Lilly(US:LLY) 智通财经网·2025-08-18 06:59Core Viewpoint - Eli Lilly is transforming the pharmaceutical industry with its leading drugs, Mounjaro and Zepbound, which are key revenue drivers for the company [1] Group 1: Financial Performance - In Q2, Eli Lilly reported a 38% year-over-year revenue increase, with Mounjaro sales rising 68% to $5.2 billion and Zepbound soaring 172% [2] - The company raised its revenue guidance for FY2025 to a midpoint of $61 billion, and adjusted its full-year earnings forecast to a range of $20.85 to $22.10 per share [2] - Earnings per share surged 92% year-over-year to $6.29, with a gross margin improvement to 84.3% [2] Group 2: Market Potential - The global obesity treatment market is projected to grow from $15 billion to $60 billion by 2030, with a compound annual growth rate exceeding 20% [1] - Analysts believe Eli Lilly's market capitalization could exceed $1 trillion, driven by its dominant position and high profit margins [3] Group 3: Valuation Insights - Eli Lilly's forward P/E ratio is 28, which, while above the S&P 500 average, is justified by its superior growth rate [3] - The forward PEG ratio is 0.87, indicating a 51% discount compared to the industry average [3] - Even with conservative EPS projections, the company’s valuation remains competitive, with significant EBITDA and cash flow growth [3] Group 4: Future Outlook - Eli Lilly is well-positioned to achieve a $1 trillion market cap, especially if it maintains its leadership in the rapidly expanding weight loss drug market [5] - The current stock price has a potential upside of 41% compared to the average target price of $907 from 29 Wall Street analysts [5]