Added to YB: 2026-04-16
Pitch date: 2026-04-14
LLY [bullish]
Eli Lilly and Company
-2%
current return
Author Info
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Company Info
Eli Lilly and Company discovers, develops, manufactures, and markets human pharmaceutical products in the United States, Europe, China, Japan, and internationally.
Market Cap
$825.5B
Pitch Price
$923.50
Price Target
1.3K (+41%)
Dividend
0.75%
EV/EBITDA
27.01
P/E
40.20
EV/Sales
13.22
Sector
Pharmaceuticals
Category
growth
Eli Lilly (LLY) Executive Summary: How Foundayo Changes the Math for Shareholders
LLY: Rev compounded from $28.5B (FY22) to $65.2B (FY25), op margin 27%→45.3%, ROIC 6.2%→9%, FCF $7.7B→$21B. Foundayo oral GLP-1 approval expands TAM beyond injectables. 2026 guide: $80-83B rev, $33.50-35 EPS. Trading 52x P/E (down from 136x), 18% off ATH. Analyst PT $1,250-1,350 vs $930 current (35%+ upside). Risks: 100% tariff threat, Novo/Roche competition, $42.5B debt load, HSBC bear case on GLP-1 saturation.
Read full article (8 min)