Eisai Co., Ltd.

OTCPK:ESAL.F Stock Report

Market Cap: US$8.4b

Eisai Valuation

Is ESAL.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of ESAL.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: ESAL.F ($30) is trading below our estimate of fair value ($62.94)

Significantly Below Fair Value: ESAL.F is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for ESAL.F?

Key metric: As ESAL.F is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for ESAL.F. This is calculated by dividing ESAL.F's market cap by their current earnings.
What is ESAL.F's PE Ratio?
PE Ratio32.1x
EarningsJP¥40.97b
Market CapJP¥1.30t

Price to Earnings Ratio vs Peers

How does ESAL.F's PE Ratio compare to its peers?

The above table shows the PE ratio for ESAL.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average19.8x
JAZZ Jazz Pharmaceuticals
16.5x16.3%US$7.6b
ELAN Elanco Animal Health
32.2x2.7%US$6.6b
RPRX Royalty Pharma
10.3x6.3%US$15.6b
PBH Prestige Consumer Healthcare
20.4x5.4%US$4.2b
ESAL.F Eisai
32.1x13.1%US$1.3t

Price-To-Earnings vs Peers: ESAL.F is expensive based on its Price-To-Earnings Ratio (32.1x) compared to the peer average (19.8x).

Price to Earnings Ratio vs Industry

How does ESAL.F's PE Ratio compare vs other companies in the US Pharmaceuticals Industry?

9 CompaniesPrice / EarningsEstimated GrowthMarket Cap
NDOI Endo
0.6xn/aUS$1.91b
PROC Procaps Group
2.4xn/aUS$64.48m
KPRX Kiora Pharmaceuticals
1.8x-40.4%US$9.93m
EDXC Endexx
0.8xn/aUS$5.99m
ESAL.F 32.1xIndustry Avg. 19.3xNo. of Companies9PE01224364860+
9 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: ESAL.F is expensive based on its Price-To-Earnings Ratio (32.1x) compared to the US Pharmaceuticals industry average (19.3x).

Price to Earnings Ratio vs Fair Ratio

What is ESAL.F's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

ESAL.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio32.1x
Fair PE Ratio25.9x

Price-To-Earnings vs Fair Ratio: ESAL.F is expensive based on its Price-To-Earnings Ratio (32.1x) compared to the estimated Fair Price-To-Earnings Ratio (25.9x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst ESAL.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$30.00
US$46.13
+53.8%
26.2%US$71.20US$25.89n/a16
Nov ’25US$32.77
US$51.83
+58.2%
22.7%US$76.43US$34.74n/a16
Oct ’25US$37.29
US$51.83
+39.0%
22.7%US$76.43US$34.74n/a16
Sep ’25n/a
US$51.54
0%
21.5%US$75.24US$34.20n/a16
Aug ’25US$37.63
US$51.16
+36.0%
19.3%US$72.57US$31.83n/a16
Jul ’25US$43.25
US$50.61
+17.0%
21.1%US$74.63US$31.10n/a15
Jun ’25US$42.40
US$52.27
+23.3%
20.3%US$76.10US$36.15n/a14
May ’25US$42.12
US$52.26
+24.1%
20.4%US$76.91US$35.89n/a13
Apr ’25US$40.14
US$56.68
+41.2%
20.6%US$81.60US$38.08n/a14
Mar ’25US$41.13
US$56.62
+37.7%
18.8%US$79.73US$37.21n/a14
Feb ’25US$46.10
US$63.39
+37.5%
21.3%US$86.95US$38.65n/a14
Jan ’25US$49.00
US$64.05
+30.7%
21.2%US$87.65US$38.96n/a14
Dec ’24US$51.52
US$64.70
+25.6%
18.9%US$85.43US$37.97n/a14
Nov ’24US$52.05
US$65.44
+25.7%
19.3%US$84.20US$37.42US$32.7714
Oct ’24US$55.06
US$65.41
+18.8%
19.9%US$84.31US$37.47US$37.2912
Sep ’24US$63.45
US$66.30
+4.5%
21.4%US$86.39US$38.40n/a13
Aug ’24US$63.50
US$68.03
+7.1%
20.8%US$88.51US$39.97US$37.6313
Jul ’24US$68.83
US$64.83
-5.8%
20.9%US$86.41US$39.02US$43.2513
Jun ’24US$65.13
US$65.02
-0.2%
23.0%US$95.10US$35.30US$42.4014
May ’24US$58.54
US$64.17
+9.6%
23.3%US$95.42US$35.97US$42.1213
Apr ’24US$57.05
US$64.22
+12.6%
24.8%US$96.89US$33.54US$40.1412
Mar ’24US$54.00
US$65.42
+21.1%
24.4%US$96.55US$33.42US$41.1312
Feb ’24US$61.50
US$70.64
+14.9%
24.4%US$103.94US$34.65US$46.1012
Jan ’24n/a
US$70.72
0%
24.1%US$102.85US$34.28US$49.0012
Dec ’23US$73.48
US$64.92
-11.6%
30.6%US$99.77US$27.34US$51.5213
Nov ’23US$58.36
US$54.87
-6.0%
33.5%US$81.40US$25.10US$52.0513

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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