Eisai Co., Ltd.

TSE:4523 Lagerbericht

Marktkapitalisierung: JP¥1.2t

Eisai Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

Eisai wird ein jährliches Gewinn- und Umsatzwachstum von 14.9% bzw. 3.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 15% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 7.5% betragen.

Wichtige Informationen

14.9%

Wachstumsrate der Gewinne

15.04%

EPS-Wachstumsrate

Pharmaceuticals Gewinnwachstum8.6%
Wachstumsrate der Einnahmen3.4%
Zukünftige Eigenkapitalrendite7.51%
Analystenabdeckung

Good

Zuletzt aktualisiert22 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel Feb 11

Eisai Co., Ltd. (TSE:4523) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year

Investors in Eisai Co., Ltd. ( TSE:4523 ) had a good week, as its shares rose 8.9% to close at JP¥4,836 following the...
Analyseartikel Nov 09

Eisai Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Eisai Co., Ltd. ( TSE:4523 ) shareholders are probably feeling a little disappointed, since its shares fell 4.0% to...
Analyseartikel Aug 08

Eisai Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Eisai Co., Ltd. ( TSE:4523 ) just released its quarterly report and things are looking bullish. It was overall a...

Recent updates

Narrativ-Update May 19

4523: Alzheimer’s And Oncology Pipeline Will Support Steady Future Returns

Analysts have nudged their price target on Eisai higher to about ¥5,077 from roughly ¥5,009, citing updated assumptions that include a slightly higher discount rate, modestly adjusted revenue growth and profit margin expectations, and a marginally higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as consistent with Eisai executing broadly in line with updated revenue and margin assumptions, which supports the revised P/E multiple being applied.
Narrativ-Update May 02

4523: Subcutaneous Alzheimer’s Regimens Will Support Higher Earnings Quality And Future Share Returns

Analysts have maintained their Eisai price target at ¥6,200, citing slightly higher revenue growth assumptions, a modestly lower profit margin outlook, and an updated future P/E of about 19x as the main reasons for keeping their view unchanged. Analyst Commentary Analysts keeping the Eisai price target at ¥6,200 are signaling that current assumptions on revenue growth, margins, and a future P/E of about 19x already capture what they see as the key drivers for the stock.
Narrativ-Update Apr 17

4523: Future Alzheimer Dosing Approvals Will Still Not Justify Current Price

Analysts have adjusted their price target on Eisai to ¥3,674.94 from ¥3,600, reflecting updated assumptions around more measured revenue growth, a slightly lower profit margin, and a higher future P/E multiple. What's in the News Eisai and MSD submitted a Japanese application for Lenvima in combination with Welireg for unresectable or metastatic renal cell carcinoma that has progressed after chemotherapy, supported by Phase 3 data showing a 30% reduction in risk of disease progression or death versus cabozantinib and no new safety signals (Key Developments).
Narrativ-Update Apr 03

4523: Alzheimer’s Franchise And Oncology Pipeline Will Support Steady Long Term Outlook

Analysts have trimmed their Eisai price target slightly to ¥5,009 from ¥5,012, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Eisai and MSD submitted a Japan application for Lenvima in combination with Welireg for unresectable or metastatic renal cell carcinoma that has progressed after chemotherapy, supported by Phase 3 LITESPARK-011 data showing a 30% reduction in risk of disease progression or death versus cabozantinib and a safety profile consistent with each monotherapy (Product-Related Announcements).
Narrativ-Update Mar 20

4523: Future Alzheimer Dosing Filings Will Still Not Support Current Valuation

Analysts have kept their ¥3,600 price target on Eisai steady, pointing to slightly higher modeled revenue growth, a modestly stronger profit margin outlook, and a lower assumed future P/E as the key drivers behind the updated view. What's in the News The U.S. FDA has granted Priority Review to Eisai's supplemental Biologics License Application for Leqembi Iqlik subcutaneous autoinjector as a weekly starting dose for early Alzheimer's disease, with a PDUFA action date set for May 24, 2026 (Key Developments).
Narrativ-Update Mar 05

4523: Future Alzheimer Dosing Submissions Will Not Justify Current Share Price

Analysts have kept Eisai's fair value estimate steady at ¥3,600 per share. They cite updated assumptions for slightly higher revenue growth and profit margins, alongside a more conservative future P/E.
Narrativ-Update Feb 19

4523: Subcutaneous Alzheimer’s Regimens Will Support Higher Margins And Future Share Returns

Analysts have kept their Eisai price target steady at ¥6,200. The latest update reflects slightly softer revenue growth expectations at 7.31%, a modestly higher profit margin outlook of 11.14%, and a small adjustment in assumed future P/E to 18.03x.
Analyseartikel Feb 17

Eisai's (TSE:4523) Shareholders Have More To Worry About Than Only Soft Earnings

Eisai Co., Ltd.'s ( TSE:4523 ) stock showed strength, with investors undeterred by its weak earnings report. We think...
Analyseartikel Feb 11

Eisai Co., Ltd. (TSE:4523) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year

Investors in Eisai Co., Ltd. ( TSE:4523 ) had a good week, as its shares rose 8.9% to close at JP¥4,836 following the...
Analyseartikel Feb 09

Eisai (TSE:4523) Has Announced A Dividend Of ¥80.00

Eisai Co., Ltd. ( TSE:4523 ) will pay a dividend of ¥80.00 on the 1st of June. This means the annual payment is 3.6% of...
Narrativ-Update Feb 05

4523: Future Margin Upside From Subcutaneous Alzheimer’s Treatment Will Support Higher Returns

Analysts have lifted their fair value estimate for Eisai to ¥6,200 from ¥6,000, citing updated assumptions that combine a slightly higher discount rate and lower revenue growth with a stronger projected profit margin and a lower future P/E multiple. What's in the News Eisai and BioArctic submitted a Marketing Authorisation Variation to the European Medicines Agency for once every four weeks IV maintenance dosing of lecanemab, following an initial once every two weeks regimen for 18 months in early Alzheimer’s disease.
Analyseartikel Jan 26

Eisai's (TSE:4523) Dividend Will Be ¥80.00

Eisai Co., Ltd. ( TSE:4523 ) will pay a dividend of ¥80.00 on the 1st of June. The dividend yield will be 3.5% based on...
Narrativ-Update Jan 22

4523: Long-Term Alzheimer Injection Shift Will Not Sustain Current Share Price

Analysts have kept Eisai's fair value estimate steady at ¥3,600.0, highlighting modest adjustments to revenue growth, profit margins and future P/E assumptions as they fine tune their price targets rather than rethink the core thesis. What's in the News Regulators in China accepted Eisai's Biologics License Application for a subcutaneous Leqembi autoinjector for early Alzheimer's treatment, with similar filings submitted to the U.S. FDA and Japan's PMDA, targeting at home weekly dosing as an alternative to current IV regimens (Key Developments).
Narrativ-Update Jan 08

4523: Future Alzheimer Subcutaneous Rollout Will Not Support Current Share Price

Analysts have maintained their price target for Eisai at ¥3,600, citing updated assumptions for revenue growth, profit margins, and future P/E that continue to support the existing valuation framework. What's in the News Regulators in China accepted Eisai's Biologics License Application for a subcutaneous autoinjector formulation of Leqembi for early Alzheimer’s disease, with similar initiation dosing applications also submitted in the U.S. and Japan (Product related announcements) Eisai and partners reported clinical and modeling data at the CTAD conference suggesting long term lecanemab treatment was associated with delayed progression from mild cognitive impairment to more advanced Alzheimer’s stages, with subcutaneous dosing showing drug exposure comparable to intravenous administration (Product related announcements) Multiple filings were completed with the U.S. FDA for Leqembi Iqlik subcutaneous initiation dosing, following earlier approval for subcutaneous maintenance dosing.
Analyseartikel Jan 06

Eisai (TSE:4523) Is Due To Pay A Dividend Of ¥80.00

The board of Eisai Co., Ltd. ( TSE:4523 ) has announced that it will pay a dividend of ¥80.00 per share on the 1st of...
Narrativ-Update Dec 19

4523: Future Alzheimer Data Will Not Justify Current Share Price

Analysts have raised their price target on Eisai to 3,600.00, reflecting improved expectations for revenue growth and slightly stronger profit margins, despite a modest uptick in the assumed discount rate and a marginally lower future P/E multiple. What's in the News New long term data for Alzheimer therapy Leqembi suggest early and continued lecanemab treatment could delay progression from mild cognitive impairment to moderate Alzheimer disease by up to 8.3 years, which supports sustained use and earlier initiation (CTAD conference presentations).
Narrativ-Update Dec 05

4523: Future Alzheimer’s Pipeline And At Home Treatments Will Support Steady Outlook

Analysts have slightly reduced their price target on Eisai, trimming fair value by about $15 per share to approximately $5,012. They cited marginally lower long term growth and profitability assumptions, while maintaining a similar forward earnings multiple.
Analyseartikel Dec 03

Eisai (TSE:4523) Will Pay A Dividend Of ¥80.00

The board of Eisai Co., Ltd. ( TSE:4523 ) has announced that it will pay a dividend on the 1st of June, with investors...
Narrativ-Update Nov 21

4523: Upcoming Clinical Data And Regulatory Milestones Will Support Steady Long-Term Outlook

Analysts have maintained their price target for Eisai at ¥5,026.92, citing only minor adjustments to revenue growth and profit margin estimates. These adjustments did not significantly influence their overall valuation.
Analyseartikel Nov 19

Eisai (TSE:4523) Has Affirmed Its Dividend Of ¥80.00

Eisai Co., Ltd. ( TSE:4523 ) has announced that it will pay a dividend of ¥80.00 per share on the 1st of June. Based on...
Analyseartikel Nov 09

Eisai Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Eisai Co., Ltd. ( TSE:4523 ) shareholders are probably feeling a little disappointed, since its shares fell 4.0% to...
Narrativ-Update Nov 07

4523: Upcoming Regulatory Approvals And Product Launches Will Drive Shares Higher

Narrative Update on Eisai: Analyst Price Target Revision Analysts have maintained their price target for Eisai at ¥5,026.92, citing slightly stronger revised revenue growth forecasts and a modest increase in the discount rate as underlying factors in their valuation assessment. What's in the News Health Canada issued a Notice of Compliance with conditions for LEQEMBI® (lecanemab), making it the first treatment for early Alzheimer's disease that targets an underlying cause to be authorized in Canada.
Narrativ-Update Oct 24

Global Alzheimer's Advances And Approvals Will Support Long-Term Expansion Prospects

Narrative Update on Eisai Analysts have raised Eisai’s price target modestly from ¥4,988 to ¥5,027. This change reflects slight improvements in revenue growth and profit margin assumptions.
Narrativ-Update Oct 10

Alzheimer's Biomarker Adoption And Global Rollout Will Fuel Future Opportunity

Analysts have increased their price target for Eisai from ¥4,857.69 to ¥4,988.46. They cite slightly improved profit margin forecasts despite marginally lower expectations for revenue growth.
Analyseartikel Sep 22

Eisai (TSE:4523) Is Due To Pay A Dividend Of ¥80.00

Eisai Co., Ltd. ( TSE:4523 ) will pay a dividend of ¥80.00 on the 19th of November. This means the annual payment is...
Narrativ-Update Sep 11

Alzheimer's Biomarker Adoption And Global Rollout Will Fuel Future Opportunity

The upward revision in the analyst price target for Eisai reflects a modest improvement in consensus revenue growth forecasts, now at 3.9% per annum, supporting the new fair value of ¥4858. What's in the News Eisai expanded its Canadian headquarters in Mississauga, increasing staff by 246% since 2020, demonstrating a firm commitment to R&D and healthcare innovation in Canada.
Analyseartikel Sep 08

Eisai (TSE:4523) Has Announced A Dividend Of ¥80.00

Eisai Co., Ltd.'s ( TSE:4523 ) investors are due to receive a payment of ¥80.00 per share on 19th of November. The...
Narrativ-Update Aug 27

Alzheimer's Biomarker Adoption And Global Rollout Will Fuel Future Opportunity

Eisai's consensus price target saw a marginal increase to ¥4,592, reflecting a slight improvement in revenue growth forecasts, while profit margins remained stable. What's in the News Eisai and Biogen launched LEQEMBI (lecanemab) in Austria and plan to launch in Germany, following EC approval as the first Alzheimer's disease therapy targeting both amyloid plaque and protofibrils, reducing clinical decline by 31% at 18 months versus placebo in the EU indicated population.
Analyseartikel Aug 25

Eisai's (TSE:4523) Dividend Will Be ¥80.00

Eisai Co., Ltd. ( TSE:4523 ) has announced that it will pay a dividend of ¥80.00 per share on the 19th of November...
Analyseartikel Aug 08

Eisai Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Eisai Co., Ltd. ( TSE:4523 ) just released its quarterly report and things are looking bullish. It was overall a...
Analyseartikel Jul 23

Eisai (TSE:4523) Will Pay A Dividend Of ¥80.00

Eisai Co., Ltd.'s ( TSE:4523 ) investors are due to receive a payment of ¥80.00 per share on 19th of November. Based on...
Analyseartikel Jul 09

Eisai (TSE:4523) Is Due To Pay A Dividend Of ¥80.00

The board of Eisai Co., Ltd. ( TSE:4523 ) has announced that it will pay a dividend of ¥80.00 per share on the 19th of...
Analyseartikel Jun 22

Eisai's (TSE:4523) Solid Profits Have Weak Fundamentals

Eisai Co., Ltd. ( TSE:4523 ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...

Gewinn- und Umsatzwachstumsprognosen

TSE:4523 - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (JPY Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
3/31/2029946,13674,60165,95995,3028
3/31/2028933,07470,06953,00477,76712
3/31/2027887,09260,40050,66281,95811
3/31/2026825,37838,55820,15661,323N/A
12/31/2025808,18642,75660,72286,550N/A
9/30/2025804,39049,36925,21351,509N/A
6/30/2025803,02250,32514,30639,792N/A
3/31/2025789,40046,4327,14830,117N/A
12/31/2024791,66058,7921,67218,856N/A
9/30/2024753,22140,9707,18927,613N/A
6/30/2024733,84532,64813,90134,771N/A
3/31/2024741,75142,40631,17055,993N/A
12/31/2023749,46045,42135,70161,925N/A
9/30/2023759,32948,09620,56946,335N/A
6/30/2023757,07548,874-20,3136,924N/A
3/31/2023744,40255,432-36,331-1,772N/A
12/31/2022737,09826,705-17,14918,648N/A
9/30/2022752,50032,233-8,91330,329N/A
6/30/2022741,59432,69094,326135,806N/A
3/31/2022756,22647,95477,123117,590N/A
12/31/2021712,93557,31185,128124,927N/A
9/30/2021691,25062,50880,215123,618N/A
6/30/2021679,25359,8558,58949,533N/A
3/31/2021645,94242,11935,70973,853N/A
12/31/2020707,88893,68252,35295,670N/A
9/30/2020713,400120,57177,080112,990N/A
6/30/2020707,203124,52381,101116,904N/A
3/31/2020695,621121,76752,556102,782N/A
12/31/2019661,64696,659N/A72,461N/A
9/30/2019631,97457,725N/A62,240N/A
6/30/2019643,53172,747N/A87,299N/A
3/31/2019642,83463,386N/A103,714N/A
12/31/2018627,36763,714N/A171,330N/A
9/30/2018625,10665,679N/A186,973N/A
6/30/2018611,49954,347N/A165,689N/A
3/31/2018600,05451,845N/A149,649N/A
12/31/2017569,81429,048N/A72,041N/A
9/30/2017554,27630,269N/A61,644N/A
6/30/2017544,02729,425N/A76,929N/A
3/31/2017539,09739,358N/A75,851N/A
12/31/2016530,69655,031N/A76,725N/A
9/30/2016542,31371,812N/A78,627N/A
6/30/2016545,60269,227N/A69,710N/A
3/31/2016547,92254,933N/A95,617N/A
12/31/2015566,43544,886N/A96,347N/A
9/30/2015554,91243,871N/A82,653N/A
6/30/2015554,88543,021N/A89,212N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: 4523Das prognostizierte Gewinnwachstum (14.9% pro Jahr) liegt über der Sparquote (0.8%).

Ertrag vs. Markt: 4523Die Erträge des Unternehmens (14.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt JP (8.7% pro Jahr).

Hohe Wachstumserträge: 4523Die Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: 4523Die Einnahmen des Unternehmens (3.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt JP (5.4% pro Jahr).

Hohe Wachstumseinnahmen: 4523Die Einnahmen des Unternehmens (3.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: 4523Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (7.5%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/24 19:49
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2026/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Eisai Co., Ltd. wird von 20 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Atsushi SekiBarclays
Miki SogiBernstein
Koichi MameganoBofA Global Research