LLY
Eli Lilly and Company
LLY has the edge over TXG overall, supported by stronger fundamentals and lower modeled downside.
TXG
10x Genomics, Inc.
TXG'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.
TXG Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Strong | |
| Unavailable |
TXG's cash flow is currently strong, and its revenue is stable, but its profitability is 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.
TXG PE Valuation
TXG 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.
TXG Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect TXG's losses to shrink, with revenue growing. 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 TXG on earnings quality, reporting a profit while its opponent remains loss making.
TXG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.52 | +$0.10 |
| Q2 2026 | -$0.59 | +$0.11 |
| Q1 2026 | -$0.17 | +$1.13 |
| Q4 2025 | -$0.35 | +$1.17 |
| Q3 2025 | -$0.62 | +$0.92 |
| Q2 2025 | -$0.70 | +$1.33 |
| Q1 2025 | -$1.30 | +$0.94 |
| Q4 2024 | -$1.52 | +$0.66 |
TXG is still losing money, but far less than before: $0.52 per share over the past year, against $5.37 at its worst in late 2020.
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 TXG 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 TXG on profitability, with a higher operating margin.
TXG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $150.7M | +1.1% |
| Q2 2026 | $151M | -13% |
| Q1 2026 | $150.8M | -2.6% |
| Q4 2025 | $166M | +0.6% |
| Q3 2025 | $149M | -1.7% |
| Q2 2025 | $172.9M | +13% |
| Q1 2025 | $154.9M | +9.8% |
| Q4 2024 | $165M | -10% |
TXG's revenue fell from its 2023 peak and has held roughly level since: $151M last quarter, up 1.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -11% | +11 points |
| Q2 2026 | -13% | -30 points |
| Q1 2026 | -11% | +14 points |
| Q4 2025 | -12% | +18 points |
| Q3 2025 | -22% | +5.7 points |
| Q2 2025 | 17% | +45 points |
| Q1 2025 | -25% | +18 points |
| Q4 2024 | -30% | -0.2 points |
TXG's operating margin was −11% last quarter, up 11 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 TXG on cash flow, with more consistent year-over-year improvement.
TXG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $14.9M | -65% |
| Q2 2026 | $15.4M | -4.6% |
| Q1 2026 | $24.5M | -24% |
| Q4 2025 | $39M | +$48.5M |
| Q3 2025 | $42.5M | +140% |
| Q2 2025 | $16.1M | +249% |
| Q1 2025 | $32.5M | +$51.1M |
| Q4 2024 | -$9.5M | -142% |
TXG has burned cash in most quarters: $94M over the past year, up 15% 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 TXG 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.
TXG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.6% | +822K shares |
| 1 year | +4.2% | +5.3M shares |
| 3 years | +11% | +13.1M shares |
| 5 years | +18% | +19.9M shares |
| Available history | +35% | +34M shares |
TXG has 131M diluted shares, up 4.2% from a year ago.
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.
TXG Net Leverage
TXG'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).
TXG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 52.2 | Neutral |
| Stochastic | 28.5 | Neutral |
TXG's weekly RSI is 52 (neutral) and its Stochastic is 28 (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.
TXG PE vs Healthcare Sector
TXG 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 TXG on trend strength, trading above more of its moving averages.
TXG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $73.7 | 20% below |
| 20 week MA | $62.6 | 5.5% below |
| 50 week MA | $38.3 | 54% above |
| 100 week MA | $25.3 | 134% above |
| 200 week MA | $31.8 | 86% above |
TXG has slipped below its 8- and 20-week averages, though it's still 86% 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.
TXG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $78.2 | $151.3 | +94% |
| 2021 | $151.3 | $146.1 | -3.5% |
| 2022 | $146.1 | $34.2 | -77% |
| 2023 | $34.2 | $56.0 | +63% |
| 2024 | $56.0 | $14.6 | -74% |
| 2025 | $14.6 | $16.5 | +13% |
| 2026 YTD | $16.5 | $59.1 | +258% |
TXG has the edge over LLY on returns for 2026, with the stronger performance.