BeOne Medicines AG

NasdaqGS:ONC 株式レポート

時価総額：US$29.3b

BeOne Medicines 過去の業績

過去 基準チェック /36

BeOne Medicinesは、平均年間38%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36.2% 38.7%収益成長率で 成長しています。 BeOne Medicinesの自己資本利益率は10.8%であり、純利益率は8.9%です。

主要情報

38.04%

収益成長率

40.12%

EPS成長率

Biotechs 業界の成長17.04%
収益成長率38.73%
株主資本利益率10.78%
ネット・マージン8.94%
前回の決算情報31 Mar 2026

最近の業績更新

分析記事 • Nov 14

We Think BeOne Medicines' (NASDAQ:ONC) Profit Is Only A Baseline For What They Can Achieve

Even though BeOne Medicines AG's ( NASDAQ:ONC ) recent earnings release was robust, the market didn't seem to notice...

Recent updates

ナラティブの更新 • Jun 06

ONC: Hematology Leadership And Solid Tumor Pipeline Will Drive Future Upside

Analysts have nudged the fair value estimate for BeOne Medicines to about $337 per share, citing higher price targets from several firms as they factor in the recent accelerated approval of sonrotoclax and updated views on the company’s solid tumor pipeline. Analyst Commentary Recent research on BeOne Medicines reflects a mixed set of views.
ナラティブの更新 • May 23

ONC: Hematology Franchise And Upcoming Trial Readouts Will Support Future Upside

Analysts lifted the price target on BeOne Medicines by $3 to $411.51, as updated models reflect the recent FDA accelerated approval for sonrotoclax in relapse and refractory mantle cell lymphoma, along with ongoing combination trials and a higher assumed profit margin that more than offsets slightly lower projected revenue growth and a reduced future P/E multiple. Analyst Commentary Recent research on BeOne Medicines centers on how the first FDA accelerated approval for sonrotoclax and the outlook for Brukinsa affect valuation, growth expectations, and perceived execution risk.
分析記事 • May 08

Results: BeOne Medicines AG Beat Earnings Expectations And Analysts Now Have New Forecasts

As you might know, BeOne Medicines AG ( NASDAQ:ONC ) just kicked off its latest quarterly results with some very strong...
ナラティブの更新 • Apr 30

ONC: Hematology Leadership And 2026 Pipeline Readouts Will Re Rate Shares

BeOne Medicines' updated analyst price target reflects a modest adjustment, with fair value moving by about $1 per share as analysts balance slightly higher revenue and profit margin assumptions with a lower future P/E multiple following recent target changes and mixed rating updates across the Street. Analyst Commentary Recent research updates on BeOne Medicines show a mix of views, but there is a clear cluster of bullish analysts who see support for the current valuation and room for further upside based on execution around core products and the pipeline.
ナラティブの更新 • Apr 16

ONC: Hematology Strength And Slower Pipeline Progress Will Shape Fairly Valued Shares

The updated analyst price target for BeOne Medicines shifts to $336 from $321, as analysts factor in slightly higher modeled revenue growth, profit margins, and future P/E assumptions, alongside mixed recent research that includes both trims and increases in published targets. Analyst Commentary Recent research around BeOne Medicines reflects a mix of enthusiasm for its core hematology asset and a more cautious reset on what investors should pay for that story.
ナラティブの更新 • Apr 02

ONC: Hematology Pipeline Strength And Upcoming Data Readouts Will Drive Future Upside

BeOne Medicines' analyst price target has been nudged higher to reflect a fair value estimate of about $408, as analysts balance slightly softer long term growth and margin assumptions with ongoing confidence in Brukinsa and the broader hematology pipeline, including support from several recent target hikes and one downgrade to Hold. Analyst Commentary Bullish Takeaways Bullish analysts highlight Brukinsa as a core value driver, treating it as one of the stronger hematology assets and a key pillar supporting current fair value estimates in the low $400s.
ナラティブの更新 • Mar 19

ONC: Hematology Franchise Strength And Pipeline Readouts Will Re Rate Shares

BeOne Medicines' updated analyst price target has moved lower, reflecting a reduced fair value estimate to $478.80 as analysts factor in more moderate revenue growth, slimmer profit margins, a slightly higher discount rate, and a higher future P/E multiple. This multiple is anchored by strong Brukinsa performance but a slower build for the next wave of assets.
ナラティブの更新 • Mar 04

ONC: Brukinsa Reliance And Hematology Pipeline Will Shape Fairly Valued Shares

The analyst price target for BeOne Medicines has been nudged higher by about $13 to align with a fair value update to roughly $321. Analysts are factoring in Q4 results, ongoing Brukinsa performance, and a higher future P/E assumption, alongside slightly more conservative revenue growth and profit margin inputs.
ナラティブの更新 • Feb 18

ONC: Hematology Pipeline Hype Will Pressure Shares If Execution Slips

Analysts have raised their price targets on BeOne Medicines by $9, citing a pipeline they view as underappreciated by the market and supporting that view with updated assumptions regarding growth, profitability, and valuation multiples. Analyst Commentary Recent research has centered on how fully the market is pricing BeOne Medicines' drug pipeline and long term earnings power into the current share price.
ナラティブの更新 • Feb 04

ONC: Hematology And Solid Tumor Pipeline Progress Will Drive Future Upside

Analysts lifted their price target for BeOne Medicines to about $404, up roughly $3, citing increased conviction in the value of its hematology and solid tumor pipeline, which is reflected in a slightly higher assumed future P/E multiple. Analyst Commentary Recent research updates on BeOne Medicines cluster around a similar theme: bullish analysts are raising price targets and citing comfort with both the hematology and solid tumor franchises, while also highlighting execution risks that investors should keep in mind.
ナラティブの更新 • Jan 21

ONC: Hematology Franchise And Oncology Pipeline Are Expected To Re Rate Shares

Analysts have lifted their price targets on BeOne Medicines into the low US$400s, and our fair value estimate has edged up to about US$508 as they highlight what they see as underappreciation of the pipeline, the potential for best in class hematology assets, and additional upside from oncology trial updates. Analyst Commentary Recent Street research on BeOne Medicines has tilted clearly positive, with a series of price target increases into the low US$400s range and at least one rating upgrade.
ナラティブの更新 • Jan 07

ONC: Fair View Balances Blood Cancer Progress With Gastroesophageal Cancer Opportunity

The analyst price target for BeOne Medicines has moved higher to reflect a fair value estimate of $292.03, with analysts pointing to stronger modeled revenue growth and profit margins, supported by recent Street research around Brukinsa performance, Ziihera phase III progress in HER2-positive GEA with Tevimbra, and continued confidence in the CLL and solid tumor pipeline. Analyst Commentary Recent Street research on BeOne Medicines has generally pointed to constructive views on the company’s core franchises, with several price targets adjusted higher alongside updates on Brukinsa, sonrotoclax, and the broader CLL and solid tumor pipeline.
ナラティブの更新 • Dec 14

ONC: Priority Review And Trial Progress Will Drive Future Upside Momentum

Analysts have nudged their blended price target for BeOne Medicines up by about $3 to roughly $402, citing stronger confidence in the chronic lymphocytic leukemia and solid tumor pipelines, recent Ziihera and Tevimbra data, and repeated quarterly beats that support steadily improving margins despite a slightly higher discount rate. Analyst Commentary Bullish analysts point to a broad set of recent price target hikes in the high $380s to low $420s range as evidence that the market is re-rating BeOne Medicines higher on both execution and pipeline visibility.
ナラティブの更新 • Nov 29

ONC: Priority Review And Trial Updates Will Drive Momentum Amid Sector Risks

BeOne Medicines’ analyst price target has edged up from $395 to $399, as analysts point to key clinical updates and solid quarterly performance as catalysts for incremental upside. Analyst Commentary Recent research notes from Street analysts highlight both strengths and risks for BeOne Medicines as the company navigates pivotal clinical developments and posts strong financial results.
ナラティブの更新 • Nov 15

ONC: Pipeline Data And Conference Updates Will Shape Outlook Amid Sector Risks

Analysts have increased their fair value estimate for BeOne Medicines to $395.37 from $382.29, citing strong quarterly results as well as an improved outlook for key therapies and pipeline advancements. Analyst Commentary Bullish analysts emphasized several positive trends in BeOne Medicines' recent performance and outlook, resulting in a series of raised price targets and continued positive ratings.
分析記事 • Nov 14

We Think BeOne Medicines' (NASDAQ:ONC) Profit Is Only A Baseline For What They Can Achieve

Even though BeOne Medicines AG's ( NASDAQ:ONC ) recent earnings release was robust, the market didn't seem to notice...
ナラティブの更新 • Nov 01

ONC: Pivotal Oncology Trial Data Will Drive Future Upside Momentum

BeOne Medicines' fair value price target has risen modestly by $1.20 to $382.29. Analysts cite increased confidence in peak sales for sonrotoclax and the company's broadly advancing oncology pipeline as key drivers for the upward adjustment.
ナラティブの更新 • Oct 17

Oncology Trials And Global Expansion Will Unlock Future Markets

Analysts have raised their fair value price target for BeOne Medicines from $372.97 to $381.09. They cite accelerating revenue growth, an improved profit margin outlook, and positive pivotal trial catalysts as reasons for their more optimistic projections.
Seeking Alpha • Oct 14

BeOne Medicines: Sonrotoclax Could Set Next Stage Of Growth For Hematology Pipeline

Summary BeOne Medicines AG earns a Strong Buy rating, driven by robust growth of BTK inhibitor BRUKINSA and pipeline progress. BRUKINSA posted 49% year-over-year Q2 2025 revenue growth to $950 million, solidifying ONC's hematology market leadership. Sonrotoclax, a potential best-in-class BCL2 inhibitor for r/r MCL, achieved positive phase 1/2 results and FDA Breakthrough Therapy Designation. The global mantle cell lymphoma treatment market size in the 7 major markets is projected to reach $3.2 billion by 2035. Read the full article on Seeking Alpha
ナラティブの更新 • Oct 03

Oncology Trials And Global Expansion Will Unlock Future Markets

Analysts have increased their fair value price target for BeOne Medicines by approximately $5 to $372.97. They cite robust Q2 sales growth, encouraging pipeline developments, and upward revisions to revenue forecasts as reasons for the adjustment.
ナラティブの更新 • Sep 18

Oncology Trials And Global Expansion Will Unlock Future Markets

BeOne Medicines’ consensus price target was raised to $367.68, reflecting analyst optimism driven by robust sales growth, positive pipeline updates, profitability, and increased revenue guidance. Analyst Commentary Bullish analysts highlight BeOne Medicines’ broad oncology pipeline and upcoming pivotal data readouts—specifically BTK inhibitor data in mantle cell lymphoma and PD1 inhibitor/anti-HER2 combination results in gastroesophageal cancer—as key drivers for durable growth.
ナラティブの更新 • Sep 03

Oncology Trials And Global Expansion Will Unlock Future Markets

The consensus analyst price target for BeOne Medicines was raised to $363.30, primarily driven by strong Brukinsa Q2 sales, improved forward revenue guidance, and ongoing pipeline progress. Analyst Commentary Bullish analysts cite robust Q2 sales growth, particularly from Brukinsa in the US and EU, as the main driver for upward price target revisions.
ナラティブの更新 • Aug 08

Oncology Trials And Global Expansion Will Unlock Future Markets

With both revenue growth and net profit margin expectations remaining essentially unchanged, analysts have maintained BeOne Medicines’ fair value at a consensus price target of $357.18. What's in the News BeOne Medicines raised 2025 revenue guidance to $5.0–$5.3 billion, now expecting positive GAAP operating income.
User avatar
新しいナラティブ • Apr 24

US Facility And Phase III Trials Will Expand Markets

Expansion of manufacturing capabilities and global market presence aims to boost revenue and market share, particularly in B-cell malignancies.
Seeking Alpha • Feb 28

BeiGene: Q4 Results Impress With Positive Earnings Expected In 2025

Summary BeiGene is a BUY due to Tevimbra's approval and Brukinsa's growing sales, leading to anticipated positive earnings in 2025. Q4 and full-year 2024 revenues surged to $1.1B and $3.8B respectively, with a 78% and 55% increase, positioning BeiGene for profitability. BeiGene announced a name change to BeOne Medicines, transitioning from historical losses to profitability, and potentially attracting new buyers. Despite higher valuation, BeiGene's strong performance and imminent profitability make ONC stock a BUY, supported by robust 12-month sales guidance.  My 12-month price target is $305/share. Read the full article on Seeking Alpha

収支内訳

BeOne Medicines 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

NasdaqGS:ONC 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 265,7395132,1772,205
31 Dec 255,3432872,0812,146
30 Sep 254,973692,0322,072
30 Jun 254,562-1781,9582,045
31 Mar 254,176-3921,8631,975
31 Dec 243,810-6451,8311,953
30 Sep 243,306-8221,7191,882
30 Jun 243,097-5241,6561,862
31 Mar 242,763-7841,6081,831
31 Dec 232,459-8821,5081,779
30 Sep 232,143-9761,4022,897
30 Jun 231,811-1,7321,3762,472
31 Mar 231,557-1,9171,3132,049
31 Dec 221,416-2,0041,2791,641
30 Sep 221,250-2,1491,2570
30 Jun 221,069-2,0301,2030
31 Mar 22877-1,9601,1040
31 Dec 211,176-1,4589901,459
30 Sep 211,062-1,3408920
30 Jun 21947-1,3277830
31 Mar 21863-1,1676750
31 Dec 20309-1,6256000
30 Sep 20266-1,5125350
30 Jun 20225-1,3944790
31 Mar 20402-1,1454380
31 Dec 19428-9493880
30 Sep 19430-8293170
30 Jun 19434-6652610
31 Mar 19244-7372240
31 Dec 18198-6741950
30 Sep 18158-5051500
30 Jun 18324-2431170
31 Mar 18271-147830
31 Dec 17238-93630
30 Sep 17220-3144-5
30 Jun 170-184330
31 Mar 170-148260
31 Dec 161-119200
30 Sep 166-109155
30 Jun 167-87120
31 Mar 168-6990
31 Dec 159-5770
30 Sep 156-3460
30 Jun 1511-2980

質の高い収益: ONCは 高品質の収益 を持っています。

利益率の向上: ONC過去に利益を上げました。

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: ONC過去 5 年間で収益を上げており、収益は年間38%増加しています。

成長の加速: ONCは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。

収益対業界: ONC昨年収益を上げたため、昨年の収益成長をBiotechs業界 ( 54.5% ) と比較することは困難です。

株主資本利益率

高いROE: ONCの 自己資本利益率 ( 10.8% ) は 低い 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

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2026/06/17 00:57
終値2026/06/17 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
  • 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

BeOne Medicines AG 35 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。67

アナリスト機関
Tianli WenAletheia Analyst Network Limited
Brian SkorneyBaird
Peter LawsonBarclays