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LLY vs. ARIS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LLY vs. ARIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eli Lilly and Company (LLY) and Aris Water Solutions, Inc. (ARIS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LLY achieves a 5.78% return, which is significantly higher than ARIS's -2.09% return.


LLY

1D
-2.41%
1M
11.74%
YTD
5.78%
6M
10.64%
1Y
40.51%
3Y*
37.45%
5Y*
39.59%
10Y*
33.45%

ARIS

1D
5.23%
1M
-19.38%
YTD
-2.09%
6M
1.15%
1Y
135.76%
3Y*
88.30%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LLY vs. ARIS - Yearly Performance Comparison


2026 (YTD)20252024202320222021
LLY
Eli Lilly and Company
5.78%40.25%33.30%60.91%34.26%14.91%
ARIS
Aris Water Solutions, Inc.
-2.09%363.71%6.54%31.93%-39.60%1.33%

Correlation

The correlation between LLY and ARIS is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Oct 22, 2021

0.06

Fundamentals

Market Cap

LLY:

$1.02T

ARIS:

$3.32B

EPS

LLY:

$28.14

ARIS:

$0.87

PE Ratio

LLY:

40.26

ARIS:

18.19

PEG Ratio

LLY:

0.81

ARIS:

0.36

PS Ratio

LLY:

14.08

ARIS:

2.76

PB Ratio

LLY:

32.54

ARIS:

2.11

Total Revenue (TTM)

LLY:

$72.25B

ARIS:

$1.14B

Gross Profit (TTM)

LLY:

$59.75B

ARIS:

$612.94M

EBITDA (TTM)

LLY:

$32.97B

ARIS:

$432.53M

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Return for Risk

LLY vs. ARIS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LLY
LLY Risk / Return Rank: 7373
Overall Rank
LLY Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
LLY Sortino Ratio Rank: 7070
Sortino Ratio Rank
LLY Omega Ratio Rank: 7171
Omega Ratio Rank
LLY Calmar Ratio Rank: 7474
Calmar Ratio Rank
LLY Martin Ratio Rank: 7575
Martin Ratio Rank

ARIS
ARIS Risk / Return Rank: 9292
Overall Rank
ARIS Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
ARIS Sortino Ratio Rank: 8888
Sortino Ratio Rank
ARIS Omega Ratio Rank: 8989
Omega Ratio Rank
ARIS Calmar Ratio Rank: 9292
Calmar Ratio Rank
ARIS Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LLY vs. ARIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eli Lilly and Company (LLY) and Aris Water Solutions, Inc. (ARIS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LLYARISDifference
Sharpe ratioReturn per unit of total volatility

-1.79

Sortino ratioReturn per unit of downside risk

-1.18

Omega ratioGain probability vs. loss probability

1.22

1.40

-0.18

Calmar ratioReturn relative to maximum drawdown

1.72

4.87

-3.15

Martin ratioReturn relative to average drawdown

4.28

16.85

-12.57

LLY vs. ARIS - Sharpe Ratio Comparison

The current LLY Sharpe Ratio is 1.07, which is lower than the ARIS Sharpe Ratio of 2.87. The chart below compares the historical Sharpe Ratios of LLY and ARIS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LLY vs. ARIS - Drawdown Comparison

The maximum LLY drawdown since its inception was -68.24%, which is greater than ARIS's maximum drawdown of -57.98%. Use the drawdown chart below to compare losses from any high point for LLY and ARIS.


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Drawdown Indicators


LLYARISDifference

Max Drawdown

Largest peak-to-trough decline

-68.24%

-57.98%

-10.26%

Max Drawdown (1Y)

Largest decline over 1 year

-23.64%

-34.32%

+10.68%

Max Drawdown (3Y)

Largest decline over 3 years

-34.48%

-34.46%

-0.02%

Max Drawdown (5Y)

Largest decline over 5 years

-34.48%

Max Drawdown (10Y)

Largest decline over 10 years

-34.48%

Current Drawdown

Current decline from peak

-2.41%

-26.61%

+24.20%

Average Drawdown

Average peak-to-trough decline

-19.21%

-22.67%

+3.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.49%

9.35%

+0.14%

Volatility

LLY vs. ARIS - Volatility Comparison

The current volatility for Eli Lilly and Company (LLY) is 9.27%, while Aris Water Solutions, Inc. (ARIS) has a volatility of 21.05%. This indicates that LLY experiences smaller price fluctuations and is considered to be less risky than ARIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LLYARISDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.27%

21.05%

-11.78%

Volatility (6M)

Calculated over the trailing 6-month period

27.16%

46.30%

-19.14%

Volatility (1Y)

Calculated over the trailing 1-year period

38.01%

58.35%

-20.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.46%

53.11%

-20.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.19%

53.11%

-22.92%

Dividends

LLY vs. ARIS - Dividend Comparison

LLY's dividend yield for the trailing twelve months is around 0.57%, while ARIS has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ARIS
Aris Water Solutions, Inc.
0.00%0.00%0.00%0.00%3.84%0.85%0.00%0.00%0.00%0.00%0.00%0.00%
LLY
Eli Lilly and Company
0.57%0.56%0.67%0.78%1.07%1.23%1.75%1.96%1.94%2.46%2.77%2.37%

Financials

LLY vs. ARIS - Financials Comparison

This section allows you to compare key financial metrics between Eli Lilly and Company and Aris Water Solutions, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20222023202420252026
19.80B
372.48M
(LLY) Total Revenue
(ARIS) Total Revenue
Values in USD except per share items

LLY vs. ARIS - Profitability Comparison

The chart below illustrates the profitability comparison between Eli Lilly and Company and Aris Water Solutions, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
79.0%
58.3%
Portfolio components
LLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a gross profit of 15.64B and revenue of 19.80B. Therefore, the gross margin over that period was 79.0%.

ARIS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aris Water Solutions, Inc. reported a gross profit of 217.03M and revenue of 372.48M. Therefore, the gross margin over that period was 58.3%.

LLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported an operating income of 9.19B and revenue of 19.80B, resulting in an operating margin of 46.4%.

ARIS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aris Water Solutions, Inc. reported an operating income of 179.05M and revenue of 372.48M, resulting in an operating margin of 48.1%.

LLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Eli Lilly and Company reported a net income of 7.40B and revenue of 19.80B, resulting in a net margin of 37.4%.

ARIS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aris Water Solutions, Inc. reported a net income of 97.61M and revenue of 372.48M, resulting in a net margin of 26.2%.


Frequently Asked Questions


LLY and ARIS have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ARIS has higher volatility (21.05%) compared to LLY (9.27%). In terms of maximum drawdown, LLY dropped -68.24% vs ARIS's -57.98%.

ARIS currently has the higher Sharpe Ratio (2.87 vs 1.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LLY and ARIS

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