Added to YB: 2025-09-03
Pitch date: 2025-09-01
LLY [neutral]
Eli Lilly and Company
+41.35%
current return
Author Info
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Company Info
Eli Lilly and Company discovers, develops, and markets human pharmaceuticals in the United States, Europe, China, Japan, and internationally.
Market Cap
$893.2B
Pitch Price
$726.92
Price Target
668.00 (-35%)
Dividend
0.60%
EV/EBITDA
31.99
P/E
48.80
EV/Sales
15.58
Sector
Pharmaceuticals
Category
growth
Eli Lilly ($LLY): Oral GLP-1 results strengthens the Obesity thesis
LLY (moderately overvalued): ATTAIN-2 trial shows oral orforglipron achieves 10.5% weight loss, matching semaglutide but in pill form. Validates strategy to dominate both injectable & oral GLP-1 markets. Zepbound leads obesity prescriptions at 415K TRx. Trading 22-23x 2026 EPS justified by revenue growth to $73B, 50% EBIT margins, 60%+ ROIC. DCF suggests $668 fair value vs $730 current price.
Read full article (4 min)