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 ?6.0%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.434
Beta (levered) ?0.434
Terminal OM% ?41.3%
Segment conc. ?94% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

LLY · Eli Lilly and Company

$935.622026-05-17
Sector: Healthcare; Industry: Drug Manufacturers - General; Sub-Industry: Pharmaceuticals

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Very High Uncertainty
Bull
$2590
+176.8% vs market
Base · active
$935
-0.1% vs market
Bear
$593
-36.6% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $593
Base $935
Market $936
Median $1280
Bull $2590
Market Price $936
Mulya.ai Base $935
Analysts Median $1280
Mulya.ai IV range ($593 · $2590)
Analysts Range ($985 · $1350)
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
2021.Q4$28.3B34.1%9.3%$8.8B−$5.4B$3.3B4.1%52.7%$16.6B$6.22
2022.Q4$28.5B0.8%36.9%8.3%$9.7B−$5.2B$4.5B5.9%57.1%$17.2B$6.95
2023.Q4$34.1B19.6%38.5%20.1%$10.5B−$15.1B−$4.6B5.7%53.1%$22.3B$5.84
2024.Q4$45.0B32.0%47.3%16.5%$17.8B−$18.2B−$398MM6.4%73.1%$26.4B$11.79
2025.Q4$65.2B44.7%55.5%19.8%$29.0B−$21.1B$7.9B6.2%99.4%$32.0B$22.9823.2
italics below = DCF projection · 10yr Rev CAGR: 9.9%
2026.Q4$81.7B+25.3%67.5%19.8%$44.2B−$18.9B$25.3B6.3%$23.8B106.7%$50.9B$33.2428.1
2027.Q4$94.8B+16.1%63.1%19.8%$48.0B−$10.4B$37.6B6.5%$33.2B85.5%$61.4B$36.6025.6
2028.Q4$106.4B+12.2%58.8%19.9%$50.1B−$7.0B$43.1B6.7%$35.7B77.3%$68.4B$38.8524.1
2029.Q4$117.2B+10.1%54.4%19.9%$51.1B−$8.7B$42.4B7.0%$32.8B70.3%$77.0B$40.3523.2
2030.Q4$126.6B+8.0%50.0%19.9%$50.8B−$7.0B$43.8B7.2%$31.6B63.1%$84.0B$38.3424.4
Term. Yr+$173.6B4.1%41.3%20.0%$57.4B−$10.0B$47.4B8.6%$520.1B23.6%
Active scenario IV: $935 (-0.1% vs market)