Mulya.ai
Ticker
LLY
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?6.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.517
Beta (levered) ?0.533
Terminal OM% ?39.7%
Segment conc. ?94% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 22.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

LLY · Eli Lilly and Company

$1206.512026-07-21
Sector: Healthcare; Industry: Drug Manufacturers - General; Sub-Industry: Pharmaceuticals

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Very High Uncertainty
Bull
$2435
+101.8% vs market
Base · active
$839
-30.5% vs market
Bear
$504
-58.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $504
Base $839
Market $1207
Median $1270
Bull $2435
Market Price $1207
Mulya.ai Base $839
Analysts Median $1270
Mulya.ai IV range ($504 · $2435)
Analysts Range ($1135 · $1400)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$34.1B36.6%18.8%$10.1B−$16.1B−$6.0B6.4%16.8%$60.4B$5.85
2024.Q4$34.1B0.0%36.6%16.5%$10.4B−$16.5B−$6.1B6.4%24.7%$24.0B$5.85
2025.Q1$45.0B32.0%45.0%18.3%$16.5B−$21.0B−$4.5B6.7%32.0%$79.3B$11.82
2025.Q4$45.0B0.0%45.0%19.8%$16.2B−$18.9B−$2.6B6.2%30.2%$28.3B$11.82
2026.Q1$72.3B60.4%53.1%18.8%$31.1B−$18.5B$12.7B6.5%47.2%$103.6B$28.2128.2
italics below = DCF projection · 10yr Rev CAGR: 9.6%
2027.Q1$89.3B+23.6%61.4%18.9%$44.5B−$18.5B$26.0B6.6%$24.4B39.4%$122.1B$37.0832.5
2028.Q1$102.4B+14.6%57.1%19.0%$47.3B−$15.4B$31.9B6.8%$28.1B36.5%$137.5B$40.3029.9
2029.Q1$113.8B+11.2%52.8%19.1%$48.5B−$14.8B$33.7B7.0%$27.7B33.5%$152.3B$42.3628.5
2030.Q1$124.3B+9.2%48.4%19.3%$48.6B−$14.3B$34.3B7.2%$26.2B30.5%$166.6B$43.6027.7
2031.Q1$135.1B+8.8%39.7%19.4%$43.3B−$15.7B$27.6B7.4%$19.6B24.8%$182.3B$41.7328.9
Term. Yr+$187.9B4.1%39.7%20.0%$59.7B−$10.8B$48.9B8.6%$526.5B22.6%
Active scenario IV: $839 (-30.5% vs market)