ESTA
Establishment Labs Holdings Inc.
ESTA's outlook is improving, though it still trails on the overall score.
LLY
Eli Lilly and Company
LLY has the edge over ESTA overall, supported by stronger modeled upside and stronger fundamentals.
ESTA Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Under pressure | |
| Unavailable |
ESTA's revenue is currently healthy, and its profitability is stable, but its cash flow is under pressure. There isn't enough data to rate its balance sheet.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
ESTA PE Valuation
ESTA 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.
ESTA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect ESTA's losses to shrink, with revenue growing. 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.
ESTA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.26 | +$1.60 |
| Q2 2026 | -$1.29 | +$1.78 |
| Q1 2026 | -$1.47 | +$1.65 |
| Q4 2025 | -$1.72 | +$1.28 |
| Q3 2025 | -$2.86 | -$0.25 |
| Q2 2025 | -$3.07 | +$0.07 |
| Q1 2025 | -$3.12 | +$0.05 |
| Q4 2024 | -$3.00 | +$0.07 |
ESTA is still losing money, but far less than before: $1.26 per share over the past year, against $3.32 at its worst in early 2023.
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 ESTA on earnings quality, reporting a profit while its opponent remains loss making.
ESTA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $72M | +34% |
| Q2 2026 | $67.5M | +32% |
| Q1 2026 | $59.9M | +45% |
| Q4 2025 | $64.6M | +45% |
| Q3 2025 | $53.8M | +34% |
| Q2 2025 | $51.3M | +16% |
| Q1 2025 | $41.4M | +11% |
| Q4 2024 | $44.5M | +41% |
ESTA's revenue has grown year over year for nine quarters in a row: $72M last quarter, up 34% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -3.6% | +3.8 points |
| Q2 2026 | -6.3% | +21 points |
| Q1 2026 | -11% | +30 points |
| Q4 2025 | -6.1% | +36 points |
| Q3 2025 | -7.5% | +25 points |
| Q2 2025 | -28% | -6.3 points |
| Q1 2025 | -41% | -17 points |
| Q4 2024 | -42% | +28 points |
ESTA's operating margin was −3.6% last quarter, up 3.8 points from the same quarter a year ago, near the top of its range since 2019.
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 ESTA 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 ESTA on profitability, with a higher operating margin.
ESTA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.8M | +$19.9M |
| Q2 2026 | -$20.3M | +$117K |
| Q1 2026 | -$6.2M | +$15.3M |
| Q4 2025 | -$2M | +$19.3M |
| Q3 2025 | -$13.1M | +$836K |
| Q2 2025 | -$20.4M | -$5.4M |
| Q1 2025 | -$21.5M | -$7M |
| Q4 2024 | -$21.3M | -$12.5M |
ESTA has burned cash in almost every quarter: −$22M over the past year, against −$76M the year before.
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 ESTA on cash generation, producing positive trailing cash flow while its opponent burns cash.
ESTA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1% | +309K shares |
| 1 year | +2.7% | +809K shares |
| 3 years | +17% | +4.4M shares |
| 5 years | +26% | +6.3M shares |
| Available history | +48% | +9.9M shares |
ESTA has 30M diluted shares, up 2.7% from a year ago.
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 ESTA 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.
ESTA Net Leverage
ESTA's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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.
ESTA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.1 | Neutral |
| Stochastic | 32.4 | Neutral |
ESTA's weekly RSI is 48 (neutral) and its Stochastic is 32 (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).
ESTA PE vs Healthcare Sector
ESTA 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.
ESTA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $64.1 | 7.1% above |
| 20 week MA | $74.1 | 7.4% below |
| 50 week MA | $71.9 | 4.6% below |
| 100 week MA | $56.5 | 22% above |
| 200 week MA | $53.3 | 29% above |
ESTA's trend is mixed: it's above three of its five weekly moving averages, and 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 has the edge over ESTA on trend strength, trading above more of its moving averages.
ESTA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $27.1 | $35.0 | +29% |
| 2021 | $35.0 | $63.5 | +81% |
| 2022 | $63.5 | $63.0 | -0.8% |
| 2023 | $63.0 | $25.9 | -59% |
| 2024 | $25.9 | $45.9 | +77% |
| 2025 | $45.9 | $76.5 | +66% |
| 2026 YTD | $76.5 | $68.6 | -10% |
ESTA has finished higher in four of the last six years, three of them by more than 50%. It's down 10% 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 ESTA on returns for 2026, with the stronger performance.