Exelixis Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 4/6
Exelixis verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 37.6%, während die Gewinne der Branche Biotechs jährlich um gewachsen und zwar um 33.8%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 14.1%. Die Eigenkapitalrendite von Exelixis beträgt 43.1% und die Nettomargen betragen 35.1%.
Wichtige Informationen
37.57%
Wachstumsrate der Gewinne
41.37%
EPS-Wachstumsrate
| Biotechs Wachstum der Industrie | 17.04% |
| Wachstumsrate der Einnahmen | 14.12% |
| Eigenkapitalrendite | 43.05% |
| Netto-Marge | 35.08% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • May 23
Exelixis: Financial Performance Improves Faster Than Market Expectations
Summary Exelixis remains undervalued despite a 13%+ rally post-Q1, supported by robust double-digit growth, sector-leading profitability, and strong free cash flow. Q1 revenue grew 10% year-over-year, driven almost entirely by CABOMETYX demand; operating margin expanded to 41.1% as costs fell. I maintain a Buy rating with a $57 target, reflecting 13% upside; DCF and peer multiples confirm the valuation gap persists. Key risk: EXEL's revenue is ~90% dependent on CABOMETYX, heightening volatility and underscoring urgent need for pipeline diversification. Read the full article on Seeking Alpha
Narrativ-Update • May 01
EXEL: Future Colorectal Cancer Decision And Competitive Data Will Guide Upside Potential
Analysts have nudged their average price target on Exelixis higher by about $1, citing updated models that reflect slightly different assumptions for long term growth, profitability, and future P/E multiples, following recent research from firms including Barclays, Morgan Stanley, H.C. Wainwright, and RBC Capital. Analyst Commentary Recent research on Exelixis shows a mix of optimism and caution, with several firms fine tuning their price targets and assumptions instead of making sweeping changes.Narrativ-Update • Apr 16
EXEL: Future Colorectal Cancer Decision And Competitive Data Will Shape Upside Potential
Exelixis' analyst price targets have adjusted in a tight range, with some firms trimming estimates by a few dollars to reflect heightened competitive pressure from Merck's HIF-2alpha data, while others nudged targets higher by $1 to $3 as they updated models and assumptions on the company. Analyst Commentary Recent commentary on Exelixis reflects a mix of cautious and constructive views, with modest price target adjustments rather than sweeping changes.
Narrativ-Update • Apr 02
EXEL: Future Returns Will Depend On Competitive Pressures In Key Oncology Categories
Exelixis' fair value estimate has been updated to $35.00 from $32.08 as analysts incorporate recent price target changes and adjust assumptions around revenue growth, profit margins, discount rate, and future P/E levels. Analyst Commentary Recent Street research on Exelixis points to a mixed setup.Narrativ-Update • Mar 19
EXEL: Future Colorectal Cancer Data Will Shape Upside Potential
Analysts have fine tuned Exelixis's price targets in recent weeks, with cuts such as the move from $46 to $43 at RBC Capital balancing earlier increases as they factor in competitive pressures around HIF 2alpha data and updated views on the commercial potential of key pipeline assets like zanzalintinib. Analyst Commentary Recent research on Exelixis shows a split between bullish analysts who highlight pipeline optionality and cautious voices who focus on competitive pressure around HIF 2alpha data and existing oncology franchises.Narrativ-Update • Mar 05
EXEL: Future Colorectal Cancer Readouts And Buybacks Will Shape Upside Potential
Analysts have trimmed their average price target on Exelixis by about $0.33 to reflect slightly lower fair value assumptions and modestly softer long term growth and profitability expectations, influenced in part by renewed competitive concerns highlighted in recent research. Analyst Commentary Recent research on Exelixis reflects a mix of optimism around the company specific pipeline and partnerships, alongside caution around competitive risks and valuation sensitivity to clinical outcomes.Narrativ-Update • Feb 19
EXEL: Pipeline Sentiment And Buybacks Will Shape A Measured Forward Outlook
Analysts have nudged their average price target on Exelixis higher by about $1.33 to $47.17. The revision reflects updated views on slightly faster revenue growth, a modestly lower discount rate, and a small adjustment to expected profit margins and future P/E multiples following recent research commentary.Narrativ-Update • Feb 04
EXEL: Pipeline Sentiment And Buybacks Will Guide A Balanced Forward View
Analysts have nudged their price targets on Exelixis higher by a few dollars, citing recent research that highlights a modestly higher fair value estimate around $45.83. This figure is supported by updated views on discount rate, revenue growth, profit margin, and future P/E assumptions tied to the commercial potential of zanzalintinib.Narrativ-Update • Jan 21
EXEL: Pipeline Sentiment And Buybacks Will Shape A Measured Forward Outlook
Analysts have nudged their price targets for Exelixis higher by about $0.61, reflecting refreshed models that incorporate updated revenue growth assumptions, slightly adjusted discount rates and profit margins, and revised future P/E expectations following recent research updates that highlight sentiment around zanzalintinib across multiple tumor types. Analyst Commentary Recent research on Exelixis has been clustered around fresh modeling after the Q3 report and the Natera collaboration, with most of the discussion centering on how much value to ascribe to zanzalintinib across different tumor types and how that feeds into updated price targets.
Narrativ-Update • Jan 06
EXEL: Future Pipeline Execution Will Shape Sentiment On Lead Oncology Candidate
Analysts have nudged their implied price target for Exelixis higher, reflecting updated models that incorporate recent Q3 results, a higher assumed profit margin of about 57%, and ongoing debate around zanzalintinib's commercial potential across tumor types. Analyst Commentary Recent Street research on Exelixis has centered on updated models after the Q3 report and how much value investors may ascribe to zanzalintinib across multiple tumor types.Narrativ-Update • Dec 14
EXEL: Future Returns Will Depend On Oncology Pipeline Execution Risk
Exelixis' analyst price target has been revised modestly higher, with the Street now generally looking for shares to move into the mid to high $40s. This is driven by updated post Q3 models that factor in improving long term profitability, slightly faster revenue growth, and growing confidence in the commercial potential of zanzalintinib across multiple tumor types, even as some analysts trim colorectal cancer assumptions.Narrativ-Update • Nov 30
EXEL: Positive Trial Data And Share Buybacks Will Shape A Balanced Outlook
The analyst price target for Exelixis has increased modestly, with the consensus now approaching $45. Analysts cite improving profit margins and positive commercial prospects for zanzalintinib following the latest quarterly results.Narrativ-Update • Nov 16
EXEL: Momentum From Key Readouts And Share Buybacks Will Support Balanced Outlook
Exelixis' analyst price target increased modestly to approximately $44.61. A generally positive outlook from analysts reflects confidence in future revenue growth and improved profit margins, although this is offset slightly by conservative updates to market share assumptions.Narrativ-Update • Sep 08
Expanding Global Oncology Markets Will Broaden Patient Access
Exelixis’ consensus price target saw a marginal decrease to $44.06 as enthusiasm for positive Phase 3 colorectal cancer trial results and potential new revenue from zanzalintinib was offset by revenue model reductions from the discontinuation of head and neck cancer development and ongoing concerns about long-term growth beyond the Cabometyx 2031 patent expiry. Analyst Commentary Bullish analysts raised price targets due to positive topline results from the STELLAR-303 Phase 3 trial, where zanzalintinib in combination with atezolizumab showed a statistically significant improvement in overall survival in metastatic colorectal cancer, paving the way for potential regulatory approval.Seeking Alpha • Mar 13
Exelixis: Pinning Hopes On Cracking One Of The Toughest Nuts
Summary Exelixis relies heavily on cabozantinib, with potential growth from its NETs approval, but faces patent expiration (after 2030). Zanzalintinib shows promise in ongoing trials but lacks definitive data; 2025 will be pivotal for its success. Despite strong cabozantinib sales, EXEL's current valuation is high, making it a cautious investment; better entry points may arise. I hold a "Sell" sentiment due to high valuation and uncertain future growth, though holding shares would not be something I recommend against. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Exelixis: Bullish On Cabo, Not So Convinced By It's Long-Term Replacement, Zanza
Summary Exelixis' stock has surged over 45% since my "Sell" rating given in March last year, driven by strong performance of cabozantinib, which remains a leading TKI for various cancers. Despite concerns over cabozantinib's patent expiry, Exelixis projects robust future revenues, with lead pipeline candidate zanzalintinib showing potential to offset future revenue losses. Exelixis is optimistic about new approvals for cabozantinib in neuroendocrine tumors and has promising pipeline assets besides zanzalintinib in various cancer indications. While cautious about zanzalintinib's clinical data, I remain bullish on Exelixis due to cabozantinib's continued success and potential short-term gains, e.g. driven by a potential new approval in NET. Read the full article on Seeking AlphaSeeking Alpha • Oct 31
Exelixis: Cabometyx Drives Revenue While Zanzalintinib Emerges As Future Growth Engine
Summary Exelixis’s Cabometyx continues to drive revenue growth, prompting a raised 2024 forecast to $2.15–$2.2 billion. EXEL plans to diversify its oncology portfolio by launching one new indication for Zanzalintinib annually. Zanzalintinib could also grow into a $5 billion yearly revenue asset by 2033, potentially surpassing Cabometyx as Exelixis’s primary revenue source. The company has repurchased $462.4 million in shares this year, showcasing it's a shareholder-friendly company as well. Its relative valuation multiples and upside potential suggest EXEL still trades at a compelling price despite its recent appreciation. Thus, I maintain a “Buy” rating for Exelixis, as I believe Cabometyx’s revenue and Zanzalintinib’s long-term potential support robust long-term growth. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Exelixis Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 2,375 | 833 | 521 | 813 |
| 31 Dec 25 | 2,320 | 783 | 519 | 825 |
| 30 Sep 25 | 2,288 | 678 | 530 | 861 |
| 30 Jun 25 | 2,230 | 602 | 518 | 884 |
| 31 Mar 25 | 2,299 | 644 | 515 | 895 |
| 31 Dec 24 | 2,169 | 521 | 492 | 910 |
| 30 Sep 24 | 2,082 | 467 | 489 | 906 |
| 30 Jun 24 | 2,014 | 350 | 516 | 1,016 |
| 31 Mar 24 | 1,847 | 205 | 525 | 1,038 |
| 31 Dec 23 | 1,830 | 208 | 543 | 1,044 |
| 30 Sep 23 | 1,774 | 92 | 531 | 1,136 |
| 30 Jun 23 | 1,714 | 164 | 507 | 1,002 |
| 31 Mar 23 | 1,664 | 154 | 488 | 969 |
| 31 Dec 22 | 1,611 | 182 | 460 | 892 |
| 30 Sep 22 | 1,638 | 308 | 440 | 777 |
| 30 Jun 22 | 1,555 | 273 | 426 | 742 |
| 31 Mar 22 | 1,521 | 298 | 402 | 691 |
| 31 Dec 21 | 1,435 | 231 | 402 | 694 |
| 30 Sep 21 | 1,254 | 164 | 385 | 626 |
| 30 Jun 21 | 1,157 | 94 | 371 | 639 |
| 31 Mar 21 | 1,031 | 65 | 333 | 605 |
| 31 Dec 20 | 988 | 112 | 293 | 548 |
| 30 Sep 20 | 958 | 152 | 269 | 488 |
| 30 Jun 20 | 998 | 282 | 232 | 409 |
| 31 Mar 20 | 979 | 294 | 231 | 376 |
| 31 Dec 19 | 968 | 321 | 228 | 337 |
| 30 Sep 19 | 956 | 612 | 223 | 300 |
| 30 Jun 19 | 910 | 642 | 219 | 247 |
| 31 Mar 19 | 856 | 650 | 212 | 208 |
| 31 Dec 18 | 854 | 690 | 206 | 182 |
| 30 Sep 18 | 745 | 368 | 200 | 157 |
| 30 Jun 18 | 672 | 323 | 190 | 141 |
| 31 Mar 18 | 585 | 253 | 179 | 127 |
| 31 Dec 17 | 452 | 154 | 159 | 112 |
| 30 Sep 17 | 410 | 150 | 126 | 104 |
| 30 Jun 17 | 320 | 58 | 120 | 95 |
| 31 Mar 17 | 257 | 6 | 116 | 90 |
| 31 Dec 16 | 191 | -70 | 116 | 96 |
| 30 Sep 16 | 124 | -147 | 120 | 96 |
| 30 Jun 16 | 71 | -181 | 106 | 101 |
| 31 Mar 16 | 43 | -186 | 83 | 103 |
| 31 Dec 15 | 37 | -162 | 57 | 96 |
| 30 Sep 15 | 35 | -178 | 50 | 113 |
| 30 Jun 15 | 31 | -195 | 42 | 130 |
Qualität der Erträge: EXEL hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: EXELDie aktuellen Gewinnspannen (35.1%) sind höher als im letzten Jahr (28%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: EXELIn den letzten 5 Jahren sind die Einnahmen von 37.6% pro Jahr erheblich gestiegen.
Beschleunigtes Wachstum: EXELDas Gewinnwachstum des Unternehmens im letzten Jahr (29.5%) liegt unter seinem 5-Jahres-Durchschnitt (37.6% pro Jahr).
Erträge im Vergleich zur Industrie: EXEL Das Gewinnwachstum im vergangenen Jahr (29.5%) übertraf nicht die Entwicklung der Branche Biotechs 43% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: EXELDie Eigenkapitalrendite des Unternehmens (43.1%) wird als hervorragend angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/26 18:30 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* 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
Exelixis, Inc. wird von 41 Analysten beobachtet. 19 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.
| Analyst | Einrichtung |
|---|---|
| Etzer Darout | Barclays |
| Peter Lawson | Barclays |
| Jason Matthew Gerberry | BofA Global Research |