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LLY

Eli Lilly and Company

LLY

NYSE·Healthcare·Drug Manufacturers - General·Mkt cap $1.1T

$1,148.20

-0.98%

P/E

38.52

Mkt Cap

$1.1T

52-Wk Range

$712.05–$1,293

52-Week Range

$712.05 - $1,292.65

P/E

38.52

Fwd P/E

31.55

Beta

0.50

Div Yield

0.58%

Avg Vol

3.0M

Shares Out

941.7M

Mkt Cap

$1.1T

Price action

Price chart

Up 55.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Diversified therapeutic portfolio reducing revenue concentration risk
  • Strong patent protection and extensive drug pipeline for future growth
  • Global manufacturing and distribution infrastructure with established market access
  • Significant R&D investment capabilities and clinical trial expertise
  • Brand recognition and physician trust across multiple therapeutic categories

Bear Case

2 risks

  • Low volatility (beta 0.5).
  • Growth premium of 2.5x vs Large Cap Pharma peers. Elevated but may be justified by growth trajectory.

Growth

Moderate growth ahead

Rising global diabetes prevalence driving demand for insulin and GLP-1 therapies

Value

Growth premium of 2.5x vs Large Cap Pharma peers. Elevated but may be justified by growth trajectory.

Momentum

Stable

+1.5% over 3m

Quality

Excellent

High-growth business (50% revenue growth, 84% gross margin). Profitable with strong growth momentum.

Dividend

Modest

0.58% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $8.38 vs $6.40 consensus (+30.9% surprise). Revenue of $23.0B vs $20.8B expected (+10.3%). Beat on both top and bottom lines.

EPS beat +30.9%
Rev beat +10.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+30.9%

Revenue trend · last 8Q

+45%

+45%

+38%

+54%

+43%

+56%

+48%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$11.4B

$13.5B

$12.7B

$15.6B

$17.6B

$19.3B

$19.8B

$23.0B

Margins · last 8Q

Gross

85.8%

Operating

39.1%

Profit

30.9%

Wall Street consensus

13 analysts · 92% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

12

92%

Hold

0%

Sell

1

8%

Median Price Target

Latest: BMO Capital · Sep 1, 2026

vs Industry

How LLY stacks vs Drug Manufacturers - General

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.