Eli Lilly and Company (LLY) Competitors & Peers
The 5 companies closest to Eli Lilly and Company on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| JNJ | Peer | $261.81 | P/E 30.3RSI 58Cap 630.9 B |
| ABBV | Competitor | $247.97 | P/E 70.0RSI 50Cap 438.2 B |
| MRK | Competitor | $130.92 | P/E 104.7RSI 60Cap 323.0 B |
| AZN | Peer | $161.91 | P/E 24.2RSI 40Cap 251.1 B |
| NVS | Peer | $156.79 | P/E 23.7RSI 55Cap 298.0 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- NKTRSupplier
Own 10-K customer-concentration disclosure: EliLillyAndCompany = 42% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - AMPHSupplier
Own 10-K customer-concentration disclosure: EliLillyAndCo = 3% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - RIGLSupplier
Own 10-K customer-concentration disclosure: ElyLillyAndCompany = 48% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - MCKSupplier
McKesson is Eli Lilly's largest wholesale distributor, representing approximately 42% of consolidated gross revenues in FY2025.
Confirmed — SEC filing / public disclosuresec.gov ↗ - CORSupplier
Cencora is Eli Lilly's second-largest wholesale distributor, representing approximately 19% of consolidated gross revenues in FY2025.
Confirmed — SEC filing / public disclosuresec.gov ↗ - CAHSupplier
Cardinal Health is Eli Lilly's third-largest wholesale distributor, representing approximately 13% of consolidated gross revenues in FY2025.
Confirmed — SEC filing / public disclosuresec.gov ↗ - HALOSupplier
Own 10-K customer-concentration disclosure: Lilly = 0% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- NVOCompetitor
Novo Nordisk (Ozempic/Wegovy semaglutide) and Eli Lilly (Mounjaro/Zepbound tirzepatide) are the two dominant GLP-1 competitors globally for diabetes and obesity.
Model-inferred, unverified — treat as a lead, not evidence - NVOCompetitor
Novo Nordisk (Ozempic/Wegovy) is Eli Lilly's primary global competitor in GLP-1 agonist therapies for type 2 diabetes and obesity.
Model-inferred, unverified — treat as a lead, not evidence - WSTCustomer
West supplies customized syringe plungers and vial closure components for Lilly's Mounjaro/Zepbound autoinjectors.
Model-inferred, unverified — treat as a lead, not evidence - GPCRCompetitor
Competes in developing next-generation oral weight loss therapies (orforglipron vs GSBR-1290).
Model-inferred, unverified — treat as a lead, not evidence - PFECompetitor
Eli Lilly and Pfizer compete in oncology (Ibrance vs Verzenio CDK4/6 inhibitors) and internal medicine/immunology.
Model-inferred, unverified — treat as a lead, not evidence - NKTRPartner
Nektar partners with Eli Lilly on PEGylated immunology drug pipelines.
Model-inferred, unverified — treat as a lead, not evidence - ABBVCompetitor
AbbVie competes with Eli Lilly in immunology (Skyrizi vs Taltz in plaque psoriasis/PsA).
Model-inferred, unverified — treat as a lead, not evidence - NOVN.SWCompetitor
Top global pharma majors.
Model-inferred, unverified — treat as a lead, not evidence - HIMSCompetitor
Eli Lilly competes with Hims & Hers, as Hims & Hers offers compounded tirzepatide/GLP-1 products which compete with Lilly's Mounjaro and Zepbound.
Model-inferred, unverified — treat as a lead, not evidence - HIMSSupplier
Eli Lilly is the original manufacturer of Tirzepatide (Zepbound), which Hims & Hers occasionally sources or competes against via compounders.
Model-inferred, unverified — treat as a lead, not evidence - HALOPartner
Lilly licenses Halozyme's ENHANZE technology for subcutaneous biologic presentations.
Model-inferred, unverified — treat as a lead, not evidence - MRKCompetitor
Lilly Keytruda equivalent competition.
Model-inferred, unverified — treat as a lead, not evidence - MRKCompetitor
Merck and Eli Lilly compete in oncology and diabetes — Merck's Januvia vs Lilly's Jardiance in type-2 diabetes.
Model-inferred, unverified — treat as a lead, not evidence - INSPCompetitor
Inspire UAS vs Lilly Zepbound (recently approved for OSA).
Model-inferred, unverified — treat as a lead, not evidence - VKTXCompetitor
VK2735 oral GLP-1 competition for Lilly orforglipron.
Model-inferred, unverified — treat as a lead, not evidence - WBASupplier
Walgreens retail pharmacies are a primary dispensing channel for Eli Lilly's GLP-1 drugs (Mounjaro/Zepbound), connecting LLY's wholesale pipeline to patients.
Model-inferred, unverified — treat as a lead, not evidence - TEMCustomer
Eli Lilly licenses clinical genomic datasets from Tempus to accelerate target oncology drug selection.
Model-inferred, unverified — treat as a lead, not evidence - TMOSupplier
Thermo Fisher is a critical CDMO and CRO partner for Eli Lilly, supplying bioprocessing equipment, consumables, and contract manufacturing services.
Model-inferred, unverified — treat as a lead, not evidence - REGNCompetitor
Regeneron and Lilly compete in immunology/dermatology — Dupixent vs Lilly's Lebrikizumab (IL-13) for atopic dermatitis.
Model-inferred, unverified — treat as a lead, not evidence - ORKACompetitor
Oruka's candidates compete with Lilly's psoriasis drug pipelines.
Model-inferred, unverified — treat as a lead, not evidence - ATSCustomer
ATS supplies custom automated drug delivery assembly lines for Lilly's GLP-1 injection devices.
Model-inferred, unverified — treat as a lead, not evidence - IEXCustomer
IDEX supplies microfluidic components for Lilly biopharma processing lines.
Model-inferred, unverified — treat as a lead, not evidence - TECHCustomer
Lilly purchases research-grade proteins and antibodies for drug discovery.
Model-inferred, unverified — treat as a lead, not evidence - PFECompetitor
Pfizer discontinued danuglipron (oral GLP-1); competition vs Lilly orforglipron.
Model-inferred, unverified — treat as a lead, not evidence - AMGNCompetitor
Amgen is developing MariTide, a highly anticipated GIP/GLP-1 bispecific molecule aimed directly at the obesity market dominated by Lilly.
Model-inferred, unverified — treat as a lead, not evidence - WSTSupplier
West Pharma is a dominant supplier of elastomeric packaging components for Eli Lilly's Mounjaro and Zepbound devices.
Model-inferred, unverified — treat as a lead, not evidence - CTLTSupplier
Catalent provides contract manufacturing and sterile fill-finish services for Eli Lilly's injectable portfolio.
Model-inferred, unverified — treat as a lead, not evidence - ROG.SWCompetitor
Roche's entry into the GLP-1/GIP space makes them a direct competitor to Eli Lilly's Mounjaro and Zepbound.
Model-inferred, unverified — treat as a lead, not evidence - STVNSupplier
Stevanato provides high-value glass cartridges used inside the auto-injectors for Eli Lilly's GLP-1 franchises.
Model-inferred, unverified — treat as a lead, not evidence - 1SXP.DESupplier
Schott Pharma is a major structural supplier of specialized glass packaging for Eli Lilly's incretin therapies.
Model-inferred, unverified — treat as a lead, not evidence - BDXSupplier
Becton Dickinson supplies advanced needle technologies and pre-fillable syringe systems used in biologic auto-injectors.
Model-inferred, unverified — treat as a lead, not evidence - DHRSupplier
Danaher's life sciences segment provides essential bioprocessing equipment and filtration tech used in peptide synthesis.
Model-inferred, unverified — treat as a lead, not evidence