BMRN
BioMarin Pharmaceutical Inc.
BMRN's outlook is improving, though it still trails on the overall score.
LLY
Eli Lilly and Company
LLY has the edge over BMRN overall, supported by stronger fundamentals and stronger modeled upside.
BMRN Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Stable | |
| Weak |
BMRN's revenue is currently strong, and its cash flow is stable, but its profitability and balance sheet are under pressure.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
BMRN PE Valuation
BMRN 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.
BMRN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for BMRN, 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.
BMRN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.46 | — |
| Q3 2026 | -$0.08 | -103% |
| Q2 2026 | $0.39 | -88% |
| Q1 2026 | $1.39 | -49% |
| Q4 2025 | $1.80 | -19% |
| Q3 2025 | $2.67 | +61% |
| Q2 2025 | $3.38 | +156% |
| Q1 2025 | $2.70 | +155% |
| Q4 2024 | $2.21 | +154% |
BMRN has swung to a loss: it lost $0.08 per share over the past year, after a profit the year before.
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 BMRN on earnings quality, reporting a profit while its opponent remains loss making.
BMRN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1B | +32% |
| Q2 2026 | $989.7M | +20% |
| Q1 2026 | $766.2M | +2.8% |
| Q4 2025 | $874.6M | +17% |
| Q3 2025 | $776.1M | +4.1% |
| Q2 2025 | $825.4M | +16% |
| Q1 2025 | $745.1M | +15% |
| Q4 2024 | $747.3M | +16% |
BMRN's revenue has grown year over year for 19 quarters in a row: $1B last quarter, up 32% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -8% | -2 points |
| Q2 2026 | 11% | -22 points |
| Q1 2026 | 17% | -13 points |
| Q4 2025 | -5.1% | -27 points |
| Q3 2025 | -6% | -21 points |
| Q2 2025 | 34% | +17 points |
| Q1 2025 | 30% | +16 points |
| Q4 2024 | 22% | +19 points |
BMRN's operating margin was −8% last quarter, down 2 points from the same quarter a year ago.
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 BMRN 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 BMRN on profitability, with a higher operating margin.
BMRN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $159.9M | -53% |
| Q2 2026 | $139.3M | -17% |
| Q1 2026 | $199.7M | +27% |
| Q4 2025 | $58.9M | -65% |
| Q3 2025 | $340.2M | +68% |
| Q2 2025 | $168.2M | +73% |
| Q1 2025 | $157.6M | +655% |
| Q4 2024 | $166.1M | +$167.5M |
BMRN still generates free cash flow, though less than at its 2025 peak: $558M 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 BMRN on cash flow, with more consistent year-over-year improvement.
BMRN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -877K shares |
| 1 year | +0.8% | +1.6M shares |
| 3 years | +1.3% | +2.4M shares |
| 5 years | +5.7% | +10.4M shares |
| Available history | +8.1% | +14.6M shares |
BMRN has 194M diluted shares, up 0.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2021 | — |
| Q3 2021 | — |
| Q4 2020 | — |
| Q3 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 BMRN 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.
BMRN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 9.1x | High |
| Q2 2026 | 11.0x | High |
| Q1 2026 | -2.0x | Net Cash |
| Q4 2025 | -2.7x | Net Cash |
| Q3 2025 | -1.8x | Net Cash |
| Q2 2025 | -1.4x | Net Cash |
| Q1 2025 | -1.5x | Net Cash |
| Q4 2024 | -1.6x | Net Cash |
BMRN's net debt is about 9.1 years of its operating earnings (EBITDA), after holding more cash than debt 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 BMRN on leverage, with a lower net debt burden relative to earnings.
BMRN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.3 | Neutral |
| Stochastic | 24.3 | Neutral |
BMRN's weekly RSI is 45 (neutral) and its Stochastic is 24 (neutral).
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).
BMRN PE vs Healthcare Sector
| Metric | BMRN | Sector median | Relative |
|---|---|---|---|
| PE | 150x | 26x | 480% above |
| PE % | 67 | 29 | 38 pts above |
BMRN 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 has the edge over BMRN on valuation relative to its sector.
BMRN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $56.8 | 0.1% below |
| 20 week MA | $60.5 | 6.3% below |
| 50 week MA | $58.2 | 2.6% below |
| 100 week MA | $59.0 | 3.9% below |
| 200 week MA | $73.1 | 22% below |
BMRN is in a downtrend: it's below all five of its weekly moving averages, and 22% below 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 has the edge over BMRN on trend strength, trading above more of its moving averages.
BMRN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $85.6 | $88.7 | +3.6% |
| 2021 | $88.7 | $91.2 | +2.8% |
| 2022 | $91.2 | $104.3 | +14% |
| 2023 | $104.3 | $96.4 | -7.6% |
| 2024 | $96.4 | $66.9 | -31% |
| 2025 | $66.9 | $60.0 | -10% |
| 2026 YTD | $60.0 | $56.7 | -5.4% |
BMRN has finished three years in a row lower, and it's down 5.4% 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 BMRN on returns for 2026, with the stronger performance.