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Eli Lilly and CompanyNYSE:LLY 주식 보고서

시가총액 US$845.8b
주가
US$966.99
US$1.21k
20.0% 저평가 내재 할인율
1Y28.0%
7D-0.1%
포트폴리오 가치
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Eli Lilly and Company

NYSE:LLY 주식 리포트

시가총액: US$845.8b

Eli Lilly (LLY) 주식 개요

일라이 릴리 앤 컴퍼니는 미국, 유럽, 중국, 일본 및 전 세계에서 인체용 의약품을 발견, 개발, 제조 및 판매합니다. 자세히 보기

LLY 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장3/6
과거 실적4/6
재무 건전성5/6
배당0/6

LLY Community Fair Values

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Eli Lilly and Company 경쟁사

가격 이력 및 성과

Eli Lilly 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$966.99
52주 최고가US$1,133.95
52주 최저가US$623.78
베타0.48
1개월 변동2.93%
3개월 변동-5.66%
1년 변동27.98%
3년 변동122.55%
5년 변동394.55%
IPO 이후 변동34,329.68%

최근 뉴스 및 업데이트

Seeking Alpha May 10

Eli Lilly: 'Strong Buy' Raised Revenue Guidance By $2 Billion For 2026 And Label Expansions

Summary Eli Lilly remains a 'strong buy' as I see robust revenue growth across obesity, diabetes, immunology, and oncology franchises. LLY’s MOUNJARO and ZEPBOUND delivered Q1 2026 revenues of $8.66B [+125%] and $4.16B [+80%] respectively, driving a 56% YoY total revenue increase. Pipeline momentum is strong: FOUNDAYO launched, Retatrutide and Eloralintide advanced, and EBGLYSS/JAYPIRCA show double-digit growth with label expansion catalysts ahead. I maintain my 'strong buy' rating, reinforced by a $2B increase of full-year 2026 revenue guidance and multiple near-term clinical/regulatory milestones expected. Read the full article on Seeking Alpha
내러티브 업데이트 May 07

LLY: Obesity Pricing Pressure And Safety Headlines Will Shape Future Franchise Economics

Analysts have raised Eli Lilly's implied fair value from $883.99 to $899.73 after several firms increased their price targets by $1 to $50, citing confidence in the obesity and diabetes pipeline, Foundayo's regulatory progress, and clarifications around recent safety concerns. Analyst Commentary Recent research on Eli Lilly reflects a mix of enthusiasm around obesity and diabetes assets and a clearer, more cautious minority that is focused on how much optimism is already reflected in the stock.

Recent updates

Seeking Alpha May 10

Eli Lilly: 'Strong Buy' Raised Revenue Guidance By $2 Billion For 2026 And Label Expansions

Summary Eli Lilly remains a 'strong buy' as I see robust revenue growth across obesity, diabetes, immunology, and oncology franchises. LLY’s MOUNJARO and ZEPBOUND delivered Q1 2026 revenues of $8.66B [+125%] and $4.16B [+80%] respectively, driving a 56% YoY total revenue increase. Pipeline momentum is strong: FOUNDAYO launched, Retatrutide and Eloralintide advanced, and EBGLYSS/JAYPIRCA show double-digit growth with label expansion catalysts ahead. I maintain my 'strong buy' rating, reinforced by a $2B increase of full-year 2026 revenue guidance and multiple near-term clinical/regulatory milestones expected. Read the full article on Seeking Alpha
내러티브 업데이트 May 07

LLY: Obesity Pricing Pressure And Safety Headlines Will Shape Future Franchise Economics

Analysts have raised Eli Lilly's implied fair value from $883.99 to $899.73 after several firms increased their price targets by $1 to $50, citing confidence in the obesity and diabetes pipeline, Foundayo's regulatory progress, and clarifications around recent safety concerns. Analyst Commentary Recent research on Eli Lilly reflects a mix of enthusiasm around obesity and diabetes assets and a clearer, more cautious minority that is focused on how much optimism is already reflected in the stock.
내러티브 업데이트 Apr 20

LLY: Obesity And Diabetes Platform Will Support Premium Positioning Beyond 2030

Analysts have slightly raised their average price targets on Eli Lilly in recent weeks, citing supportive trial updates in obesity and diabetes, favorable comparisons to competing GLP-1 therapies, and regulatory progress that they say supports high but unchanged fair value estimates of around $1,500. Analyst Commentary Recent Street research around Eli Lilly has been active, with a cluster of price target moves, rating changes, and product specific notes that give you a clearer sense of how professionals are framing the risk and reward.
내러티브 업데이트 Apr 06

LLY: Oral GLP-1 Launch And Capacity Expansion Will Drive Future Obesity Upside

Analysts have nudged Eli Lilly's price target slightly higher by $1, reflecting updated views on obesity and diabetes franchises following recent Foundayo approval commentary and comparative GLP-1 data. Analyst Commentary Recent research on Eli Lilly clusters around obesity and diabetes, pricing dynamics in GLP-1 therapies, and the implications of new product approvals and trial readouts for long term growth and valuation.
새 내러티브 Mar 25

Eli Lilly: A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth

Eli Lilly already runs one of the fastest-growing drug businesses on earth, and its most powerful drug is not even approved yet. WHERE THE STOCK SITS TODAY The current price is around $907 (25/03/2026).
내러티브 업데이트 Mar 23

LLY: Obesity And Diabetes Franchise Strength Will Support Premium Positioning

Analysts have raised their price target for Eli Lilly to $1,500, citing updated models that reflect slightly stronger assumed revenue growth, a marginally higher profit margin profile, and continued confidence in the obesity and diabetes franchises following recent trial data and supportive sell side research. Analyst Commentary Recent research highlights a split view on Eli Lilly, with some bullish analysts leaning into the obesity and diabetes opportunity set, while at least one more cautious voice questions how much growth is already reflected in the share price.
내러티브 업데이트 Mar 09

LLY: Obesity Drug Leadership And Pipeline Catalysts Will Sustain Premium Positioning

The updated analyst price target for Eli Lilly has increased to $1,490.52 from $1,429.89. Analysts highlight the obesity and GLP-1 franchise, premium valuations tied to weight loss leadership, and potential upside from pipeline and acquisition catalysts as key factors supporting this change.
내러티브 업데이트 Feb 23

LLY: GLP-1 Obesity Leadership Will Drive Future Cardiometabolic And M&A Upside

Eli Lilly's analyst price targets have shifted higher, with our fair value estimate moving from $1,093.22 to $1,211.21, as analysts point to sustained GLP-1 obesity leadership, premium valuation support, and an expanding cardiometabolic pipeline as key drivers of their updated views. Analyst Commentary Recent Street research on Eli Lilly clusters around a few clear themes, with bullish analysts focusing on obesity leadership, cardiometabolic breadth, and M&A, while more cautious voices watch valuation and execution risk around the pipeline.
내러티브 업데이트 Feb 08

LLY: Government Pricing Deals Will Compress Obesity Franchise Economics Going Forward

Analysts have raised their fair value estimate for Eli Lilly from US$770 to about US$884 per share, reflecting updated assumptions on long term obesity opportunities, recent price target increases across several firms, and steady expectations around margins and future P/E multiples. Analyst Commentary The latest batch of research on Eli Lilly revolves around its weight loss and cardiometabolic franchises, expectations for new product launches, and the implications of recent policy developments on pricing and access.
분석 기사 Feb 07

Eli Lilly and Company (NYSE:LLY) Just Released Its Yearly Earnings: Here's What Analysts Think

Investors in Eli Lilly and Company ( NYSE:LLY ) had a good week, as its shares rose 2.0% to close at US$1,058 following...
내러티브 업데이트 Jan 25

LLY: Government GLP 1 Pricing Deals Will Pressure Obesity Margins

Analysts have nudged their price targets on Eli Lilly slightly higher, citing continued confidence in the obesity and GLP 1 franchise, supportive government pricing agreements, and potential upside from acquisitions and pipeline catalysts, even as some firms fine tune their models and individual targets by low single digit amounts such as Guggenheim's recent US$2 trim. Analyst Commentary Recent research on Eli Lilly has been dominated by optimism around obesity treatments and government pricing agreements, but there is also a pocket of caution that is worth paying attention to if you are thinking about valuation, execution and long term growth risk.
내러티브 업데이트 Jan 11

LLY: GLP-1 Pricing Deals Will Pressure Obesity Margins Going Forward

Analysts lifted their fair value estimate for Eli Lilly from US$650 to US$770, citing higher assumed profit margins, a slightly higher discount rate, updated expectations for revenue growth and future P/E, and continued Street support related to the obesity franchise, GLP-1 pricing agreements, and pipeline catalysts. Analyst Commentary Recent Street research around Eli Lilly has been dominated by views on obesity drugs, pricing agreements with the U.S. government, and the company’s expanding pipeline.
내러티브 업데이트 Dec 27

LLY: GLP-1 Pricing Deals And Policy Will Shape Future Obesity Leadership And Risks

Analysts have lifted their fair value estimate for Eli Lilly to approximately $1,093 from about $1,024, reflecting expectations for stronger long term GLP 1 driven revenue growth, expanding profit margins and sustained leadership in the obesity market, supported by recent U.S. reimbursement and pricing deals. Analyst Commentary Street research remains broadly constructive on Eli Lilly, with a series of upward price target revisions and fresh coverage initiations underscoring confidence in the durability of its GLP 1 franchise and broader innovation pipeline.
내러티브 업데이트 Dec 13

LLY: Government Access Deals Will Drive Durable Obesity And Diabetes Leadership

Analysts have raised their fair value estimate for Eli Lilly shares from approximately $1,170 to about $1,430 per share, reflecting higher expected profitability and sustained leadership in the GLP 1 obesity and diabetes market, supported by recent U.S. government access deals and upcoming launches such as orforglipron. Analyst Commentary Bullish analysts continue to frame Eli Lilly as a core beneficiary of the expanding obesity and diabetes treatment market, with valuation upside tied to both higher GLP 1 penetration and a broadening metabolic pipeline.
내러티브 업데이트 Nov 29

LLY: Upcoming Price Discounts And Policy Decisions Will Influence Drug Market Leadership And Risks

Eli Lilly's analyst price target has increased by approximately $21 to $1,024. Analysts cite earnings upside, expanding obesity drug opportunities, and recently announced government reimbursement agreements as key drivers of improved growth and profitability expectations.
분석 기사 Nov 25

Investors Appear Satisfied With Eli Lilly and Company's (NYSE:LLY) Prospects As Shares Rocket 30%

Despite an already strong run, Eli Lilly and Company ( NYSE:LLY ) shares have been powering on, with a gain of 30% in...
내러티브 업데이트 Nov 21

GLP-1 drugs part of medicare

Short update, this is more bullish news about the demand for GLP-1 drugs in general spurring growth in this type of weight loss drug. Also, earnings report have showed that increase in earnings have been driven by increase in volume of GLP-1 drugs.
내러티브 업데이트 Nov 15

LLY: Upcoming Drug Price Reductions and Policy Debates Will Shape Future Opportunities and Risks

The analyst price target for Eli Lilly has increased by over $80 to approximately $1,003 per share. Analysts point to accelerating revenue growth, higher profit margins, and ongoing strength in the company's obesity drug franchise as drivers of greater long-term value.
분석 기사 Nov 07

Eli Lilly (NYSE:LLY) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Eli Lilly and Company's ( NYSE:LLY ) stock was strong after they recently reported robust earnings. However, we think...
내러티브 업데이트 Nov 01

LLY: Upcoming Drug Launches And Global Expansion Will Shape Future Outlook

Eli Lilly’s fair value estimate has increased from $891.62 to $919.33. This reflects analysts' upward price target revisions following stronger than expected quarterly results and an improved earnings outlook.
새 내러티브 Sep 19

Eli Lilly's Future Growth Driven by Tirzepatide and Favorable Market Conditions

Catalysts Mounjaro/Zepbound: Lilly’s tirzepatide franchise is the engine of growth. Mounjaro (for type 2 diabetes) and Zepbound (obesity) each grew rapidly in 2024.

주주 수익률

LLYUS PharmaceuticalsUS 시장
7D-0.1%-1.5%2.6%
1Y28.0%30.4%26.2%

수익률 대 산업: LLY은 지난 1년 동안 30.4%의 수익을 기록한 US Pharmaceuticals 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: LLY은 지난 1년 동안 26.2%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is LLY's price volatile compared to industry and market?
LLY volatility
LLY Average Weekly Movement5.3%
Pharmaceuticals Industry Average Movement9.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: LLY는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: LLY의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
187650,000Dave Rickswww.lilly.com

일라이 릴리 앤 컴퍼니는 미국, 유럽, 중국, 일본 및 전 세계에서 인체용 의약품을 발굴, 개발, 제조 및 판매하고 있습니다. 이 회사는 베이사글라, 휴마로그, 휴마로그 믹스 75/25, 휴마로그 U-100, 휴마로그 U-200, 휴마로그 믹스 50/50, 인슐린 리스프로, 인슐린 리스프로 프로타민, 인슐린 리스프로 믹스 75/25, 휴뮬린, 휴뮬린 70/30, 휴뮬린 N, 휴뮬린 R, 휴뮬린 U-500 등 심장 대사 건강 제품, 제2형 당뇨병 치료제 자디앙, 먼자로, 트루리시티, 비만 치료제 제바운드 등을 공급합니다. 또한 위암 또는 위식도 접합부 선암의 2차 치료제인 사이람자, 대장암 및 두경부암 치료제인 얼비툭스, 유방암 치료제인 인루리요, 만성 림프구성 백혈병 또는 소림프구성 림프종 치료제인 제이피르카, 전이성 NSCLC 치료제인 레테브모, 전형적 호지킨 림프종 치료제인 티비티, 유방암 치료제 버제니오 등 항암제 제품을 공급하고 있습니다.

Eli Lilly and Company 기초 지표 요약

Eli Lilly의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
LLY 기초 통계
시가총액US$845.77b
순이익 (TTM)US$25.28b
매출 (TTM)US$72.25b
34.1x
주가수익비율(P/E)
11.9x
주가매출비율(P/S)

LLY는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
LLY 손익계산서 (TTM)
매출US$72.25b
매출원가US$12.40b
총이익US$59.85b
기타 비용US$34.57b
순이익US$25.28b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Aug 05, 2026

주당순이익(EPS)28.35
총이익률82.83%
순이익률34.99%
부채/자본 비율139.0%

LLY의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

0.7%
현재 배당 수익률
22%
배당 성향

LLY는 안정적으로 배당을 지급합니까?

LLY 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 LLY를 매수해야 하나요?
Eli Lilly 배당 일정
배당락일May 15 2026
배당 지급일Jun 10 2026
배당락일까지 남은 일수2 days
배당 지급일까지 남은 일수28 days

LLY는 안정적으로 배당을 지급합니까?

LLY 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 18:13
종가2026/05/11 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Eli Lilly and Company는 53명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ToungArgus Research Company
Emily FieldBarclays
Kerry HolfordBerenberg