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U.S. Pharma Industry Analysis

UpdatedNov 02, 2025
DataAggregated Company Financials
Companies298
  • 7D1.8%
  • 3M10.2%
  • 1Y2.1%
  • YTD7.8%

The Pharma industry is up 1.8% in the last week, with Eli Lilly up 4.5%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

Has the U.S. Pharma Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 02 Nov 2025US$1.9tUS$396.3bUS$71.7b18.1x26.8x4.8x
Tue, 30 Sep 2025US$1.7tUS$387.9bUS$60.9b18.7x28.7x4.5x
Thu, 28 Aug 2025US$1.8tUS$387.8bUS$61.0b19.9x29x4.6x
Sat, 26 Jul 2025US$1.8tUS$384.0bUS$62.1b18.2x29.2x4.7x
Mon, 23 Jun 2025US$1.7tUS$382.7bUS$61.2b17.9x27.9x4.5x
Wed, 21 May 2025US$1.7tUS$382.6bUS$61.2b17.6x27.5x4.4x
Fri, 18 Apr 2025US$1.6tUS$380.5bUS$48.4b16.1x33.8x4.3x
Sun, 16 Mar 2025US$1.8tUS$380.5bUS$35.2b16.1x52.6x4.9x
Tue, 11 Feb 2025US$1.9tUS$380.7bUS$39.1b18.3x47.9x4.9x
Thu, 09 Jan 2025US$1.8tUS$369.3bUS$31.3b17.8x57.5x4.9x
Sat, 07 Dec 2024US$1.9tUS$373.8bUS$30.6b19.3x61.2x5x
Mon, 04 Nov 2024US$1.9tUS$373.2bUS$29.3b19.6x64.9x5.1x
Wed, 02 Oct 2024US$2.0tUS$364.1bUS$25.2b19.4x79.1x5.5x
Fri, 30 Aug 2024US$2.1tUS$363.3bUS$19.2b18x107x5.6x
Sun, 28 Jul 2024US$1.9tUS$357.5bUS$12.8b16.3x152.1x5.4x
Tue, 25 Jun 2024US$2.0tUS$358.2bUS$14.1b16.3x139x5.5x
Thu, 23 May 2024US$1.9tUS$358.3bUS$14.1b18.2x134.8x5.3x
Sat, 20 Apr 2024US$1.8tUS$357.7bUS$29.8b20.3x60.2x5x
Mon, 18 Mar 2024US$1.9tUS$355.4bUS$22.5b19.8x82.7x5.2x
Wed, 14 Feb 2024US$1.8tUS$354.9bUS$22.8b31x80.9x5.2x
Fri, 12 Jan 2024US$1.8tUS$375.2bUS$33.9b26.6x52.4x4.7x
Sun, 10 Dec 2023US$1.7tUS$375.1bUS$33.9b26.6x48.9x4.4x
Tue, 07 Nov 2023US$1.6tUS$376.9bUS$33.9b18.9x48.1x4.3x
Thu, 05 Oct 2023US$1.6tUS$381.8bUS$43.8b18.5x37.6x4.3x
Sat, 02 Sep 2023US$1.7tUS$381.4bUS$43.7b19.6x39.7x4.5x
Mon, 31 Jul 2023US$1.7tUS$393.6bUS$61.5b18.5x28x4.4x
Wed, 28 Jun 2023US$1.7tUS$392.8bUS$60.1b18.9x29x4.4x
Fri, 26 May 2023US$1.7tUS$392.9bUS$60.5b18.3x28.1x4.3x
Sun, 23 Apr 2023US$1.7tUS$402.6bUS$63.3b17.8x26.3x4.1x
Tue, 21 Mar 2023US$1.6tUS$401.1bUS$69.3b15.6x22.5x3.9x
Thu, 16 Feb 2023US$1.6tUS$401.8bUS$68.4b18.6x24.1x4.1x
Sat, 14 Jan 2023US$1.7tUS$403.7bUS$70.6b17.6x24.6x4.3x
Mon, 12 Dec 2022US$1.8tUS$403.7bUS$70.7b16.5x24.8x4.3x
Wed, 09 Nov 2022US$1.7tUS$403.8bUS$71.4b14.9x23.6x4.2x
Price to Earnings Ratio

23.6x


Total Market Cap: US$1.7tTotal Earnings: US$71.4bTotal Revenue: US$403.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Pharma Industry Price to Earnings3Y Average 52.6x202320242025
Current Industry PE
  • Investors are pessimistic on the American Pharmaceuticals industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 26.8x which is lower than its 3-year average PE of 52.6x.
  • The industry is trading close to its 3-year average PS ratio of 4.7x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Pharmaceuticals industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

Which industries have driven the changes within the U.S. Healthcare industry?

US Market0.54%
Healthcare-0.69%
Pharma1.84%
Pharma1.84%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LLY Eli LillyUS$862.864.5%
+US$31.6b		5.4%PE42x
BMY Bristol-Myers SquibbUS$46.075.1%
+US$4.6b		-15.2%PE15.5x
TEVA Teva Pharmaceutical IndustriesUS$20.488.1%
+US$1.8b		11.0%PS1.4x
INDV IndiviorUS$29.3716.9%
+US$531.5m		214.1%PE49.6x
BLTE Belite BioUS$105.9114.1%
+US$429.6m		51.5%PB23.2x

Latest News

PRGO
US$20.74
Perrigo
7D
-3.4%
1Y
-20.5%
PFE
US$24.65
Pfizer
7D
-0.4%
1Y
-12.2%
LLY
US$862.86
Eli Lilly
7D
4.5%
1Y
5.4%

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.
BMY
US$46.07
Bristol-Myers Squibb
7D
5.1%
1Y
-15.2%
MRK
US$85.98
Merck
7D
-1.7%
1Y
-15.6%
OCS
US$19.28
Oculis Holding
7D
-9.3%
1Y
7.8%
INDV
US$29.37
Indivior
7D
16.9%
1Y
214.1%
ZTS
US$144.09
Zoetis
7D
-1.3%
1Y
-20.8%
OGN
US$6.75
Organon
7D
-26.3%
1Y
-62.6%

Leadership Changes And Regulatory Concerns Will Shape Near-Term Market Prospects

Organon's analyst price target has dropped sharply from $13.17 to $10.83. Analysts cite lingering concerns about internal controls and leadership stability following recent executive changes and investigations.
JNJ
US$188.87
Johnson & Johnson
7D
-0.8%
1Y
17.9%
TLRY
US$1.34
Tilray Brands
7D
-10.1%
1Y
-18.3%

Upcoming Federal Policy Shifts Will Open New Opportunities In Cannabis Markets

Analysts have raised their price target on Tilray Brands from $1.50 to $2.00, citing recent shifts in U.S. federal policy toward cannabis and the company's strong positioning to benefit from potential market expansion. Analyst Commentary Following the price target increase, analysts have shared both optimistic and cautious perspectives on Tilray Brands, reflecting on the company's future prospects and potential risks.
TEVA
US$20.48
Teva Pharmaceutical Industries
7D
8.1%
1Y
11.0%

Analyst Commentary Highlights Modest Price Target Increase and Positive Outlook for Teva Pharmaceutical Industries

Teva Pharmaceutical Industries' analyst price target has increased modestly, rising by $0.22 to approximately $24.44 per share. Analysts cite improved pricing and volume trends, along with positive expectations for key drugs and limited Q3 surprises.
BLTE
US$105.91
Belite Bio
7D
14.1%
1Y
51.5%
EWTX
US$18.28
Edgewise Therapeutics
7D
20.4%
1Y
-46.2%
GPCR
US$33.32
Structure Therapeutics
7D
26.3%
1Y
-19.0%
RGC
US$16.65
Regencell Bioscience Holdings
7D
4.7%
1Y
7,720.8%