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Eisai Co., Ltd. Stock Price

TSE:4523 Community·JP¥1.3t Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

4523 Share Price Performance

JP¥4,550.00
430.00 (10.44%)
JP¥5,500.00
Fair Value
JP¥4,550.00
430.00 (10.44%)
17.3% undervalued intrinsic discount
JP¥5,500.00
Fair Value
Price JP¥4,550.00
AnalystHighTarget JP¥5,500.00
AnalystConsensusTarget JP¥4,482.14
AnalystLowTarget JP¥3,200.00

4523 Community Narratives

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Fair Value JP¥5.5k 17.3% undervalued intrinsic discount

Aging Demographics And Early Diagnosis Will Drive Neurology Advancement

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Fair Value JP¥4.48k 1.5% overvalued intrinsic discount

Global Alzheimer's Advances And Approvals Will Support Long-Term Expansion Prospects

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Fair Value JP¥3.2k 42.2% overvalued intrinsic discount

Japan HTA Review And MFN Proposals Will Squeeze Margins

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JP¥4.48k
1.5% overvalued intrinsic discount
Revenue
5.38% p.a.
Profit Margin
6.88%
Future PE
22.05x
Price in 2029
JP¥5.17k
JP¥5.5k
17.3% undervalued intrinsic discount
Revenue
7.94% p.a.
Profit Margin
7.61%
Future PE
22.76x
Price in 2029
JP¥6.34k
JP¥3.2k
42.2% overvalued intrinsic discount
Revenue
0.17% p.a.
Profit Margin
5.26%
Future PE
23.79x
Price in 2029
JP¥3.68k

Trending Discussion

No trending discussion available.

Updated Narratives

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4523: Alzheimer’s Franchise And Pipeline Data Will Support Steady Future Returns

Fair Value: JP¥4.48k 1.5% overvalued intrinsic discount
4 users have set this as their fair value
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4523: Subcutaneous Alzheimer’s Data And Dosing Expansion Will Support Future Earnings Quality

Fair Value: JP¥5.5k 17.3% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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4523: Future Alzheimer And Oncology Progress Will Likely Fail To Justify Premium Price

Fair Value: JP¥3.2k 42.2% overvalued intrinsic discount
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Snowflake Analysis

Excellent balance sheet second-rate dividend payer.

1 Risk
2 Rewards

Eisai Co., Ltd. Key Details

JP¥825.4b

Revenue

JP¥191.2b

Cost of Revenue

JP¥634.2b

Gross Profit

JP¥595.6b

Other Expenses

JP¥38.6b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 03, 2026
136.62
76.83%
4.67%
20.1%
View Full Analysis

About 4523

Founded
1941
Employees
10543
CEO
Haruo Naito
WebsiteView website
www.eisai.co.jp

Eisai Co., Ltd. engages in the research, development, manufacture, and sale of pharmaceuticals in Japan. The company operates through pharmaceuticals business and other business segments. It offers Lenvima, a multi-kinase inhibitor which is involved in tumor angiogenesis or tumor malignancy; LEQEMBI, a humanized IgG1 monoclonal antibody against amyloid-beta (Aß) protofibrils; and Dayvigo, a novel small molecule compound. The company also provides prescription drugs; and over-the-counter drugs, as well as focuses on neurology and oncology, and other therapeutic areas. It operates in Europe, the Middle East, Africa, Russia, Oceania, the Americas, China, East Asia, the Global South, and internationally. The company was formerly known as Nihon Eisai Co., Ltd. and changed its name to Eisai Co., Ltd. in 1955. Eisai Co., Ltd. was incorporated in 1941 and is headquartered in Tokyo, Japan.

Recent 4523 News & Updates

Narrative Update 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.

Recent updates

No updates