LLY
Eli Lilly and Company
LLY has the edge over TGTX overall, supported by stronger modeled upside and lower modeled downside.
TGTX
TG Therapeutics, Inc.
TGTX'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.
TGTX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Healthy |
TGTX's revenue, profitability, cash flow and balance sheet are all currently healthy.
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 has the edge over TGTX in the historical PE scenario, which offers more potential upside but is not a forecast.
TGTX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 12x | $7.91 | -88% |
| Forward | 26x | $64.56 | — |
| Fair | 39x | $25.80 | -60% |
| Current | 98x | $64.56 | — |
| Expensive | 148x | $97.38 | +51% |
Historical ranges are pointers, not guarantees.
TGTX's PE is in its expensive range at 98x. If earnings grow as analysts expect, today's price would be 26x next year's earnings, in its fair range.
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.
TGTX Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for TGTX, 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 TGTX on earnings, with more consistent year-over-year improvement.
TGTX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.52 | +282% |
| Q3 2026 | $0.66 | -76% |
| Q2 2026 | $2.74 | +621% |
| Q1 2026 | $2.86 | +1044% |
| Q4 2025 | $2.77 | +1747% |
| Q3 2025 | $2.79 | +$2.89 |
| Q2 2025 | $0.38 | -38% |
| Q1 2025 | $0.25 | +8.7% |
| Q4 2024 | $0.15 | +650% |
TGTX earned $0.66 per share over the past year, down 76% from the year before.
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's revenue has grown year over year for 14 quarters in a row: $24.4B last quarter, up 39% from the same quarter a year ago.
| 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 TGTX on profitability, with a higher operating margin.
TGTX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $259.9M | +61% |
| Q2 2026 | $240.3M | +70% |
| Q1 2026 | $204.9M | +70% |
| Q4 2025 | $192.6M | +78% |
| Q3 2025 | $161.7M | +93% |
| Q2 2025 | $141.1M | +92% |
| Q1 2025 | $120.9M | +90% |
| Q4 2024 | $108.2M | +146% |
TGTX has the edge over LLY on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 33% | +15 points |
| Q2 2026 | 9% | -16 points |
| Q1 2026 | 17% | +9.9 points |
| Q4 2025 | 26% | -1.5 points |
| Q3 2025 | 18% | +3.3 points |
| Q2 2025 | 25% | +13 points |
| Q1 2025 | 7.1% | +22 points |
| Q4 2024 | 28% | +56 points |
TGTX's operating margin was 33% last quarter, up 15 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 generated $19.7B in free cash flow over the past year, up 112% from the year before.
TGTX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $44.9M | +$68.2M |
| Q2 2026 | $39M | +427% |
| Q1 2026 | -$17.9M | +$10.8M |
| Q4 2025 | $19.6M | +$45.3M |
| Q2 2025 | $7.4M | +34% |
| Q1 2025 | -$28.7M | -$20.5M |
| Q4 2024 | -$25.7M | -$12.5M |
| Q4 2023 | -$13.2M | +$10.7M |
TGTX 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 893M diluted shares, down 0.6% from a year ago.
| 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.
TGTX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.9% | -1.4M shares |
| 1 year | -3.2% | -5.1M shares |
| 3 years | 0% | +53.3K shares |
| 5 years | +18% | +23.6M shares |
| Available history | +76% | +67.6M shares |
TGTX has the edge over LLY on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $100M |
| Q2 2026 | — |
| Q1 2026 | $100M |
| Q4 2025 | — |
| Q3 2025 | $78.2M |
| Q2 2025 | $6.9M |
| Q1 2025 | $6.1M |
| Q4 2024 | $6.6M |
TGTX spent $200M buying back its own shares over the past year, up 104% from the year before.
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 has the edge over TGTX on leverage, with a lower net debt burden relative to earnings.
TGTX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.6x | Healthy |
| Q2 2026 | 1.9x | Healthy |
| Q1 2026 | 2.0x | Moderate |
| Q4 2025 | 1.4x | Healthy |
| Q3 2025 | 1.7x | Healthy |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.9x | Healthy |
| Q4 2024 | 1.5x | Healthy |
TGTX's net debt is about 1.6 years of its operating earnings (EBITDA), about the same as a year ago.
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).
TGTX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.7 | Neutral |
| Stochastic | 86.3 | Overbought |
TGTX's weekly RSI is 69 (neutral) 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 has the edge over TGTX on valuation relative to its sector.
TGTX PE vs Healthcare Sector
| Metric | TGTX | Sector median | Relative |
|---|---|---|---|
| PE | 98x | 26x | 278% above |
| PE % | 75 | 29 | 46 pts above |
TGTX is trading at 98x earnings, a 278% premium to the Healthcare sector's median of 26x.
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.
TGTX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $57.6 | 12% above |
| 20 week MA | $55.4 | 17% above |
| 50 week MA | $43.0 | 50% above |
| 100 week MA | $38.7 | 67% above |
| 200 week MA | $28.6 | 126% above |
TGTX is in an uptrend: it's above all five of its weekly moving averages, and 126% 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.
TGTX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $53.3 | +390% |
| 2021 | $53.3 | $19.4 | -64% |
| 2022 | $19.4 | $8.12 | -58% |
| 2023 | $8.12 | $17.1 | +110% |
| 2024 | $17.1 | $32.5 | +90% |
| 2025 | $32.5 | $30.8 | -5.4% |
| 2026 YTD | $30.8 | $64.6 | +110% |
TGTX has the edge over LLY on returns for 2026, with the stronger performance.