Price (90d)
$1209.85Signal Score (90d)
51Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $65.18B | $20.64B | $23.00 |
| 2024 | $45.04B | $10.59B | $11.76 |
| 2023 | $34.12B | $5.24B | $5.83 |
| 2022 | $28.54B | $6.24B | $6.57 |
| 2021 | $28.32B | $5.58B | $5.85 |
Social Signal Score
Earnings
Thu, Oct 29(in 2 months)
Consensus estimate $9.71 per share
Typical surprise +12.7% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$8.38 vs $6.40beat
- Thu, Apr 30$8.55 vs $6.97beat
- Wed, Feb 4$7.54 vs $6.91beat
- Thu, Oct 30$7.02 vs $5.69beat
- Thu, Aug 7$6.31 vs $5.60beat
- Thu, May 1$3.34 vs $3.26beat
Estimates and results for LLY via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from LLY's reported EPS growth of 40.8% a year over 4 years. Historical EPS growth of 41% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $85.33
- Implied price
- $4,011
- Return from $1,180
- 27.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $1,994 — today's price is already 40.8% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 33 | 40 | 47 | 54 | 61 |
|---|---|---|---|---|---|
| 20.0% | 9.8% | 14.2% | 17.9% | 21.2% | 24.2% |
| 25.0% | 14.4% | 18.9% | 22.8% | 26.3% | 29.4% |
| 30.0% | 19.0% | 23.7% | 27.7% | 31.3% | 34.6% |
| 35.0% | 23.6% | 28.4% | 32.6% | 36.4% | 39.7% |
| 40.0% | 28.2% | 33.2% | 37.5% | 41.4% | 44.9% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (12)
- News (RSS)thestreet·2d ago·Negative
Lilly gains access to market that could add millions of customers Eli Lilly (LLY) has spent 2026 defending its lead in the weight-loss drug market, mostly with injections. That approach is changing. On Aug. 10, Britain's medicines regulator cleared Lilly's new daily pill for both weight management and type 2 diabetes. It was the first approval the drug received ...
View source ↗ - Newsreuters.com·2d ago·Negative
Novo CEO says obesity market won't be winner-take-all battle with Lilly Novo Nordisk CEO Mike Doustdar said investors are underestimating the demand for differentiation among obesity drugs, and that new treatment options like pills will keep it from becoming a winner-take-all battle with rival Eli Lilly.
View source ↗ - Newscnbc.com·2d ago·Negative
Novo Nordisk CEO defends lawsuit against Eli Lilly: 'Competition has to be fair' Novo Nordisk CEO Mike Doustdar defended the drugmaker's decision to sue rival Eli Lilly over its weight-loss drug advertising. "I am a big fan of competition.
View source ↗ - Newsseekingalpha.com·3d ago·Positive
I Underestimated Eli Lilly: Retatrutide Changes The Risk/Reward (Rating Upgrade) I underestimated Eli Lilly and Company. LLY's Retatrutide showed promising efficacy in TRIUMPH-2/TRIUMPH-3 trials, and if approved by the FDA, I believe it could become the "gold standard" in the obesity market. Meanwhile, Jaypirca generated $192 million in sales for Eli Lilly in Q2, up 56.4% year-on-year, despite competitive pressure from AstraZeneca's Calquence and BeOne Medicines' Brukinsa.
View source ↗ - Newswsj.com·3d ago·Negative
Eli Lilly Sues Sellers of Black Market Weight-Loss Drugs Eli Lilly has filed six new lawsuits against U.S. entities that it alleges are selling a version of the company's investigational weight-loss drug on the black market.
View source ↗ - Newsreuters.com·3d ago·Negative
Lilly sues six companies over alleged illegal sales of experimental obesity drug retatrutide Eli Lilly on Wednesday said it had filed six lawsuits against U.S. companies it accuses of illegally selling black-market versions of its experimental obesity drug retatrutide, escalating its campaign against unauthorized sellers before the medicine has won regulatory approval.
View source ↗ - Newsprnewswire.com·3d ago·Neutral
Lilly calls on online platforms, payment companies and regulators to shut down the illegal retatrutide black market Files six new lawsuits as company escalates fight to protect patients INDIANAPOLIS, Aug. 12, 2026 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today escalated its continued fight to protect patients from the dangerous black market for retatrutide, filing six new lawsuits against U.S. entities selling black-market products in addition to having referred hundreds of bad actors t
View source ↗ - News (Marketaux)insidermonkey.com·4d ago·Positive
Eli Lilly vs. Novo Nordisk: Which Company Is Better Positioned for America’s New Drug Manufacturing Policies? For years, investors have viewed Eli Lil[+177 characters]
View source ↗ - News (Marketaux)insidermonkey.com·4d ago·Positive
Jim Cramer Highlights Pharmaceutical Giants as Non-Tech Innovation Plays Like JNJ and LLY For the… Charitable Trust club, we’v[+252 characters]
View source ↗ - Newsfool.com·4d ago·Negative
Why Eli Lilly Topped the Market Today This market has a population of almost 60 million. While the drug isn't the first of its type to be sold in that country, it will have Lilly's considerable marketing power behind it.
View source ↗ - Newsmarketbeat.com·7d ago·Neutral
Eli Lilly and Company Q2 Earnings Call Highlights Eli Lilly and Company NYSE: LLY reported 48% revenue growth in the second quarter of 2026, driven primarily by continued demand for its cardiometabolic medicines MOUNJARO and ZEPBOUND, while raising its full-year revenue and earnings guidance.
View source ↗ - Newsfool.com·7d ago·Negative
Eli Lilly's Timing of the FDA Filing of Its Next Weight-Loss Drug Is Now Official -- and Novo Nordisk Has a Problem Eli Lilly should request approval for retatrutide early next year. This medicine could help the company expand the weight loss market.
View source ↗