Lilly(Eli) & Company chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 31.65
Dividend & Yield4.52$ (1.44%)
Beta 0.35
Market capitalization 303.26B
Operating cash flow 7.08B
ESG Scores 32.4

Company description

Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, Trajenta, and Trulicity for type 2 diabetes. The company provides Alimta for non-small cell lung cancer (NSCLC) and malignant pleural mesothelioma; Cyramza for metastatic gastric cancer, gastro-esophageal junction adenocarcinoma, metastatic NSCLC, metastatic colorectal cancer, and hepatocellular carcinoma; Erbitux for colorectal cancers, and various head and neck cancers; Retevmo for metastatic NSCLC, medullary thyroid cancer, and thyroid cancer; Tyvyt for relapsed or refractory classic Hodgkin's lymph and non-squamous NSCLC; and Verzenio for HR+, HER2- metastatic breast cancer, node positive, and early breast cancer. It offers Olumiant for rheumatoid arthritis; and Taltz for plaque psoriasis, psoriatic arthritis, ankylosing spondylitis, and non-radiographic axial spondylarthritis. The company offers Cymbalta for depressive disorder, diabetic peripheral neuropathic pain, generalized anxiety disorder, fibromyalgia, and chronic musculoskeletal pain; Emgality for migraine prevention and episodic cluster headache; and Zyprexa for schizophrenia, bipolar I disorder, and bipolar maintenance. Its Bamlanivimab and etesevimab, and Bebtelovimab for COVID-19; Cialis for erectile dysfunction and benign prostatic hyperplasia; and Forteo for osteoporosis. The company has collaborations with Incyte Corporation; Boehringer Ingelheim Pharmaceuticals, Inc.; AbCellera Biologics Inc.; Junshi Biosciences; Regor Therapeutics Group; Lycia Therapeutics, Inc.; Kumquat Biosciences Inc.; Entos Pharmaceuticals Inc.; and Foghorn Therapeutics Inc. Eli Lilly and Company was founded in 1876 and is headquartered in Indianapolis, Indiana.

Sector: Healthcare - Industry: Drug Manufacturers—General

Financial Ratios
Quick Ratio0.97
Working Capital1.64
Return On Equity0.62
Debt To Equity1.71
Fixed Asset Ratio0.23
Fixed Interest Cover24.07

Financial data

Financial Statements

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Insider Transactions

Here are the insider transactions of stock shares related to Lilly(Eli) & Company:

Filer Name Transaction Text Ownership Date Filer Relation Shares
HERNANDEZ EDGARDOD2023-03-01Officer1.89k
DOZIER ERICD2023-03-01Officer1.6k
ZAKROWSKI DONALD ASale at price 322.47 per share.D2023-02-27Officer600
ALVAREZ RAULStock Award(Grant) at price 327.51 per share.D2023-02-21Director35
HEDLEY MARY LYNNEStock Award(Grant) at price 327.51 per share.D2023-02-21Director30
FYRWALD J. ERIKStock Award(Grant) at price 327.51 per share.D2023-02-21Director30
LUCIANO JUAN RStock Award(Grant) at price 327.51 per share.D2023-02-21Director44
JOHNSON KIMBERLY HStock Award(Grant) at price 327.51 per share.D2023-02-21Director30
TAI JACKSON PETERStock Award(Grant) at price 327.51 per share.D2023-02-21Director6
SULZBERGER GABRIELLEStock Award(Grant) at price 327.51 per share.D2023-02-21Director15
NORTON JOHNA LStock Gift at price 0.00 per share.D2023-02-17Officer500
VAN NAARDEN JACOB S.D2023-02-16Officer2.79k
WHITE ANNE ESale at price 342.76 - 346.47 per share.D2023-02-13Officer5k
RICKS DAVID AStock Award(Grant) at price 345.12 per share.D2023-02-10Chief Executive Officer56.21k
ZAKROWSKI DONALD AStock Award(Grant) at price 345.12 per share.D2023-02-10Officer1.9k
VAN NAARDEN JACOB S.Stock Award(Grant) at price 345.12 per share.D2023-02-10Officer2.41k
HAKIM ANATStock Award(Grant) at price 345.12 per share.D2023-02-10General Counsel9.07k
NORTON JOHNA LStock Award(Grant) at price 345.12 per share.D2023-02-10Officer2.51k
PUSEY LEIGH ANNStock Award(Grant) at price 345.12 per share.D2023-02-10Officer3.68k
SKOVRONSKY DANIEL M.Stock Award(Grant) at price 345.12 per share.D2023-02-10Officer18.39k
WHITE ANNE EStock Award(Grant) at price 345.12 per share.D2023-02-10Officer8.56k
ASHKENAZI ANATStock Award(Grant) at price 345.12 per share.D2023-02-10Chief Financial Officer6.69k
JONSSON PATRIKStock Award(Grant) at price 345.12 per share.D2023-02-10Officer7.89k
MASON MICHAEL BStock Award(Grant) at price 345.12 per share.D2023-02-10Officer8.02k
YUFFA ILYAStock Award(Grant) at price 345.12 per share.D2023-02-10Officer1.35k
HERNANDEZ EDGARDOStock Award(Grant) at price 345.12 per share.D2023-02-10Officer5.2k
WEEMS ALONZOStock Award(Grant) at price 345.12 per share.D2023-02-10Officer2.42k
DOZIER ERICStock Award(Grant) at price 345.12 per share.D2023-02-10Officer1.82k
RICKS DAVID AStock Gift at price 0.00 per share.D2023-02-08Chief Executive Officer4.2k
RICKS DAVID AD2023-02-01Chief Executive Officer47.79k
HAKIM ANATD2023-02-01General Counsel7.65k
NORTON JOHNA LD2023-02-01Officer2.1k
PUSEY LEIGH ANND2023-02-01Officer3.15k
SKOVRONSKY DANIEL M.D2023-02-01Officer15.68k
WHITE ANNE ED2023-02-01Officer7.26k
JONSSON PATRIKD2023-02-01Officer6.69k
MASON MICHAEL BD2023-02-01Officer6.69k
ALVAREZ RAULStock Award(Grant) at price 357.74 per share.D2023-01-17Director32
ALVAREZ RALPHStock Award(Grant) at price 357.74 per share.D2023-01-17Director32
HEDLEY MARY LYNNEStock Award(Grant) at price 357.74 per share.D2023-01-17Director28
FYRWALD J. ERIKStock Award(Grant) at price 357.74 per share.D2023-01-17Director28
LUCIANO JUAN RStock Award(Grant) at price 357.74 per share.D2023-01-17Director40
JOHNSON KIMBERLY HStock Award(Grant) at price 357.74 per share.D2023-01-17Director27
TAI JACKSON PETERStock Award(Grant) at price 357.74 per share.D2023-01-17Director6
SULZBERGER GABRIELLEStock Award(Grant) at price 357.74 per share.D2023-01-17Director14
ALVAREZ RAULStock Award(Grant) at price 357.78 per share.D2022-12-19Director32
ALVAREZ RALPHStock Award(Grant) at price 357.78 per share.D2022-12-19Director32
HEDLEY MARY LYNNEStock Award(Grant) at price 357.78 per share.D2022-12-19Director28
FYRWALD J. ERIKStock Award(Grant) at price 357.78 per share.D2022-12-19Director28
LUCIANO JUAN RStock Award(Grant) at price 357.78 per share.D2022-12-19Director39
JOHNSON KIMBERLY HStock Award(Grant) at price 357.78 per share.D2022-12-19Director27

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Lilly(Eli) & Company. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Lilly(Eli) & Company

Here is the result of two systematic investment strategies applied to Lilly(Eli) & Company. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Lilly(Eli) & Company

The following chart shows the equity curve of the two systematic investment strategies applied to Lilly(Eli) & Company:

Lilly(Eli) & Company automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 82.05% on the backtest period.

Performance at glance

Performance

82.05 %

Latent gain

1879.49 $

Invested capital

2290.75 $

Annualized return

19.82 %
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Momentum strategy results on Lilly(Eli) & Company

This is the result of two momentum investment strategies applied to Lilly(Eli) & Company. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Lilly(Eli) & Company

The following chart shows all the entries opened by the momentum investment system on Lilly(Eli) & Company:

Lilly(Eli) & Company momentum entries
  • The first momentum investment strategy would give 101.77% of return on Lilly(Eli) & Company. That represents 4674.15$ of latent gain with 4593.05$ of employed capital.
  • The second momentum investment strategy would give 98.93% of return on Lilly(Eli) & Company. That represents 3341.25$ of latent gain with 3377.47$ of employed capital.
Performance at glance (1Q Momentum)

Performance

101.77 %

Latent gain

4674.15 $

Invested capital

4593.05 $

Annualized return

11.86 %
Performance at glance (2Q Momentum)

Performance

98.93 %

Latent gain

3341.25 $

Invested capital

3377.47 $

Annualized return

27.03 %

Momentum equity curve on Lilly(Eli) & Company

The following chart shows the equity curve of the two momentum strategies applied to Lilly(Eli) & Company:

Lilly(Eli) & Company momentum equity

Note: the dividends potentially given by Lilly(Eli) & Company are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Lilly(Eli) & Company

The following chart shows the employed capital evolution of the two momentum strategies on Lilly(Eli) & Company since the beginning:

Lilly(Eli) & Company

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Lilly(Eli) & Company

Buy the dip entry openings on Lilly(Eli) & Company

Lilly(Eli) & Company

The performance achieved by the robo-advisor on Lilly(Eli) & Company is 25.37%. That represents 93.76$ of latent gain with 369.6$ of employed capital. The following chart shows Lilly(Eli) & Company stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Lilly(Eli) & Company, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

25.37 %

Latent gain

93.76 $

Invested capital

369.6 $

Annualized return

11.86 %

Equity curve of the strategy applied to Lilly(Eli) & Company

The following chart shows the result of the investment strategy applied to Lilly(Eli) & Company:

Lilly(Eli) & Company

Note: the dividends potentially given by Lilly(Eli) & Company are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Lilly(Eli) & Company

The following chart shows the employed capital evolution since the beginning of the investment strategy on Lilly(Eli) & Company:

Lilly(Eli) & Company

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Lilly(Eli) & Company

In this section, I will compare the three previous investment strategies applied to Lilly(Eli) & Company.

Equity curve comparison on Lilly(Eli) & Company

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Lilly(Eli) & Company investment strategy comparison

Employed capital comparison on Lilly(Eli) & Company

Lilly(Eli) & Company investment comparison

Performance comparison on Lilly(Eli) & Company

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 82.05% 1879.49$ 2290.75$ 19.82%
Momentum 1 quarter 101.77% 4674.15$ 4593.05$ 26.09%
Momentum 2 quarters 98.93% 3341.25$ 3377.47$ 27.03%
Non-directional 25.37% 93.76$ 369.6$ 11.86%
Annualized return comparison

Automatic investment

19.82 %

Momentum 1Q

27.03 %

Momentum 2Q

27.03 %

Non-directional

11.86 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Lilly(Eli) & Company:

Positive correlations

Most correlated stocks this year

  • Lilly(Eli) & Company

  • Most correlated stocks last 3 months

  • Lilly(Eli) & Company

  • Negative correlation

    Most negatively correlated stocks this year


    Most negatively correlated stocks last 3 months

  • HM INTL HLDGS
  • WINOX

  • Note: The algorithm computes the probability of correlation between Lilly(Eli) & Company and the other stocks. There may be false positives or some missing correlated stocks. If the price of Lilly(Eli) & Company does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Lilly(Eli) & Company
    Country United States
    City Indianapolis
    Address Lilly Corporate Center
    Phone 317 276 2000
    Website www.lilly.com
    FullTime employees 39000
    Industry Drug Manufacturers—General
    Sector Healthcare
    Exchange XNYS
    Ticker LLY
    Market www.nyse.com

    Lilly(Eli) & Company ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 3.4
    Peer Environment Performance 2.0330864197531
    Environment Percentile unknown
    Palm Oil no
    Nuclear no
    Fur Leather no
    GMO no
    Coal no
    Pesticides no
    Animal Testing yes

    Social scores

    Social ESG Factors Scores
    Social Score 17.4
    Peer Social Performance 14.299012345679
    Social Percentile unknown
    Highest Controversy 2
    Peer Highest Controversy Performance 1.8780487804878
    Adult no
    Gambling no
    Alcoholic no
    Tobacco no
    Catholic yes
    Controversial Weapons no
    Small Arms no
    Military Contract no
    Peer Count yes

    Related Controversy: Customer IncidentsSociety & Community IncidentsBusiness Ethics Incidents


    Governance scores

    Governance ESG Factors Scores
    Governance Score 11.6
    Peer Governance Performance 8.8141975308642
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: 32.4
    Environment Score: 3.4
    Social Score: 17.4
    Governance Score: 11.6

    ESG Performance: OUT_PERF

    Peer Group: Pharmaceuticals

    Peer Esg Score Performance: 25.306097560976

    Rating Year: 2022

    Rating Month: 8

    Max Age: 86400

    Percentile: 71