4J·

Eli Lilly / Novo

$LLY (-2,86 %) 623.1 billion € (64.41 P/E)

$NOVO B (+3,16 %) 193.2 billion € (18.81 P/E)

$LLY (-2,86 %) Profit

2021: € 6.3 billion (+2.78%)

2022: € 6.8 billion (-3.37%)

2023: € 5.3 billion (-20.51%)

2024: € 10.9 billion (+105.63%)

$NOVO B (+3,16 %) Profit

2021: € 6.4 billion (+13.34%)

2022: € 7.5 billion (+16.27%)

2023: € 11.2 billion (+50.71%)

2024: € 13.5 billion (+20.68%)

I'm not that deep in the pharma scene so can someone explain to me why $LLY (-2,86 %) is worth 3x as much as $NOVO B (+3,16 %) although the growth is weaker?

12 Commentaires

TotallyLost@TotallyLost

Because more than 1/3 of US equity returns over the last 10 years cannot be explained by earnings growth. Which means that companies have become more and more expensive compared to their international peers.

If this trend reverses, US stocks can lose 30% without any change in earnings expectations.

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KleinAnleger1@KleinAnleger1

Novo Nordisk is simply not so diversified and therefore, at least in the public eye, only has the sales injection as a growth driver...

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Voir toutes les 3 autres réponses

Epi@Epi

The past doesn't count for much on the stock market. Add the sales expectations for the next 5 years! 😁

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Maxi V.@Maxi_von_Zehmen

The current reactions feel like a startled flock of chickens...if Novo reports something good again, the game will be the other way around. The savings plan on NOVO runs and runs and runs.

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market_expert_gbtws@market_expert_gbtws

Still a strong buy! One of the top companies and at what is now an outstanding price!

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