Eisai Co., Ltd.

TSE:4523 주식 리포트

시가총액: JP¥1.1t

Eisai 향후 성장

Future 기준 점검 2/6

Eisai (는) 각각 연간 13.8% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.1% 로 예상됩니다.

핵심 정보

13.8%

이익 성장률

13.72%

EPS 성장률

Pharmaceuticals 이익 성장8.7%
매출 성장률3.6%
향후 자기자본이익률7.12%
애널리스트 커버리지

Good

마지막 업데이트08 Jun 2026

최근 향후 성장 업데이트

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 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...
분석 기사 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

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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 Jul 09

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 19th of...
분석 기사 Jun 22

Eisai's (TSE:4523) Solid Profits Have Weak Fundamentals

Eisai Co., Ltd. ( TSE:4523 ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...

이익 및 매출 성장 예측

TSE:4523 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/2029957,33468,35963,56397,67811
3/31/2028936,54764,94744,40274,67813
3/31/2027890,14356,26762,28784,95112
3/31/2026825,37838,55820,15661,323N/A
12/31/2025808,18642,75660,72286,550N/A
9/30/2025804,39049,36925,21351,509N/A
6/30/2025803,02250,32514,30639,792N/A
3/31/2025789,40046,4327,14830,117N/A
12/31/2024791,66058,7921,67218,856N/A
9/30/2024753,22140,9707,18927,613N/A
6/30/2024733,84532,64813,90134,771N/A
3/31/2024741,75142,40631,17055,993N/A
12/31/2023749,46045,42135,70161,925N/A
9/30/2023759,32948,09620,56946,335N/A
6/30/2023757,07548,874-20,3136,924N/A
3/31/2023744,40255,432-36,331-1,772N/A
12/31/2022737,09826,705-17,14918,648N/A
9/30/2022752,50032,233-8,91330,329N/A
6/30/2022741,59432,69094,326135,806N/A
3/31/2022756,22647,95477,123117,590N/A
12/31/2021712,93557,31185,128124,927N/A
9/30/2021691,25062,50880,215123,618N/A
6/30/2021679,25359,8558,58949,533N/A
3/31/2021645,94242,11935,70973,853N/A
12/31/2020707,88893,68252,35295,670N/A
9/30/2020713,400120,57177,080112,990N/A
6/30/2020707,203124,52381,101116,904N/A
3/31/2020695,621121,76752,556102,782N/A
12/31/2019661,64696,659N/A72,461N/A
9/30/2019631,97457,725N/A62,240N/A
6/30/2019643,53172,747N/A87,299N/A
3/31/2019642,83463,386N/A103,714N/A
12/31/2018627,36763,714N/A171,330N/A
9/30/2018625,10665,679N/A186,973N/A
6/30/2018611,49954,347N/A165,689N/A
3/31/2018600,05451,845N/A149,649N/A
12/31/2017569,81429,048N/A72,041N/A
9/30/2017554,27630,269N/A61,644N/A
6/30/2017544,02729,425N/A76,929N/A
3/31/2017539,09739,358N/A75,851N/A
12/31/2016530,69655,031N/A76,725N/A
9/30/2016542,31371,812N/A78,627N/A
6/30/2016545,60269,227N/A69,710N/A
3/31/2016547,92254,933N/A95,617N/A
12/31/2015566,43544,886N/A96,347N/A
9/30/2015554,91243,871N/A82,653N/A
6/30/2015554,88543,021N/A89,212N/A

애널리스트 향후 성장 전망

수입 대 저축률: 4523 의 연간 예상 수익 증가율(13.8%)이 saving rate(0.8%)보다 높습니다.

수익 vs 시장: 4523 의 연간 수익(13.8%)이 JP 시장(9.3%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 4523 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 4523 의 수익(연간 3.6%)이 JP 시장(연간 6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 4523 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: 4523의 자본 수익률은 3년 후 7.1%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/11 11:10
종가2026/06/11 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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지분 구조10년
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경영진10년
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분석가 소스

Eisai Co., Ltd.는 20명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Atsushi SekiBarclays
Miki SogiBernstein
Koichi MameganoBofA Global Research