LLY
Eli Lilly and Company
LLY has the edge over SKIN overall, supported by lower modeled downside and stronger fundamentals.
SKIN
SkinHealth Systems Inc.
SKIN'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.
SKIN Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Strong |
SKIN's balance sheet is currently strong, and its revenue, profitability and cash flow are stable.
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.
SKIN PE Valuation
SKIN 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 |
LLY has the edge over SKIN on the outlook, with more favorable revenue expectations.
SKIN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect SKIN's losses to shrink, with revenue holding steady. 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 SKIN in the latest year-over-year earnings comparison.
SKIN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.94 | +$2.12 |
| Q2 2026 | -$3.60 | +$1.66 |
| Q1 2026 | -$2.60 | +$5.26 |
SKIN is still losing money, but far less than before: $1.94 per share over the past year, against $99.60 at its worst in early 2022.
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 SKIN 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 SKIN on profitability, with a higher operating margin.
SKIN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $69.2M | -2.1% |
| Q2 2026 | $72.1M | -7.8% |
| Q1 2026 | $64.9M | -6.7% |
| Q4 2025 | $82.4M | -1.3% |
| Q3 2025 | $70.7M | -10% |
| Q2 2025 | $78.2M | -14% |
| Q1 2025 | $69.6M | -15% |
| Q4 2024 | $83.5M | -14% |
SKIN's revenue has slid since its 2023 peak: $69M last quarter, down 2.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.2% | +16 points |
| Q2 2026 | 5% | +8.4 points |
| Q1 2026 | -2.8% | +15 points |
| Q4 2025 | 0.2% | +8.8 points |
| Q3 2025 | -8.8% | +19 points |
| Q2 2025 | -3.5% | +21 points |
| Q1 2025 | -17% | +3.6 points |
| Q4 2024 | -8.6% | +10 points |
SKIN's operating margin was 7.2% last quarter, up 16 points from the same quarter a year ago, near the top of its range since 2021.
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 SKIN on cash flow, with more consistent year-over-year improvement.
SKIN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.2M | +16% |
| Q2 2026 | $2.2M | -77% |
| Q1 2026 | -$5.8M | -296% |
| Q4 2025 | $15.1M | -8.2% |
| Q3 2025 | $9.6M | -6.7% |
| Q2 2025 | $9.6M | +63% |
| Q1 2025 | $3M | +$20.1M |
| Q4 2024 | $16.4M | +$21.6M |
SKIN still generates free cash flow, though less than at its 2023 peak: $23M 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 SKIN 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.
SKIN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +30.3K shares |
| 1 year | +2.6% | +166K shares |
| 3 years | -1.9% | -126K shares |
| 5 years | +1032% | +5.9M shares |
SKIN has 7M diluted shares, up 2.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2023 | $30.2M |
| Q4 2022 | $80M |
| Q4 2021 | — |
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.
SKIN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -4.8x | Net Cash |
| Q2 2026 | -13.5x | Net Cash |
| Q1 2026 | -21.9x | Net Cash |
| Q4 2025 | -7,050.7x | Net Cash |
SKIN 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).
SKIN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 53.9 | Neutral |
| Stochastic | 58.5 | Neutral |
SKIN's weekly RSI is 54 (neutral) and its Stochastic is 59 (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.
SKIN PE vs Healthcare Sector
SKIN 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 SKIN on trend strength, trading above more of its moving averages.
SKIN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.5 | 28% above |
| 20 week MA | $13.6 | 17% above |
| 50 week MA | $18.1 | 12% below |
| 100 week MA | $25.2 | 37% below |
| 200 week MA | $64.3 | 75% below |
SKIN has bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 75% 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 SKIN on returns for 2026, with the stronger performance.
SKIN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $204.2 | $223.0 | +9.2% |
| 2021 | $223.0 | $463.0 | +108% |
| 2022 | $463.0 | $180.8 | -61% |
| 2023 | $180.8 | $62.2 | -66% |
| 2024 | $62.2 | $32.4 | -48% |
| 2025 | $32.4 | $29.2 | -9.9% |
| 2026 YTD | $29.2 | $16.0 | -45% |
SKIN has finished four years in a row lower, and it's down 45% so far in 2026.