Eisai Co (ESALF) Stock Price & Analysis
ESALF Stock Chart & Stats
- Day’s Range
- $29.97 - $29.97
- 52-Week Range
- $22.61 - $35.51
- Previous Close
- $29.97
- Volume
- 15
- Average Volume (3M)
- 512
- Market Cap
- $9.04B
- Enterprise Value
- $1.15T
- Total Cash (Recent Filing)
- $311.74B
- Total Debt (Recent Filing)
- $271.34B
- Price to Earnings (P/E)
- 33.7
- Beta
- 0.42
- Next Earnings
- Nov 10, 2026 (Est.)
- EPS Estimate
- 0.37
- Next Dividend Ex-Date
- Mar 30, 2027
- Dividend Yield
- 3.38%
Bulls Say, Bears Say
Bulls Say
High Gross Margins
Gross margins of roughly 76–79% show that Eisai’s products retain substantial value after production costs. This profitability buffer can help fund research and commercialization, support resilience across markets, and preserve room to absorb operating pressures over the next several quarters.
Conservative Leverage
Debt-to-equity of about 0.21 and a large equity base indicate conservative financing. This reduces balance-sheet strain and leaves Eisai greater flexibility to fund drug development, partnerships, and commercialization while retaining capacity to navigate changes in product performance.
Revenue Recovery
Revenue has returned to growth, increasing about 3.8% on a TTM basis and 4.6% in FY2026 after modest declines in FY2023–FY2024. A renewed top-line trajectory supports commercialization momentum and gives the company a stronger base for sustaining R&D investment.
Bears Say
Compressed Net Profitability
Net margin has fallen to about 4.7% in TTM/FY2026 from 5.7–7.4% in FY2023–FY2024, while EBIT margin remains only about 6–9%. This indicates weaker conversion of strong gross profitability into earnings and may constrain internal funding for growth.
Uneven Free Cash Flow
TTM free cash flow is about ¥42.6B and down 7.4% year over year, with historical periods including negative operating and free cash flow. This uneven cash-generation pattern can make investment pacing and shareholder distributions less predictable despite recent positive cash flow.
Low Return On Equity
ROE of approximately 4.4% TTM, within a broader historical range of about 4–7%, indicates limited earnings generation from Eisai’s shareholder capital. Persistently modest capital efficiency can reduce the value created from retained funds and weaken the case for aggressive reinvestment.
ESALF FAQ
What was Eisai Co’s price range in the past 12 months?
What is Eisai Co’s market cap?
When is Eisai Co’s upcoming earnings report date?
How were Eisai Co’s earnings last quarter?
Is Eisai Co overvalued?
Does Eisai Co pay dividends?
What is Eisai Co’s EPS estimate?
How many shares outstanding does Eisai Co have?
What happened to Eisai Co’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Eisai Co?
What is the TipRanks Smart Score and how is it calculated?
Company Description
Eisai Co
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.
- Sector
- Healthcare
- Industry
- Drug Manufacturers - Specialty & Generic
- CEO
- Haruo Naito
- Employees
- 10,543
- Website
- www.eisai.com
- Address
- 4-6-10, Koishikawa, Tokyo, TY, 112-8088, JP
Eisai Co (ESALF) Earnings & Revenues
ESALF Company Deck
ESALF Earnings Call
Earnings Call SentimentPositive
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 summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 8 | 4 | 10 |
| Technical Analysis | 4 | 4 | 2 |
| Moving Averages | 4 | 0 | 8 |