IRTC
iRhythm Technologies, Inc.
IRTC's outlook is improving, though it still trails on the overall score.
LLY
Eli Lilly and Company
LLY has the edge over IRTC overall, supported by stronger fundamentals and stronger modeled upside.
IRTC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
IRTC's revenue is currently healthy, but its profitability and cash flow are 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.
IRTC PE Valuation
IRTC has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 100x next year's earnings.
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.
IRTC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect IRTC to return to profit, 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.
IRTC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.94 | — |
| Q3 2026 | -$1.16 | +$0.44 |
| Q2 2026 | -$0.42 | +$2.50 |
| Q1 2026 | -$0.85 | +$2.28 |
| Q4 2025 | -$1.39 | +$2.24 |
| Q3 2025 | -$1.60 | +$3.25 |
| Q2 2025 | -$2.92 | +$1.34 |
| Q1 2025 | -$3.13 | +$1.09 |
| Q4 2024 | -$3.63 | +$0.41 |
IRTC is still losing money, but far less than before: $1.16 per share over the past year, against $4.85 at its worst in late 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 IRTC on earnings quality, reporting a profit while its opponent remains loss making.
IRTC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $221.6M | +15% |
| Q2 2026 | $224.2M | +20% |
| Q1 2026 | $199.4M | +26% |
| Q4 2025 | $208.9M | +27% |
| Q3 2025 | $192.9M | +31% |
| Q2 2025 | $186.7M | +26% |
| Q1 2025 | $158.7M | +20% |
| Q4 2024 | $164.3M | +24% |
IRTC's revenue has grown year over year every quarter since late 2020: $222M last quarter, up 15% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -15% | -10 points |
| Q2 2026 | -1.1% | +8.9 points |
| Q1 2026 | -8.1% | +12 points |
| Q4 2025 | 1.1% | +3.6 points |
| Q3 2025 | -4.4% | +30 points |
| Q2 2025 | -10% | +5.5 points |
| Q1 2025 | -21% | +8.4 points |
| Q4 2024 | -2.5% | +27 points |
IRTC's operating margin was −15% last quarter, down 10 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 IRTC 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 IRTC on profitability, with a higher operating margin.
IRTC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$11.5M | -158% |
| Q2 2026 | $37.5M | +117% |
| Q1 2026 | -$33.1M | -$15.8M |
| Q4 2025 | $14.5M | +17% |
| Q3 2025 | $20.1M | +29% |
| Q2 2025 | $17.3M | +416% |
| Q1 2025 | -$17.3M | +$44.5M |
| Q4 2024 | $12.4M | +$41.9M |
IRTC has burned cash in most quarters: $7M over the past year, down 77% from 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 generated $19.7B in free cash flow over the past year, up 112% from the year before.
IRTC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.6% | +204K shares |
| 1 year | +2.9% | +929K shares |
| 3 years | +8.1% | +2.5M shares |
| 5 years | +13% | +3.7M shares |
| Available history | +31% | +7.8M shares |
IRTC has 33M diluted shares, up 2.9% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $25M |
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 IRTC 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.
IRTC Net Leverage
IRTC'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.
IRTC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.6 | Neutral |
| Stochastic | 29.9 | Neutral |
IRTC's weekly RSI is 38 (neutral) and its Stochastic is 30 (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).
IRTC PE vs Healthcare Sector
IRTC 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.
IRTC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $108.1 | 13% below |
| 20 week MA | $114.6 | 18% below |
| 50 week MA | $127.7 | 27% below |
| 100 week MA | $133.3 | 30% below |
| 200 week MA | $116.0 | 19% below |
IRTC is in a downtrend: it's below all five of its weekly moving averages, and 19% 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 IRTC on trend strength, trading above more of its moving averages.
IRTC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $66.1 | $242.1 | +266% |
| 2021 | $242.1 | $118.8 | -51% |
| 2022 | $118.8 | $95.2 | -20% |
| 2023 | $95.2 | $107.0 | +12% |
| 2024 | $107.0 | $88.8 | -17% |
| 2025 | $88.8 | $176.6 | +99% |
| 2026 YTD | $176.6 | $93.6 | -47% |
IRTC's yearly returns have swung widely, from +266% in 2020 to −51% in 2021. It's down 47% 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 IRTC on returns for 2026, with the stronger performance.