LLY
Eli Lilly and Company
LLY has the edge over WST overall, supported by stronger valuation and stronger fundamentals.
WST
West Pharmaceutical Services, Inc.
WST has slightly lower modeled downside risk, despite its lower overall score.
LLY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
LLY's revenue, profitability, cash flow and balance sheet are all currently healthy.
WST Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
WST'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'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.
WST PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 35x | $314 | -24% |
| Forward | 41x | $411 | — |
| Current | 46x | $411 | — |
| Fair | 47x | $417 | +1.3% |
| Expensive | 61x | $544 | +32% |
Historical ranges are pointers, not guarantees.
WST 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.
WST Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for WST, with profitability improving.
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 WST on earnings, with more consistent year-over-year improvement.
WST Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.04 | +13% |
| Q3 2026 | $8.91 | +32% |
| Q2 2026 | $7.81 | +17% |
| Q1 2026 | $7.48 | +17% |
| Q4 2025 | $6.79 | +1.5% |
| Q3 2025 | $6.75 | +0.1% |
| Q2 2025 | $6.68 | -5% |
| Q1 2025 | $6.37 | -16% |
| Q4 2024 | $6.69 | -15% |
WST earned $8.91 per share over the past year, up 32% 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 has the edge over WST 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 WST on profitability, with a higher operating margin.
WST Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $874.5M | +8.7% |
| Q2 2026 | $872.3M | +14% |
| Q1 2026 | $844.9M | +21% |
| Q4 2025 | $805M | +7.5% |
| Q3 2025 | $804.6M | +7.7% |
| Q2 2025 | $766.5M | +9.2% |
| Q1 2025 | $698M | +0.4% |
| Q4 2024 | $748.8M | +2.3% |
WST's revenue has grown year over year for eight quarters in a row: $875M last quarter, up 8.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 31% | +9.8 points |
| Q2 2026 | 21% | +0.5 points |
| Q1 2026 | 21% | +5.6 points |
| Q4 2025 | 19% | -1.9 points |
| Q3 2025 | 21% | -0.8 points |
| Q2 2025 | 20% | +2.1 points |
| Q1 2025 | 15% | -2.3 points |
| Q4 2024 | 21% | -0.7 points |
WST's operating margin was 31% last quarter, up 9.8 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 has the edge over WST on cash flow, with more consistent year-over-year improvement.
WST Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $150.4M | +12% |
| Q2 2026 | $80.8M | -21% |
| Q1 2026 | $47.2M | -19% |
| Q4 2025 | $175M | +105% |
| Q3 2025 | $133.9M | +36% |
| Q2 2025 | $101.9M | +57% |
| Q1 2025 | $58.1M | +111% |
| Q4 2024 | $85.2M | -35% |
WST's free cash flow has been positive every quarter for seven years: $453M over the past year, up 20% 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 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.
WST Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -500K shares |
| 1 year | -2.5% | -1.8M shares |
| 3 years | -6% | -4.5M shares |
| 5 years | -6.8% | -5.2M shares |
| Available history | -6.1% | -4.6M shares |
WST has the edge over LLY on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $231M |
| Q2 2026 | $156.7M |
| Q1 2026 | $297.6M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $500,000 |
| Q1 2025 | $133.5M |
| Q4 2024 | $54.4M |
WST spent $685M buying back its own shares over the past year, about four times what it spent 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's net debt is about 1.2 years of its operating earnings (EBITDA), about the same as a year ago.
WST Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.4x | Net Cash |
| Q4 2025 | -0.8x | Net Cash |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | -0.4x | Net Cash |
| Q1 2025 | -0.3x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
WST 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).
WST Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 69.6 | Neutral |
| Stochastic | 71.9 | Neutral |
WST's weekly RSI is 70 (neutral) and its Stochastic is 72 (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.
WST PE vs Healthcare Sector
| Metric | WST | Sector median | Relative |
|---|---|---|---|
| PE | 46x | 26x | 79% above |
| PE % | 47 | 29 | 18 pts above |
WST 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.
WST Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $387.7 | 6.1% above |
| 20 week MA | $364.5 | 13% above |
| 50 week MA | $312.1 | 32% above |
| 100 week MA | $282.5 | 46% above |
| 200 week MA | $313.1 | 31% above |
WST has climbed back above all five of its weekly moving averages, and it's now 31% 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.
WST Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $150.8 | $283.0 | +88% |
| 2021 | $283.0 | $459.8 | +63% |
| 2022 | $459.8 | $235.1 | -49% |
| 2023 | $235.1 | $352.1 | +50% |
| 2024 | $352.1 | $333.2 | -5.4% |
| 2025 | $333.2 | $274.3 | -18% |
| 2026 YTD | $274.3 | $411.3 | +50% |
WST has the edge over LLY on returns for 2026, with the stronger performance.