Eisai Co., Ltd.

OTCPK:ESAL.F Stock Report

Market Cap: US$7.8b

Eisai Valuation

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

Valuation Score

1/6

Valuation Score 1/6

  • 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 ($26) is trading below our estimate of fair value ($31.52)

Significantly Below Fair Value: ESAL.F is trading below fair value, but not by a significant amount.

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 Ratio29.4x
EarningsJP¥40.97b
Market CapJP¥1.22t

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 Average18.2x
JAZZ Jazz Pharmaceuticals
16.1x16.3%US$7.4b
ELAN Elanco Animal Health
28x1.6%US$5.7b
RPRX Royalty Pharma
9.7x6.3%US$14.7b
PBH Prestige Consumer Healthcare
18.9x5.3%US$3.9b
ESAL.F Eisai
29.4x11.4%US$1.2t

Price-To-Earnings vs Peers: ESAL.F is expensive based on its Price-To-Earnings Ratio (29.4x) compared to the peer average (18.2x).

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
OGN Organon
2.9x-8.3%US$3.75b
NDOI Endo
0.5xn/aUS$1.83b
KPRX Kiora Pharmaceuticals
1.8x-40.4%US$9.81m
EDXC Endexx
0.8xn/aUS$5.57m
ESAL.F 29.4xIndustry Avg. 16.7xNo. 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 (29.4x) compared to the US Pharmaceuticals industry average (16.7x).

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 Ratio29.4x
Fair PE Ratio25x

Price-To-Earnings vs Fair Ratio: ESAL.F is expensive based on its Price-To-Earnings Ratio (29.4x) compared to the estimated Fair Price-To-Earnings Ratio (25x).

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$26.00
US$41.72
+60.5%
27.7%US$62.93US$25.95n/a16
Dec ’25US$30.03
US$45.55
+51.7%
26.4%US$71.36US$25.95n/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$37.97US$30.0314
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

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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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 09:34
End of Day Share Price 2024/12/18 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Eisai Co., Ltd. is covered by 27 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Atsushi SekiBarclays
Koichi MameganoBofA Global Research
Aaron HoCFRA Equity Research