LLY
Eli Lilly and Company
LLY's fundamentals are strong: revenue grew 46% and it turned 23% of its revenue into free cash flow. At 46x earnings, it's trading in line with its usual 48x. Analysts expect that strong growth to continue.
MESO
Mesoblast Limited
There isn't enough reported data to score MESO yet.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
MESO Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Under pressure | |
| Unavailable | |
| Unavailable |
MESO's profitability is currently under pressure. There isn't enough data to rate its revenue, cash flow and balance sheet.
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.
MESO PE Valuation
MESO has no meaningful PE right now: it lost money over the past year.
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.
MESO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Strong decline | |
| -- | |
| Limited | |
| High |
Analysts expect MESO's losses to grow, with revenue declining.
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 MESO in the latest year-over-year earnings comparison.
MESO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q4 2025 | -$0.07 | +$0.02 |
| Q2 2025 | -$0.08 | +$0.05 |
| Q4 2024 | -$0.09 | +$0.09 |
| Q2 2024 | -$0.13 | +$0.08 |
| Q4 2023 | -$0.18 | +$0.05 |
| Q2 2020 | -$0.28 | +$0.06 |
| Q2 2019 | -$0.34 | -$0.20 |
MESO is still losing money, but far less than before: $0.07 per share over the past year, against $0.34 at its worst in mid-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% |
MESO has the stronger quarterly revenue trend. Revenue is up 39% for LLY versus up 1,415% for MESO.
| 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's operating margin was 34% last quarter, down 6.6 points from the same quarter a year ago.
MESO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q4 2025 | $51.3M | +1527% |
| Q2 2025 | $14M | +459% |
| Q4 2024 | $3.2M | -6.8% |
| Q2 2024 | $2.5M | +18% |
| Q4 2023 | $3.4M | +59% |
| Q2 2023 | $2.1M | -3.9% |
| Q1 2023 | $1.9M | -3.6% |
| Q4 2022 | $2.1M | -10% |
MESO's revenue has grown year over year for five quarters in a row: $51M last quarter, up 1415% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q4 2025 | -77% | +886 points |
| Q2 2025 | -385% | +641 points |
| Q4 2024 | -1512% | -551 points |
| Q2 2024 | -2208% | -1057 points |
| Q4 2023 | -963% | +164 points |
| Q2 2023 | -1027% | -60 points |
| Q1 2023 | -962% | +100 points |
| Q4 2022 | -1151% | -59 points |
MESO's operating margin was −77% last quarter, up 886 points from the same quarter a year ago, near the top of its range since 2018.
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.
MESO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q4 2025 | -$30.8M | -$10M |
| Q4 2024 | -$20.8M | +$5.8M |
| Q1 2023 | -$16.3M | -$731K |
MESO and LLY do not have enough comparable growth data to identify a winner.
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 MESO 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.
MESO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +7% | +84.3M shares |
| 1 year | +203% | +866M shares |
| 3 years | +277% | +949M shares |
| 5 years | +389% | +1B shares |
| Available history | +424% | +1B shares |
MESO has 1.3B diluted shares, up 203% from a year ago.
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.
MESO Net Leverage
MESO's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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).
MESO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.2 | Neutral |
| Stochastic | 35.5 | Neutral |
MESO's weekly RSI is 43 (neutral) and its Stochastic is 36 (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.
MESO PE vs Healthcare Sector
MESO has no meaningful PE right now: it lost money over the past year.
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 MESO on trend strength, trading above more of its moving averages.
MESO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $14.0 | 6.1% below |
| 20 week MA | $15.1 | 13% below |
| 50 week MA | $15.7 | 17% below |
| 100 week MA | $15.2 | 14% below |
| 200 week MA | $10.5 | 25% above |
MESO has fallen below most of its moving averages, though it's still 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 the edge over MESO on returns for 2026, with the stronger performance.
MESO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.8 | $17.5 | +18% |
| 2021 | $17.5 | $9.64 | -45% |
| 2022 | $9.64 | $5.95 | -38% |
| 2023 | $5.95 | $2.20 | -63% |
| 2024 | $2.20 | $17.5 | +697% |
| 2025 | $17.5 | $19.5 | +11% |
| 2026 YTD | $19.5 | $13.1 | -33% |
MESO's yearly returns have swung widely, from +697% in 2024 to −63% in 2023. It's down 33% so far in 2026.