LLYEli Lilly
Is the business good?
A genuinely good business: 7 of 9 health tests passed, margins widening, and elite returns on assets.
High fundamental quality. Nine pass/fail tests of year-over-year health from the filings.
Operating profit is falling even as sales grow, costs are outrunning the top line.
High-quality, exceptional returns on the assets themselves, not leverage. ROE 79% = margin × turnover × leverage.
Unless marked, from derived.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.
How good a business is LLY?
Eli Lilly keeps 34% of every revenue dollar as profit after everything, against 13% for the median Drug Manufacturers - General name.
Net margin · Drug Manufacturers - General median 13% · 12 months to Q2 2026
- Share count, year on year
- −0.68%
Share count, year on year · flat: no meaningful dilution
- R&D as % of revenue
- 18%
R&D as % of revenue
- Gross margin
- 83%
Gross margin
Details›
- Gross margin12 months to Q2 2026
- 83%
- Net margin12 months to Q2 2026
- 34%
- Free cash flow margin
- 23%
- R&D as % of revenue
- 18%
- Revenue, trailing twelve months
- $79.7B
- Free cash flow, trailing twelve months
- $18.2B
- Net income, trailing twelve months
- $26.7B
Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.
Customers and suppliers
Who buys from LLY and who it buys from, as the companies report it.
- CORCencora
Named in LLY’s FY2025 10-K
- RIGLRigel Pharmaceuticals Inc14%
LLY is 14% of its revenue · FY2025 10-K
A company has to disclose every customer behind 10% or more of its revenue. Each share comes from the latest annual report of the company that states it and shows on both companies’ pages; LLY’s own figures are from its FY2025 10-K. Smaller customers and suppliers go unreported. A link without a share is named in one of the two companies’ annual reports, without a figure.
Drug Manufacturers, General
The closest names by size in the same industry