Eli Lilly and Company (Lilly) discovers, develops, manufactures, and markets products in a single business segment—human pharmaceutical products.
The company manufactures and distributes its products through facilities in the United States (U.S.), i…
Analysis
Hope premium
Eli Lilly and Company is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is expensive. The owner-earnings multiple stands at 55.3×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 20% a year, against analyst forecasts of 22%. The price, in other words, assumes less than the experts do.
Growth is solid and accelerating; the safety picture is adequate. The company scores 20/20 on our value-creation score: strong value creator.
Flags to be aware of: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 20231
98
2023202420252026
All-time high
98
Jun 2026
All-time low
1
Jan 2023
Average rank
58
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
44
5
3
16
Price/Earnings
5
24
9
24
Price/Book
7
1
1
4
Dividend Yield
99
82
86
85
Value (overall)
56
20
17
23
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.