LLY
Eli Lilly and Company
LLY has the edge over RCEL overall, supported by lower modeled downside and stronger fundamentals.
RCEL
AVITA Medical, Inc.
RCEL'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.
RCEL Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RCEL's revenue is currently strong, 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.
RCEL PE Valuation
RCEL 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.
RCEL Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect RCEL'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 RCEL on earnings quality, reporting a profit while its opponent remains loss making.
RCEL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$0.64 |
| Q2 2026 | -$1.43 | +$0.54 |
| Q1 2026 | -$1.56 | +$0.63 |
| Q4 2025 | -$1.74 | +$0.65 |
| Q3 2025 | -$1.81 | +$0.42 |
| Q2 2025 | -$1.97 | -$0.02 |
| Q1 2025 | -$2.19 | -$0.43 |
| Q4 2024 | -$2.39 | -$0.99 |
RCEL is still losing money, but far less than before: $1.17 per share over the past year, against $2.39 at its worst in late 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 RCEL 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 RCEL on profitability, with a higher operating margin.
RCEL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $26.1M | +53% |
| Q2 2026 | $21.7M | +18% |
| Q1 2026 | $19.3M | +4% |
| Q4 2025 | $17.6M | -4.3% |
| Q3 2025 | $17.1M | -13% |
| Q2 2025 | $18.4M | +21% |
| Q1 2025 | $18.5M | +67% |
| Q4 2024 | $18.4M | +30% |
RCEL's revenue is growing: $26M last quarter, up 53% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -10% | +44 points |
| Q2 2026 | -32% | +29 points |
| Q1 2026 | -46% | +18 points |
| Q4 2025 | -59% | -5 points |
| Q3 2025 | -54% | +17 points |
| Q2 2025 | -61% | +42 points |
| Q1 2025 | -64% | +91 points |
| Q4 2024 | -54% | +32 points |
RCEL's operating margin was −10% last quarter, up 44 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 RCEL on cash generation, producing positive trailing cash flow while its opponent burns cash.
RCEL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$821K | +$5.3M |
| Q2 2026 | -$3.6M | +$7.1M |
| Q1 2026 | -$10.1M | +$439K |
| Q4 2025 | -$4.8M | +$4.9M |
| Q3 2025 | -$6.2M | +$4.8M |
| Q2 2025 | -$10.8M | +$4.7M |
| Q1 2025 | -$10.5M | +$11.5M |
| Q4 2024 | -$9.7M | +$1.5M |
RCEL has burned cash in almost every quarter: −$19M over the past year, against −$37M 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 RCEL 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.
RCEL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +116K shares |
| 1 year | +8.7% | +2.5M shares |
| 3 years | +22% | +5.5M shares |
| 5 years | +24% | +6M shares |
| Available history | +65% | +12.1M shares |
RCEL has 31M diluted shares, up 8.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2020 | — |
| Q4 2019 | — |
| Q3 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.
RCEL Net Leverage
RCEL'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).
RCEL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 79.9 | Overbought |
| Stochastic | 86.4 | Overbought |
RCEL's weekly RSI is 80 (overbought) and its Stochastic is 86 (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.
RCEL PE vs Healthcare Sector
RCEL 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 is in an uptrend: it's above all five of its weekly moving averages, and 79% above its 200-week average.
RCEL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $14.4 | 13% above |
| 20 week MA | $10.3 | 57% above |
| 50 week MA | $6.62 | 145% above |
| 100 week MA | $6.74 | 140% above |
| 200 week MA | $9.73 | 66% above |
RCEL has climbed back above all five of its weekly moving averages, and it's now 66% 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.
RCEL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $44.7 | $19.0 | -58% |
| 2021 | $19.0 | $12.6 | -34% |
| 2022 | $12.6 | $6.76 | -46% |
| 2023 | $6.76 | $13.7 | +103% |
| 2024 | $13.7 | $13.5 | -1.7% |
| 2025 | $13.5 | $3.44 | -74% |
| 2026 YTD | $3.44 | $16.2 | +371% |
RCEL has the edge over LLY on returns for 2026, with the stronger performance.