BLCO
Bausch + Lomb Corporation
BLCO's outlook is improving, though it still trails on the overall score.
LLY
Eli Lilly and Company
LLY has the edge over BLCO overall, supported by stronger fundamentals and stronger modeled upside.
BLCO Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Weak |
BLCO's cash flow is currently healthy, and its revenue and profitability are stable, but its balance sheet is weak.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
BLCO PE Valuation
BLCO has no meaningful PE right now: it lost money over the past year.
LLY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 27x | $845 | -41% |
| Forward | 30x | $1,427 | — |
| Current | 46x | $1,427 | — |
| Fair | 48x | $1,466 | +2.7% |
| Expensive | 85x | $2,612 | +83% |
Historical ranges are pointers, not guarantees.
LLY's PE is in its fair range at 46x. If earnings grow as analysts expect, today's price would be 30x next year's earnings, in its cheap range.
BLCO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for BLCO, with profitability improving. However, they disagree widely on these estimates.
LLY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for LLY, with profitability improving.
BLCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.17 | — |
| Q3 2026 | -$0.31 | +$0.55 |
| Q2 2026 | -$0.48 | +$0.29 |
| Q1 2026 | -$0.62 | +$0.40 |
| Q4 2025 | -$1.02 | -$0.12 |
| Q3 2025 | -$0.86 | +$0.19 |
| Q2 2025 | -$0.77 | +$0.53 |
| Q1 2025 | -$1.02 | -$0.06 |
| Q4 2024 | -$0.90 | -$0.16 |
BLCO is still losing money, but far less than before: $0.31 per share over the past year, against $1.30 at its worst in mid-2024.
LLY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $46.82 | +52% |
| Q3 2026 | $30.81 | +51% |
| Q2 2026 | $29.80 | +95% |
| Q1 2026 | $28.15 | +129% |
| Q4 2025 | $22.95 | +96% |
| Q3 2025 | $20.44 | +121% |
| Q2 2025 | $15.30 | +88% |
| Q1 2025 | $12.29 | +81% |
| Q4 2024 | $11.71 | +102% |
LLY has the edge over BLCO on earnings quality, reporting a profit while its opponent remains loss making.
BLCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +7.3% |
| Q2 2026 | $1.4B | +9.1% |
| Q1 2026 | $1.2B | +9.4% |
| Q4 2025 | $1.4B | +9.8% |
| Q3 2025 | $1.3B | +7.1% |
| Q2 2025 | $1.3B | +5.1% |
| Q1 2025 | $1.1B | +3.5% |
| Q4 2024 | $1.3B | +9.1% |
BLCO's revenue has grown year over year for 15 quarters in a row: $1.4B last quarter, up 7.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | +3.8 points |
| Q2 2026 | 6% | +6.8 points |
| Q1 2026 | 2.6% | +9.9 points |
| Q4 2025 | 8% | +1.2 points |
| Q3 2025 | 7.4% | +3.8 points |
| Q2 2025 | -0.9% | -3 points |
| Q1 2025 | -7.3% | -7.8 points |
| Q4 2024 | 6.8% | +2.6 points |
BLCO's operating margin was 11% last quarter, up 3.8 points from the same quarter a year ago, near the top of its range since 2020.
LLY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $24.4B | +39% |
| Q2 2026 | $23B | +48% |
| Q1 2026 | $19.8B | +56% |
| Q4 2025 | $19.3B | +43% |
| Q3 2025 | $17.6B | +54% |
| Q2 2025 | $15.6B | +38% |
| Q1 2025 | $12.7B | +45% |
| Q4 2024 | $13.5B | +45% |
LLY has the edge over BLCO on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 34% | -6.6 points |
| Q2 2026 | 40% | -3.3 points |
| Q1 2026 | 45% | +18 points |
| Q4 2025 | 43% | +5.6 points |
| Q3 2025 | 41% | +27 points |
| Q2 2025 | 44% | +12 points |
| Q1 2025 | 27% | -1.8 points |
| Q4 2024 | 37% | +10 points |
LLY has the edge over BLCO on profitability, with a higher operating margin.
BLCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $178M | +183% |
| Q2 2026 | $82M | +$136M |
| Q1 2026 | -$68M | +$67M |
| Q4 2025 | $60M | +$130M |
| Q3 2025 | $63M | -33% |
| Q2 2025 | -$54M | +$3M |
| Q1 2025 | -$135M | -$109M |
| Q4 2024 | -$70M | -$1M |
BLCO's free cash flow has turned positive after four years mostly in the red: $252M over the past year.
LLY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $8.2B | +22% |
| Q2 2026 | $7.8B | +458% |
| Q1 2026 | $3B | +1826% |
| Q4 2025 | $677.9M | -31% |
| Q3 2025 | $6.7B | +186% |
| Q2 2025 | $1.4B | +476% |
| Q1 2025 | $156.1M | -13% |
| Q4 2024 | $977.8M | +$2.4B |
LLY has the edge over BLCO on cash flow, with more consistent year-over-year improvement.
BLCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.2% | +4.4M shares |
| 1 year | +2.1% | +7.3M shares |
| 3 years | +3.1% | +10.7M shares |
| 5 years | +3.3% | +11.5M shares |
| Available history | +3.3% | +11.5M shares |
BLCO has 362M diluted shares, up 2.1% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2021 | — |
| Q3 2021 | — |
| Q2 2021 | — |
| Q1 2021 | — |
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
LLY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -300K shares |
| 1 year | -0.6% | -5.4M shares |
| 3 years | -0.7% | -6.4M shares |
| 5 years | -1.9% | -17.4M shares |
| Available history | -4.5% | -42.3M shares |
LLY has the edge over BLCO on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $377M |
| Q2 2026 | $1.6B |
| Q1 2026 | $2.4B |
| Q4 2025 | $1.5B |
| Q3 2025 | $708.1M |
| Q2 2025 | $692.2M |
| Q1 2025 | $1.2B |
| Q4 2024 | $2.1B |
LLY spent $5.8B buying back its own shares over the past year, up 26% from the year before.
BLCO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 5.7x | High |
| Q2 2026 | 6.4x | High |
| Q1 2026 | 7.4x | High |
| Q4 2025 | 8.7x | High |
| Q3 2025 | 9.0x | High |
| Q2 2025 | 10.1x | High |
| Q1 2025 | 9.2x | High |
| Q4 2024 | 7.5x | High |
BLCO's net debt is about 5.7 years of its operating earnings (EBITDA), down from 9.0 years a year ago.
LLY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.2x | Healthy |
| Q2 2026 | 1.3x | Healthy |
| Q1 2026 | 1.2x | Healthy |
| Q4 2025 | 1.3x | Healthy |
| Q3 2025 | 1.3x | Healthy |
| Q2 2025 | 2.0x | Healthy |
| Q1 2025 | 2.3x | Moderate |
| Q4 2024 | 2.1x | Moderate |
LLY has the edge over BLCO on leverage, with a lower net debt burden relative to earnings.
BLCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 73.1 | Overbought |
| Stochastic | 83.1 | Overbought |
BLCO's weekly RSI is 73 (overbought) and its Stochastic is 83 (overbought).
LLY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.3 | Neutral |
| Stochastic | 84.1 | Overbought |
LLY's weekly RSI is 68 (neutral) and its Stochastic is 84 (overbought).
BLCO PE vs Healthcare Sector
| Metric | BLCO | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
BLCO has no meaningful PE right now: it lost money over the past year.
LLY PE vs Healthcare Sector
| Metric | LLY | Sector median | Relative |
|---|---|---|---|
| PE | 46x | 26x | 79% above |
| PE % | 48 | 29 | 19 pts above |
LLY is trading at 46x earnings, a 79% premium to the Healthcare sector's median of 26x.
BLCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $18.3 | 16% above |
| 20 week MA | $17.5 | 21% above |
| 50 week MA | $16.9 | 25% above |
| 100 week MA | $15.7 | 34% above |
| 200 week MA | $16.4 | 29% above |
BLCO has climbed back above all five of its weekly moving averages, and it's now 29% above its 200-week average.
LLY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,279.4 | 12% above |
| 20 week MA | $1,218.8 | 17% above |
| 50 week MA | $1,102.2 | 29% above |
| 100 week MA | $954.1 | 50% above |
| 200 week MA | $797.5 | 79% above |
LLY is in an uptrend: it's above all five of its weekly moving averages, and 79% above its 200-week average.
BLCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2022 | $20.0 | $14.6 | -27% |
| 2023 | $14.6 | $17.1 | +17% |
| 2024 | $17.1 | $18.0 | +5.3% |
| 2025 | $18.0 | $17.2 | -4.4% |
| 2026 YTD | $17.2 | $21.1 | +23% |
BLCO has finished lower in two of the last four years. It's up 23% so far in 2026.
LLY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $131.5 | $166.7 | +27% |
| 2021 | $166.7 | $273.1 | +64% |
| 2022 | $273.1 | $367.9 | +35% |
| 2023 | $367.9 | $582.9 | +58% |
| 2024 | $582.9 | $783.2 | +34% |
| 2025 | $783.2 | $1,077.8 | +38% |
| 2026 YTD | $1,077.8 | $1,427.3 | +32% |
LLY has the edge over BLCO on returns for 2026, with the stronger performance.