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Eli Lilly and CompanyNYSE:LLY Stock Report

Market Cap US$880.2b
Share Price
US$948.45
US$1.21k
21.6% undervalued intrinsic discount
1Y29.7%
7D4.3%
Portfolio Value
View

Eli Lilly and Company

NYSE:LLY Stock Report

Market Cap: US$880.2b

Eli Lilly (LLY) Stock Overview

Eli Lilly and Company discovers, develops, manufactures, and markets human pharmaceutical products in the United States, Europe, China, Japan, and internationally. More details

LLY fundamental analysis
Snowflake Score
Valuation4/6
Future Growth4/6
Past Performance4/6
Financial Health5/6
Dividends0/6

LLY Community Fair Values

Create Narrative

See what 730 others think this stock is worth. Follow their fair value or set your own to get alerts.

Eli Lilly and Company Competitors

Price History & Performance

Summary of share price highs, lows and changes for Eli Lilly
Historical stock prices
Current Share PriceUS$974.96
52 Week HighUS$1,133.95
52 Week LowUS$623.78
Beta0.48
1 Month Change4.71%
3 Month Change-7.86%
1 Year Change29.74%
3 Year Change123.85%
5 Year Change400.13%
Change since IPO34,613.45%

Recent News & Updates

Narrative Update May 07

LLY: Obesity Pricing Pressure And Safety Headlines Will Shape Future Franchise Economics

Analysts have raised Eli Lilly's implied fair value from $883.99 to $899.73 after several firms increased their price targets by $1 to $50, citing confidence in the obesity and diabetes pipeline, Foundayo's regulatory progress, and clarifications around recent safety concerns. Analyst Commentary Recent research on Eli Lilly reflects a mix of enthusiasm around obesity and diabetes assets and a clearer, more cautious minority that is focused on how much optimism is already reflected in the stock.

Recent updates

Narrative Update May 07

LLY: Obesity Pricing Pressure And Safety Headlines Will Shape Future Franchise Economics

Analysts have raised Eli Lilly's implied fair value from $883.99 to $899.73 after several firms increased their price targets by $1 to $50, citing confidence in the obesity and diabetes pipeline, Foundayo's regulatory progress, and clarifications around recent safety concerns. Analyst Commentary Recent research on Eli Lilly reflects a mix of enthusiasm around obesity and diabetes assets and a clearer, more cautious minority that is focused on how much optimism is already reflected in the stock.
Seeking Alpha Apr 30

Eli Lilly: Stellar Q1 Earnings Put Pharma In Class Of Its Own - It's Ok To Buy Today

Summary Eli Lilly (LLY) delivered stellar Q1 2026 revenues of $19.8bn (+56% YoY) and EPS of $8.26 (+170% YoY), raising full-year guidance to $83.5bn at the midpoint. Lilly's growth is powered by the GLP-1 drugs Zepbound and Mounjaro, which now comprise 65% of revenues, with tirzepatide franchise momentum expected to continue. Despite emerging competition and future patent expiries, LLY's aggressive R&D and targeted M&A position it for sustained leadership in obesity, diabetes, and pipeline innovation. LLY's operational outperformance justifies its premium valuation, and I expect further upside as revenue growth and strategic investments continue to compound. Read the full article on Seeking Alpha
Narrative Update Apr 20

LLY: Obesity And Diabetes Platform Will Support Premium Positioning Beyond 2030

Analysts have slightly raised their average price targets on Eli Lilly in recent weeks, citing supportive trial updates in obesity and diabetes, favorable comparisons to competing GLP-1 therapies, and regulatory progress that they say supports high but unchanged fair value estimates of around $1,500. Analyst Commentary Recent Street research around Eli Lilly has been active, with a cluster of price target moves, rating changes, and product specific notes that give you a clearer sense of how professionals are framing the risk and reward.
Narrative Update Apr 06

LLY: Oral GLP-1 Launch And Capacity Expansion Will Drive Future Obesity Upside

Analysts have nudged Eli Lilly's price target slightly higher by $1, reflecting updated views on obesity and diabetes franchises following recent Foundayo approval commentary and comparative GLP-1 data. Analyst Commentary Recent research on Eli Lilly clusters around obesity and diabetes, pricing dynamics in GLP-1 therapies, and the implications of new product approvals and trial readouts for long term growth and valuation.
New Narrative Mar 25

Eli Lilly: A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth

Eli Lilly already runs one of the fastest-growing drug businesses on earth, and its most powerful drug is not even approved yet. WHERE THE STOCK SITS TODAY The current price is around $907 (25/03/2026).
Narrative Update Mar 23

LLY: Obesity And Diabetes Franchise Strength Will Support Premium Positioning

Analysts have raised their price target for Eli Lilly to $1,500, citing updated models that reflect slightly stronger assumed revenue growth, a marginally higher profit margin profile, and continued confidence in the obesity and diabetes franchises following recent trial data and supportive sell side research. Analyst Commentary Recent research highlights a split view on Eli Lilly, with some bullish analysts leaning into the obesity and diabetes opportunity set, while at least one more cautious voice questions how much growth is already reflected in the share price.
Narrative Update Mar 09

LLY: Obesity Drug Leadership And Pipeline Catalysts Will Sustain Premium Positioning

The updated analyst price target for Eli Lilly has increased to $1,490.52 from $1,429.89. Analysts highlight the obesity and GLP-1 franchise, premium valuations tied to weight loss leadership, and potential upside from pipeline and acquisition catalysts as key factors supporting this change.
Narrative Update Feb 23

LLY: GLP-1 Obesity Leadership Will Drive Future Cardiometabolic And M&A Upside

Eli Lilly's analyst price targets have shifted higher, with our fair value estimate moving from $1,093.22 to $1,211.21, as analysts point to sustained GLP-1 obesity leadership, premium valuation support, and an expanding cardiometabolic pipeline as key drivers of their updated views. Analyst Commentary Recent Street research on Eli Lilly clusters around a few clear themes, with bullish analysts focusing on obesity leadership, cardiometabolic breadth, and M&A, while more cautious voices watch valuation and execution risk around the pipeline.
Narrative Update Feb 08

LLY: Government Pricing Deals Will Compress Obesity Franchise Economics Going Forward

Analysts have raised their fair value estimate for Eli Lilly from US$770 to about US$884 per share, reflecting updated assumptions on long term obesity opportunities, recent price target increases across several firms, and steady expectations around margins and future P/E multiples. Analyst Commentary The latest batch of research on Eli Lilly revolves around its weight loss and cardiometabolic franchises, expectations for new product launches, and the implications of recent policy developments on pricing and access.
Analysis Article Feb 07

Eli Lilly and Company (NYSE:LLY) Just Released Its Yearly Earnings: Here's What Analysts Think

Investors in Eli Lilly and Company ( NYSE:LLY ) had a good week, as its shares rose 2.0% to close at US$1,058 following...
Narrative Update Jan 25

LLY: Government GLP 1 Pricing Deals Will Pressure Obesity Margins

Analysts have nudged their price targets on Eli Lilly slightly higher, citing continued confidence in the obesity and GLP 1 franchise, supportive government pricing agreements, and potential upside from acquisitions and pipeline catalysts, even as some firms fine tune their models and individual targets by low single digit amounts such as Guggenheim's recent US$2 trim. Analyst Commentary Recent research on Eli Lilly has been dominated by optimism around obesity treatments and government pricing agreements, but there is also a pocket of caution that is worth paying attention to if you are thinking about valuation, execution and long term growth risk.
Narrative Update Jan 11

LLY: GLP-1 Pricing Deals Will Pressure Obesity Margins Going Forward

Analysts lifted their fair value estimate for Eli Lilly from US$650 to US$770, citing higher assumed profit margins, a slightly higher discount rate, updated expectations for revenue growth and future P/E, and continued Street support related to the obesity franchise, GLP-1 pricing agreements, and pipeline catalysts. Analyst Commentary Recent Street research around Eli Lilly has been dominated by views on obesity drugs, pricing agreements with the U.S. government, and the company’s expanding pipeline.
Narrative Update Dec 27

LLY: GLP-1 Pricing Deals And Policy Will Shape Future Obesity Leadership And Risks

Analysts have lifted their fair value estimate for Eli Lilly to approximately $1,093 from about $1,024, reflecting expectations for stronger long term GLP 1 driven revenue growth, expanding profit margins and sustained leadership in the obesity market, supported by recent U.S. reimbursement and pricing deals. Analyst Commentary Street research remains broadly constructive on Eli Lilly, with a series of upward price target revisions and fresh coverage initiations underscoring confidence in the durability of its GLP 1 franchise and broader innovation pipeline.
Narrative Update Dec 13

LLY: Government Access Deals Will Drive Durable Obesity And Diabetes Leadership

Analysts have raised their fair value estimate for Eli Lilly shares from approximately $1,170 to about $1,430 per share, reflecting higher expected profitability and sustained leadership in the GLP 1 obesity and diabetes market, supported by recent U.S. government access deals and upcoming launches such as orforglipron. Analyst Commentary Bullish analysts continue to frame Eli Lilly as a core beneficiary of the expanding obesity and diabetes treatment market, with valuation upside tied to both higher GLP 1 penetration and a broadening metabolic pipeline.
Narrative Update Nov 29

LLY: Upcoming Price Discounts And Policy Decisions Will Influence Drug Market Leadership And Risks

Eli Lilly's analyst price target has increased by approximately $21 to $1,024. Analysts cite earnings upside, expanding obesity drug opportunities, and recently announced government reimbursement agreements as key drivers of improved growth and profitability expectations.
Analysis Article Nov 25

Investors Appear Satisfied With Eli Lilly and Company's (NYSE:LLY) Prospects As Shares Rocket 30%

Despite an already strong run, Eli Lilly and Company ( NYSE:LLY ) shares have been powering on, with a gain of 30% in...
Narrative Update Nov 21

GLP-1 drugs part of medicare

Short update, this is more bullish news about the demand for GLP-1 drugs in general spurring growth in this type of weight loss drug. Also, earnings report have showed that increase in earnings have been driven by increase in volume of GLP-1 drugs.
Narrative Update Nov 15

LLY: Upcoming Drug Price Reductions and Policy Debates Will Shape Future Opportunities and Risks

The analyst price target for Eli Lilly has increased by over $80 to approximately $1,003 per share. Analysts point to accelerating revenue growth, higher profit margins, and ongoing strength in the company's obesity drug franchise as drivers of greater long-term value.
Analysis Article Nov 07

Eli Lilly (NYSE:LLY) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Eli Lilly and Company's ( NYSE:LLY ) stock was strong after they recently reported robust earnings. However, we think...
Narrative Update Nov 01

LLY: Upcoming Drug Launches And Global Expansion Will Shape Future Outlook

Eli Lilly’s fair value estimate has increased from $891.62 to $919.33. This reflects analysts' upward price target revisions following stronger than expected quarterly results and an improved earnings outlook.
New Narrative Sep 19

Eli Lilly's Future Growth Driven by Tirzepatide and Favorable Market Conditions

Catalysts Mounjaro/Zepbound: Lilly’s tirzepatide franchise is the engine of growth. Mounjaro (for type 2 diabetes) and Zepbound (obesity) each grew rapidly in 2024.

Shareholder Returns

LLYUS PharmaceuticalsUS Market
7D4.3%-1.9%2.1%
1Y29.7%33.3%30.6%

Return vs Industry: LLY underperformed the US Pharmaceuticals industry which returned 33.3% over the past year.

Return vs Market: LLY matched the US Market which returned 30.6% over the past year.

Price Volatility

Is LLY's price volatile compared to industry and market?
LLY volatility
LLY Average Weekly Movement5.2%
Pharmaceuticals Industry Average Movement9.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: LLY has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: LLY's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
187650,000Dave Rickswww.lilly.com

Eli Lilly and Company discovers, develops, manufactures, and markets human pharmaceutical products in the United States, Europe, China, Japan, and internationally. The company offers cardiometabolic health products, including Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, Humulin U-500 for diabetes; Jardiance, Mounjaro, and Trulicity for type 2 diabetes; and Zepbound for obesity. It also provides oncology products, such as Cyramza for the second-line treatment of gastric cancer or gastro-esophageal junction adenocarcinoma; Erbitux for colorectal cancers and head and neck cancers; Inluriyo for breast cancer; Jaypirca for chronic lymphocytic leukemia or small lymphocytic lymphoma; Retevmo for the treatment of metastatic NSCLC; TYVYT for classic hodgkin’s lymphoma; and Verzenio for breast cancer.

Eli Lilly and Company Fundamentals Summary

How do Eli Lilly's earnings and revenue compare to its market cap?
LLY fundamental statistics
Market capUS$880.19b
Earnings (TTM)US$25.28b
Revenue (TTM)US$72.25b
34.4x
P/E Ratio
12.0x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LLY income statement (TTM)
RevenueUS$72.25b
Cost of RevenueUS$12.40b
Gross ProfitUS$59.85b
Other ExpensesUS$34.57b
EarningsUS$25.28b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Aug 05, 2026

Earnings per share (EPS)28.35
Gross Margin82.83%
Net Profit Margin34.99%
Debt/Equity Ratio139.0%

How did LLY perform over the long term?

See historical performance and comparison

Dividends

0.7%
Current Dividend Yield
22%
Payout Ratio

Does LLY pay a reliable dividends?

See LLY dividend history and benchmarks
When do you need to buy LLY by to receive an upcoming dividend?
Eli Lilly dividend dates
Ex Dividend DateMay 15 2026
Dividend Pay DateJun 10 2026
Days until Ex dividend5 days
Days until Dividend pay date31 days

Does LLY pay a reliable dividends?

See LLY dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 01:36
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Eli Lilly and Company is covered by 53 analysts. 27 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David ToungArgus Research Company
Emily FieldBarclays
Kerry HolfordBerenberg