LLY
Eli Lilly and Company
LLY has the edge over TCMD overall, supported by stronger fundamentals and stronger valuation.
TCMD
Tactile Systems Technology, Inc.
TCMD'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.
TCMD Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
TCMD's profitability and balance sheet are currently healthy, and its revenue 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.
TCMD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 13x | $13.15 | -51% |
| Forward | 21x | $26.82 | — |
| Current | 26x | $26.82 | — |
| Fair | 27x | $27.39 | +2.1% |
| Expensive | 89x | $91.05 | +240% |
Historical ranges are pointers, not guarantees.
TCMD 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 |
Analysts expect strong earnings and revenue growth for LLY, with profitability improving.
TCMD Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for TCMD, with profitability improving. 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 TCMD on earnings, with more consistent year-over-year improvement.
TCMD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.25 | +23% |
| Q3 2026 | $1.02 | +32% |
| Q2 2026 | $1.07 | +73% |
| Q1 2026 | $0.87 | +32% |
| Q4 2025 | $0.82 | +17% |
| Q3 2025 | $0.77 | +13% |
| Q2 2025 | $0.62 | -56% |
| Q1 2025 | $0.66 | -46% |
| Q4 2024 | $0.70 | -43% |
TCMD's earnings per share have fallen from their peak: $1.02 over the past year, against $1.41 in mid-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 TCMD on sales, with stronger typical year-over-year growth.
| 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 TCMD on profitability, with a higher operating margin.
TCMD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $91.9M | +7.1% |
| Q2 2026 | $85.7M | +8.6% |
| Q1 2026 | $75.3M | +23% |
| Q4 2025 | $103.6M | +21% |
| Q3 2025 | $85.8M | +17% |
| Q2 2025 | $78.9M | +7.8% |
| Q1 2025 | $61.3M | +0.3% |
| Q4 2024 | $85.6M | +10% |
TCMD's revenue has grown year over year for 22 quarters in a row: $92M last quarter, up 7.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 10% | -2.3 points |
| Q2 2026 | 8% | +2.8 points |
| Q1 2026 | -2% | +5.4 points |
| Q4 2025 | 18% | +3.5 points |
| Q3 2025 | 13% | +3.5 points |
| Q2 2025 | 5.2% | -2.8 points |
| Q1 2025 | -7.4% | -2.6 points |
| Q4 2024 | 15% | -0.6 points |
TCMD's operating margin was 10% last quarter, down 2.3 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 TCMD on cash flow, with more consistent year-over-year improvement.
TCMD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.4M | +24% |
| Q2 2026 | $2M | -86% |
| Q1 2026 | -$1.2M | -3153% |
| Q4 2025 | $16.8M | +5.8% |
| Q3 2025 | $9.2M | -0.9% |
| Q2 2025 | $14.4M | +14% |
| Q1 2025 | $38K | -91% |
| Q4 2024 | $15.9M | -9% |
TCMD generated $29M in free cash flow over the past year, down 27% from 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 TCMD 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.
TCMD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -13K shares |
| 1 year | +2.4% | +533K shares |
| 3 years | -3.4% | -803K shares |
| 5 years | +16% | +3.3M shares |
| Available history | +17% | +3.4M shares |
TCMD has 23M diluted shares, up 2.4% from a year ago, despite $13M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $6.2M |
| Q2 2026 | $5.3M |
| Q1 2026 | $1.1M |
| Q4 2025 | $1,000 |
| Q3 2025 | — |
| Q2 2025 | $16.5M |
| Q1 2025 | $10M |
TCMD spent $13M buying back its own shares over the past year.
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.
TCMD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.9x | Net Cash |
| Q2 2026 | -1.7x | Net Cash |
| Q1 2026 | -1.9x | Net Cash |
| Q4 2025 | -2.3x | Net Cash |
| Q3 2025 | -2.2x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -2.1x | Net Cash |
| Q4 2024 | -2.4x | Net Cash |
TCMD 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).
TCMD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.2 | Neutral |
| Stochastic | 45.3 | Neutral |
TCMD's weekly RSI is 57 (neutral) and its Stochastic is 45 (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.
TCMD PE vs Healthcare Sector
| Metric | TCMD | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 26x | 1.7% above |
| PE % | 49 | 29 | 20 pts above |
TCMD 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 is in an uptrend: it's above all five of its weekly moving averages, and 79% above its 200-week average.
TCMD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $23.7 | 13% above |
| 20 week MA | $25.1 | 6.9% above |
| 50 week MA | $26.2 | 2.3% above |
| 100 week MA | $20.3 | 32% above |
| 200 week MA | $18.0 | 49% above |
TCMD is in an uptrend: it's above all five of its weekly moving averages, and 49% 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 TCMD on returns for 2026, with the stronger performance.
TCMD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $68.3 | $41.6 | -39% |
| 2021 | $41.6 | $20.2 | -51% |
| 2022 | $20.2 | $11.7 | -42% |
| 2023 | $11.7 | $14.3 | +22% |
| 2024 | $14.3 | $17.3 | +21% |
| 2025 | $17.3 | $29.7 | +72% |
| 2026 YTD | $29.7 | $26.8 | -9.6% |
TCMD has finished lower in three of the last six years. It's down 9.6% so far in 2026.