Compare Stocks › DXCM vs LLY
DexCom, Inc. (DXCM) vs Eli Lilly and Company (LLY)
DXCM
DexCom, Inc.
$67.27
VS
LLY
Eli Lilly and Company
$917.50
Rewards
DXCM
- ★Gross margin of 60.1% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 52.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Trailing P/E of 32.2x is 57% below the historical average of 75.4x — potentially undervalued relative to its own history.
LLY
- ★Eli Lilly and Company has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★Gross margin of 83.0% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Eli Lilly and Company scores 73/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
Risks
DXCM
LLY
- ⚠FCF yield of 0.7% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠5 insider sales totaling $330.9M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →DXCM
LLY
Valuation
$1.08B
Free Cash Flow
$5.96B
4.11%
FCF Yield
0.73%
32.19
Trailing P/E
40.00
22.51
Forward P/E
21.79
Quality & Moat
22.80%
ROIC
32.84%
30.46%
ROE
77.78%
60.10%
Gross Margin
83.04%
0.41
PEG Ratio
0.78
Balance Sheet Safety
0.51
Debt / Equity
1.65
N/A
Interest Coverage
N/A
-0.52
Net Debt / EBITDA
1.15
N/A
Dividend Yield
0.68%
DXCM: 5Ties: 2LLY: 4
DXCMLLY
Historical Fundamentals
Learn more →DXCM
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
LLY
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →DXCM
$-9.32
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$1.95B
Δ Market Cap
$-18.21B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
LLY
$27.47
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$22.34B
Δ Market Cap
+$613.62B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →DXCM
27.9% Margin of Safety
Price is 27.9% below estimated fair value
Current Price: $67.27
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $93.28
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
LLY
12.5% Margin of Safety
Price is 12.5% below estimated fair value
Current Price: $917.50
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $1048.80
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →DXCM
What growth rate is the market pricing in at $67?
+13.5%
Market-Implied Owner Earnings Growth
Standard FCF implies +10.1%
The market implies +13.5% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +10.1%, reflecting heavy growth investment expected to generate future returns.
LLY
What growth rate is the market pricing in at $918?
+17.7%
Market-Implied Owner Earnings Growth
Standard FCF implies +35.1%
The market implies +17.7% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +35.1%, reflecting heavy growth investment expected to generate future returns.
Economic Moat Score
Learn more →DXCM
65/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving margin stability would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
LLY
73/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by roic consistency. Reinvestment Efficiency is the area most vulnerable to competitive pressure.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
Forensic Accounting
Learn more →DXCM
-2.62
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
LLY
-1.83
Possible Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →DXCM
Insiders 0.4%Institutions 101.0%
No. of Institutional Holders1,386
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
LLY
Insiders 0.2%Institutions 84.7%Retail & Other 15.1%
No. of Institutional Holders5,561
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →DXCM
0
Buys (3M)
1
Buys (12M)
Total value (12M): $1.00M
LEACH JACOB STEVEN
President
$1.00M
@ $55.04 · 2025-11-10
Open market purchases · includes direct & indirect ownership · excludes option exercises
LLY
0
Buys (3M)
8
Buys (12M)
Total value (12M): $4.54M
MONTARCE LUCAS E
Chief Financial Officer
$494,627
@ $691.79 · 2025-08-15
ALVAREZ RALPH
Director
$500,473
@ $660.25 · 2025-08-13
VAN NAARDEN JACOB S.
Officer
$647,360
@ $647.36 · 2025-08-13
FYRWALD J. ERIK
Director
$1.01M
@ $642.33 · 2025-08-12
RICKS DAVID A
Chief Executive Officer
$1.05M
@ $644.77 · 2025-08-12
SKOVRONSKY DANIEL
Officer
$634,405
@ $634.40 · 2025-08-12
SULZBERGER GABRIELLE
Director
$75,018
@ $641.18 · 2025-08-12
JACKSON JAMERE
Director
$127,913
@ $639.57 · 2025-08-08
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →DXCM
1
Sells (3M)
12
Sells (12M)
Total value (12M): $2.41M
HELLER BRIDGETTE P
Director
$68,826
@ $68.01 · 2026-02-12
HELLER BRIDGETTE P
Director
$58,767
@ $58.07 · 2025-11-12
MALADY KYLE
Director
$53,934
@ $80.86 · 2025-09-05
STERN SADIE
Officer
$117,280
@ $80.00 · 2025-09-04
SYLVAIN JEREME M
Chief Financial Officer
$357,796
@ $74.17 · 2025-09-02
BROWN MICHAEL JON
Officer
$40,145
@ $80.29 · 2025-08-15
STERN SADIE
Officer
$130,459
@ $88.99 · 2025-07-28
BROWN MICHAEL JON
Officer
$43,015
@ $86.03 · 2025-07-15
STERN SADIE
Officer
$124,698
@ $85.06 · 2025-06-26
BROWN MICHAEL JON
Officer
$41,400
@ $82.80 · 2025-06-16
STERN SADIE
Officer
$526,318
@ $85.11 · 2025-05-27
BROWN MICHAEL JON
Officer
$842,849
@ $84.28 · 2025-05-23
HELLER BRIDGETTE P
Director
$24,756
@ $70.33 · 2025-03-17
SYLVAIN JEREME M
Chief Financial Officer
$844,632
@ $70.38 · 2025-03-12
STERN SADIE
Officer
$786,568
@ $70.38 · 2025-03-12
LEACH JACOB STEVEN
Chief Operating Officer
$990,670
@ $70.38 · 2025-03-12
SAYER KEVIN R
Chief Executive Officer
$2.29M
@ $70.38 · 2025-03-12
BROWN MICHAEL JON
Officer
$914,941
@ $70.38 · 2025-03-12
SYLVAIN JEREME M
Chief Financial Officer
$516,830
@ $73.83 · 2025-03-10
SYLVAIN JEREME M
Chief Financial Officer
$181,650
@ $86.91 · 2025-01-29
STERN SADIE
Officer
$181,911
@ $86.91 · 2025-01-29
LEACH JACOB STEVEN
Chief Operating Officer
$228,932
@ $86.91 · 2025-01-29
DOLAN MATTHEW VINCENT
Officer
$102,820
@ $86.91 · 2025-01-29
SAYER KEVIN R
Chief Executive Officer
$2.90M
@ $86.91 · 2025-01-29
STERN SADIE
Officer
$32,593
@ $76.87 · 2024-12-16
SYLVAIN JEREME M
Chief Financial Officer
$57,191
@ $76.87 · 2024-12-16
LEACH JACOB STEVEN
Chief Operating Officer
$57,191
@ $76.87 · 2024-12-16
HELLER BRIDGETTE P
Director
$76,870
@ $76.87 · 2024-12-16
STERN SADIE
Officer
$318,275
@ $74.73 · 2024-11-20
SYLVAIN JEREME M
Chief Financial Officer
$264,285
@ $75.51 · 2024-11-15
HELLER BRIDGETTE P
Director
$70,000
@ $70.00 · 2024-09-16
STERN SADIE
Officer
$29,458
@ $69.15 · 2024-09-09
SYLVAIN JEREME M
Chief Financial Officer
$51,586
@ $69.15 · 2024-09-09
LEACH JACOB STEVEN
Chief Operating Officer
$51,586
@ $69.15 · 2024-09-09
BROWN MICHAEL JON
Officer
$48,020
@ $70.00 · 2024-08-30
BROWN MICHAEL JON
Officer
$45,347
@ $69.55 · 2024-07-31
BROWN MICHAEL JON
Officer
$75,317
@ $114.29 · 2024-06-28
HELLER BRIDGETTE P
Director
$113,550
@ $113.55 · 2024-06-14
STERN SADIE
Officer
$49,127
@ $115.05 · 2024-06-10
SYLVAIN JEREME M
Chief Financial Officer
$85,713
@ $115.05 · 2024-06-10
LEACH JACOB STEVEN
Chief Operating Officer
$85,713
@ $115.05 · 2024-06-10
BROWN MICHAEL JON
Officer
$77,744
@ $119.24 · 2024-05-31
DOLAN MATTHEW VINCENT
Officer
$306,703
@ $126.58 · 2024-05-15
BROWN MICHAEL JON
Officer
$79,411
@ $126.25 · 2024-04-30
DOLAN MATTHEW VINCENT
Officer
$274,242
@ $137.81 · 2024-04-15
SAYER KEVIN R
Chief Executive Officer
$6.86M
@ $138.30 · 2024-04-08
BROWN MICHAEL JON
Officer
$367,472
@ $140.04 · 2024-03-28
STERN SADIE
Officer
$579,180
@ $140.00 · 2024-03-25
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
LLY
5
Sells (3M)
41
Sells (12M)
Total value (12M): $3.84B
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$322.38M
@ $1103.48 · 2026-01-07
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$1.51M
@ $1085.01 · 2026-01-05
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$3.90M
@ $1085.04 · 2025-12-29
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$2.85M
@ $1085.17 · 2025-12-24
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$260,409
@ $1085.04 · 2025-12-23
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$161.08M
@ $1095.35 · 2025-11-25
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$17.34M
@ $1109.30 · 2025-11-25
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$152.06M
@ $1068.52 · 2025-11-24
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$111.50M
@ $1058.66 · 2025-11-21
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$39.07M
@ $1051.66 · 2025-11-20
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$176.10M
@ $1051.17 · 2025-11-19
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$62.31M
@ $1034.78 · 2025-11-18
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$10.19M
@ $1030.68 · 2025-11-17
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$183.33M
@ $1028.25 · 2025-11-14
ZAKROWSKI DONALD A
Officer
$1.01M
@ $1010.50 · 2025-11-13
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$48.02M
@ $1030.26 · 2025-11-13
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$308.41M
@ $1011.18 · 2025-11-12
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$279.35M
@ $986.64 · 2025-11-11
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$16.41M
@ $972.52 · 2025-11-10
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$167.09M
@ $933.26 · 2025-11-05
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$38.47M
@ $951.56 · 2025-11-05
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$479,038
@ $910.72 · 2025-11-04
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$266.65M
@ $888.83 · 2025-11-03
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$260.17M
@ $863.35 · 2025-10-31
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$3.16M
@ $863.24 · 2025-10-10
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$9.04M
@ $852.49 · 2025-10-09
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$86.23M
@ $850.27 · 2025-10-08
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$22.72M
@ $848.01 · 2025-10-07
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$137.04M
@ $850.22 · 2025-10-06
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$161.22M
@ $837.93 · 2025-10-03
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$92.50M
@ $821.55 · 2025-10-02
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$107.36M
@ $794.15 · 2025-10-01
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$177.29M
@ $821.47 · 2025-10-01
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$86.79M
@ $763.39 · 2025-09-30
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$18.06M
@ $763.09 · 2025-09-19
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$81.53M
@ $764.65 · 2025-09-18
ZAKROWSKI DONALD A
Officer
$734,930
@ $734.93 · 2025-08-28
YUFFA ILYA
Officer
$783,762
@ $627.01 · 2025-08-11
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$225.42M
@ $805.07 · 2025-07-24
ZAKROWSKI DONALD A
Officer
$716,410
@ $716.41 · 2025-05-27
YUFFA ILYA
Officer
$936,550
@ $749.24 · 2025-05-14
ZAKROWSKI DONALD A
Officer
$818,240
@ $818.24 · 2025-03-13
LILLY ENDOWMENT, INC.
Beneficial Owner of more than 10% of a Class of Security
$204.33M
@ $928.76 · 2025-03-03
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →DXCM
😨Fear(37/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
LLY
😐Neutral(43/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →DXCM
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (37)
LLY
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (43)