and Johnson & Johnson compare?
| Lilly LLY | Johnson & Johnson JNJ | |
|---|---|---|
| Revenue growth | 44.7%Year to Dec 2025 | 6.0%2025 |
| Operating margin | 40.4%Year to Dec 2025 | 34.5%2025 |
| Free cash flow | 8,972US$ millions · Year to Dec 2025 | 19,536US$ millions · 2025 |
| Free cash flow yield | 1.7%Today (Oct 8, 2026) | 3.3%Today (Oct 14, 2026) |
| Dividend yield | 0.6%Today (Oct 8, 2026) | 2.2%Today (Oct 14, 2026) |
| P/E, last 12 months | 39.3xToday (Oct 8, 2026) | 37.7xToday (Oct 14, 2026) |
| P/E, next 12 months | 24.9xToday (Oct 8, 2026) | 20.1xToday (Oct 14, 2026) |
| Weighted price forecast, about 1 year | 1143.18 (-2 %)October 2027 | 229.07 (-6%)October 2027 |
| Weighted price forecast, about 3 years | 1299.88 (+13 %)October 2029 | 251.90 (+8%)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | Lilly | The higher figure |
| Operating margin | Lilly | The higher figure |
| Free cash flow | Johnson & Johnson | The higher figure |
| Free cash flow yield | Johnson & Johnson | The higher figure |
| Dividend yield | Johnson & Johnson | The higher figure |
| P/E, last 12 months | Johnson & Johnson | The lower figure |
| P/E, next 12 months | Johnson & Johnson | The lower figure |
| Weighted price forecast, about 1 year | Lilly | The higher weighted return |
| Weighted price forecast, about 3 years | Lilly | The higher weighted return |
What does each company do?
Lilly discovers, makes and sells prescription medicines for diabetes, chronic weight management, cancer, inflammatory disease, migraine, Alzheimer’s disease and osteoporosis.
Lilly (LLY), from our memo of October 10, 2026 · Lilly stock forecast
Johnson & Johnson sells prescription medicines and medical devices through Innovative Medicine and MedTech.
Johnson & Johnson (JNJ), from our memo of October 14, 2026 · Johnson & Johnson stock forecast
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