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.
OM
Outset Medical, Inc.
There isn't enough reported data to score OM yet.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
OM Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Under pressure | |
| Unavailable |
OM'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 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.
OM PE Valuation
OM 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.
OM Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect OM's losses to shrink, with revenue growing. 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 OM in the latest year-over-year earnings comparison.
OM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2022 | -$51.45 | -$10.05 |
| Q2 2022 | -$48.45 | +$34.80 |
OM is still losing money, but less than at its worst: $51.45 per share over the past year, against $83.25 at its worst in mid-2021.
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 OM 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 OM on profitability, with a higher operating margin.
OM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $33.6M | +14% |
| Q2 2026 | $31.6M | +0.7% |
| Q1 2026 | $27.9M | -6.3% |
| Q4 2025 | $28.9M | -2% |
| Q3 2025 | $29.4M | +2.7% |
| Q2 2025 | $31.4M | +15% |
| Q1 2025 | $29.8M | +5.6% |
| Q4 2024 | $29.5M | -3.4% |
OM's revenue grew through 2023 and has held roughly level since: $34M last quarter, up 14% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -37% | +17 points |
| Q2 2026 | -50% | +4.1 points |
| Q1 2026 | -61% | -5.6 points |
| Q4 2025 | -61% | +13 points |
| Q3 2025 | -54% | +29 points |
| Q2 2025 | -54% | +59 points |
| Q1 2025 | -55% | +76 points |
| Q4 2024 | -74% | +48 points |
OM's operating margin was −37% last quarter, up 17 points from the same quarter a year ago, near the top of its range since 2019.
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 OM on cash generation, producing positive trailing cash flow while its opponent burns cash.
OM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$10.5M | -$4M |
| Q2 2026 | -$9.7M | -$4.6M |
| Q1 2026 | -$12.9M | +$12.9M |
| Q4 2025 | -$9.7M | +$6.8M |
| Q3 2025 | -$6.5M | +$14.5M |
| Q2 2025 | -$5.1M | +$28.3M |
| Q1 2025 | -$25.8M | +$20.5M |
| Q4 2024 | -$16.5M | +$9M |
OM has burned cash in almost every quarter: −$43M over the past year, against −$54M 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 OM 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.
OM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.1% | -66.6K shares |
| 1 year | +271% | +2.2M shares |
OM has 3M diluted shares, up 271% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2020 | — |
| Q1 2020 | — |
| Q4 2019 | — |
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.
OM Net Leverage
OM'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).
OM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.3 | Neutral |
| Stochastic | 49.2 | Neutral |
OM's weekly RSI is 45 (neutral) and its Stochastic is 49 (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.
OM PE vs Healthcare Sector
OM 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 OM on trend strength, trading above more of its moving averages.
OM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.90 | 1% below |
| 20 week MA | $4.03 | 4.2% below |
| 50 week MA | $4.10 | 5.9% below |
| 100 week MA | $9.02 | 57% below |
| 200 week MA | $73.2 | 95% below |
OM is in a downtrend: it's below all five of its weekly moving averages, and 95% 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 the edge over OM on returns for 2026, with the stronger performance.
OM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $900.2 | $798.9 | -11% |
| 2021 | $798.9 | $681.2 | -15% |
| 2022 | $681.2 | $378.8 | -44% |
| 2023 | $378.8 | $81.2 | -79% |
| 2024 | $81.2 | $17.1 | -79% |
| 2025 | $17.1 | $3.36 | -80% |
| 2026 YTD | $3.36 | $3.86 | +15% |
OM has finished every year since 2020 lower, and it's up 15% so far in 2026.