Análisis Argos
LLY
LLYCara
Eli Lilly and Company · Healthcare
US$ 1,210.50
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
59/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (17.5%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 95% el último año.
Retorno sobre el capital alto (39%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO4/6PASADO6/6SALUD5/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO6/6SALUD5/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos59de 100Cara
Ingresos45%
US$ 65.2 B
Margen operativo17%
45.6%
Flujo de caja libre2088%
US$ 9 B
Deuda neta
US$ 35.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 1.14T
P/E55.2x
EV/EBITDA37.6x
FCF yield0.8%
ROIC38.5%
Margen operativo45.6%
Crecim. ingresos+44.7%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

gurufocus.com · 30 jun
Eli Lilly Hands China Sales Rights for Verzenio to Innovent
Eli Lilly (LLY, Financials) is turning to Innovent Biologics to handle sales of Verzenio in mainland China. The breast cancer drug has been available there sinc
proactiveinvestors.com · 30 jun
Merck, AbbVie probed by US lawmakers over China clinical trials: report
A bipartisan group of United States lawmakers has opened national security investigations into whether five major pharmaceutical companies, including Merck...
gurufocus.com · 30 jun
Eli Lilly Expands China Cancer Reach
Eli Lilly (LLY) is expanding its China oncology reach through a new commercialization agreement with Innovent Biologics for Verzenios.Under the deal, Innovent w
fool.com · 30 jun
Ranking Wall Street's Trillion-Dollar Stocks From Most to Least Attractive, Based on Future Cash Flow
Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Taiwan Semi, SpaceX, Broadcom, Tesla, Meta, Micron, Eli Lilly, and Berkshire Hathaway, there are a handful of bargains and pretenders.
seekingalpha.com · 30 jun
Forget Weight Loss: Eli Lilly's Real Upside Is As An AI Compounder
Eli Lilly is leveraging its exceptional cash flow to build an AI-native drug discovery and manufacturing platform, transforming its equity narrative beyond weight loss drugs. LLY's financial momentum is extraordinary, with 2026 revenue guidance of $82–85 billion and non-GAAP EPS of $35.50–37.00, driven by Mounjaro and Zepbound. I view Lilly as an emerging AI company, with proprietary data, AI compute infrastructure, and manufacturing scale creating a compounding R&D ecosystem and operational leverage.
fool.com · 30 jun
5 Reasons Eli Lilly Is a Better Stock to Buy Right Now Than SpaceX
Investors rushed to get in on SpaceX's IPO -- and benefit from the company's innovation and growth. Eli Lilly's strength in the high-growth weight loss drug market has supercharged revenue.
reuters.com · 30 jun
China's Innovent Biologics gains commercialization rights for Eli Lilly breast cancer drug
Innovent Biologics ​has entered ‌into an agreement that ​grants ​it sole commercialization ⁠rights for ​Eli Lilly's ​breast cancer drug Verzenios in ​mainland ​China, the Chinese drugmaker ‌said ⁠Tuesday.
prnewswire.com · 30 jun
Innovent Biologics and Lilly Enter into Commercialization Agreement for Verzenios® (abemaciclib) in Mainland China
SAN FRANCISCO and SUZHOU, China, June 30, 2026 /PRNewswire/ -- Innovent Biologics, Inc. ("Innovent") (HKEX: 01801), a world-class biopharmaceutical company that develops, manufactures, and commercializes high-quality medicines for the treatment of oncology, autoimmune, cardiovascular and metabolic, ophthalmology and other major disease areas, and Eli Lilly and Company (NYSE: LLY) today jointly announced that they have entered into a distribution and promotion agreement regarding Lilly's CDK4 & 6 inhibitor Verzenios® (abemaciclib) in mainland China: Innovent will be responsible for the importation, marketing, distribution and promotion of Verzenios® (abemaciclib) in mainland China; Lilly will continue to be responsible for manufacturing, supply, and development for the product. Verzenios® (abemaciclib), developed by Lilly, is a CDK4 & 6 inhibitor that has been approved in China for multiple indications, including: (1) Early Breast Cancer: in combination with endocrine therapy (tamoxifen or an aromatase inhibitor) for the adjuvant treatment of adult patients with hormone receptor (HR)-positive, human epidermal growth factor receptor 2 (HER2)-negative, node-positive early breast cancer at high risk of recurrence.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.