NYSEHealth CareDrug Manufacturers - GeneralSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Pharmaceuticals is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue grows about $83.5 billion in 2026: $83.5B vs $63B target FY26.
View ThesisRevenue growth is accelerating — up about 47% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 14%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 67% growth a year, above the roughly 25% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskEli Lilly's growth in obesity medicines must continue to justify its high price. Revenue grew 56% year over year, and the last quarter beat expectations by 25.9%. It trades at 39× P/E, which is 2.7× the 14.5× peer median. The market expects more growth than we forecast, making the valuation look full. A risk is that if LLY cuts guidance, it could hurt credibility. Peer multiples imply a price about 65% below where it trades. This read is provisional.
Trailing returns as of 2026-07-31. LLY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 30 analysts currently covering LLY (as of Jul 2026).
Based on 13 Wall Street analysts offering 12-month price targets for LLY in the last 4 months.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Pharmaceuticals — fair value, gap to price, and forward P/E.
Acquisition supports growth strategy in new therapeutic areas.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $1148.84
The last 12 months of price, then the range of analyst 12-month targets from today’s $1148.84.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Expand access to obesity medicines
Legal action could hinder marketing of obesity medicines.
Lawsuit may impact Lilly's competitive position in obesity market.
Legal disputes may affect competitive positioning in obesity market.
Acquisition supports growth strategy and expands product offerings.
Acquisition supports growth in new therapeutic areas.
Acquisition enhances growth potential in obesity medicines.
Acquisition talks could enhance product pipeline and growth.
