COMP <GO>
SI vs LLY // RETURN ON INVESTED CAPITAL (ROIC)
Shoulder Innovations Inc. (NYSE) VS. Eli Lilly and Company (NYSE) • 15-METRIC TALLY: SI 1
— LLY 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: LLY
LAST: $20.44 (+4.93%) • MKT CAP: $425.5M
roic
-16.10%
LAST: $1,373.70 (+6.63%) • MKT CAP: $1.29T
roic
32.36%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SI VS. LLY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SI | LLY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 76.50% | 83.64% | -7.14 | LLY | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -16.10% | 32.36% | -48.46 | LLY | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 36.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -8.46% | 2.30% | -10.76 | LLY | /fcf-yield <GO> |
| Operating Margin | -55.60% | 40.21% | -95.81 | LLY | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 31.90% | -91.90 | LLY | /net-margins <GO> |
| Revenue Growth (YoY) | 49.60% | 45.51% | +4.09 | SI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.49% | -0.49 | LLY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.73 | 9.29 | -0.56 | LLY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 9/9 | -4.00 | LLY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.77% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.8 | 66.6 | -15.77 | LLY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.51 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 26.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $425.5M | $1.29T | -$1.29T | LLY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SI REV | LLY REV | SI GROSS % | LLY GROSS % | SI FCF | LLY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $47.3M | $65.18B | 76.5% | 83.0% | -$36.0M | $16.81B |
| FY 2024 | $31.6M | $45.04B | 77.0% | 81.3% | -$18.2M | $8.82B |
| FY 2023 | — | $34.12B | — | 79.3% | — | $4.24B |
| FY 2022 | — | $28.54B | — | 76.8% | — | $7.59B |
| FY 2021 | — | $28.32B | — | 74.2% | — | $7.37B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SI // BETA —
LLY // BETA 0.51