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.
VERA
Vera Therapeutics, Inc.
There isn't enough reported data to score VERA yet.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
VERA Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Weak | |
| Unavailable | |
| Unavailable |
VERA's profitability is currently weak. There isn't enough data to rate its revenue, cash flow and 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.
VERA PE Valuation
VERA 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.
VERA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| -- | |
| Limited | |
| Low |
Analysts expect VERA'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 VERA on earnings quality, reporting a profit while its opponent remains loss making.
VERA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$5.90 | -$1.91 |
| Q2 2026 | -$5.86 | -$2.28 |
| Q1 2026 | -$5.54 | -$2.54 |
| Q4 2025 | -$4.66 | -$1.91 |
| Q3 2025 | -$3.99 | -$1.42 |
| Q2 2025 | -$3.58 | -$1.41 |
| Q1 2025 | -$3.00 | -$0.99 |
| Q4 2024 | -$2.75 | -$0.50 |
VERA lost $5.90 per share over the past year, a bigger loss than 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 VERA on profitability, with a higher operating margin.
VERA Quarterly Revenue
VERA and LLY do not have enough comparable growth data to identify a winner.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -931% | N/A |
LLY has the edge over VERA on profitability, with a higher operating margin.
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 VERA on cash generation, producing positive trailing cash flow while its opponent burns cash.
VERA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$99.2M | -$37.1M |
| Q2 2026 | -$100.3M | -$45.2M |
| Q1 2026 | -$106.5M | -$51.9M |
| Q4 2025 | -$70.1M | -$30.3M |
| Q3 2025 | -$62M | -$24.9M |
| Q1 2025 | -$54.6M | -$20.8M |
| Q4 2024 | -$39.8M | -$14.6M |
| Q3 2024 | -$37.1M | -$14.2M |
VERA has burned cash in almost every quarter: −$376M over the past year, against −$211M 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 VERA 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.
VERA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +289K shares |
| 1 year | +13% | +8.3M shares |
| 3 years | +63% | +27.8M shares |
| 5 years | +587% | +61.6M shares |
| Available history | +1669% | +68.1M shares |
VERA has 72M diluted shares, up 13% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q4 2024 | — |
| Q4 2020 | — |
| Q3 2020 | $61,000 |
| 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.
VERA Net Leverage
VERA'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).
VERA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.5 | Neutral |
| Stochastic | 33.1 | Neutral |
VERA's weekly RSI is 40 (neutral) and its Stochastic is 33 (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.
VERA PE vs Healthcare Sector
VERA 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 VERA on trend strength, trading above more of its moving averages.
VERA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $29.8 | 2.6% below |
| 20 week MA | $33.2 | 12% below |
| 50 week MA | $38.3 | 24% below |
| 100 week MA | $32.6 | 11% below |
| 200 week MA | $29.2 | 0.4% below |
VERA is in a downtrend: it's below all five of its weekly moving averages, and 0.4% 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 VERA on returns for 2026, with the stronger performance.
VERA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $11.5 | $22.8 | +99% |
| 2022 | $22.8 | $19.9 | -13% |
| 2023 | $19.9 | $15.4 | -23% |
| 2024 | $15.4 | $41.4 | +169% |
| 2025 | $41.4 | $53.6 | +29% |
| 2026 YTD | $53.6 | $29.0 | -46% |
VERA is down 46% so far in 2026, after finishing higher in three of the previous five years.