LLY
Eli Lilly and Company
LLY has the edge over LNTH overall, supported by stronger fundamentals and stronger valuation.
LNTH
Lantheus Holdings, Inc.
LNTH's outlook is improving, though it still trails on the overall score.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
LNTH Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Strong |
LNTH's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
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.
LNTH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $62.87 | -38% |
| Forward | 16x | $101 | — |
| Fair | 24x | $98.08 | -3.1% |
| Current | 25x | $101 | — |
| Expensive | 141x | $579 | +472% |
Historical ranges are pointers, not guarantees.
LNTH has the edge over LLY in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
LNTH Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for LNTH, with profitability improving. However, they disagree widely on these estimates.
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 LNTH on earnings, with more consistent year-over-year improvement.
LNTH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.35 | +55% |
| Q3 2026 | $4.10 | +73% |
| Q2 2026 | $4.18 | +11% |
| Q1 2026 | $4.19 | +19% |
| Q4 2025 | $3.41 | -22% |
| Q3 2025 | $2.37 | -61% |
| Q2 2025 | $3.75 | -39% |
| Q1 2025 | $3.51 | -46% |
| Q4 2024 | $4.36 | -6.2% |
LNTH's earnings per share have fallen from their peak: $4.10 over the past year, against $6.56 in early 2024.
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 LNTH 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 LNTH on profitability, with a higher operating margin.
LNTH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $389.9M | +1.5% |
| Q2 2026 | $388.2M | +2.7% |
| Q1 2026 | $377.3M | +1.2% |
| Q4 2025 | $406.8M | +4% |
| Q3 2025 | $384M | +1.4% |
| Q2 2025 | $378M | -4.1% |
| Q1 2025 | $372.8M | +0.8% |
| Q4 2024 | $391.1M | +10% |
LNTH's revenue grew through 2024 and has held roughly level since: $390M last quarter, up 1.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.3% | -3.1 points |
| Q2 2026 | 26% | +2.6 points |
| Q1 2026 | 22% | -5.8 points |
| Q4 2025 | 19% | -10 points |
| Q3 2025 | 11% | -24 points |
| Q2 2025 | 23% | -2.8 points |
| Q1 2025 | 27% | -1.4 points |
| Q4 2024 | 29% | -9.7 points |
LNTH's operating margin was 8.3% last quarter, down 3.1 points from the same quarter a year ago.
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 LNTH on cash flow, with more consistent year-over-year improvement.
LNTH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $99.9M | +5.6% |
| Q2 2026 | $89.9M | +14% |
| Q1 2026 | $121.9M | +23% |
| Q4 2025 | $81.4M | -42% |
| Q3 2025 | $94.7M | -41% |
| Q2 2025 | $79.1M | +7.6% |
| Q1 2025 | $98.8M | -17% |
| Q4 2024 | $141.4M | +26% |
LNTH generated $393M in free cash flow over the past year, down 5.1% from the year before.
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 LNTH 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.
LNTH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.3% | +895K shares |
| 1 year | +1.1% | +750K shares |
| 3 years | -2.3% | -1.6M shares |
| 5 years | +1.2% | +790K shares |
| Available history | +71% | +28.3M shares |
LNTH has 68M diluted shares, up 1.1% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q4 2025 | $100M |
| Q3 2025 | $100M |
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.
LNTH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | 0.2x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.5x | Very low |
| Q2 2025 | -0.3x | Net Cash |
| Q1 2025 | -0.7x | Net Cash |
| Q4 2024 | -0.7x | Net Cash |
LNTH has the edge over LLY on leverage, with a lower net debt burden relative to earnings.
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).
LNTH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.4 | Neutral |
| Stochastic | 43.2 | Neutral |
LNTH's weekly RSI is 60 (neutral) and its Stochastic is 43 (neutral).
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.
LNTH PE vs Healthcare Sector
| Metric | LNTH | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 26x | 4.4% below |
| PE % | 55 | 29 | 26 pts above |
LNTH has the edge over LLY on valuation relative to its sector.
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 LNTH on trend strength, trading above more of its moving averages.
LNTH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $100.2 | 1% above |
| 20 week MA | $101.7 | 0.4% below |
| 50 week MA | $88.7 | 14% above |
| 100 week MA | $82.7 | 22% above |
| 200 week MA | $80.9 | 25% above |
LNTH's trend is mixed: it's above four of its five weekly moving averages, and 25% above its 200-week average.
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.
LNTH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $20.3 | $14.7 | -27% |
| 2021 | $14.7 | $29.4 | +100% |
| 2022 | $29.4 | $50.6 | +72% |
| 2023 | $50.6 | $62.0 | +22% |
| 2024 | $62.0 | $92.1 | +48% |
| 2025 | $92.1 | $66.7 | -28% |
| 2026 YTD | $66.7 | $101.3 | +52% |
LNTH has the edge over LLY on returns for 2026, with the stronger performance.