LFST
LifeStance Health Group, Inc.
LFST's outlook is improving, though it still trails on the overall score.
LLY
Eli Lilly and Company
LLY has the edge over LFST overall, supported by stronger modeled upside and stronger valuation.
LFST Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Strong |
LFST's revenue, profitability, cash flow and balance sheet are all currently healthy.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
LFST PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 54x | $14.15 | — |
| Current | 74x | $14.15 | — |
| Cheap | 95x | $17.99 | +27% |
| Fair | 128x | $24.39 | +72% |
| Expensive | 319x | $60.61 | +328% |
Historical ranges are pointers, not guarantees.
LFST has the edge over LLY in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
LFST Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for LFST, 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.
LFST Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.26 | +39% |
| Q3 2026 | $0.19 | +$0.21 |
| Q2 2026 | $0.13 | +$0.17 |
| Q1 2026 | $0.06 | +$0.15 |
| Q4 2025 | $0.02 | +$0.17 |
LFST has returned to profit: it earned $0.19 per share over the past year, after losing money 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's earnings per share have climbed steadily: $30.81 over the past year, up 51% from the year before, and higher year over year for 11 quarters in a row.
LFST Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $455.9M | +25% |
| Q2 2026 | $435.4M | +26% |
| Q1 2026 | $403.5M | +21% |
| Q4 2025 | $382.2M | +17% |
| Q3 2025 | $363.8M | +16% |
| Q2 2025 | $345.3M | +11% |
| Q1 2025 | $333M | +11% |
| Q4 2024 | $325.5M | +16% |
LFST's revenue has grown year over year every quarter since early 2021: $456M last quarter, up 25% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.3% | +5.2 points |
| Q2 2026 | 7% | +7.9 points |
| Q1 2026 | 5.5% | +5 points |
| Q4 2025 | 4.7% | +4.4 points |
| Q3 2025 | 2% | +2 points |
| Q2 2025 | -0.8% | +4.3 points |
| Q1 2025 | 0.5% | +6.1 points |
| Q4 2024 | 0.3% | +12 points |
LFST's operating margin was 7.3% last quarter, up 5.2 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 LFST 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 LFST on profitability, with a higher operating margin.
LFST Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $22.4M | +32% |
| Q2 2026 | $87.9M | +55% |
| Q1 2026 | $22.3M | +$32.6M |
| Q4 2025 | $46.6M | -17% |
| Q3 2025 | $17M | -3.8% |
| Q2 2025 | $56.6M | +45% |
| Q1 2025 | -$10.3M | +$16.7M |
| Q4 2024 | $56M | +941% |
LFST generated $179M in free cash flow over the past year, up 50% 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.
LFST Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1% | +3.9M shares |
| 1 year | +0.6% | +2.3M shares |
| 3 years | +4.7% | +17.6M shares |
LFST has 391M diluted shares, up 0.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $24.8M |
| Q2 2026 | $48.5M |
| Q1 2026 | $49.1M |
| 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 LFST 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.
LFST Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.4x | Very low |
| Q1 2026 | 1.0x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | 1.6x | Healthy |
| Q2 2025 | 2.3x | Moderate |
| Q1 2025 | 5.5x | High |
| Q4 2024 | 14.6x | High |
LFST has the edge over LLY on leverage, with a lower net debt burden relative to earnings.
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.
LFST Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 71.6 | Overbought |
| Stochastic | 75.0 | Neutral |
LFST's weekly RSI is 72 (overbought) and its Stochastic is 75 (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).
LFST PE vs Healthcare Sector
| Metric | LFST | Sector median | Relative |
|---|---|---|---|
| PE | 74x | 26x | 188% above |
| PE % | 3 | 37 | 34 pts below |
LFST is trading at 74x earnings, a 188% premium to the Healthcare sector's median of 26x, though its earnings don't support one.
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 LFST on valuation relative to its sector.
LFST Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.8 | 11% above |
| 20 week MA | $12.2 | 16% above |
| 50 week MA | $9.22 | 53% above |
| 100 week MA | $7.67 | 84% above |
| 200 week MA | $7.24 | 95% above |
LFST is in an uptrend: it's above all five of its weekly moving averages, and 95% 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.
LFST Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $24.0 | $10.1 | -58% |
| 2022 | $10.1 | $4.62 | -54% |
| 2023 | $4.62 | $7.83 | +69% |
| 2024 | $7.83 | $7.49 | -4.3% |
| 2025 | $7.49 | $7.13 | -4.8% |
| 2026 YTD | $7.13 | $14.2 | +98% |
LFST has the edge over LLY on returns for 2026, with the stronger performance.
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 finished every year since 2020 higher, and it's up 32% so far in 2026.