Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
4523.T
Strong BuyFull HouseAPPROVEEisai Co., Ltd. · Healthcare · Japan · $8.5B · Avg Vol: $36M/d
Screen-pass. Eisai Co., Ltd.: Q60/V51/M62, every leg clears the 50 floor; corroborated by net insider buying 1.16% of listed shares in 90d. Nothing adverse known: no net insider selling and no negative forward-EPS revision. A light-tier screen-pass, not a high-conviction pick.
COMPANY DESCRIPTION
Eisai Co., Ltd. is a research-based global pharmaceutical company focused on discovering, developing, and manufacturing innovative medicines, particularly in neurology and oncology. The company's competitive edge lies in its strong R&D pipeline and global sales infrastructure, with notable success in Alzheimer's disease treatment. Eisai aims to make a meaningful impact on patients' lives through its "human health care" (hhc) philosophy.
FINANCIAL SUMMARY (JPY)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 756.2B | 744.4B | 741.8B | 789.4B | 825.4B | 2.2% | 848.8B | 1.9T | 2.1T | 58.1% |
| EPS (JPY) | 167.27 | 193.31 | 147.86 | 163.76 | 136.78 | -4.9% | 135.32 | 201.46 | 236.34 | 31.4% |
| Shares | 296.6M | 286.8M | 286.8M | 281.9M | 281.9M | -4.9% | 282.2M | — | — | — |
| Debt | 94.9B | 126.1B | 159.4B | 187.5B | 186.1B | 18.3% | 268.7B | — | — | — |
| Equity | 748.8B | 800.0B | 875.6B | 841.4B | 899.0B | 4.7% | — | — | — | — |
| Op CF | 117.6B | -1.8B | 56.0B | 30.1B | 61.3B | -15.0% | 57.1B | — | — | — |
| Inv CF | -28.8B | -22.7B | -25.3B | -10.1B | -41.8B | — | — | — | — | — |
| Fin CF | -49.0B | -24.5B | -22.7B | -57.8B | -61.1B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of 4523.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 4523.T | Eisai Co., Ltd.(you) | $8.5B | 81 | Strong Buy |
| 4151.T | Kyowa Kirin Co., Ltd. | $8.7B | 88 | Strong Buy |
| 4507.T | Shionogi & Co., Ltd. | $15.5B | 79 | Buy |
| 4506.T | Sumitomo Pharma Co., Ltd. | $4.2B | 77 | Buy |
| 4540.T | Tsumura & Co. | $1.8B | 85 | Strong Buy |
| 4553.T | Towa Pharmaceutical Co., Ltd. | $1.2B | 82 | Strong Buy |
| 4502.T | Takeda Pharmaceutical Company Limited | $57.9B | 75 | Buy |
| 4516.T | Nippon Shinyaku Co., Ltd. | $1.5B | 93 | Strong Buy |
| 4521.T | Kaken Pharmaceutical Co., Ltd. | $944M | 86 | Strong Buy |
| 4534.T | Mochida Pharmaceutical Co., Ltd. | $725M | 83 | Strong Buy |
Peer medians: ROE 8.3% · P/E 16.4x · Gross margin 46.9%