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LILY34.SA$180.80-1.95%
Fair $180.80+0.0%

LILY34.SA

Eli Lilly and Company

Healthcare / Drug Manufacturers - GeneralSão Paulo

$180.80

-3.60 (-1.95%)

Fairly Valued+0.0%Fair Value $180.80Fund rank 23/100 · Data gapFallback financials|
SA 62/B
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 17%

FCF escenarios

weak_data · normalized FCF $414.0M · quality 28.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

62/100

B

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · LILY34.SALocal privado en este navegador · Eli Lilly and Company
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$4.84T

P/E

38.1x

↑

EV/EBITDA

155.0x

↑

ROE

77.8%

↑

Gross Margin

83.0%

↑

Debt/Equity

1.60

↑
52-Week Range$181
$113$208

TradingView lightweight chart

LILY34.SA price, volumen y niveles de valoración

Último $180.80Periodo +7301.7%
Fair value: $180.80

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+31.7%

FCF CAGR

+9.0%

FCF margin

9.2%

FCF / Net income

0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $65.18B · net income $20.64B · FCF $5.96B

2022-FY → 2025-FY

Gross margin

83.0%+6.3% pts

Operating margin

45.6%+16.5% pts

Net margin

31.7%+9.8% pts

FCF margin

9.2%-7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$65.18B$65.18B$45.04B$34.12B$28.54B
Net Income$20.64B$20.64B$10.59B$5.24B$6.24B
EBITDA$31.69B$31.69B$18.81B$11.85B$8.66B
EPS0.770.770.390.190.22
Gross Margin83.0%83.0%81.3%79.2%76.8%
Operating Margin45.6%45.6%37.8%30.3%29.0%
Net Margin31.7%31.7%23.5%15.4%21.9%
Balance Sheet
Debt/Equity1.601.602.362.341.52
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$5.96B$5.96B$414.0M$-3.15B$4.60B
Returns
ROE77.8%77.8%74.2%48.6%58.6%
Valuation
P/E38.1438.14409.06518.90289.49
EV/EBITDA155.02155.02231.88231.26210.38
P/B183.83183.83303.43252.37169.75
Growth & Yield
Revenue Growth44.7%44.7%32.0%19.6%—
EPS Growth96.0%96.0%101.9%-11.7%—
Dividend Yield0.4%0.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

175.8%

muy exigente

EPS terminal req.

$16.04

Spread vs growth

-79.8%

5Y implied EPS CAGR

90.9%

muy exigente

EPS terminal req.

$19.41

Spread vs growth

5.1%

10Y implied EPS CAGR

44.9%

muy exigente

EPS terminal req.

$31.26

Spread vs growth

51.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +32.9%

Total return

+32.9%

Start / end P/E

349.7x → 236.3x

EPS bridge

0.39 → 0.77

Residual

-31.1%

EPS growth+96.0%
Multiple rerating-32.4%
Dividend+0.4%
Residual / FX / buybacks / cross-term-31.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.