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Eli Lilly and Company director Ralph Alvarez awarded shares 19 September 2018

NEWS BITES - PEOPLE IN BUSINESS

Eli Lilly and Company (NYSE:LLY) Director Ralph Alvarez, was awarded 105 shares worth $US11,100 on September 17.

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SECTION 1 RALPH ALVAREZ SHARES HELD AS AT SEP 19, 2018

(Value computed at price $US105.74)

Ralph Alvarez now has a beneficial interest in $US4.4 million worth of Eli Lilly and Company shares.

SECTION 2 BIOGRAPHY RALPH ALVAREZ, DIRECTOR

Age: 62, Director since 2009

Board Committees: Compensation (chair); Science and Technology

Public Boards: Skylark Co., Ltd. (Mr. Alvarez is retiring from the Skylark board effective March 29, 2018); Lowe's Companies, Inc.; Dunkin' Brands Group, Inc.; and Realogy Holdings Corp. Prior Public Boards: McDonald's Corporation; KeyCorp

Memberships and Other Organizations: University of Miami: President's Council; School of Business Administration Board of Overseers

Career Highlights

Advent International Corporation, a leading global private equity firm

Operating Partner (2017 - present)

Skylark Co., Ltd., a leading restaurant operator in Japan

Chairman of the Board (2013 - present)

McDonald's Corporation

President and Chief Operating Officer (2006 - 2009)

Qualifications: Through his senior executive and board positions at Skylark Co., Ltd. and McDonald's Corporation, as well as with other global restaurant businesses, Mr. Alvarez has extensive experience in consumer marketing, global operations, international business, and strategic planning. His international experience includes a special focus on Japan and emerging markets. He also has extensive corporate governance experience through his service on other public company boards.

SECTION 3 ELI LILLY & CO. PRICE PERFORMANCE SCORECARD (NYSE:LLY):

3.1 Eli Lilly & Co. is placed 497/2,667 in the BSS News Bites ranking of price performance of NYSE stocks in the past year, a percentile ranking of 81.

3.2 The Past Five Years

Eli Lilly and Company jumps 106% in 5 years

Eli Lilly & Co. (NYSE:LLY), has jumped $US54.43 (or 106.1%) in the past five years to close at $US105.74 today. Compared with the S&P 500 Index which has risen 68.5% over the same period, this is a relative price increase of 37.6%.

3.3 Moving Annual Return (Past 5 years)

Based on a dynamic start date of 5 years ago, the Moving Annual Return has been positive in 4 of the last 5 years. An investment a year ago in LLY would have produced a return of 33.7%.

LLYClose (USD)Dividends (USD)Capital Gain / (Loss) %% YieldAnnual Return %
Sep 19105.742.21312.733.7
1 Yr ago80.732.074.42.77.1
2 Yrs ago77.332.03(11.0)2.3(8.6)
3 Yrs ago86.831.9932.8335.9
4 Yrs ago65.361.9627.43.831.2

Close 5 years ago $US51.31

3.4 Present Value of $US1000 invested in the past

The present value of $US1000 invested a year ago is $US1,345

PV$10001-week1-month1-year
LLY.NYSE9989991,345
S&P 500 Index1,0071,0041,160

3.5 Trailing Price Change %

1-Year price change of 31.0% for Eli Lilly and Company outperformed the change of 16.1% in the S&P 500 Index for a relative price change of 14.8%.

Price Change %1-Month3-Month1-Year
LLY-0.122.531.0
Pharmaceuticals sector2.714.714.7
S&P 500 Index2.05.316.1

SECTION 4 ELI LILLY & CO. FINANCIALS AND GROWTH PERFORMANCE SCORECARD (NYSE:LLY):

4.1 Key Financials (All figures percent)

Operating Margin deteriorated from 15.3% in 2014 to 9.6% in 2017 and Return on Equity deteriorated from 15.5% in 2014 to -1.8% in 2017.

LLYRevenue GrowthEPS GrowthOperating MarginROE
20177.8-9.6-1.8
20166.314.615.919.5
20151.71.31416.5
2014-15.1-48.415.315.5

4.2 Revenue and Net Profit

In the last 3 years Compound Annual Growth Rate (CAGR) averaged 5.3% for Total Revenue and -20.5% for EBITDA.

DescriptionAnnual ($US B)3-year Avg ($US B)3-year CAGR %
Total Revenue22.921.45.3
EBITDA2.22.8-20.5
Operating Profit2.22.8-9.9

CAGR = Compound Annual Growth Rate

4.3 Performance (All figures in %)

Net Profit Margin 3-year average is 8.0% and Return on Equity 3-year average is 11.4%.

DescriptionAnnual3-year Avg
EBITDA Margin9.613.2
Operating Profit Margin9.613.2
Net Profit Margin-0.98.0
Return on Equity-1.811.4
Return on Assets-0.54.5
Return on Capital Employed7.29.9

4.4 High Performance Indicators and rank of Eli Lilly and Company in the NYSE market:

DescriptionLLY ValueRank In NYSE Market
Turnover in Quarter$US21.6 billionIn Top 3%
3-mo Price Change %22.46In Top 6%
Price/MAP2001.23In Top 8%
Price/MAP501.05In Top Quartile
Relative Price Change % (1 Year)14.8In Top Quartile

SECTION 5 ELI LILLY & CO. GLOBAL RANK (NYSE:LLY):

5.1 Global Rank

Rank in the S&P 500 Index [out of 502 stocks]

DescriptionValueRank
MCap (US$)113.6B50
Total Assets (US$)45B131
Revenue (US$)23.9B89
Net Profit (US$)(143.8M)364
Return on Equity %(1.8)449
Net Profit Margin %(0.9)454
Price to Book35.6294
Yield %2.1168
PV$1000 (1Year) US$1,345111
% Change YTD26.472

SECTION 6 OTHER DIRECTORS OF ELI LILLY & CO.

David A. Ricks, Chief Executive Officer & President & Chairman & Senior Vice President

Joshua Smiley, Chief Financial Officer

Juan R. Luciano, Director

J. Erik Fyrwald, Director

Ralph Alvarez, Director

Carolyn R. Bertozzi, Director

Jamere Jackson, Director

Michael L. Eskew, Director

Ellen R. Marram, Director

Marschall S. Runge, Director

Kathi P. Seifert, Director

Jackson Tai, Director

William G. Kaelin, Director

R. David Hoover, Director

Katherine Baicker, Director

Jan M. Lundberg, Executive Vice President

Michael J. Harrington, Senior Vice President

Susan Mahony, Senior Vice President

SECTION 7 ELI LILLY & CO. ACTIVITIES

Eli Lilly and Company discovers, develops, manufactures and sells products in one business segment, pharmaceutical products. The Company also has an animal health business segment. It manufactures and distributes its products through owned or leased facilities in the United States, Puerto Rico and 25 other countries. Eli Lilly and Company's products are sold in approximately 135 countries. The Company also conducts research to find products to treat diseases in animals and to increase the efficiency of animal food production. Its principal products include Neurosciences products, Endocrinology products, Oncology products, Cardiovascular products, Animal health products and Other pharmaceuticals. On August 20, 2008, the Company acquired SGX Pharmaceuticals, Inc. On November 24, 2008, the Company acquired ImClone Systems Inc., a biopharmaceutical company focused on advancing oncology care.

SECTION 8 RECENT NEWS ON DIRECTORS

8.1 REPORTED STOCK AWARDS

19 September 2018

Eli Lilly and Company director J. Erik Fyrwald awarded shares

Eli Lilly and Company (NYSE:LLY) Director J. Erik Fyrwald, was awarded 120 shares worth $US12,685 on September 17.

19 September 2018

Eli Lilly and Company director Juan R. Luciano awarded shares

Eli Lilly and Company (NYSE:LLY) Director Juan R. Luciano, was awarded 87 shares worth $US9,197 on September 17.

21 August 2018

Eli Lilly and Company director Ralph Alvarez awarded shares

Eli Lilly and Company (NYSE:LLY) Director Ralph Alvarez, was awarded 103 shares worth $US10,899 on August 20.

21 August 2018

Eli Lilly and Company director J. Erik Fyrwald awarded shares

Eli Lilly and Company (NYSE:LLY) Director J. Erik Fyrwald, was awarded 51 shares worth $US5,397 on August 20.

21 August 2018

Eli Lilly and Company director Juan R. Luciano awarded shares

Eli Lilly and Company (NYSE:LLY) Director Juan R. Luciano, was awarded 91 shares worth $US9,630 on August 20.

19 July 2018

Eli Lilly and Company director Ralph Alvarez awarded shares

Eli Lilly and Company (NYSE:LLY) director Ralph Alvarez, was awarded 123 shares worth $US10,956 on July 16.

19 July 2018

Eli Lilly and Company director J. Erik Fyrwald awarded shares

Eli Lilly and Company (NYSE:LLY) director J. Erik Fyrwald, was awarded 61 shares worth $US5,433 on July 16.

19 July 2018

Eli Lilly and Company director Juan R. Luciano awarded shares

Eli Lilly and Company (NYSE:LLY) director Juan R. Luciano, was awarded 109 shares worth $US9,709 on July 16.

21 June 2018

Eli Lilly and Company director J. Erik Fyrwald awarded shares

Eli Lilly and Company (NYSE:LLY) director J. Erik Fyrwald, was awarded 63 shares worth $US5,425 on June 18.

21 June 2018

Eli Lilly and Company director Ralph Alvarez awarded shares

Eli Lilly and Company (NYSE:LLY) director Ralph Alvarez, was awarded 127 shares worth $US10,936 on June 18.

21 June 2018

Eli Lilly and Company director Juan R. Luciano awarded shares

Eli Lilly and Company (NYSE:LLY) director Juan R. Luciano, was awarded 112 shares worth $US9,644 on June 18.

8.2 SHAREHOLDER VALUE ADDED BY DIRECTORS

01 September 2018

Marschall S. Runge brings two-bagger value to Eli Lilly and Company

Marschall S. Runge was appointed Director of Eli Lilly and Company (NYSE:LLY) five years ago on September 01, 2013. The present value of USD1,000 (PV1000) invested on the appointment date is $US2,523, for a capital gain of $US1,170 and dividend reinvested of $US353. In the same period the shares were up 117% from $US48.7 to $US105.7.

01 June 2018

David A. Ricks starts second year as Eli Lilly and Company Chairman

David A. Ricks was appointed Chairman of Eli Lilly and Company (NYSE:LLY) one year ago on June 01, 2017. The shares were up from $US79.4 to $US85.0 and the total annualized return to shareholders (TRS) since appointment is 10.7%. The present value of USD1,000 (PV1000) invested on the appointment date is now worth $US1,107, a gain of $US70 and dividend reinvested of $US36.

8.3 RECENT REPORTED BUYING

27 July 2018

Eli Lilly and Company director Jackson Tai buys

Eli Lilly and Company (NYSE:LLY) Director Jackson Tai bought 2,168 shares worth $US206,437 on July 26. The purchase price was $US95.22.

8.4 RECENT REPORTED SELLING

01 June 2018

Eli Lilly and Company senior vice president-lilly diabetes Enrique A. Conterno sells

Eli Lilly and Company (NYSE:LLY) Senior Vice President-Lilly Diabetes Enrique A. Conterno sold 25,000 shares worth $US2,125,000 on May 31. The selling price was $US85.0. The shares hit a six-month high on the day.

Source: www.BuySellSignals.com