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.
RXRX
Recursion Pharmaceuticals, Inc.
There isn't enough reported data to score RXRX yet.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
RXRX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RXRX'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.
RXRX PE Valuation
RXRX 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.
RXRX Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong decline | |
| -- | |
| Limited | |
| Low |
Analysts expect RXRX's losses to shrink, with revenue declining. 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 RXRX on earnings quality, reporting a profit while its opponent remains loss making.
RXRX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.86 | +$0.97 |
| Q2 2026 | -$1.00 | +$0.81 |
| Q1 2026 | -$1.16 | +$0.64 |
| Q4 2025 | -$1.44 | +$0.25 |
| Q3 2025 | -$1.83 | -$0.27 |
| Q2 2025 | -$1.81 | -$0.16 |
| Q1 2025 | -$1.80 | -$0.17 |
| Q4 2024 | -$1.69 | -$0.11 |
RXRX is still losing money, but far less than before: $0.86 per share over the past year, against $2.07 at its worst in late 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 RXRX 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 RXRX on profitability, with a higher operating margin.
RXRX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $18.6M | +258% |
| Q2 2026 | $7.7M | -60% |
| Q1 2026 | $6.5M | -56% |
| Q4 2025 | $35.5M | +682% |
| Q3 2025 | $5.2M | -80% |
| Q2 2025 | $19.2M | +33% |
| Q1 2025 | $14.7M | +6.9% |
| Q4 2024 | $4.5M | -58% |
RXRX's revenue is growing: $19M last quarter, up 258% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -664% | +2664 points |
| Q2 2026 | -1760% | -843 points |
| Q1 2026 | -1986% | -688 points |
| Q4 2025 | -305% | +3738 points |
| Q3 2025 | -3328% | -2951 points |
| Q2 2025 | -917% | -219 points |
| Q1 2025 | -1298% | -599 points |
| Q4 2024 | -4042% | -3134 points |
RXRX's operating margin was −664% last quarter, up 2664 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 RXRX on cash generation, producing positive trailing cash flow while its opponent burns cash.
RXRX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$77.8M | +$39.8M |
| Q2 2026 | -$106M | -$26.4M |
| Q1 2026 | -$81.4M | +$52.4M |
| Q4 2025 | -$47.3M | +$69.4M |
| Q3 2025 | -$117.6M | -$53.8M |
| Q2 2025 | -$79.6M | +$3.8M |
| Q1 2025 | -$133.8M | -$24.8M |
| Q4 2024 | -$116.7M | -$40.6M |
RXRX has burned cash in almost every quarter: −$312M over the past year, against −$448M 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 RXRX 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.
RXRX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2% | +10.5M shares |
| 1 year | +21% | +96M shares |
| 3 years | +170% | +342M shares |
| 5 years | +2257% | +520M shares |
| Available history | +223% | +375M shares |
RXRX has 543M diluted shares, up 21% 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's net debt is about 1.2 years of its operating earnings (EBITDA), about the same as a year ago.
RXRX Net Leverage
RXRX'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).
RXRX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.7 | Neutral |
| Stochastic | 31.6 | Neutral |
RXRX's weekly RSI is 47 (neutral) and its Stochastic is 32 (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.
RXRX PE vs Healthcare Sector
RXRX 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 RXRX on trend strength, trading above more of its moving averages.
RXRX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.78 | 12% below |
| 20 week MA | $3.52 | 5.4% below |
| 50 week MA | $3.62 | 8% below |
| 100 week MA | $4.69 | 29% below |
| 200 week MA | $6.45 | 48% below |
RXRX is in a downtrend: it's below all five of its weekly moving averages, and 48% 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 RXRX on returns for 2026, with the stronger performance.
RXRX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $31.3 | $16.8 | -46% |
| 2022 | $16.8 | $7.51 | -55% |
| 2023 | $7.51 | $9.86 | +31% |
| 2024 | $9.86 | $7.39 | -25% |
| 2025 | $7.39 | $4.25 | -42% |
| 2026 YTD | $4.25 | $3.33 | -22% |
RXRX has finished lower in four of the last five years. It's down 22% so far in 2026.