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Eisai Co Ltd (JP:4523)
:4523
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Eisai Co (4523) Price & Analysis

6 Followers

4523 Stock Chart & Stats

¥4891.00
-¥56.00(-1.27%)
At close: 4:00 PM EST
¥4891.00
-¥56.00(-1.27%)

Bulls Say, Bears Say

Bulls Say
High Gross MarginsSustained gross margins in the mid‑70s to ~80% indicate durable product-level profitability and pricing power in specialty medicines. That buffer supports required R&D and commercialization spend and helps protect operating margins against cost volatility over the medium term.
Conservative LeverageLow and improving debt-to-equity gives Eisai financial flexibility to fund R&D, commercial launches, or opportunistic M&A without over-reliance on markets. Conservative leverage reduces refinancing and solvency risk and supports investment through product cycles.
Positive Cash Flow RecoveryConsecutive years of positive operating and free cash flow bolster the company's ability to self-fund drug launches and partner obligations. Reliable FCF in 2024–2026 improves liquidity and underpins durable capacity for R&D and commercialization investments.
Bears Say
Cash Flow VolatilityMaterial year-to-year swings and a sharp recent FCF decline create execution risk: unpredictable cash inflows can force short-term financing or deferred investments, complicate long-term planning for launches and collaborations, and raise uncertainty about sustainable funding.
Eroding Net MarginsDeclining net margins reduce the firm's ability to convert revenue growth into shareholder returns. Persistent margin erosion may reflect higher SG&A/R&D, adverse mix, or pricing pressure, constraining long-term profit expansion even with top-line gains.
Moderate ROEMid-single-digit ROE points to only modest capital efficiency relative to high-growth specialty peers. If growth slows or investments underperform, the limited return profile could constrain long-term shareholder value creation and reduce strategic optionality.

Eisai Co News

4523 FAQ

What was Eisai Co Ltd’s price range in the past 12 months?
Eisai Co Ltd lowest stock price was ¥3660.00 and its highest was ¥5349.00 in the past 12 months.
    What is Eisai Co Ltd’s market cap?
    Eisai Co Ltd’s market cap is ¥1.12T.
      When is Eisai Co Ltd’s upcoming earnings report date?
      Eisai Co Ltd’s upcoming earnings report date is Jul 31, 2026 which is in 41 days.
        How were Eisai Co Ltd’s earnings last quarter?
        Eisai Co Ltd released its earnings results on May 15, 2026. The company reported -¥11.53 earnings per share for the quarter, missing the consensus estimate of ¥12.424 by -¥23.954.
          Is Eisai Co Ltd overvalued?
          According to Wall Street analysts Eisai Co Ltd’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Eisai Co Ltd pay dividends?
            Eisai Co Ltd pays a Semiannually dividend of ¥79 which represents an annual dividend yield of 3.51%. See more information on Eisai Co Ltd dividends here
              What is Eisai Co Ltd’s EPS estimate?
              Eisai Co Ltd’s EPS estimate is 58.25.
                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 -¥11.53 in its last earnings report, missing expectations of ¥12.424. Following the earnings report the stock price went up 0.042%.
                    Which hedge fund is a major shareholder of Eisai Co Ltd?
                    Currently, no hedge funds are holding shares in JP:4523
                    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 (4523) Earnings & Revenues

                      4523 Company Deck

                      4523 Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The earnings call presented a strong performance of their global brands and significant global expansion of LEQEMBI, contributing to positive revenue growth. However, challenges in controlling cost of sales, slower-than-expected U.S. market expansion, and concerns about competitive threats were notable downsides.View all JP:4523 earnings summaries

                      4523 Stock 12 Month Forecast

                      Average Price Target

                      ¥4,000.00
                      ▼(-18.22% Downside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":3944.472,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4116.855,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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