argenx 過去の業績
過去 基準チェック /36
argenxは、平均年間65.8%の収益成長を遂げていますが、 Biotechs業界の収益は、年間 成長しています。収益は、平均年間17% 53.2%収益成長率で 成長しています。 argenxの自己資本利益率は20.3%であり、純利益率は31.4%です。
主要情報
65.85%
収益成長率
65.47%
EPS成長率
| Biotechs 業界の成長 | -3.59% |
| 収益成長率 | 53.24% |
| 株主資本利益率 | 20.33% |
| ネット・マージン | 31.40% |
| 次回の業績アップデート | 23 Jul 2026 |
最近の業績更新
Recent updates
新しいナラティブ • May 20
High-growth biotech compounding story if VYVGART becomes a multi-indication platform drug
Investment Memo – argenx SE 1. Executive Summary argenx is a commercial-stage biotech in immunology with an active blockbuster (VYVGART) and an advanced pipeline focused on rare autoimmune diseases.
ナラティブの更新 • May 14
ARGX: Expanded Neuromuscular Indications Will Support Future Earnings Power
Analysts nudged their blended price target for argenx higher by about €2 to roughly €845, citing a slightly higher fair value estimate, modestly adjusted growth and discount rate assumptions, and support from recent research highlighting Vyvgart momentum and an expanded late stage pipeline. Analyst Commentary Recent research shows a split between analysts trimming targets on fine tuned assumptions and others lifting or reaffirming higher fair value estimates.
ナラティブの更新 • Apr 29
ARGX: Graves And gMG Franchise Expansion Will Drive Future Repricing Potential
Analysts have nudged their argenx price targets slightly lower in recent weeks, trimming individual fair values by €30 to €92. They continue to cite ongoing Vyvgart momentum, a broader late stage pipeline and a less demanding valuation as key supports for the updated outlook.ナラティブの更新 • Apr 15
ARGX: Late Stage Neuromuscular Readouts Will Support Future Earnings Power
Analysts have made a modest upward tweak to the fair value estimate for argenx to €842.55, reflecting updated assumptions for Vyvgart momentum, slightly higher revenue growth expectations around 26.7%, a somewhat lower profit margin near 34.7%, and a higher future P/E of about 25.5x following recent price target revisions and ongoing support from research firms despite generally lower headline targets. Analyst Commentary Recent Street research on argenx reflects generally constructive views on Vyvgart execution and the broader pipeline, with some caution around spending plans and the current valuation.ナラティブの更新 • Apr 01
ARGX: Graves And gMG Expansion Will Drive Future Repricing Potential
Analysts have nudged the blended price target for argenx slightly higher to about €991. This reflects updated assumptions that pair more moderate revenue growth with a higher profit margin outlook and a somewhat richer future P/E, supported by recent research citing steady Vyvgart momentum, consistent profitability and a deep late stage pipeline.ナラティブの更新 • Mar 17
ARGX: Late Stage Neuromuscular Pipeline Readouts Will Drive Future Upside
Argenx's updated analyst price target reflects a modest recalibration, with fair value edging from about €845 to €839 as analysts factor in ongoing Vyvgart momentum, a slightly lower future P/E assumption and continued profitability. Analyst Commentary Recent Street research on argenx clusters around two themes: execution on Vyvgart and how much of that outlook is already reflected in the share price.ナラティブの更新 • Mar 03
ARGX: Expanded Neuromuscular Indications Will Drive Long Term Upside Potential
The analyst fair value estimate for argenx edges up from €825.51 to €845.07, as analysts trim long term growth and margin assumptions while still pointing to Vyvgart uptake, late stage pipeline breadth, and ongoing price targets mostly above the current level as key supports for the updated price target range. Analyst Commentary Recent Street research shows a mixed but generally constructive tone around argenx, with price targets adjusted both up and down while ratings largely stay positive.ナラティブの更新 • Feb 17
ARGX: Vyvgart Expansion Into Seronegative gMG Will Support Long Term Upside
Narrative Update Analysts have raised their average price target on argenx by a few euros to €825.51. This reflects updated models that incorporate slightly higher revenue growth assumptions, a modestly higher future P/E multiple and recent target increases from firms citing steady long term confidence in the story.
ナラティブの更新 • Feb 03
ARGX: Future Sector Correlation Risk May Undermine Elevated Biotech Thesis
Analysts have lifted their fair value estimate for argenx from US$528.05 to US$614.80, citing updated models that incorporate revised revenue growth, profit margin and future P/E assumptions, in line with a series of recent price target increases from major brokerage firms. Analyst Commentary Recent Street research on argenx has featured a series of higher price targets in both U.S. dollars and euros, reflecting updated models rather than wholesale shifts in underlying views.ナラティブの更新 • Jan 20
ARGX: Graves Disease And gMG Franchise Will Drive Future Repricing
Analysts have raised their fair value estimate for argenx from about $885 to roughly $990.88, citing higher modeled revenue growth assumptions, updated P/E expectations, and a series of price target increases across the Street. Analysts continue to view the company constructively, even as some lists are being rebalanced.ナラティブの更新 • Jan 06
ARGX: Vyvgart Franchise Expansion Will Drive Upside Despite Pipeline Setbacks
Analysts have lifted their fair value estimate for argenx from $797.32 to $820.09. This reflects updated assumptions on discount rate, revenue growth, profit margins and future P/E after recent research that highlighted solid Q3 execution, optimism around Vyvgart's opportunity and some recalibration of upside potential.ナラティブの更新 • Dec 15
ARGX: Future Pipeline Readouts Will Balance Post Rally Expectations And Execution Risks
Analysts have nudged their average price target on argenx modestly higher by about $30 per share. This reflects stronger assumed revenue growth and higher future valuation multiples, even as they temper margin expectations in light of a more selective, probability-weighted view of the Vyvgart and empasiprubart pipelines.ナラティブの更新 • Nov 30
ARGX: Share Momentum Will Balance Pipeline Progress Against Post-Rally Expectations
Argenx's analyst price target has been modestly revised downward by approximately $4 to $766. Analysts are balancing optimism on new clinical data and pipeline expansion with tempered expectations following the recent stock rally.ナラティブの更新 • Nov 16
ARGX: Shares Will Weigh Expanding Indications Against Cooling Market Enthusiasm
Analysts have raised their price target for argenx by over $20 to approximately $770. They cite strong third-quarter performance, broadening growth drivers across Vyvgart indications, and confidence in the company’s expanding pipeline and commercial prospects.ナラティブの更新 • Nov 02
ARGX: Upcoming Phase 3 Readouts and Expanded Access Will Shape Future Outlook
Argenx's analyst price target has increased by over $24 to approximately $749. Analysts cite solid quarterly results, pipeline progress, and expanded commercial opportunities as key drivers for the upward revision.ナラティブの更新 • Sep 25
Aging Trends And Genomics Will Expand Autoimmune Treatment Opportunities
argenx’s consensus price target has been revised upward to €724.38 as analysts raise growth forecasts following strong Phase 3 Vyvgart data and expanding market opportunity, while improved revenue projections and robust pipeline momentum continue to offset valuation concerns. Analyst Commentary Bullish analysts are raising price targets on Argenx following positive topline Phase 3 data for Vyvgart in seronegative myasthenia gravis and successful primary endpoint achievement across patient subtypes, which expands the addressable market.ナラティブの更新 • Aug 29
Aging Trends And Genomics Will Expand Autoimmune Treatment Opportunities
argenx’s price target has been raised to €705.90 as analysts cite strong Vyvgart Phase 3 results, raised U.S. sales expectations, visible pipeline catalysts, and resilient uptake despite recent safety concerns. Analyst Commentary Bullish analysts cite Vyvgart’s positive Phase 3 ADAPT SERON results in seronegative generalized myasthenia gravis (gMG), demonstrating clinical improvement and supporting expansion into new patient subtypes.ナラティブの更新 • Aug 06
Aging Trends And Genomics Will Expand Autoimmune Treatment Opportunities
A sharp decline in argenx’s future P/E ratio, despite slightly lower revenue growth forecasts, has contributed to a notable increase in the consensus analyst price target from €665.23 to €700.31. What's in the News Argenx and Unnatural Products Inc.分析記事 • Aug 01
What argenx SE's (EBR:ARGX) 25% Share Price Gain Is Not Telling You
argenx SE ( EBR:ARGX ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. Looking...分析記事 • Jun 30
We Think argenx (EBR:ARGX) Can Stay On Top Of Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
新しいナラティブ • Apr 27
Prefilled Syringe Launch And Pipeline Trials Will Expand Global Reach
Strong pipeline potential from advanced Phase III and proof-of-concept studies could drive new product approvals and market expansion, boosting revenues.収支内訳
収支内訳
argenx の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 4,742 | 1,489 | 1,446 | 0 |
| 31 Dec 25 | 4,236 | 1,292 | 1,367 | 0 |
| 30 Sep 25 | 3,683 | 1,533 | 1,223 | 0 |
| 30 Jun 25 | 3,121 | 1,280 | 1,165 | 0 |
| 31 Mar 25 | 2,643 | 1,064 | 1,096 | 0 |
| 31 Dec 24 | 2,248 | 833 | 1,055 | 0 |
| 30 Sep 24 | 1,909 | -40 | 978 | 0 |
| 30 Jun 24 | 1,660 | -204 | 892 | 0 |
| 31 Mar 24 | 1,451 | -328 | 799 | 0 |
| 31 Dec 23 | 1,269 | -295 | 712 | 0 |
| 30 Sep 23 | 1,029 | -234 | 638 | 0 |
| 30 Jun 23 | 835 | -397 | 555 | 0 |
| 31 Mar 23 | 639 | -511 | 520 | 0 |
| 31 Dec 22 | 441 | -710 | 472 | 0 |
| 30 Sep 22 | 286 | -909 | 434 | 0 |
| 30 Jun 22 | 146 | -907 | 407 | 0 |
| 31 Mar 22 | 381 | -595 | 352 | 0 |
| 31 Dec 21 | 528 | -408 | 308 | 0 |
| 30 Sep 21 | 510 | -373 | 270 | 0 |
| 30 Jun 21 | 526 | -319 | 233 | 0 |
| 31 Mar 21 | 206 | -573 | 204 | 0 |
| 31 Dec 20 | 62 | -608 | 172 | 0 |
| 30 Sep 20 | 75 | -535 | 144 | 0 |
| 30 Jun 20 | 70 | -359 | 110 | 0 |
| 31 Mar 20 | 73 | -275 | 86 | 0 |
| 31 Dec 19 | 93 | -181 | 72 | 0 |
| 30 Sep 19 | 72 | -109 | 56 | 0 |
| 30 Jun 19 | 68 | -104 | 49 | 0 |
| 31 Mar 19 | 70 | -47 | 37 | 0 |
| 31 Dec 18 | 33 | -76 | 31 | 0 |
| 30 Sep 18 | 41 | -56 | 27 | 0 |
| 30 Jun 18 | 44 | -47 | 22 | 0 |
| 31 Mar 18 | 50 | -46 | 18 | 0 |
| 31 Dec 17 | 49 | -34 | 15 | 0 |
| 30 Sep 17 | 42 | -30 | 11 | 0 |
| 30 Jun 17 | 39 | -25 | 10 | 0 |
| 31 Mar 17 | 23 | -29 | 10 | 0 |
| 31 Dec 16 | 18 | -22 | 7 | 0 |
| 30 Sep 16 | 17 | -20 | 7 | 0 |
| 30 Jun 16 | 14 | -17 | 6 | 0 |
| 31 Mar 16 | 12 | -17 | 6 | 0 |
| 31 Dec 15 | 11 | -17 | 5 | 0 |
| 30 Sep 15 | 10 | -16 | 5 | 0 |
| 30 Jun 15 | 9 | -14 | 5 | 0 |
質の高い収益: ARGXは 高品質の収益 を持っています。
利益率の向上: ARGXの現在の純利益率 (31.4%)は、昨年(40.3%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: ARGX過去 5 年間で収益を上げており、収益は年間65.8%増加しています。
成長の加速: ARGXの過去 1 年間の収益成長率 ( 39.9% ) は、5 年間の平均 ( 年間65.8%を下回っています。
収益対業界: ARGXの過去 1 年間の収益成長率 ( 39.9% ) Biotechs業界45%を上回りませんでした。
株主資本利益率
高いROE: ARGXの 自己資本利益率 ( 20.3% ) は 高い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 17:47 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
argenx SE 30 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。55
| アナリスト | 機関 |
|---|---|
| null null | Baird |
| Colleen Kusy | Baird |
| Joel Beatty | Baird |