Eisai (4523) Panoramica del titolo
Eisai Co., Ltd. si occupa di ricerca e sviluppo, produzione, vendita, importazione ed esportazione di prodotti farmaceutici in Giappone. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 4/6 |
4523 Community Fair Values
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Analyst Price Targets
Concorrenti di Eisai Co., Ltd.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | JP¥3,780.00 |
| Massimo di 52 settimane | JP¥5,349.00 |
| Minimo di 52 settimane | JP¥3,660.00 |
| Beta | -0.14 |
| Variazione di 1 mese | -19.86% |
| Variazione a 3 mesi | -21.72% |
| Variazione di 1 anno | -6.76% |
| Variazione a 3 anni | -60.75% |
| Variazione a 5 anni | -68.70% |
| Variazione dall'IPO | 132.11% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 03
4523: Future Alzheimer Regulatory Progress Will Likely Just Support Current Valuation
Narrative update on Eisai Analysts have trimmed Eisai's price target from ¥3,674.94 to ¥3,500.00, pointing to updated assumptions around revenue growth, profit margins, discount rate and a higher future P/E multiple, while also factoring in recent sector readthroughs from broader pharmaceutical research coverage. What’s in the News Eisai and BioArctic highlight Leqembi, with reported sales of JPY 143.5b targeted for fiscal 2026 and a simulation presented for around JPY 300b in fiscal 2028, alongside a EUR 20m milestone payment to BioArctic after sales passed EUR 500m in fiscal 2025 (source: Eisai/BioArctic news).
Aggiornamento della narrazione • 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.Recent updates
Aggiornamento della narrazione • Jun 03
4523: Future Alzheimer Regulatory Progress Will Likely Just Support Current Valuation
Narrative update on Eisai Analysts have trimmed Eisai's price target from ¥3,674.94 to ¥3,500.00, pointing to updated assumptions around revenue growth, profit margins, discount rate and a higher future P/E multiple, while also factoring in recent sector readthroughs from broader pharmaceutical research coverage. What’s in the News Eisai and BioArctic highlight Leqembi, with reported sales of JPY 143.5b targeted for fiscal 2026 and a simulation presented for around JPY 300b in fiscal 2028, alongside a EUR 20m milestone payment to BioArctic after sales passed EUR 500m in fiscal 2025 (source: Eisai/BioArctic news).Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Rendimenti per gli azionisti
| 4523 | JP Pharmaceuticals | JP Mercato | |
|---|---|---|---|
| 7D | 0.1% | -0.5% | -1.4% |
| 1Y | -6.8% | 7.2% | 41.1% |
Ritorno vs Industria: 4523 ha avuto una performance inferiore rispetto al JP Pharmaceuticals che ha registrato un rendimento 7.2 % nell'ultimo anno.
Rendimento vs Mercato: 4523 ha avuto una performance inferiore al mercato JP che ha registrato un rendimento 41.1 % nell'ultimo anno.
Volatilità dei prezzi
| 4523 volatility | |
|---|---|
| 4523 Average Weekly Movement | 4.7% |
| Pharmaceuticals Industry Average Movement | 5.6% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.4% |
Prezzo delle azioni stabile: 4523 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato JP.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di 4523 è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1941 | 10,917 | Haruo Naito | www.eisai.co.jp |
Eisai Co., Ltd. si occupa di ricerca e sviluppo, produzione, vendita, importazione ed esportazione di prodotti farmaceutici in Giappone. Offre Dayvigo, per il trattamento dell'insonnia; Lenvima, un agente antitumorale/medicinale a bersaglio molecolare per il trattamento del cancro alla tiroide, del carcinoma a cellule renali in combinazione con everolimus e del carcinoma epatocellulare; Methycobal per il trattamento della neuropatia periferica; Halaven, un agente antitumorale per il trattamento del cancro al seno. L'azienda fornisce anche Jyseleca, un inibitore della janus chinasi; Elental, un preparato a base di aminoacidi a catena ramificata; Goofice e Movicol per la stipsi cronica; Fycompa, un agente antiepilettico; Pariet, un inibitore della pompa protonica; Aricept, per il morbo di Alzheimer/demenza a corpi di Lewy; e Chocola BB plus per il preparato di vitamina B2.
Eisai Co., Ltd. Riepilogo dei fondamenti
| 4523 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | JP¥1.07t |
| Utili (TTM) | JP¥38.56b |
| Ricavi(TTM) | JP¥825.38b |
27.6x
Rapporto P/E1.3x
Rapporto P/S4523 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 4523 Conto economico (TTM) | |
|---|---|
| Ricavi | JP¥825.38b |
| Costo del fatturato | JP¥191.22b |
| Profitto lordo | JP¥634.16b |
| Altre spese | JP¥595.60b |
| Utili | JP¥38.56b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 03, 2026
| Utile per azione (EPS) | 136.78 |
| Margine lordo | 76.83% |
| Margine di profitto netto | 4.67% |
| Rapporto debito/patrimonio netto | 20.1% |
Come si è comportato 4523 nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.2%
Rendimento attuale del dividendo117%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/12 10:36 |
| Prezzo dell'azione a fine giornata | 2026/06/12 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Eisai Co., Ltd. è coperta da 20 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Atsushi Seki | Barclays |
| Miki Sogi | Bernstein |
| Koichi Mamegano | BofA Global Research |