Latest update
$1,114
Updated: Jun 17, 2026, 1:43 PM UTC
Browsing public data
Eli Lilly and Company is a global pharmaceutical company focused on discovering, developing, manufacturing, and marketing human pharmaceutical products across various therapeutic areas including cardiometabolic health, oncology, and immunology. The company has demonstrated significant revenue and net income growth, largely driven by its portfolio of diabetes and obesity drugs. While its profitability and operational efficiency are strong, its valuation appears stretched, and the balance sheet carries a heavy debt load. Shareholder returns are friendly with a shrinking share count.
Revenue
The total dollars the company billed customers. When this number grows quarter after quarter, the business is finding more demand.
Latest
↑$19.8B
Q1 2026
The most recent reported figure, in the company's own currency and reporting cadence.
QoQ
→+2.6%
vs Q4 2025
How much this quarter grew compared to last quarter. Useful for spotting acceleration or slowdown in real time.
YoY
↑+55.5%
vs Q1 2025
How much this quarter grew compared to the same quarter one year ago. Strips out seasonality — a slow holiday quarter looks worse QoQ but normal YoY.
CAGR
•—
insufficient history
The smooth yearly growth rate that gets you from the starting value to the current value. A 100% CAGR over 3 years means the business tripled, on average, each year.
Net income
What's left from revenue after paying every cost — employees, materials, taxes, interest. Sometimes called profit or 'the bottom line.'
Latest
↑$7.4B
Q1 2026
The most recent reported figure, in the company's own currency and reporting cadence.
QoQ
↑+11.4%
vs Q4 2025
How much this quarter grew compared to last quarter. Useful for spotting acceleration or slowdown in real time.
YoY
↑+168.1%
vs Q1 2025
How much this quarter grew compared to the same quarter one year ago. Strips out seasonality — a slow holiday quarter looks worse QoQ but normal YoY.
CAGR
•—
insufficient history
The smooth yearly growth rate that gets you from the starting value to the current value. A 100% CAGR over 3 years means the business tripled, on average, each year.
Free cash flow
The cash actually left in the bank after the company has paid for everything and reinvested in itself. Harder to fake than net income.
Latest
↑$2.8B
Q1 2026
The most recent reported figure, in the company's own currency and reporting cadence.
QoQ
↑+1002.7%
vs Q4 2025
How much this quarter grew compared to last quarter. Useful for spotting acceleration or slowdown in real time.
YoY
•—
vs Q1 2025
How much this quarter grew compared to the same quarter one year ago. Strips out seasonality — a slow holiday quarter looks worse QoQ but normal YoY.
CAGR
•—
insufficient history
The smooth yearly growth rate that gets you from the starting value to the current value. A 100% CAGR over 3 years means the business tripled, on average, each year.
| Metric | 3 yr | 2 yr | 1 yr |
|---|---|---|---|
| Revenue | — | — | +55.6% $12.7B→$19.8B |
| Net income | — | — | +168.2% $2.8B→$7.4B |
| Free cash flow | — | — | +183.4% $1.3B→$2.8B |
P/E TTM
↑39.5×
Trailing twelve months. Today's price divided by the last year of actual earnings.
P/E NTM
↑25.0×
Next twelve months. Today's price divided by what analysts expect the company to earn over the coming year.
Profitability
↑Strong
Operating margin (and the wider return profile) tells you how efficiently each dollar of sales becomes profit. High and rising = pricing power; low or falling = the business is grinding.
Share count
↑Shrinking
Are the buybacks outrunning the stock-based comp? A shrinking share count means every existing share owns a bigger slice of future earnings.
Debt load
↓Heavy
Total debt against cash and earnings power (EBITDA). Light debt leaves room to invest and weather downturns; heavy debt shrinks the margin for error.
Debt service
↑Strong
Whether the cash the business generates easily covers its interest and loan payments. Strong here = no forced selling in a bad year.
Cash return at today's price
↓0.9%
Free cash flow divided by market cap — the cash yield you're getting for the price you pay. Above ~6% is rich, below ~3% is thin. P/E shown when the yield is too small to be useful.
Eli Lilly remains in a well-defined uptrend, propelled by its strong business fundamentals, particularly in key growth areas. The stock's positive short and medium-term price action, coupled with significant outperformance against the market and its sector, indicates sustained investor interest. However, with the price consolidating near its short-term average after a strong run and volume pulling back, it suggests the stock needs more time to build energy or digest recent gains. This makes a more patient approach advisable for the current week, despite the underlying constructive cycle.
Short-term thesis
The risk sleeve is too fragile to support aggressive exposure.
Long-term exposure
Avoid
The business or valuation backdrop is not ready for long-term conviction.
Entry window
Wait
The stock has shown strong upward momentum over recent weeks, with its current price comfortably above longer-term averages. While the overall trend remains positive, this week's price action sees the stock resting near its short-term average amidst contracting interest. This pause suggests a need for consolidation before a potential next leg higher, making a tactical entry less immediate.
Risk check
Fragile
The downside can widen quickly if this setup goes wrong.
Alignment
Mixed
Neither horizon fully wins, so size and patience matter.
What supports it
What limits it
Long-term thesis
Long-term demand in metabolic and oncology medicines, driven by aging populations and lifestyle factors.
Bottleneck Role
Eli Lilly acts as a critical bottleneck through its proprietary, high-efficacy drug development and manufacturing capabilities for conditions like type 2 diabetes and obesity (Mounjaro, Zepbound). The high barriers to entry in pharmaceutical R&D, clinical trials, and regulatory approvals for novel mechanisms of action create a scarcity of highly effective treatments, which Eli Lilly is uniquely positioned to supply.
Consensus Blind Spot
The market might be underestimating the sustained pricing power and long-term volume growth for next-generation metabolic drugs like GLP-1 agonists, and Eli Lilly's ability to expand treatment indications or develop even more effective follow-on compounds. There's also potential for new oncology treatments to gain market share faster than forecast.
Demand Gap
There is a substantial and growing gap between the prevalence of chronic metabolic diseases (obesity, type 2 diabetes) and the availability of highly effective, safe, and accessible treatments. Eli Lilly's current and pipeline products directly address this unmet medical need.
Demand to Equity Scenarios
Increased competition or unexpected safety concerns for key drugs slowing adoption.
Demand
-15%
Earnings
-20%
Equity implication
-25%
Reduced sales volume for Mounjaro/Zepbound, requiring price cuts or increased R&D spend to maintain share.
Steady adoption of current drugs in existing indications with sustained pricing.
Demand
+15%
Earnings
+18%
Equity implication
+20%
Growth in existing markets, stable margins, continued investment in pipeline.
Faster than expected adoption, new indications, or superior pipeline drug launches.
Demand
+30%
Earnings
+40%
Equity implication
+50%
Significantly higher sales volumes, enhanced pricing power due to increased market dominance, and accelerated pipeline monetization.
Dependency Chain
Repricing Triggers
Must be true
Thesis broken if
Jun 17, 2026
LatestUpdated Jun 17, 2026, 1:43 PM UTC
Price at review
$1,114
The stock has shown strong upward momentum over recent weeks, with its current price comfortably above longer-term averages. While the overall trend remains positive, this week's price action sees the stock resting near its short-term average amidst contracting interest. This pause suggests a need for consolidation before a potential next leg higher, making a tactical entry less immediate.