ELAN
Elanco Animal HealthCNYSE / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-07-18
Current thesis
Primary-source evidence supports a real earnings improvement: Q1 volumes were strong across pet health and farm animal, management raised 2026 guidance, and the release highlighted accelerating share gains for Credelio Quattro plus blockbuster-scale traction for Zenrelia. Secondary post-print coverage checked here also pointed to constructive analyst follow-through, including target increases from firms such as JPMorgan, Jefferies, and BofA, which is directionally supportive even though full consensus revision data is unavailable.
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.5.
What can break
Adjusted gross margin declined 40 bps year over year due to farm-animal mix, inflation timing, and higher inventory costs, showing that growth is not fully dropping through yet. [#8-K-2026-05-06]
Momentum
36
Value
60
Sentiment
49
Setup hits (3d)
— · Net —
AI TargetsBase $27.00 · Bull $31.00 · Bear $21.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net —
Target $30.00
Why
Momentum36 · Δ7d -7.6
Value60 · Δ7d -0.5
Sentiment49 · Δ7d -7.7
So what
Balanced signals. Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
36
26% active weight
Current posture
7d trendImproving
Δ7d
-7.6
Δ21d
-33.4
Value
60
39% active weight
Current posture
7d trendFlat
Δ7d
-0.5
Δ21d
-0.4
Sentiment
49
34% active weight
Current posture
7d trendSoftening
Δ7d
-7.7
Δ21d
-6.9
Why this grade
Composite grade C. Momentum 36.4 / Value 60.0 / Sentiment 49.3
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$12.9B
Beta
1.87
Shares Out
499.45M
P/E (TTM)
321.8
P/S (TTM)
2.49
P/FCF (TTM)
31.64
Rev YoY
+14.9%
EPS YoY
-16.8%
Gross Margin
+43.8%
Op Margin
+1.3%
Net Debt
$3.6B
Current Ratio
2.16
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology

