JUPPITR10
Fund I
Reg D 506(b) · LP
NAV
$29,368
Day
+0.48%
ITD
+14.22%
vs S&P
+3.70%
Snapshot
May 29, 2026
Friday close

LLY Eli Lilly

Healthcare · Sleeve

Composite over time

Score log

DateCompositeTierSectorModel
2026-03-31 8.55 top Healthcare claude-opus-4-7

Latest metric breakdown

MetricScoreSourceNote
Valuation 8.5 auto P/E 38.1
Liquidity 8.4 auto Current ratio 1.58
Growth 10.0 auto Revenue growth 42.6%
Profitability 10.0 auto Net margin 31.7%
Efficiency 10.0 auto ROE 101.2%
Leadership Tenure 8.5 ai David Ricks has been CEO since January 2017 (~8 years), with deep continuity and a clean executive bench; he has overseen LLY's transformation into the obesity/diabetes leader but is a competent corporate executive rather than an iconic founder, so no +1 boost.
Ownership Alignment 4.2 auto Insider holding 0.17%
Strategic Vision 9.5 ai Clear, ambitious 10+ year roadmap stacking GLP-1 leadership (Mounjaro/Zepbound), next-gen obesity (orforglipron oral, retatrutide triple-agonist), Alzheimer's (Kisunla), and oncology (Verzenio), with massive manufacturing capex buildout in Indiana/NC/Germany to support it.
Focus / Clarity 8.7 ai Tightly focused pure-play pharma anchored on diabetes/obesity, immunology, neuroscience, and oncology — coherent therapeutic-area strategy with no consumer or medtech distractions.
Diversification 7.4 ai Revenue is increasingly concentrated in incretin franchise (Mounjaro + Zepbound now >40% of sales and growing), though the company sells globally with diversified payers and a broad pipeline across CV, Alzheimer's, and oncology providing optionality.
Maturity / Revenue 9.6 ai Revenue $65.2B
Growth Potential 9.7 ai Obesity TAM estimated $150-200B+ by 2030 with sub-10% current penetration; LLY is the clear co-leader with Novo, plus optionality from oral GLP-1 (orforglipron), Alzheimer's, and oncology — multiple secular tailwinds compounding.
Volatility 5.7 auto β 0.50 · D/E 165.31
Market Standing 9.3 auto Market cap $780.8B
Competitive Moat 9.4 ai Effective duopoly with Novo Nordisk in GLP-1 (>40% share of a category becoming essential), strong IP on tirzepatide, multi-billion manufacturing capacity moat that competitors cannot replicate quickly, and R&D >25% of revenue — strong stack but not yet at the NVDA/ASML best-in-industry +1 tier given Novo's parity.