Camurus AB (publ)

OM:CAMX 주식 리포트

시가총액: SEK 36.1b

Camurus 과거 순이익 실적

과거 기준 점검 2/6

Camurus은 연평균 53.8%의 비율로 수입이 증가해 온 반면, Pharmaceuticals 산업은 수입이 8.8% 증가했습니다. 매출은 연평균 27.8%의 비율로 증가했습니다. Camurus의 자기자본이익률은 14.5%이고 순이익률은 29.9%입니다.

핵심 정보

53.76%

순이익 성장률

52.82%

주당순이익(EPS) 성장률

Pharmaceuticals 산업 성장률30.53%
매출 성장률27.76%
자기자본이익률14.49%
순이익률29.92%
다음 순이익 업데이트05 Nov 2026

최근 과거 실적 업데이트

분석 기사 May 20

The Strong Earnings Posted By Camurus (STO:CAMX) Are A Good Indication Of The Strength Of The Business

Investors were underwhelmed by the solid earnings posted by Camurus AB (publ) ( STO:CAMX ) recently. Our analysis says...

Recent updates

내러티브 업데이트 Jun 17

CAMX: Expanded Lilly Cardiometabolic Collaboration Will Drive Future Upside Potential

Analysts have raised their price target on Camurus from SEK610 to SEK630 as they refresh their models for fair value, factoring in updated assumptions for the discount rate, revenue growth, profit margin and a higher future P/E multiple. What's in the News for Camurus Camurus announced that Eli Lilly has exercised its option to expand their collaboration and license agreement to include amylin receptor agonists, adding another class of cardiometabolic drug candidates using Camurus' FluidCrystal technology.
내러티브 업데이트 Jun 03

CAMX: Expanded Cardiometabolic Partnership Will Support Further Share Price Upside

Analysts have adjusted their price target on Camurus to SEK 914 from SEK 930. This change reflects updated views on growth, profitability, a slightly higher discount rate, and expectations for a lower future P/E multiple.
분석 기사 May 20

The Strong Earnings Posted By Camurus (STO:CAMX) Are A Good Indication Of The Strength Of The Business

Investors were underwhelmed by the solid earnings posted by Camurus AB (publ) ( STO:CAMX ) recently. Our analysis says...
분석 기사 May 15

Camurus AB (publ) Just Missed EPS By 29%: Here's What Analysts Think Will Happen Next

Camurus AB (publ) ( STO:CAMX ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
내러티브 업데이트 Apr 29

CAMX: 2026 Guidance And Earnings Outlook Will Drive Future Upside Potential

Analysts have trimmed their price target on Camurus to SEK770 from SEK814, reflecting updated views on fair value, discount rate and the balance between higher projected revenue growth and more moderate profit margins, with only a small adjustment to expected future P/E. What's in the News Camurus issued earnings guidance for 2026, setting expected revenues in a range of SEK 2.6b to SEK 2.9b (Key Developments).
내러티브 업데이트 Apr 14

CAMX: 2026 Earnings Guidance Will Support Further Share Price Upside

Analysts have maintained their SEK 930 price target on Camurus, supported by updated forecasts that reflect slightly higher revenue growth, a marginally stronger profit margin, and a modestly lower future P/E assumption. What's in the News Camurus issued earnings guidance for 2026, with expected revenues in a range of SEK 2.6b to SEK 2.9b.
내러티브 업데이트 Mar 31

CAMX: FDA Review Of Resubmitted NDA Will Drive Future Upside

Analysts have trimmed their 12 month price target for Camurus from SEK 660 to SEK 610, citing updated assumptions that include revised revenue growth, profit margin and future P/E expectations. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b, framed against internal 2025 expectations (Key Developments).
내러티브 업데이트 Mar 17

CAMX: 2026 Guidance And US FDA Review Will Drive Future Upside

Analysts have kept their SEK 930 price target for Camurus unchanged, citing only minor adjustments in their assumptions for revenue growth, profit margin and future P/E as the main reasons for maintaining this level. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b (Corporate guidance).
내러티브 업데이트 Mar 03

CAMX: Upcoming US And EU Launches Will Drive Future Upside Potential

Analysts have reset their price target on Camurus to SEK 930 from SEK 1,102, reflecting updated views on slightly higher forecast revenue growth, a modestly lower projected profit margin and a reduced future P/E multiple. What's in the News Camurus issued earnings guidance for 2026, expecting revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b (Corporate guidance).
분석 기사 Feb 18

These Analysts Just Made A Sizeable Downgrade To Their Camurus AB (publ) (STO:CAMX) EPS Forecasts

One thing we could say about the analysts on Camurus AB (publ) ( STO:CAMX ) - they aren't optimistic, having just made...
내러티브 업데이트 Feb 17

CAMX: FDA Review And New Partnership Will Drive Future Upside

Analysts have kept their SEK 660 price target for Camurus unchanged, with updated assumptions pointing to higher forecast revenue growth and a higher future P/E, alongside a lower projected profit margin. What's in the News Camurus issued earnings guidance for 2026, with expected revenues of SEK 2.6b to SEK 2.9b and an operating result of SEK 0.9b to SEK 1.2b, both framed relative to 2025 levels in the company communication (Corporate guidance).
내러티브 업데이트 Feb 03

CAMX: Obesity Data And Resubmitted NDA Will Drive Future Upside Potential

Analysts have lifted their price target on Camurus from SEK 793.71 to SEK 814.17, citing updated assumptions around revenue growth, margin potential, and a lower future P/E multiple as key drivers of the change. What's in the News The U.S. FDA accepted Camurus' resubmitted New Drug Application for Oclaiz (CAM2029) for acromegaly treatment and set a PDUFA target action date of 10 June 2026, following an earlier Complete Response Letter related to a third party manufacturing facility (Key Developments).
내러티브 업데이트 Jan 19

CAMX: Guidance Cut Will Be Offset By Pipeline Progress And New Partnership

Analysts have kept their price target for Camurus steady at SEK 660, citing updated assumptions around revenue growth, a profit margin of 72.87% and a future P/E of 12.70 as key inputs to their valuation work. What's in the News The U.S. FDA accepted Camurus' resubmitted New Drug Application for Oclaiz (CAM2029) for acromegaly, with a PDUFA target action date of 10 June 2026.
내러티브 업데이트 Jan 05

CAMX: Revised Outlook Will Balance Guidance Cut With Pipeline And Partnership Progress

Analysts have trimmed their Camurus fair value estimate from SEK 690.00 to SEK 660.00, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Camurus revised its 2025 earnings guidance, now expecting total revenue of SEK 2.3b to SEK 2.6b, compared with the previous range of SEK 2.7b to SEK 3.0b, while keeping profit before tax guidance at SEK 0.9b to SEK 1.2b (Key Developments).
내러티브 업데이트 Dec 22

CAMX: Positive Obesity Data Will Drive Future Upside Potential

Narrative Update on Camurus Analysts have modestly raised their price target on Camurus to reflect a fair value of approximately SEK 794 per share, citing sustained strong revenue growth expectations and robust long term profit margins as key drivers of the upward revision. What's in the News Reported positive topline Phase 1b results for CAM2056, a monthly FluidCrystal semaglutide, showing dose dependent reductions in body weight, A1c, and fasting glucose that were comparable to or exceeded weekly semaglutide, with similar or better efficacy in a shorter treatment period (Key Developments).
내러티브 업데이트 Dec 08

CAMX: Positive Obesity Data And New EU Launch Will Drive Upside

Analysts have modestly trimmed their price target on Camurus, lowering it by approximately SEK 7 to reflect slightly softer long term revenue growth and margin assumptions, partly offset by a higher expected future earnings multiple. What's in the News Positive topline Phase 1b data for monthly GLP 1 candidate CAM2056 showed dose dependent reductions in body weight, A1c, and fasting glucose that were comparable to or exceeded weekly semaglutide, with a favorable extended release profile suitable for monthly dosing (Key Developments) In the Phase 1b trial, CAM2056 10 mg achieved a mean weight loss of 9.3 percent at Day 85 versus 5.2 percent for weekly semaglutide, with statistically significant treatment difference, and similar weight reduction after 3 months as weekly semaglutide after 5 months (Key Developments) Camurus lowered its 2025 revenue guidance to SEK 2.3 billion to SEK 2.6 billion from SEK 2.7 billion to SEK 3.0 billion, while maintaining profit before tax guidance at SEK 0.9 billion to SEK 1.2 billion (Key Developments) Camurus launched Oczyesa, an octreotide subcutaneous depot for maintenance treatment of adults with acromegaly previously stabilized on somatostatin analogs, in Germany as the first EU market (Key Developments) Valuation Changes Fair Value: Trimmed slightly from SEK 800.86 to SEK 793.71, reflecting a modest downward revision in intrinsic value estimates.
분석 기사 Dec 08

Camurus AB (publ)'s (STO:CAMX) Intrinsic Value Is Potentially 69% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Camurus fair value estimate is kr1,022 Camurus is estimated to...
내러티브 업데이트 Nov 24

CAMX: New European Launch And Regulatory Progress Will Drive Future Upside

Camurus's analyst price target has been slightly revised downward from SEK 801.17 to SEK 800.86. This change reflects updated assessments on growth and profitability expectations according to analysts.
분석 기사 Nov 19

Analysts Have Just Cut Their Camurus AB (publ) (STO:CAMX) Revenue Estimates By 11%

Market forces rained on the parade of Camurus AB (publ) ( STO:CAMX ) shareholders today, when the analysts downgraded...
분석 기사 Nov 09

Here's What Analysts Are Forecasting For Camurus AB (publ) (STO:CAMX) Following Its Earnings Miss

Camurus AB (publ) ( STO:CAMX ) just released its latest quarterly report and things are not looking great. It looks...
내러티브 업데이트 Nov 07

CAMX: European Market Launch And Regulatory Wins Will Drive Profitability Higher

Analysts have lowered their price target for Camurus from SEK 832.17 to SEK 801.17. They cite modestly higher discount rates and slower projected revenue growth, although the updated outlook includes improved profit margins.
분석 기사 Oct 19

If EPS Growth Is Important To You, Camurus (STO:CAMX) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 Sep 04

Global Expansion And Regulatory Approvals Will Transform Healthcare Delivery

With key metrics such as future P/E (16.49x) and net profit margin (54.67%) remaining stable, Camurus’s fair value assessment is unchanged, with the consensus analyst price target holding steady at SEK832.17. What's in the News Camurus received UK MHRA marketing authorization for Oczyesa® (octreotide subcutaneous depot) for maintenance treatment of adult acromegaly patients, following comprehensive clinical studies including two Phase 3 trials.
분석 기사 Jun 10

Should You Be Adding Camurus (STO:CAMX) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 May 23

There May Be Underlying Issues With The Quality Of Camurus' (STO:CAMX) Earnings

Last week's profit announcement from Camurus AB (publ) ( STO:CAMX ) was underwhelming for investors, despite headline...
분석 기사 May 08

There's No Escaping Camurus AB (publ)'s (STO:CAMX) Muted Revenues Despite A 27% Share Price Rise

Camurus AB (publ) ( STO:CAMX ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
분석 기사 Mar 09

Camurus AB (publ)'s (STO:CAMX) Popularity With Investors Is Under Threat From Overpricing

There wouldn't be many who think Camurus AB (publ)'s ( STO:CAMX ) price-to-sales (or "P/S") ratio of 19.2x is worth a...
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새로운 내러티브 Dec 30

Buvidal And Brixadi Expansion To Fuel Revenue Growth And Boost Profit Margins

Strong R&D pipeline and successful regulatory progress signal future revenue growth from new treatments entering various markets.
분석 기사 Dec 07

Camurus AB (publ)'s (STO:CAMX) P/S Is On The Mark

You may think that with a price-to-sales (or "P/S") ratio of 19x Camurus AB (publ) ( STO:CAMX ) is a stock to...
분석 기사 Nov 15

Investors Can Find Comfort In Camurus' (STO:CAMX) Earnings Quality

The market for Camurus AB (publ)'s ( STO:CAMX ) shares didn't move much after it posted weak earnings recently. We...
분석 기사 Nov 10

Camurus AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Investors in Camurus AB (publ) ( STO:CAMX ) had a good week, as its shares rose 2.5% to close at kr615 following the...
분석 기사 Aug 09

What Camurus AB (publ)'s (STO:CAMX) P/S Is Not Telling You

Camurus AB (publ)'s ( STO:CAMX ) price-to-sales (or "P/S") ratio of 24.3x might make it look like a sell right now...
분석 기사 Jul 19

Earnings Miss: Camurus AB (publ) Missed EPS By 11% And Analysts Are Revising Their Forecasts

Last week, you might have seen that Camurus AB (publ) ( STO:CAMX ) released its second-quarter result to the market...
분석 기사 Jul 12

We Ran A Stock Scan For Earnings Growth And Camurus (STO:CAMX) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

매출 및 비용 세부 내역

Camurus가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

OM:CAMX 매출, 비용 및 순이익 (SEK Millions)
날짜매출순이익일반관리비연구개발비
30 Jun 262,267678775497
31 Mar 262,240682728523
31 Dec 252,265736708517
30 Sep 252,354782705559
30 Jun 252,267718662613
31 Mar 252,036548632635
31 Dec 241,868428584684
30 Sep 241,689266531746
30 Jun 241,593223497731
31 Mar 241,823450449718
31 Dec 231,717431424638
30 Sep 231,610460383543
30 Jun 231,468408356502
31 Mar 231,020115330457
31 Dec 2295656309474
30 Sep 2287128289445
30 Jun 22784-13268422
31 Mar 22695-69249423
31 Dec 21601-90240389
30 Sep 21523-142275355
30 Jun 21470-156285319
31 Mar 21413-128275252
31 Dec 20336-167269239
30 Sep 20265-174214229
30 Jun 20205-216197246
31 Mar 20136-284198263
31 Dec 19106-290194249
30 Sep 1978-305192248
30 Jun 1958-286168235
31 Mar 1953-266145225
31 Dec 1849-235123208
30 Sep 1847-200100194
30 Jun 1840-20893205
31 Mar 1852-18780206
31 Dec 1754-19172223
30 Sep 1786-16664234
30 Jun 17104-12755209
31 Mar 17111-10249191
31 Dec 16114-8143172
30 Sep 16113-8529154
30 Jun 16120-9526156
31 Mar 16116-18931151
31 Dec 15155-16031153
30 Sep 15263-5342153

양질의 수익: CAMX는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: CAMX의 현재 순 이익률 (29.9%)은 지난해 (31.7%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: CAMX는 지난 5년 동안 흑자전환하며 연평균 53.8%의 수익 성장을 기록했습니다.

성장 가속화: CAMX은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: CAMX은 지난 1년 동안 수익이 감소(-5.6%)하여 Pharmaceuticals 업계 평균(14.5%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: CAMX의 자본 수익률(14.5%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/07 14:17
종가2026/08/07 00:00
수익2026/06/30
연간 수익2025/12/31

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분석가 소스

Camurus AB (publ)는 12명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kristofer Liljeberg-SvenssonCarnegie Investment Bank AB
Gonzalo Artiach CastanonDanske Bank
Kristofer Liljeberg-SvenssonDNB Carnegie