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Ipsen S.A.ENXTPA:IPN 株式レポート

時価総額 €13.4b
株価
€161.40
€151.94
6.2% 割高 内在価値ディスカウント
1Y56.9%
7D2.4%
1D
ポートフォリオ価値
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Ipsen S.A.

ENXTPA:IPN 株式レポート

時価総額:€13.4b

Ipsen(IPN)株式概要

Ipsen S.A.は、世界的なバイオ医薬品会社として事業を展開しています。 詳細

IPN ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長1/6
過去の実績3/6
財務の健全性6/6
配当金0/6

IPN Community Fair Values

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Ipsen S.A. 競合他社

価格と性能

株価の高値、安値、推移の概要Ipsen
過去の株価
現在の株価€161.40
52週高値€173.50
52週安値€100.20
ベータ0.33
1ヶ月の変化-0.98%
3ヶ月変化1.25%
1年変化56.85%
3年間の変化48.76%
5年間の変化88.99%
IPOからの変化581.01%

最新ニュース

ナラティブの更新 May 17

IPN: Future Portfolio Execution And Core Pipeline Will Shape Re Rated Earnings Potential

Analysts have raised Ipsen's price target by €13 to €183, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E that align with recent upward revisions from major banks. Analyst Commentary Recent research updates point to a more constructive stance on Ipsen, with several bullish analysts revisiting their models and price targets.

Recent updates

ナラティブの更新 May 17

IPN: Future Portfolio Execution And Core Pipeline Will Shape Re Rated Earnings Potential

Analysts have raised Ipsen's price target by €13 to €183, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E that align with recent upward revisions from major banks. Analyst Commentary Recent research updates point to a more constructive stance on Ipsen, with several bullish analysts revisiting their models and price targets.
ナラティブの更新 Apr 24

IPN: Future Portfolio Execution Will Drive Re Rated Earnings Power Potential

Narrative Update on Ipsen The analyst fair value estimate for Ipsen has been revised from €155 to €183. This reflects analysts' updated assumptions on higher revenue growth, a different discount rate, a higher future P/E and recent price target increases and rating changes across several banks.
ナラティブの更新 Apr 10

IPN: Oncology Pipeline Progress And Safety Setbacks Will Shape Balanced Future Outlook

Analysts have adjusted the Ipsen price target to €151.94, with recent research pointing to updated revenue growth and profit margin assumptions, as well as fresh Street targets around €160 and €170 as key drivers of the new view. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to higher price targets around €160 and €170, which reflects confidence in Ipsen’s ability to execute on its current pipeline and financial framework despite recent product-specific issues.
ナラティブの更新 Mar 27

IPN: Early Oncology Pipeline And Safety Setbacks Will Shape Future Upside

The analyst fair value estimate for Ipsen has shifted from €143 to about €152, as analysts factor in updated price targets around €160 to €170 and recent rating changes that reflect both the impact of the tazemetostat withdrawal and a focus on the broader pipeline and earnings profile. Analyst Commentary Recent research shows a split view on Ipsen, with some bullish analysts lifting price targets toward €160 to €170, while more cautious voices highlight pipeline depth and valuation risks after the tazemetostat withdrawal.
ナラティブの更新 Mar 13

IPN: Oncology Setbacks And Limited Late Stage Pipeline Will Constrain Future Upside

The analyst fair value estimate for Ipsen has shifted from €105 to €115, with analysts pointing to recent price target revisions, mixed views on the company’s pipeline depth, and updated assumptions on margins and future P/E levels as key drivers of the change. Analyst Commentary Recent Street research around Ipsen has focused on shifting views of the company’s pipeline and valuation, with mixed reactions to the withdrawal of tazemetostat and differing opinions on the depth of late stage assets.
ナラティブの更新 Feb 27

IPN: Limited Late Stage Pipeline Will Constrain Future Upside Potential

The analyst fair value estimate for Ipsen has moved from €134.80 to €143.00, reflecting updated assumptions on revenue growth, margins, and future P/E, following recent price target changes from banks that now range from about €125 to €170. Analyst Commentary Recent research on Ipsen reflects a mix of optimism and caution, with target prices clustering between about €125 and €170 and ratings spread across Buy, Neutral, and Equal Weight.
ナラティブの更新 Feb 12

IPN: Competitive Pressures And Thin Pipeline Will Shape A Balanced Outlook

Analysts have increased their fair value estimate for Ipsen to about €135 per share from roughly €133, reflecting updated price targets that incorporate a mix of cautious views on the late stage pipeline and concerns around competitive pressures, alongside modest target increases from others. Analyst Commentary Recent research shows a split view on Ipsen, with some analysts trimming expectations and others nudging targets higher.
ナラティブの更新 Jan 29

IPN: Mixed Ratings And Limited Late Stage Assets Will Shape A Balanced Outlook

Narrative Update The updated analyst price target for Ipsen moves modestly higher to about €133 from about €131. Analysts point to slightly stronger revenue growth and margin assumptions, while also flagging ongoing concerns about limited late stage assets and competitive pressure on Somatuline, as reflected in recent mixed rating and target changes from UBS, Barclays, and BNP Paribas Exane.
ナラティブの更新 Jan 15

IPN: Mixed Ratings And Pipeline Setbacks Will Shape A Cautious Yet Balanced Outlook

Our updated fair value estimate for Ipsen edges up from €130.07 to €130.79. This reflects a blend of mixed Street signals, where some analysts point to valuation constraints and pipeline depth, while others lift price targets in line with current expectations.
ナラティブの更新 Dec 21

IPN: Guidance Upgrade And Competitive Pressures Will Shape A Cautious Yet Balanced Outlook

Analysts have reduced their price target on Ipsen from EUR 130.07 to EUR 105.00, citing increased competitive pressure on Somatuline as a key driver of the downgrade. Analyst Commentary Analysts note that the reduced price target reflects a reassessment of Ipsen's risk and reward profile in light of mounting competition for Somatuline, which is expected to weigh on both top line momentum and margin resilience.
ナラティブの更新 Dec 07

IPN: Guidance Upgrade And Competition Concerns Will Shape Balanced Future Outlook

Analysts have trimmed their price target on Ipsen by approximately EUR 1 to around EUR 130, reflecting slightly lower long term growth and margin expectations amid rising competitive pressure on key drug Somatuline. Analyst Commentary Analyst sentiment around Ipsen has turned more cautious, with recent revisions reflecting heightened concern about the sustainability of growth in key endocrine oncology franchises and the implications for valuation.
ナラティブの更新 Nov 22

IPN: Guidance Upgrade And New Approvals Will Support Balanced Outlook

Narrative Update on Ipsen Analysts have maintained their fair value estimate for Ipsen at €130.79 per share. They cite minimal changes in key assumptions and only slight fluctuations in projected growth and profitability.
ナラティブの更新 Nov 07

IPN: Future Opportunities And Risks Are Balanced Following Guidance Upgrade

Narrative Update on Ipsen: Analyst Price Target Adjustment Analysts have raised their price target for Ipsen to €130.79, up from €129.93. This change reflects slight improvements in expected revenue growth and profit margin, despite a marginally higher discount rate.
分析記事 Oct 28

Ipsen (EPA:IPN) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 Oct 24

Global Approvals And Guidance Will Drive Expanded Patient Access Worldwide

Narrative Update on Ipsen: Analyst Price Target Adjustment Analysts have slightly increased their price target for Ipsen from $128.43 to $129.93. This adjustment is attributed to minor shifts in revenue growth forecasts and updated profit margin estimates.
ナラティブの更新 Sep 25

Pipeline Catalysts And Approvals Will Expand Global Access

Driven by a modest uptick in consensus revenue growth forecasts and a slight increase in the projected future P/E, Ipsen’s analyst price target has inched up from €127.00 to €128.43. What's in the News Ipsen received Japanese regulatory approval for Bylvay (odevixibat) for the treatment of pruritus associated with progressive familial intrahepatic cholestasis (PFIC), with commercialization managed by Ipsen in Japan.
分析記事 Sep 07

Are Investors Undervaluing Ipsen S.A. (EPA:IPN) By 41%?

Key Insights Ipsen's estimated fair value is €205 based on 2 Stage Free Cash Flow to Equity Current share price of €120...
分析記事 Jul 13

Investors Interested In Ipsen S.A.'s (EPA:IPN) Earnings

Ipsen S.A.'s ( EPA:IPN ) price-to-earnings (or "P/E") ratio of 24.5x might make it look like a strong sell right now...
User avatar
新しいナラティブ Feb 23

Cabometyx And Tovorafenib Approvals May Strengthen Oncology Portfolio In 2025

Expansion of Onivyde and new product approvals could significantly increase revenue and strengthen market positions in key medical segments.

株主還元

IPNFR PharmaceuticalsFR 市場
7D2.4%4.3%3.4%
1Y56.9%-10.6%1.9%

業界別リターン: IPN過去 1 年間で-10.6 % の収益を上げたFrench Pharmaceuticals業界を上回りました。

リターン対市場: IPN過去 1 年間で1.9 % の収益を上げたFrench市場を上回りました。

価格変動

Is IPN's price volatile compared to industry and market?
IPN volatility
IPN Average Weekly Movement4.5%
Pharmaceuticals Industry Average Movement4.1%
Market Average Movement5.5%
10% most volatile stocks in FR Market10.7%
10% least volatile stocks in FR Market3.0%

安定した株価: IPN 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: IPNの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19295,535David Loewwww.ipsen.com

Ipsen S.A. は、世界的なバイオ製薬会社として事業を展開している。同社は、がん、神経科学、希少疾患の分野で医薬品を提供している。同社の製品パイプラインには、転移性去勢抵抗性前立腺がんのセカンドライン治療薬として第III相臨床試験中のCabometyx + Atezolizumab、濾胞性リンパ腫のセカンドライン治療薬として第III相臨床試験中のレナリドミドとリツキシマブ、Taverik、胆道閉鎖症の治療薬として第III相臨床試験中のBylvay、慢性およびエピソード性片頭痛の治療薬として第III相臨床試験中のDysportがある;進行性骨化性線維異形成症の治療薬として第Ⅱ相臨床試験中のFidrisertib、原発性硬化性胆管炎の治療薬として第Ⅱ相臨床試験中のElafibranor、そしてIPN60250である;IPN60260はウイルス性胆汁うっ滞性疾患の治療薬で、第I相臨床試験中である。また、Somatuline、Decapeptyl、Cabometyx、Onivyde、Tazverikなどのがん領域製品、Dysportなどの神経科学領域製品、Bylvay、NutropinAq、Increlex、Sohonosなどの希少疾患領域製品も提供している。同社は1929年に設立され、フランスのブローニュ・ビヤンクールに本社を置いている。

Ipsen S.A. 基礎のまとめ

Ipsen の収益と売上を時価総額と比較するとどうか。
IPN 基礎統計学
時価総額€13.36b
収益(TTM)€443.50m
売上高(TTM)€3.93b
29.9x
PER(株価収益率
3.4x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
IPN 損益計算書(TTM)
収益€3.93b
売上原価€750.90m
売上総利益€3.18b
その他の費用€2.73b
収益€443.50m

直近の収益報告

Dec 31, 2025

次回決算日

Jul 30, 2026

一株当たり利益(EPS)5.40
グロス・マージン80.89%
純利益率11.29%
有利子負債/自己資本比率19.7%

IPN の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

0.9%
現在の配当利回り
26%
配当性向

IPN 配当は確実ですか?

IPN 配当履歴とベンチマークを見る
IPN 、いつまでに購入すれば配当金を受け取れますか?
Ipsen 配当日
配当落ち日Jun 03 2026
配当支払日Jun 05 2026
配当落ちまでの日数7 days
配当支払日までの日数9 days

IPN 配当は確実ですか?

IPN 配当履歴とベンチマークを見る

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2026/05/26 20:06
終値2026/05/26 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

Ipsen S.A. 11 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。26

アナリスト機関
Richard SilverBarclays
Charles PitmanBarclays
Charles PitmanBarclays