Eisai (4523) 주식 개요
는 일본에서 의약품의 연구 개발, 제조, 판매 및 수출입에 종사하는 회사입니다. 자세히 보기
4523 Community Fair Values
Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Eisai Co., Ltd. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | JP¥4,930.00 |
| 52주 최고가 | JP¥5,276.00 |
| 52주 최저가 | JP¥3,660.00 |
| 베타 | -0.053 |
| 1개월 변동 | 1.92% |
| 3개월 변동 | 26.35% |
| 1년 변동 | -4.48% |
| 3년 변동 | -41.86% |
| 5년 변동 | -42.97% |
| IPO 이후 변동 | 202.72% |
최근 뉴스 및 업데이트
Recent updates
분석 기사 • Aug 05
Results: Eisai Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates
As you might know, Eisai Co., Ltd. ( TSE:4523 ) just kicked off its latest quarterly results with some very strong...
내러티브 업데이트 • Jul 15
4523: Alzheimer’s Franchise And Pipeline Data Will Support Steady Future Returns
Analysts have trimmed their Eisai price target from about ¥5,077 to roughly ¥4,482, reflecting updated assumptions that pair expectations of stronger revenue growth with slightly softer profit margins after the recent Leqembi subcutaneous approval and its potential impact on Alzheimer’s market share alongside Biogen. Analyst Commentary Recent research on Eisai focuses heavily on the implications of the early U.S. approval of the Leqembi subcutaneous formulation and what it could mean for Alzheimer’s market share, revenue mix, and execution risk for the Biogen partnership.
내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...주주 수익률
| 4523 | JP Pharmaceuticals | JP 시장 | |
|---|---|---|---|
| 7D | 5.8% | 4.2% | 1.5% |
| 1Y | -4.5% | 10.8% | 29.1% |
수익률 대 산업: 4523은 지난 1년 동안 10.8%의 수익을 기록한 JP Pharmaceuticals 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: 4523은 지난 1년 동안 29.1%를 기록한 JP 시장보다 저조한 성과를 냈습니다.
주가 변동성
| 4523 volatility | |
|---|---|
| 4523 Average Weekly Movement | 4.3% |
| Pharmaceuticals Industry Average Movement | 4.1% |
| Market Average Movement | 3.8% |
| 10% most volatile stocks in JP Market | 8.5% |
| 10% least volatile stocks in JP Market | 1.9% |
안정적인 주가: 4523는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: 4523의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1941 | 10,543 | Haruo Naito | www.eisai.co.jp |
는 일본에서 의약품의 연구 개발, 제조, 판매, 수출입 사업을 하고 있습니다. 불면증 치료제인 데이비고, 갑상선암, 에베로리무스와 병용하는 신세포암, 간세포암 치료를 위한 항암제/분자 표적 치료제인 렌비마, 말초 신경병증 치료를 위한 메티코발, 유방암 치료를 위한 항암제인 할라벤을 제공합니다. 또한 야누스 키나아제 억제제인 지셀레카, 분지 사슬 아미노산 제제인 엘렌탈, 만성 변비 치료제인 구피스 및 모비콜, 항전간제인 파이콤파, 프로톤 펌프 억제제인 파리엣, 루이체를 동반한 알츠하이머병/치매 치료제인 아리셉트, 비타민 B2 제제인 초콜라 BB 플러스 등을 공급하고 있습니다.
Eisai Co., Ltd. 기초 지표 요약
| 4523 기초 통계 | |
|---|---|
| 시가총액 | JP¥1.39t |
| 순이익 (TTM) | JP¥42.33b |
| 매출 (TTM) | JP¥857.06b |
32.8x
주가수익비율(P/E)1.6x
주가매출비율(P/S)4523는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 4523 손익계산서 (TTM) | |
|---|---|
| 매출 | JP¥857.06b |
| 매출원가 | JP¥199.71b |
| 총이익 | JP¥657.35b |
| 기타 비용 | JP¥615.03b |
| 순이익 | JP¥42.33b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Nov 10, 2026
| 주당순이익(EPS) | 150.15 |
| 총이익률 | 76.70% |
| 순이익률 | 4.94% |
| 부채/자본 비율 | 29.1% |
4523의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Eisai 배당 일정 | |
|---|---|
| 배당락일 | Sep 29 2026 |
| 배당 지급일 | Nov 18 2026 |
| 배당락일까지 남은 일수 | 9 days |
| 배당 지급일까지 남은 일수 | 59 days |
4523는 안정적으로 배당을 지급합니까?
4523 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/18 19:18 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Eisai Co., Ltd.는 21명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Atsushi Seki | Barclays |
| Miki Sogi | Bernstein |
| Koichi Mamegano | BofA Global Research |