LLY · Discounted Cash Flow Valuation
Eli Lilly DCF Valuation: Intrinsic Value Calculator
Eli Lilly and Company (LLY) DCF model with live financials. See the pre-loaded intrinsic value estimate below, then adjust growth and discount rate assumptions in the full calculator.
DCF Snapshot
Assumptions
These are conservative starting assumptions. Adjust them in the full calculator to test your own thesis.
What Drives Eli Lilly's DCF
Eli Lilly's DCF is dominated by its GLP-1 franchise — Mounjaro (tirzepatide) for diabetes and Zepbound for obesity represent a potential $50B+ combined revenue opportunity in a market with massive unmet demand. Revenue is growing 30%+ as manufacturing capacity ramps to meet demand. Key assumptions: GLP-1 revenues scale toward $40B+ by 2030, pipeline assets in Alzheimer's (donanemab) and oncology provide additional growth vectors, and gross margins remain above 80% given the pricing power in the obesity therapeutic category.