Eisai 将来の成長
Future 基準チェック /26
Eisai利益と収益がそれぞれ年間12.6%と4%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7% 12.6%なると予測されています。
主要情報
12.6%
収益成長率
12.56%
EPS成長率
| Pharmaceuticals 収益成長 | 12.9% |
| 収益成長率 | 4.0% |
| 将来の株主資本利益率 | 6.99% |
| アナリストカバレッジ | Good |
| 最終更新日 | 08 Jul 2026 |
今後の成長に関する最新情報
分析記事 • 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...分析記事 • 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...分析記事 • 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...Recent updates
ナラティブの更新 • Jul 01
4523: Subcutaneous Alzheimer’s Data And Dosing Expansion Will Support Future Earnings Quality
Analysts have trimmed their fair value estimate for Eisai to ¥5,500 from ¥6,200, citing updated assumptions for profit margins and a higher discount rate, along with a shift to a richer future P/E expectation. What’s in the News for Eisai Eisai plans to present extensive new data on its Alzheimer’s treatment lecanemab (Leqembi) at the Alzheimer’s Association International Conference 2026 in London.分析記事 • Jun 18
Eisai (TSE:4523) Stock Could Be 21.8% Undervalued After UK Investment Backing
Eisai (TSE:4523) has drawn fresh attention after securing support from the UK Government’s Life Sciences Innovation and Manufacturing Fund for new investment in its UK research, development, and manufacturing operations. See our latest analysis for Eisai. Despite support for Eisai’s UK investment plans, recent share price performance has been weak. The stock is down 17.11% year to date on a share price basis, and the 5 year total shareholder return is also negative. This suggests sentiment...
ナラティブの更新 • Jun 17
4523: Future Alzheimer And Oncology Progress Will Likely Fail To Justify Premium Price
Analysts have adjusted their fair value estimate for Eisai to ¥3,200 from ¥3,500, reflecting updated assumptions on revenue growth, profit margins, and future P/E following recent sector research. What’s in the News for Eisai Eisai announces a research, development, and manufacturing investment in the UK, supported by the UK Government’s Life Sciences Innovation and Manufacturing Fund, focused on oncology and neurology (source, company announcement).ナラティブの更新 • 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).
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...業績と収益の成長予測
| 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 |
|---|---|---|---|---|---|
| 3/31/2029 | 964,798 | 66,571 | 55,650 | 89,079 | 12 |
| 3/31/2028 | 943,708 | 65,315 | 40,573 | 70,810 | 14 |
| 3/31/2027 | 892,137 | 56,691 | 58,508 | 80,348 | 14 |
| 3/31/2026 | 825,378 | 38,558 | 20,156 | 61,323 | N/A |
| 12/31/2025 | 808,186 | 42,756 | 60,722 | 86,550 | N/A |
| 9/30/2025 | 804,390 | 49,369 | 25,213 | 51,509 | N/A |
| 6/30/2025 | 803,022 | 50,325 | 14,306 | 39,792 | N/A |
| 3/31/2025 | 789,400 | 46,432 | 7,148 | 30,117 | N/A |
| 12/31/2024 | 791,660 | 58,792 | 1,672 | 18,856 | N/A |
| 9/30/2024 | 753,221 | 40,970 | 7,189 | 27,613 | N/A |
| 6/30/2024 | 733,845 | 32,648 | 13,901 | 34,771 | N/A |
| 3/31/2024 | 741,751 | 42,406 | 31,170 | 55,993 | N/A |
| 12/31/2023 | 749,460 | 45,421 | 35,701 | 61,925 | N/A |
| 9/30/2023 | 759,329 | 48,096 | 20,569 | 46,335 | N/A |
| 6/30/2023 | 757,075 | 48,874 | -20,313 | 6,924 | N/A |
| 3/31/2023 | 744,402 | 55,432 | -36,331 | -1,772 | N/A |
| 12/31/2022 | 737,098 | 26,705 | -17,149 | 18,648 | N/A |
| 9/30/2022 | 752,500 | 32,233 | -8,913 | 30,329 | N/A |
| 6/30/2022 | 741,594 | 32,690 | 94,326 | 135,806 | N/A |
| 3/31/2022 | 756,226 | 47,954 | 77,123 | 117,590 | N/A |
| 12/31/2021 | 712,935 | 57,311 | 85,128 | 124,927 | N/A |
| 9/30/2021 | 691,250 | 62,508 | 80,215 | 123,618 | N/A |
| 6/30/2021 | 679,253 | 59,855 | 8,589 | 49,533 | N/A |
| 3/31/2021 | 645,942 | 42,119 | 35,709 | 73,853 | N/A |
| 12/31/2020 | 707,888 | 93,682 | 52,352 | 95,670 | N/A |
| 9/30/2020 | 713,400 | 120,571 | 77,080 | 112,990 | N/A |
| 6/30/2020 | 707,203 | 124,523 | 81,101 | 116,904 | N/A |
| 3/31/2020 | 695,621 | 121,767 | 52,556 | 102,782 | N/A |
| 12/31/2019 | 661,646 | 96,659 | N/A | 72,461 | N/A |
| 9/30/2019 | 631,974 | 57,725 | N/A | 62,240 | N/A |
| 6/30/2019 | 643,531 | 72,747 | N/A | 87,299 | N/A |
| 3/31/2019 | 642,834 | 63,386 | N/A | 103,714 | N/A |
| 12/31/2018 | 627,367 | 63,714 | N/A | 171,330 | N/A |
| 9/30/2018 | 625,106 | 65,679 | N/A | 186,973 | N/A |
| 6/30/2018 | 611,499 | 54,347 | N/A | 165,689 | N/A |
| 3/31/2018 | 600,054 | 51,845 | N/A | 149,649 | N/A |
| 12/31/2017 | 569,814 | 29,048 | N/A | 72,041 | N/A |
| 9/30/2017 | 554,276 | 30,269 | N/A | 61,644 | N/A |
| 6/30/2017 | 544,027 | 29,425 | N/A | 76,929 | N/A |
| 3/31/2017 | 539,097 | 39,358 | N/A | 75,851 | N/A |
| 12/31/2016 | 530,696 | 55,031 | N/A | 76,725 | N/A |
| 9/30/2016 | 542,313 | 71,812 | N/A | 78,627 | N/A |
| 6/30/2016 | 545,602 | 69,227 | N/A | 69,710 | N/A |
| 3/31/2016 | 547,922 | 54,933 | N/A | 95,617 | N/A |
| 12/31/2015 | 566,435 | 44,886 | N/A | 96,347 | N/A |
| 9/30/2015 | 554,912 | 43,871 | N/A | 82,653 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: 4523の予測収益成長率 (年間12.6% ) は 貯蓄率 ( 0.8% ) を上回っています。
収益対市場: 4523の収益 ( 12.6% ) はJP市場 ( 10.3% ) よりも速いペースで成長すると予測されています。
高成長収益: 4523の収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: 4523の収益 ( 4% ) JP市場 ( 6.6% ) よりも低い成長が予測されています。
高い収益成長: 4523の収益 ( 4% ) 20%よりも低い成長が予測されています。
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: 4523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 ( 7 %)。
成長企業の発掘
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 | 2026/07/10 07:44 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Eisai Co., Ltd. 14 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。21
| アナリスト | 機関 |
|---|---|
| Atsushi Seki | Barclays |
| Miki Sogi | Bernstein |
| Koichi Mamegano | BofA Global Research |