Cosmo N.V.

SWX:COPN 株式レポート

時価総額：CHF 1.3b

Cosmo 将来の成長

Future 基準チェック /56

Cosmo利益と収益がそれぞれ年間41.8%と26.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.9% 41.8%なると予測されています。

主要情報

41.8%

収益成長率

41.76%

EPS成長率

Pharmaceuticals 収益成長10.3%
収益成長率26.6%
将来の株主資本利益率13.90%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

分析記事 • Jul 29

Earnings Beat: Cosmo Pharmaceuticals N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Last week, you might have seen that Cosmo Pharmaceuticals N.V. ( VTX:COPN ) released its interim result to the market...

Recent updates

ナラティブの更新 • May 16

Cosmo Pharmaceuticals Will Achieve Its Target Price of €95–110 in 12 Months

Below is a full institutional-style comps + valuation (target price) for Cosmo Pharmaceuticals N.V. , integrating: ✅ FY2025 audited report (your PDF) ✅ Product + pipeline positioning (Cosmo site + report) ✅ Sell-side-style benchmarking framework (SWS-type approach: specialty pharma + medtech AI comps) 1) Investment framing (key drivers) Business mix (unique hybrid) Cosmo is a multi-vertical life sciences platform : MedTech AI (GI Genius™) → high-growth SaaS/MedTech multiple Dermatology (Winlevi + Clascoterone) → specialty pharma growth GI pharma + royalties (MMX platform) → stable cash flows CDMO → low multiple, stabilizer Important: market struggles to value hybrid → mispricing opportunity 2) Financial baseline (FY2025) Core metrics Revenue: €104.2m Recurring revenue: €88.1m (+15%) EBITDA: €9.5m Net income: –€3.5m Cash + investments: €128.3m Market cap: €1.98bn 2025 distorted due to: loss of €186m Medtronic milestone (2024) underlying recurring growth intact (+15%) 3) Product + pipeline valuation bridge A. Commercial assets (anchor value) 1.
ナラティブの更新 • May 11

COPN: CHF 160 Outlook Will Rely On Successful Alopecia Regulatory Filings

Analysts have raised their price target on Cosmo to CHF 160 from CHF 130, citing updated assumptions for revenue growth, profit margins and future P/E. These changes collectively support a slightly lower fair value estimate and a modestly higher discount rate in their models.
ナラティブの更新 • Apr 23

COPN: Higher CHF 160 Outlook Will Depend On Upcoming Alopecia Filing

Analysts have raised their price target on Cosmo to CHF 160 from CHF 130, citing updated assumptions on fair value, revenue growth, profit margins and future P/E that contribute to a higher overall valuation framework. Analyst Commentary While the higher CHF 160 target reflects updated valuation work, bearish analysts still flag several areas where expectations could prove demanding if underlying assumptions do not play out as planned.
ナラティブの更新 • Apr 08

COPN: Recent Share Placement Will Support Improved Margins And Future Earnings Potential

Analysts have adjusted their price target on Cosmo Pharmaceuticals to CHF 140.45 from CHF 147.89, citing updated views on fair value, revenue growth, profit margins and future P/E assumptions. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares on February 3, 2026 (Key Developments).
ナラティブの更新 • Mar 25

COPN: Higher Revenue Assumptions And Single Investor Placement Will Support Upside

Analysts have lifted their price target on Cosmo Pharmaceuticals from CHF 104.55 to around CHF 123.72, reflecting updated assumptions for higher revenue growth, a different profit margin profile, and a higher future P/E multiple. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares that represent 5.3% of the company's outstanding shares as of February 3, 2026 (Key Developments).
ナラティブの更新 • Mar 10

COPN: Recent Share Placement Will Support Stronger Revenue And Margin Outlook

Analysts have nudged their price target on Cosmo Pharmaceuticals slightly lower to around CHF148 from approximately CHF150, reflecting updated assumptions on fair value, revenue growth and profit margins while keeping future P/E expectations broadly in line with prior views. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares, which represent 5.3% of the company's outstanding shares, on February 3, 2026 (Key Developments).
ナラティブの更新 • Feb 24

COPN: Recent Share Placement Will Support Bullish Long Term Outlook

Analysts have trimmed their price target on Cosmo Pharmaceuticals by CHF 0.00 to reflect slightly updated assumptions on revenue growth, profit margins and future P/E, while keeping their overall fair value view effectively unchanged. What's in the News Cosmo Pharmaceuticals completed a private placement with a single institutional investor, issuing 937,086 treasury shares, equal to 5.3% of outstanding shares, on February 3, 2026 (Key Developments).
ナラティブの更新 • Feb 10

COPN: EU Acne Approval And Share Placement Will Support Bullish Outlook

Analysts now set their price target for Cosmo Pharmaceuticals closer to €150, up from about €102, citing updated assumptions for revenue growth, profit margins and future P/E, which feed into a higher fair value estimate. What's in the News Cosmo Pharmaceuticals completed a private placement of 937,086 treasury shares, representing 5.3% of its outstanding shares, with a single institutional investor on February 3, 2026.
ナラティブの更新 • Jan 26

COPN: EU Acne Launch And Margin Assumptions Will Likely Keep Shares Fairly Valued

Analysts have moderately raised their price target on Cosmo Pharmaceuticals, citing updates to their fair value estimate along with revised assumptions for revenue growth, profit margins and future P/E. What's in the News The European Commission granted Marketing Authorization for Winlevi (clascoterone 10 mg/g cream) following a positive opinion from the European Medicines Agency's Committee for Medicinal Products for Human Use issued on August 25, 2025 (Key Developments).
ナラティブの更新 • Jan 11

COPN: EU Acne Authorization And Rollout Will Likely Leave Shares Overextended

Analysts have trimmed their price target for Cosmo Pharmaceuticals by roughly €0.46, reflecting slightly lower assumptions for revenue growth and profit margins, along with a higher future P/E multiple in their updated models. What's in the News The European Commission granted Marketing Authorization for Winlevi (clascoterone 10 mg/g cream), following a prior positive opinion from the European Medicines Agency's Committee for Medicinal Products for Human Use issued on August 25, 2025 (Key Developments).
ナラティブの更新 • Dec 24

COPN: EU Acne Approval And Rollout Are Expected To Support Balanced Outlook

Analysts have modestly trimmed their price target for Cosmo Pharmaceuticals by approximately $0.48, reflecting refined assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News European Commission grants Marketing Authorization for Winlevi clascoterone 10 mg/g cream for the treatment of acne vulgaris in adults and adolescents 12 to under 18 years, with adolescent use limited to facial application only Key Developments Cosmo Pharmaceuticals and Glenmark Pharmaceuticals secure EU wide approval enabling commercialization of Winlevi across 15 countries, including France, Spain, the Netherlands, and the Nordics Key Developments Glenmark prepares to launch Winlevi in a staged rollout across Bulgaria, the Czech Republic, Denmark, Finland, Hungary, Iceland, Norway, Poland, Portugal, Romania, Slovakia, Sweden, and other approved EU markets Key Developments Valuation Changes The Fair Value Estimate has fallen slightly to CHF 98.24 from CHF 98.72, reflecting a modest downward adjustment in intrinsic valuation.
ナラティブの更新 • Dec 09

COPN: EU Authorization And Launch Partnership Are Expected To Support Balanced Outlook

Analysts have nudged their price target for Cosmo Pharmaceuticals slightly higher to approximately $98.72 per share from about $98.59, citing expectations for stronger revenue growth that more than offset a modestly lower projected profit margin and valuation multiple. What's in the News European Commission grants Marketing Authorization for Winlevi clascoterone 10 mg/g cream for treatment of acne vulgaris in adults and adolescents aged 12 to under 18 years, with adolescent use restricted to facial application EU Marketing Authorization Approval follows a positive CHMP opinion issued on August 25, 2025, confirming regulatory momentum for Cosmo Pharmaceuticals dermatology portfolio EU Marketing Authorization Commercial launch of Winlevi to be led by partner Glenmark Pharmaceuticals across 15 European countries, including France, Spain, the Netherlands, and the Nordics, expanding Cosmo Pharmaceuticals geographic reach EU Marketing Authorization Valuation Changes Fair Value Estimate has risen slightly to CHF 98.72 from CHF 98.59 per share, reflecting a marginal upward revision to intrinsic value.
分析記事 • Dec 05

Cosmo Pharmaceuticals N.V. (VTX:COPN) Stocks Shoot Up 35% But Its P/E Still Looks Reasonable

The Cosmo Pharmaceuticals N.V. ( VTX:COPN ) share price has done very well over the last month, posting an excellent...
ナラティブの更新 • Nov 25

COPN: EU Approval And Expanded Distribution Expected To Drive Share Performance

Analysts have raised their price target for Cosmo Pharmaceuticals from $87.81 to $98.59. They cite updated fair value assessments and recent model adjustments as the reasons for the change.
ナラティブの更新 • Sep 04

Expanding AI Diagnostics And Drug Platforms Will Navigate Regulatory Challenges

Cosmo Pharmaceuticals’ consensus revenue growth forecasts have strengthened and its future P/E valuation has decreased, but despite these more favourable fundamentals, the consensus analyst price target was only marginally reduced from CHF88.37 to CHF87.81. What's in the News Issued FY2025 guidance: total revenues expected between EUR 102 million and EUR 107 million, with recurring revenues of EUR 85 million to EUR 90 million and project-based revenues of EUR 17 million.
User avatar
新しいナラティブ • Mar 17

Clascoterone Trials Completion And AI Expansion Will Open Future Markets

Strong cash position and no debt provide flexibility for strategic investments, boosting future profitability and earnings.
分析記事 • Jan 23

Weekly Picks: NLBR’s vision, MNSO’s expansion plans and COPN’s opportunity

This weeks picks cover the promising product pipeline from a Cosmo Pharmaceutical, how NLBR bank could almost double its revenue and earnings, and why MINISO Group’s aggressive store expansion plans will pay off.
新しいナラティブ • Jan 20

Cosmo Pharmaceuticals Announces Strong Full Year 2024 Revenue and Cash and Provides Business and Pipeline Updates

Revenue: €265.7 million, representing a 186% year-over-year increase from €92.8 million in 2023. This includes €185 million in non-recurring revenues from Medtronic linked to the December 2023 expande
分析記事 • Nov 22

Cosmo Pharmaceuticals N.V.'s (VTX:COPN) P/S Still Appears To Be Reasonable

When you see that almost half of the companies in the Pharmaceuticals industry in Switzerland have price-to-sales...
分析記事 • May 02

Market Participants Recognise Cosmo Pharmaceuticals N.V.'s (VTX:COPN) Revenues

With a price-to-sales (or "P/S") ratio of 12.2x Cosmo Pharmaceuticals N.V. ( VTX:COPN ) may be sending very bearish...
分析記事 • Mar 28

Cosmo Pharmaceuticals' (VTX:COPN) Weak Earnings May Only Reveal A Part Of The Whole Picture

The subdued market reaction suggests that Cosmo Pharmaceuticals N.V.'s ( VTX:COPN ) recent earnings didn't contain any...
分析記事 • Mar 26

Broker Revenue Forecasts For Cosmo Pharmaceuticals N.V. (VTX:COPN) Are Surging Higher

Celebrations may be in order for Cosmo Pharmaceuticals N.V. ( VTX:COPN ) shareholders, with the analysts delivering a...
分析記事 • Dec 01

Cosmo Pharmaceuticals N.V.'s (VTX:COPN) Popularity With Investors Is Clear

Cosmo Pharmaceuticals N.V.'s ( VTX:COPN ) price-to-earnings (or "P/E") ratio of 67x might make it look like a strong...
分析記事 • Jul 29

Earnings Beat: Cosmo Pharmaceuticals N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Last week, you might have seen that Cosmo Pharmaceuticals N.V. ( VTX:COPN ) released its interim result to the market...
分析記事 • Nov 24

We Think Cosmo Pharmaceuticals (VTX:COPN) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Mar 31

Cosmo Pharmaceuticals' (VTX:COPN) Solid Profits Have Weak Fundamentals

Cosmo Pharmaceuticals N.V. ( VTX:COPN ) announced strong profits, but the stock was stagnant. We did some digging, and...

業績と収益の成長予測

SWX:COPN - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282165697844
12/31/20271704184705
12/31/20261201012166
12/31/2025104-4-18-12N/A
9/30/2025143282431N/A
6/30/2025182606774N/A
3/31/202522597112118N/A
12/31/2024267133157162N/A
9/30/202422696127130N/A
6/30/2024185599897N/A
3/31/2024139245860N/A
12/31/202393-111823N/A
9/30/20239902129N/A
6/30/2023104112436N/A
3/31/2023103142535N/A
12/31/2022102172633N/A
9/30/202290261724N/A
6/30/20227835816N/A
3/31/20227228614N/A
12/31/20216522413N/A
9/30/2021646816N/A
6/30/202163-111219N/A
3/31/202162-9816N/A
12/31/202061-8513N/A
9/30/202064-7-16N/A
6/30/202067-7-80N/A
3/31/202065-16-22-9N/A
12/31/201962-24-36-19N/A
9/30/201956-28N/A-17N/A
6/30/201950-31N/A-15N/A
3/31/201958-24N/A-12N/A
12/31/201866-18N/A-10N/A
9/30/201869-20N/A-10N/A
6/30/201873-23N/A-11N/A
3/31/201870-28N/A-10N/A
12/31/201768-32N/A-9N/A
9/30/201768-18N/A-6N/A
6/30/201769-4N/A-2N/A
3/31/2017698N/A10N/A
12/31/20166819N/A22N/A
9/30/20167018N/A18N/A
6/30/20167216N/A14N/A
3/31/201666132N/A-13N/A
12/31/201561248N/A-39N/A
9/30/201560241N/A-13N/A
6/30/201559234N/A13N/A

アナリストによる今後の成長予測

収入対貯蓄率: COPNは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 0.6% ) よりも高い成長率であると考えられます。

収益対市場: COPN今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: COPN今後 3 年以内に収益を上げることが予想されます。

収益対市場: COPNの収益 ( 26.6% ) Swiss市場 ( 4.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: COPNの収益 ( 26.6% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: COPNの 自己資本利益率 は、3年後には低くなると予測されています ( 13.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/25 08:49
終値2026/05/22 00:00
収益2025/12/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Cosmo N.V. 6 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。11

アナリスト機関
Estelle BétriseyBerenberg
Laura HindleyBerenberg
Kerry HolfordBerenberg