DH
Definitive Healthcare Corp.
DH trails on the overall score without a compensating advantage in the available component scores.
LLY
Eli Lilly and Company
LLY has the edge over DH overall, supported by lower modeled downside and stronger fundamentals.
DH Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Under pressure | |
| Stable | |
| Weak |
DH's cash flow is currently stable, but its revenue, 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.
DH PE Valuation
DH 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.
DH Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Stable | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect DH's profitability to improve, with its earnings and revenue holding steady. However, they disagree widely on these estimates.
LLY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
LLY has the edge over DH on the outlook, with more favorable earnings and revenue expectations.
DH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.19 | — |
| Q3 2026 | -$1.55 | +$0.14 |
| Q2 2026 | -$1.65 | +$1.02 |
| Q1 2026 | -$1.67 | +$2.74 |
| Q4 2025 | -$1.30 | +$2.24 |
| Q3 2025 | -$1.69 | +$1.42 |
| Q2 2025 | -$2.67 | +$0.82 |
| Q1 2025 | -$4.41 | -$2.65 |
| Q4 2024 | -$3.54 | -$1.75 |
DH is still losing money, but far less than before: $1.55 per share over the past year, against $4.41 at its worst in early 2025.
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 DH on earnings quality, reporting a profit while its opponent remains loss making.
DH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.7M | -9% |
| Q2 2026 | $55.2M | -9.1% |
| Q1 2026 | $55.9M | -5.5% |
| Q4 2025 | $61.5M | -1.2% |
| Q3 2025 | $60M | -4.2% |
| Q2 2025 | $60.8M | -4.7% |
| Q1 2025 | $59.2M | -6.8% |
| Q4 2024 | $62.3M | -5.5% |
DH's revenue has slid since its 2023 peak: $55M last quarter, down 9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -9.1% | +5.4 points |
| Q2 2026 | -12% | -5.4 points |
| Q1 2026 | -360% | -48 points |
| Q4 2025 | -43% | +117 points |
| Q3 2025 | -14% | +345 points |
| Q2 2025 | -6.9% | +573 points |
| Q1 2025 | -312% | -287 points |
| Q4 2024 | -160% | -145 points |
DH's operating margin was −9.1% last quarter, up 5.4 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 DH on sales, with more consistent year-over-year improvement.
| 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 DH on profitability, with a higher operating margin.
DH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $9M | -33% |
| Q2 2026 | $8.5M | +21% |
| Q1 2026 | $8.4M | -54% |
| Q4 2025 | -$1.7M | +$1M |
| Q3 2025 | $13.4M | -28% |
| Q2 2025 | $7M | -49% |
| Q1 2025 | $18.4M | +12% |
| Q4 2024 | -$2.8M | -167% |
DH still generates free cash flow, though less than at its 2024 peak: $24M 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 DH on cash flow, with more consistent year-over-year improvement.
DH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.9% | +957K shares |
| 1 year | +2.9% | +3M shares |
| 3 years | -6.8% | -7.8M shares |
| 5 years | +21% | +18.5M shares |
| Available history | -9.8% | -11.5M shares |
DH has 107M diluted shares, up 2.9% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $9.2M |
| Q2 2025 | $19.1M |
| Q1 2025 | $21.2M |
| Q4 2024 | $7.3M |
DH hasn't bought back shares in the past year.
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 DH 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.
DH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2021 | 8.5x | High |
| Q1 2021 | 0.5x | Very low |
| Q4 2020 | 8.9x | High |
DH's net debt is about 8.5 years of its operating earnings (EBITDA).
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's net debt is about 1.2 years of its operating earnings (EBITDA), about the same as a year ago.
DH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.1 | Neutral |
| Stochastic | 86.0 | Overbought |
DH's weekly RSI is 60 (neutral) and its Stochastic is 86 (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).
DH PE vs Healthcare Sector
DH 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.
DH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.06 | 18% above |
| 20 week MA | $0.91 | 37% above |
| 50 week MA | $1.26 | 0.8% below |
| 100 week MA | $2.43 | 49% below |
| 200 week MA | $5.21 | 76% below |
DH has bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 76% 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 DH on trend strength, trading above more of its moving averages.
DH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $49.0 | $28.4 | -42% |
| 2022 | $28.4 | $11.4 | -60% |
| 2023 | $11.4 | $9.94 | -13% |
| 2024 | $9.94 | $4.23 | -57% |
| 2025 | $4.23 | $2.63 | -38% |
| 2026 YTD | $2.63 | $1.25 | -52% |
DH has finished every year since 2021 lower, and it's down 52% 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 DH on returns for 2026, with the stronger performance.