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Upturn AI SWOT - About
LLY 
Eli Lilly and Company (LLY)
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Upturn Advisory Summary
08/28/2025: LLY (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
29 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $888.52
1 Year Target Price $888.52
| 16 | Strong Buy |
| 7 | Buy |
| 4 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 46.81% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 656.17B USD | Price to earnings Ratio 47.84 | 1Y Target Price 888.52 |
Price to earnings Ratio 47.84 | 1Y Target Price 888.52 | ||
Volume (30-day avg) 29 | Beta 0.44 | 52 Weeks Range 622.41 - 962.29 | Updated Date 08/28/2025 |
52 Weeks Range 622.41 - 962.29 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 0.76% | Basic EPS (TTM) 15.3 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-07 | When Before Market | Estimate 5.59 | Actual 6.31 |
Profitability
Profit Margin 25.91% | Operating Margin (TTM) 45.81% |
Management Effectiveness
Return on Assets (TTM) 16.55% | Return on Equity (TTM) 86.29% |
Valuation
Trailing PE 47.84 | Forward PE 32.15 | Enterprise Value 692528289317 | Price to Sales(TTM) 12.32 |
Enterprise Value 692528289317 | Price to Sales(TTM) 12.32 | ||
Enterprise Value to Revenue 13 | Enterprise Value to EBITDA 35.22 | Shares Outstanding 896457024 | Shares Floating 895437448 |
Shares Outstanding 896457024 | Shares Floating 895437448 | ||
Percent Insiders 0.16 | Percent Institutions 83.88 |
Upturn AI SWOT
Eli Lilly and Company
Company Overview
History and Background
Eli Lilly and Company was founded in 1876 by Colonel Eli Lilly, a pharmaceutical chemist. Initially focused on manufacturing medications, it has evolved into a global leader in pharmaceutical research and development, addressing various medical needs with innovative solutions.
Core Business Areas
- Human Pharmaceutical Products: This segment develops, manufactures, and markets pharmaceutical products for various diseases, including diabetes, oncology, immunology, neuroscience, and cardiovascular conditions.
- Animal Health: Elanco Animal Health (formerly part of Eli Lilly) focuses on developing and marketing products for livestock and companion animals. (Note: Elanco was spun off in 2019 but understanding the history is relevant)
Leadership and Structure
The leadership team is headed by David A. Ricks, Chairman and CEO. The organizational structure is divided into business units focused on specific therapeutic areas and global functions supporting research, development, manufacturing, and commercialization.
Top Products and Market Share
Key Offerings
- Mounjaro (tirzepatide): Mounjaro is a drug for type 2 diabetes and weight loss. Competitors include Ozempic and Wegovy from Novo Nordisk. It has shown significant market success and is rapidly gaining market share in the diabetes and obesity treatment market. Revenue in 2023 was $5.16 billion.
- Trulicity (dulaglutide): Trulicity is an injectable drug for type 2 diabetes. Competitors include Ozempic and Rybelsus from Novo Nordisk and other GLP-1 receptor agonists. Trulicity is currently still a top earner. Revenue in 2023 was $7.43 Billion.
- Verzenio (abemaciclib): Verzenio is a CDK4/6 inhibitor used to treat certain types of breast cancer. Competitors include Kisqali from Novartis and Ibrance from Pfizer. Revenue in 2023 was $3.96 Billion.
- Jardiance (empagliflozin): Jardiance is an SGLT2 inhibitor used to treat type 2 diabetes and reduce the risk of cardiovascular death in adults with type 2 diabetes and established cardiovascular disease. Lilly collaborates with Boehringer Ingelheim on Jardiance. Competitors include Invokana from Johnson & Johnson and Farxiga from AstraZeneca. Revenue shared in 2023 was $2.49 Billion.
Market Dynamics
Industry Overview
The pharmaceutical industry is characterized by intense competition, high research and development costs, stringent regulatory requirements, and patent protection. It is driven by innovation and the need for new therapies to address unmet medical needs.
Positioning
Eli Lilly and Company is a leading player in the pharmaceutical industry, with a strong focus on research and development, a diverse portfolio of products, and a global presence. Its competitive advantages include innovative therapies, strong brands, and a commitment to patient care.
Total Addressable Market (TAM)
The global pharmaceutical market is estimated to be worth over $1.4 trillion, expected to grow due to aging populations and increasing healthcare spending. Eli Lilly is positioned to capture a significant share with its innovative therapies, particularly in diabetes, obesity, oncology, and immunology.
Upturn SWOT Analysis
Strengths
- Strong R&D pipeline
- Innovative therapies
- Global presence
- Strong financial performance
- Established brands
Weaknesses
- Reliance on key products
- Patent expirations
- High R&D costs
- Regulatory risks
Opportunities
- Expanding into new markets
- Developing new therapies for unmet needs
- Acquiring smaller biotech companies
- Leveraging digital health technologies
Threats
- Competition from generic drugs
- Pricing pressures
- Regulatory changes
- Economic downturns
- Clinical trial failures
Competitors and Market Share
Key Competitors
- NVO
- MRK
- PFE
- ABBV
Competitive Landscape
Eli Lilly has a strong competitive position due to its innovative therapies and global presence. However, it faces competition from other large pharmaceutical companies, generic drug manufacturers, and smaller biotech companies.
Major Acquisitions
Sigilon Therapeutics
- Year: 2023
- Acquisition Price (USD millions): 309
- Strategic Rationale: Expanded Lilly's research capabilities in cell therapies for type 1 diabetes.
Versanis Bio
- Year: 2023
- Acquisition Price (USD millions): 1925
- Strategic Rationale: Added bimagrumab to pipeline. Bimagrumab is a monoclonal antibody with the potential to reduce fat mass while increasing lean muscle mass, which fits perfectly into Eli Lillys strategy of weight loss drugs.
Growth Trajectory and Initiatives
Historical Growth: Eli Lilly has experienced significant growth in recent years, driven by its innovative therapies and strong commercial execution. The growth has been driven by strong sales of Mounjaro, Trulicity, and Verzenio.
Future Projections: Analysts project continued growth for Eli Lilly, driven by its strong pipeline of new drugs, particularly in diabetes, obesity, oncology, and immunology. Revenue is expected to increase at a double-digit rate over the next few years.
Recent Initiatives: Recent initiatives include acquisitions of smaller biotech companies, partnerships with other pharmaceutical companies, and investments in digital health technologies.
Summary
Eli Lilly is a strong company with a diverse portfolio of innovative therapies and a strong financial performance. Its recent success is largely attributed to its diabetes and weight loss drugs like Mounjaro and Trulicity. However, it faces challenges from competition, patent expirations, and regulatory changes. The company's future growth depends on its ability to develop and commercialize new therapies and expand into new markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Eli Lilly and Company Investor Relations
- SEC Filings (10-K, 10-Q)
- Analyst Reports
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Eli Lilly and Company
Exchange NYSE | Headquaters Indianapolis, IN, United States | ||
IPO Launch date 1978-01-13 | Chairman, CEO & President Mr. David A. Ricks | ||
Sector Healthcare | Industry Drug Manufacturers - General | Full time employees 47000 | Website https://www.lilly.com |
Full time employees 47000 | Website https://www.lilly.com | ||
Eli Lilly and Company discovers, develops, and markets human pharmaceuticals in the United States, Europe, China, Japan, and internationally. The company offers 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, and Humulin U-500 for diabetes; Jardiance, Mounjaro, and Trulicity for type 2 diabetes; and Zepbound for obesity. It also provides oncology products, including Alimta, Cyramza, Erbitux, Jaypirca, Retevmo, Tyvyt, and Verzenio. In addition, the company offers Olumiant for rheumatoid arthritis, atopic dermatitis, severe alopecia areata, and COVID-19; Taltz for plaque psoriasis, psoriatic arthritis, ankylosing spondylitis, and non-radiographic axial spondylarthritis; Omvoh for ulcerative colitis; Cymbalta for depressive disorder, diabetic peripheral neuropathic pain, generalized anxiety disorder, fibromyalgia, and chronic musculoskeletal pain; Ebglyss for severe atopic dermatitis; and Emgality for migraine prevention and episodic cluster headache. It has collaborations with Incyte Corporation; Boehringer Ingelheim Pharmaceuticals, Inc.; F. Hoffmann-La Roche Ltd and Genentech, Inc.; Biologics, Inc., AbCellera Biologics Inc.; Verge Genomics; collaboration with AdvanCell to advance novel targeted alpha therapies for the treatment of cancer; and Chugai Pharmaceutical Co., Ltd, as well as Strategic Collaboration with Eli Lilly to advance development of its myeloid engager platform for autoimmune disease. Eli Lilly and Company was founded in 1876 and is headquartered in Indianapolis, Indiana.
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