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Stock Comparison · Industry comparison · Drug Manufacturers - General

Eli Lilly and Company vs Recordati Industria Chimica e Farmaceutica S.p.A.: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Eli Lilly and Company carrying a narrow edge on profitability. The remaining gap is narrow enough that the comparison remains open to different readings. The market setup is mixed, without a decisive signal in either direction. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (LLY: Russell 1000, REC.MI: STOXX 600).

Updated 2026-05-17

Profitability still does most of the heavy lifting in this comparison.

INDUSTRY COMPARISON

Both operate in: Drug Manufacturers - General

This comparison is based on industry proximity, not on functional trajectory similarity. LLY and REC.MI share the same industry classification.

For a similarity-based comparison, see how Eli Lilly and Company and REC.MI each position within their functional peer groups in AssetNext.

Peer-Relative Score
LLY
Eli Lilly and Company
55
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
REC.MI
Recordati Industria Chimica e Farmaceutica S.p.A.
50
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The clearest separation appears in profitability.

Dimension spread: LLY vs REC.MI Profitability 58 36 Stability 50 50 Valuation 52 59 Growth 58 59 LLY REC.MI
Gap Ranking
#1 Profitability +22
#2 Valuation +7
#3 Growth +1
#4 Stability
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for LLY and REC.MI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer LLYREC.MI Relative valuation Structural strength

Structure stays fairly close here, while current pricing still looks more supportive for Recordati Industria Chimica e Farmaceutica S.p.A..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where LLY and REC.MI each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY LLY Elevated · below norm 0th 50th 100th 5 pct gap REC.MI Elevated · below norm 0th 50th 100th 94th 89th
LLY (94th percentile) and REC.MI (89th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
Eli Lilly and Company sits in the stronger part of the group on profitability, while Recordati Industria Chimica e Farmaceutica S.p.A. is closer to mid-pack.
Profitability — Dominant Gap
LLY
58
REC.MI
36
Gap+22in favour of LLY

The profitability lead is mainly driven by a 17-point operating margin advantage.

What keeps the gap from being one-sided

Recordati Industria Chimica e Farmaceutica S.p.A. still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

Profitability is the clearest driver, and valuation also supports Eli Lilly and Company's broader structural position.

Explore full peer positioning in AssetNext

Break down the LLY vs REC.MI comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-and-valuation comparisons

Explore how LLY and REC.MI each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.