LLY
Eli Lilly and Company
LLY has the edge over OGN overall, supported by stronger fundamentals and stronger valuation.
OGN
Organon & Co.
OGN trails on the overall score without a compensating advantage in the available component scores.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
OGN Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Weak |
OGN's revenue, profitability and cash flow are currently stable, but its balance sheet is weak.
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 has the edge over OGN in the historical PE scenario, which offers more potential upside but is not a forecast.
OGN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 3.7x | $2.88 | -79% |
| Forward | 4x | $13.90 | — |
| Fair | 5.6x | $4.34 | -69% |
| Expensive | 7.6x | $5.86 | -58% |
| Current | 18x | $13.90 | — |
Historical ranges are pointers, not guarantees.
OGN's PE is in its expensive range at 18x, but its recent earnings include one-off gains. On analysts' estimates for next year's earnings, today's price would be 4.0x, in its cheap range.
LLY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
LLY has the edge over OGN on the outlook, with more favorable earnings and revenue expectations.
OGN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Stable | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect OGN's profitability to improve, with its earnings and revenue holding steady.
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 OGN on earnings, with more consistent year-over-year improvement.
OGN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.49 | +353% |
| Q3 2026 | $0.77 | -60% |
| Q2 2026 | $0.78 | -71% |
| Q1 2026 | $0.94 | -67% |
| Q4 2025 | $0.72 | -78% |
| Q3 2025 | $1.92 | -62% |
| Q2 2025 | $2.69 | -31% |
| Q1 2025 | $2.88 | -29% |
| Q4 2024 | $3.33 | -17% |
OGN's earnings per share have fallen from their peak: $0.77 over the past year, against $8.53 in late 2020. Its recent earnings include one-off gains.
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 OGN 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 OGN on profitability, with a higher operating margin.
OGN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.6B | -1.7% |
| Q2 2026 | $1.6B | -2.3% |
| Q1 2026 | $1.5B | -3.5% |
| Q4 2025 | $1.5B | -5.3% |
| Q3 2025 | $1.6B | +1.3% |
| Q2 2025 | $1.6B | -0.8% |
| Q1 2025 | $1.5B | -6.7% |
| Q4 2024 | $1.6B | -0.4% |
OGN's revenue has held roughly level: $1.6B last quarter, down 1.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | +1 points |
| Q2 2026 | 12% | -2.6 points |
| Q1 2026 | 15% | +7.9 points |
| Q4 2025 | -9.8% | -18 points |
| Q3 2025 | 15% | +2.1 points |
| Q2 2025 | 14% | -0.3 points |
| Q1 2025 | 6.7% | -7.9 points |
| Q4 2024 | 8.1% | +1.6 points |
OGN's operating margin was 16% last quarter, up 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 OGN on cash flow, with more consistent year-over-year improvement.
OGN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $326M | +50% |
| Q2 2026 | $65M | -64% |
| Q1 2026 | $188M | +337% |
| Q4 2025 | $96M | -71% |
| Q3 2025 | $218M | +120% |
| Q2 2025 | $181M | -40% |
| Q1 2025 | $43M | +43% |
| Q4 2024 | $335M | +5.3% |
OGN still generates free cash flow, though less than at its 2021 peak: $675M over the past year.
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 OGN 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.
OGN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.7% | +1.9M shares |
| 1 year | +4.5% | +11.7M shares |
| 3 years | +6.3% | +16M shares |
| 5 years | +7.2% | +18.2M shares |
| Available history | +7.6% | +19.3M shares |
OGN has 272M diluted shares, up 4.5% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
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 has the edge over OGN on leverage, with a lower net debt burden relative to earnings.
OGN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 10.8x | High |
| Q2 2026 | 11.4x | High |
| Q1 2026 | 10.7x | High |
| Q4 2025 | 13.9x | High |
| Q3 2025 | 9.6x | High |
| Q2 2025 | 10.3x | High |
| Q1 2025 | 10.4x | High |
| Q4 2024 | 8.7x | High |
OGN's net debt is about 11 years of its operating earnings (EBITDA), up from 9.6 years a year ago.
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).
OGN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 71.9 | Overbought |
| Stochastic | 99.0 | Overbought |
OGN's weekly RSI is 72 (overbought) and its Stochastic is 99 (overbought).
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.
OGN PE vs Healthcare Sector
| Metric | OGN | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 26x | 30% below |
| PE % | 100 | 37 | 63 pts above |
OGN 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 OGN on trend strength, trading above more of its moving averages.
OGN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.8 | 0.7% above |
| 20 week MA | $13.7 | 1.5% above |
| 50 week MA | $11.1 | 25% above |
| 100 week MA | $11.2 | 24% above |
| 200 week MA | $15.4 | 9.4% below |
OGN has bounced recently, but its long-term trend is still down: it's above its 8-, 20-, 50- and 100-week averages, but 9.4% below 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.
OGN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $33.3 | $30.2 | -9.1% |
| 2022 | $30.2 | $27.9 | -7.6% |
| 2023 | $27.9 | $14.4 | -48% |
| 2024 | $14.4 | $15.1 | +4.4% |
| 2025 | $15.1 | $7.18 | -52% |
| 2026 YTD | $7.18 | $13.9 | +94% |
OGN has the edge over LLY on returns for 2026, with the stronger performance.