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Eisai Co Ltd (ESALF)
OTHER OTC:ESALF

Eisai Co (ESALF) Price & Analysis

36 Followers

ESALF Stock Chart & Stats

$27.70
$0.00(0.00%)
At close: 4:00 PM EDT
$27.70
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
High Gross MarginsSustained gross margins near 76–79% indicate structural product-level profitability and pricing power in core therapeutic areas. This margin buffer supports reinvestment in R&D and commercialization, and helps absorb downstream cost or pricing pressure over the medium term.
Conservative Balance SheetLow leverage (debt-to-equity ~0.21) provides financial flexibility to fund R&D, pursue partnerships or acquisitions, and withstand cyclical shocks without forcing dilutive capital moves. A conservatively levered balance sheet supports durable investment optionality.
Positive Cash GenerationConsistent operating cash flow (~¥57.6B) and positive free cash flow (~¥42.6B TTM) demonstrate the business generates internal funds to support R&D, commercialization and working capital. Reasonable cash conversion (~75% of net income) underpins durable funding capacity.
Bears Say
Compressed Net Margins & Modest ROENet margin compression to ~4.7% and a modest ROE (~4.4% TTM) signal limited profitability after operating and SG&A costs. Over months this constrains the pace of organic growth and shareholder returns and increases reliance on operational improvements or higher-margin launches to lift returns.
Uneven Free Cash FlowFFO/FCF volatility and a ~-7.4% YoY decline in TTM FCF reduce predictability of internal funding for long-term programs. Persistent variability can force periodic external financing or slower investment pacing, affecting sustained R&D and commercialization plans.
R&D And Pipeline DependencyRevenue and long-term growth hinge on R&D outcomes and approvals. This creates binary, multi-year execution risk: trial failures, regulatory delays or reimbursement setbacks can materially impair future sales and margin expansion despite current strengths.

Eisai Co News

ESALF FAQ

What was Eisai Co Ltd’s price range in the past 12 months?
Eisai Co Ltd lowest stock price was $22.61 and its highest was $36.46 in the past 12 months.
    What is Eisai Co Ltd’s market cap?
    Eisai Co Ltd’s market cap is $8.69B.
      When is Eisai Co Ltd’s upcoming earnings report date?
      Eisai Co Ltd’s upcoming earnings report date is Nov 10, 2026 which is in 98 days.
        How were Eisai Co Ltd’s earnings last quarter?
        Eisai Co Ltd released its earnings results on Aug 03, 2026. The company reported $0.41 earnings per share for the quarter, beating the consensus estimate of $0.352 by $0.059.
          Is Eisai Co Ltd overvalued?
          According to Wall Street analysts Eisai Co Ltd’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Eisai Co Ltd pay dividends?
            Eisai Co Ltd pays a Semiannually dividend of $0.509 which represents an annual dividend yield of 3.9%. See more information on Eisai Co Ltd dividends here
              What is Eisai Co Ltd’s EPS estimate?
              Eisai Co Ltd’s EPS estimate is 0.37.
                How many shares outstanding does Eisai Co Ltd have?
                Eisai Co Ltd has 291,649,140 shares outstanding.
                  What happened to Eisai Co Ltd’s price movement after its last earnings report?
                  Eisai Co Ltd reported an EPS of $0.41 in its last earnings report, beating expectations of $0.352. Following the earnings report the stock price went same 0%.
                    Which hedge fund is a major shareholder of Eisai Co Ltd?
                    Currently, no hedge funds are holding shares in ESALF
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Eisai Co Ltd

                      Eisai Co., Ltd. is a Japanese pharmaceutical firm that develops, manufactures, and markets a broad spectrum of medical and healthcare products. Its significant therapeutic contributions include Aricept, prescribed for individuals with Alzheimer's disease and dementia with Lewy bodies; Methycobal, targeting peripheral neuropathy; and Fycompa, an antiepileptic medication used as an adjunctive treatment for partial-onset and primary generalized tonic-clonic seizures. The company's product line further encompasses Lyrica for pain management, and Dayvigo, an anti-insomnia agent formulated for adults. In the field of oncology, Eisai offers Lenvima, a molecularly targeted anticancer drug utilized for thyroid cancer, renal cell carcinoma (when administered alongside everolimus), and hepatocellular carcinoma. Another key cancer treatment is Halaven, an anticancer agent functioning as a microtubule dynamics inhibitor, indicated for breast cancer and liposarcoma. Additionally, Eisai provides Pariet, a proton-pump inhibitor effective in managing gastric and duodenal ulcers, reflux esophagitis, and the eradication of Helicobacter pylori infections. It also distributes Humira, a fully human anti-TNF-alpha monoclonal antibody employed in the treatment of autoimmune disorders such as rheumatoid arthritis. For consumer wellness, its offerings include Chocola BB plus, a vitamin B2 supplement beneficial for rough skin and stomatitis, along with a diverse collection of other items, such as third-class over-the-counter (OTC) drugs, designated quasi-drugs, and health-promoting foods. Originally established in 1941 under the name Nihon Eisai Co., Ltd., the company adopted its current name, Eisai Co., Ltd., in 1955 and operates from its headquarters in Tokyo, Japan.

                      Eisai Co (ESALF) Earnings & Revenues

                      ESALF Company Deck

                      ESALF Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveys clear commercial momentum and strong financial improvement driven by the flagship products (notably LEQEMBI and LENVIMA), meaningful cost-efficiency gains, and reinforcing clinical and real-world evidence. Key near-term catalysts include SC‑AI approval, BBM reimbursement and ongoing DTC/pathway initiatives. Material risks discussed include pricing and HTA uncertainty in Japan, potential tariff/MFN policy impacts, reimbursement execution (Medicare Part B to D transition) and competitive entrants. On balance the positives — robust revenue and profit growth, expanding diagnostics and pathway adoption, favorable clinical data and operating leverage — outweigh the uncertainties, though continued monitoring of pricing/reimbursement and geopolitical policy is warranted.View all ESALF earnings summaries

                      ESALF Stock 12 Month Forecast

                      Average Price Target

                      $29.49
                      ▲(6.48% Upside)
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                      Ownership Overview

                      13.10%0.08%75.47%
                      Insiders
                      0.08% Other Institutional Investors
                      75.47% Public Companies and
                      Individual Investors
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