Is Eli Lilly Stock a Buy in 2026? (LLY Valuation & Red Flags)

Описание: Is Eli Lilly stock a buy at current levels?
Eli Lilly just became the first healthcare stock in history to hit a $1 trillion market cap, but is it actually worth it? Beneath the explosive revenue numbers for Mounjaro and Zepbound, there's a $12 billion gap between EBITDA and real cash flow that most analysts are ignoring. In this video, I apply a full 3-year valuation model to determine whether LLY is a buy, overvalued, or a bubble waiting to pop.
We apply deep value investing principles and fundamental analysis to assess if Lilly is a buy at its current levels. Discover whether LLY is a buy, sell, or hold in this comprehensive investing stock analysis.

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While revenue growth from Zepbound and Mounjaro is explosive, the "quality of earnings" reveals a potential red flag. We examine the massive disconnect between EBITDA and Cash Flow from Operations (CFO), with $12 billion tied up in working capital. Until that converts to cash, investors are betting on a valuation that hasn't actually hit the bank account yet.

In this video, we cover:
✅ The EBITDA-CFO Gap: Why paper profits aren't matching the actual cash entering the bank.
✅ 3-Year Valuation Model: My conservative vs. aggressive projections for 2026-2028.
✅ The Novo Nordisk Lesson: How a single guidance miss could lead to a massive stock decline.
✅ I reveal my personal buy price at the end.

🕰️ Timestamps:
0:00 Financials
3:00 Residual Cash
3:49 3-year valuation model
6:08 Bear, base & bull case valuations

🚨 This is not financial advice! Always do your own research before making investment decisions.
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