LLY
Eli Lilly and Company
LLY has the edge over RIGL overall, supported by stronger fundamentals and lower modeled downside.
RIGL
Rigel Pharmaceuticals, Inc.
RIGL offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
RIGL Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Strong | |
| Strong | |
| Strong |
RIGL's profitability, cash flow and balance sheet are currently strong, but its revenue is under pressure.
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.
RIGL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 2x | $31.38 | -31% |
| Current | 2.8x | $45.69 | — |
| Fair | 6.3x | $102 | +122% |
| Forward | 13x | $45.69 | — |
| Expensive | 20x | $329 | +620% |
Historical ranges are pointers, not guarantees.
RIGL 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 |
LLY has the edge over RIGL on the outlook, with more favorable valuation and profitability expectations.
RIGL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Strong growth | |
| Strongly weakening | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for RIGL, but weaker profitability.
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's earnings per share have climbed steadily: $30.81 over the past year, up 51% from the year before, and higher year over year for 11 quarters in a row.
RIGL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.54 | -78% |
| Q3 2026 | $16.08 | +159% |
| Q2 2026 | $16.89 | +209% |
| Q1 2026 | $19.29 | +810% |
| Q4 2025 | $19.48 | +1868% |
| Q3 2025 | $6.22 | +2492% |
| Q2 2025 | $5.46 | +$6.22 |
| Q1 2025 | $2.12 | +$3.22 |
| Q4 2024 | $0.99 | +$2.39 |
RIGL's earnings per share have climbed steadily: $16.08 over the past year, up 159% from the year before, and higher year over year for 15 quarters in a row.
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 RIGL 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 RIGL on profitability, with a higher operating margin.
RIGL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $80.9M | +16% |
| Q2 2026 | $78.7M | -23% |
| Q1 2026 | $58.8M | +10% |
| Q4 2025 | $69.8M | +21% |
| Q3 2025 | $69.5M | +26% |
| Q2 2025 | $101.7M | +176% |
| Q1 2025 | $53.3M | +81% |
| Q4 2024 | $57.6M | +61% |
RIGL's revenue is recovering but still below its 2025 peak: $81M last quarter, up 16% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | -20 points |
| Q2 2026 | 30% | -30 points |
| Q1 2026 | 20% | -3.7 points |
| Q4 2025 | 33% | +4.3 points |
| Q3 2025 | 41% | +16 points |
| Q2 2025 | 60% | +59 points |
| Q1 2025 | 24% | +48 points |
| Q4 2024 | 29% | +23 points |
RIGL's operating margin was 21% last quarter, down 20 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 generated $19.7B in free cash flow over the past year, up 112% from the year before.
RIGL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $34.6M | +44% |
| Q2 2026 | $30.7M | +0.4% |
| Q1 2026 | $2.7M | +$3.6M |
| Q4 2025 | $22M | +52% |
| Q3 2025 | $24M | +11% |
| Q2 2025 | $30.5M | +10012% |
| Q1 2025 | -$893K | +$4.1M |
| Q4 2022 | -$22M | -$2.9M |
RIGL has the edge over LLY on cash flow, with more consistent year-over-year improvement.
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 RIGL 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.
RIGL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +4.4% | +869K shares |
| 1 year | +6.7% | +1.3M shares |
| 3 years | +17% | +3M shares |
| 5 years | +20% | +3.4M shares |
| Available history | +22% | +3.7M shares |
RIGL has 20M diluted shares, up 6.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1M |
| Q2 2026 | $511,000 |
| Q1 2026 | $3.7M |
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.
RIGL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.6x | Net Cash |
| Q2 2026 | -0.7x | Net Cash |
| Q1 2026 | 0.2x | Very low |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.1x | Very low |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | 0.3x | Very low |
| Q4 2024 | 0.1x | Very low |
RIGL 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).
RIGL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.3 | Neutral |
| Stochastic | 55.3 | Neutral |
RIGL's weekly RSI is 54 (neutral) and its Stochastic is 55 (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.
RIGL PE vs Healthcare Sector
| Metric | RIGL | Sector median | Relative |
|---|---|---|---|
| PE | 2.8x | 26x | 89% below |
| PE % | 30 | 29 | 1 pt above |
RIGL 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 RIGL on trend strength, trading above more of its moving averages.
RIGL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $46.9 | 2.6% below |
| 20 week MA | $44.4 | 2.9% above |
| 50 week MA | $38.0 | 20% above |
| 100 week MA | $31.6 | 45% above |
| 200 week MA | $22.4 | 104% above |
RIGL's trend is up, with a small recent dip: it's below only its 8-week average, and 104% 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 RIGL on returns for 2026, with the stronger performance.
RIGL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $20.8 | $36.9 | +77% |
| 2021 | $36.9 | $28.4 | -23% |
| 2022 | $28.4 | $12.3 | -57% |
| 2023 | $12.3 | $14.5 | +18% |
| 2024 | $14.5 | $16.5 | +14% |
| 2025 | $16.5 | $44.0 | +167% |
| 2026 YTD | $44.0 | $45.7 | +3.8% |
RIGL's yearly returns have swung widely, from +167% in 2025 to −57% in 2022. It's up 3.8% so far in 2026.