Eisai Gelecekteki Büyüme
Future kriter kontrolleri 2/6
Eisai kazanç ve gelirin sırasıyla yıllık 12.5% ve 3.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 12.5% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 7% olacağı tahmin edilmektedir.
Anahtar bilgiler
12.5%
Kazanç büyüme oranı
12.47%
EPS büyüme oranı
| Pharmaceuticals kazanç büyümesi | 12.6% |
| Gelir büyüme oranı | 3.7% |
| Gelecekteki özkaynak getirisi | 7.00% |
| Analist kapsamı | Good |
| Son güncelleme | 15 Jun 2026 |
Gelecekteki son büyüme güncellemeleri
Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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
Analiz Makalesi • Jun 18
Eisai (TSE:4523) Stock Could Be 21.8% Undervalued After UK Investment Backing
Eisai (TSE:4523) has drawn fresh attention after securing support from the UK Government’s Life Sciences Innovation and Manufacturing Fund for new investment in its UK research, development, and manufacturing operations. See our latest analysis for Eisai. Despite support for Eisai’s UK investment plans, recent share price performance has been weak. The stock is down 17.11% year to date on a share price basis, and the 5 year total shareholder return is also negative. This suggests sentiment...
Anlatı Güncellemesi • Jun 17
4523: Future Alzheimer And Oncology Progress Will Likely Fail To Justify Premium Price
Analysts have adjusted their fair value estimate for Eisai to ¥3,200 from ¥3,500, reflecting updated assumptions on revenue growth, profit margins, and future P/E following recent sector research. What’s in the News for Eisai Eisai announces a research, development, and manufacturing investment in the UK, supported by the UK Government’s Life Sciences Innovation and Manufacturing Fund, focused on oncology and neurology (source, company announcement).Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 3/31/2029 | 962,507 | 66,759 | 59,800 | 93,915 | 11 |
| 3/31/2028 | 943,224 | 65,631 | 41,702 | 71,978 | 13 |
| 3/31/2027 | 892,148 | 56,913 | 63,479 | 84,528 | 13 |
| 3/31/2026 | 825,378 | 38,558 | 20,156 | 61,323 | N/A |
| 12/31/2025 | 808,186 | 42,756 | 60,722 | 86,550 | N/A |
| 9/30/2025 | 804,390 | 49,369 | 25,213 | 51,509 | N/A |
| 6/30/2025 | 803,022 | 50,325 | 14,306 | 39,792 | N/A |
| 3/31/2025 | 789,400 | 46,432 | 7,148 | 30,117 | N/A |
| 12/31/2024 | 791,660 | 58,792 | 1,672 | 18,856 | N/A |
| 9/30/2024 | 753,221 | 40,970 | 7,189 | 27,613 | N/A |
| 6/30/2024 | 733,845 | 32,648 | 13,901 | 34,771 | N/A |
| 3/31/2024 | 741,751 | 42,406 | 31,170 | 55,993 | N/A |
| 12/31/2023 | 749,460 | 45,421 | 35,701 | 61,925 | N/A |
| 9/30/2023 | 759,329 | 48,096 | 20,569 | 46,335 | N/A |
| 6/30/2023 | 757,075 | 48,874 | -20,313 | 6,924 | N/A |
| 3/31/2023 | 744,402 | 55,432 | -36,331 | -1,772 | N/A |
| 12/31/2022 | 737,098 | 26,705 | -17,149 | 18,648 | N/A |
| 9/30/2022 | 752,500 | 32,233 | -8,913 | 30,329 | N/A |
| 6/30/2022 | 741,594 | 32,690 | 94,326 | 135,806 | N/A |
| 3/31/2022 | 756,226 | 47,954 | 77,123 | 117,590 | N/A |
| 12/31/2021 | 712,935 | 57,311 | 85,128 | 124,927 | N/A |
| 9/30/2021 | 691,250 | 62,508 | 80,215 | 123,618 | N/A |
| 6/30/2021 | 679,253 | 59,855 | 8,589 | 49,533 | N/A |
| 3/31/2021 | 645,942 | 42,119 | 35,709 | 73,853 | N/A |
| 12/31/2020 | 707,888 | 93,682 | 52,352 | 95,670 | N/A |
| 9/30/2020 | 713,400 | 120,571 | 77,080 | 112,990 | N/A |
| 6/30/2020 | 707,203 | 124,523 | 81,101 | 116,904 | N/A |
| 3/31/2020 | 695,621 | 121,767 | 52,556 | 102,782 | N/A |
| 12/31/2019 | 661,646 | 96,659 | N/A | 72,461 | N/A |
| 9/30/2019 | 631,974 | 57,725 | N/A | 62,240 | N/A |
| 6/30/2019 | 643,531 | 72,747 | N/A | 87,299 | N/A |
| 3/31/2019 | 642,834 | 63,386 | N/A | 103,714 | N/A |
| 12/31/2018 | 627,367 | 63,714 | N/A | 171,330 | N/A |
| 9/30/2018 | 625,106 | 65,679 | N/A | 186,973 | N/A |
| 6/30/2018 | 611,499 | 54,347 | N/A | 165,689 | N/A |
| 3/31/2018 | 600,054 | 51,845 | N/A | 149,649 | N/A |
| 12/31/2017 | 569,814 | 29,048 | N/A | 72,041 | N/A |
| 9/30/2017 | 554,276 | 30,269 | N/A | 61,644 | N/A |
| 6/30/2017 | 544,027 | 29,425 | N/A | 76,929 | N/A |
| 3/31/2017 | 539,097 | 39,358 | N/A | 75,851 | N/A |
| 12/31/2016 | 530,696 | 55,031 | N/A | 76,725 | N/A |
| 9/30/2016 | 542,313 | 71,812 | N/A | 78,627 | N/A |
| 6/30/2016 | 545,602 | 69,227 | N/A | 69,710 | N/A |
| 3/31/2016 | 547,922 | 54,933 | N/A | 95,617 | N/A |
| 12/31/2015 | 566,435 | 44,886 | N/A | 96,347 | N/A |
| 9/30/2015 | 554,912 | 43,871 | N/A | 82,653 | N/A |
| 6/30/2015 | 554,885 | 43,021 | N/A | 89,212 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: 4523 'nin tahmini kazanç büyümesi (yıllık 12.5% ) tasarruf oranının ( 0.8% ) üzerindedir.
Kazançlar ve Piyasa: 4523 şirketinin kazançlarının (yıllık 12.5% ) JP pazarından (yıllık 9.8% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: 4523 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: 4523 şirketinin gelirinin (yıllık 3.7% ) JP pazarından (yıllık 6.6% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: 4523 şirketinin gelirinin (yıllık 3.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: 4523 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 7 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/26 16:59 |
| Gün Sonu Hisse Fiyatı | 2026/06/26 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2026/03/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Eisai Co., Ltd. 20 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Atsushi Seki | Barclays |
| Miki Sogi | Bernstein |
| Koichi Mamegano | BofA Global Research |