BeiGene Ltd - ADR

BGNE

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Market Cap$20.21B

Close$

Compare to Similar Companies

	P/E Ratio	Dividends	Return on Equity	Price-to-Sales	Debt-to-Equity
BeiGene Ltd - ADR	100.8	-	11%	3.6	0.3

Earnings Call Q4 2025

February 26, 2026 - AI Summary

Strong Financial Performance: BeOne Medicines reported Q4 product revenue of $1.5 billion, marking a 32% year-over-year growth, with BRUKINSA global revenues reaching $3.9 billion for the full year, representing a 49% increase. GAAP profitability was achieved with a net income of $287 million in 2025, reflecting the company's growth trajectory and operational scaling.

Market Leadership and Differentiation: BRUKINSA has established itself as the leading BTK inhibitor both in the U.S. and globally, significantly widening the gap over competitors due to superior clinical data demonstrating its efficacy and safety profile. The 6-year progression-free survival (PFS) rates for BRUKINSA (74%) significantly outperform those of the next closest competitor, reinforcing its position as a foundational remedy in the CLL market.

Outlook for 2026: The company is forecasting revenue growth between $6.2 billion to $6.4 billion in 2026, driven by strong demand for BRUKINSA, contributions from new product launches like sonro and zanidatamab, and an expected stable pricing environment. GAAP operating income is projected to be between $700 million and $800 million.

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$150.03

Current Fair Value

18.8% downside

Overvalued by 18.8% based on the discounted cash flow analysis.

Share Statistics

Market cap	$20.21 Billion
Enterprise Value	$16.63 Billion
Dividend Yield	$- (-)
Earnings per Share	$34.19
Beta	0.63
Outstanding Shares	110,957,836

Return

Return on Equity	10.78%
Return on Assets	6.00%
Return on Invested Capital	10.51%

Valuation & Multiples

P/E Ratio	100.84
PEG	0.57
Price to Sales	3.62
Price to Book Ratio	4.4
Enterprise Value to Revenue	2.9
Enterprise Value to EBIT	23.48
Enterprise Value to Net Income	32
Total Debt to Enterprise	0.07
Debt to Equity	0.25

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date

February 26, 2026

EPS Estimate

Average shareholder expectation

Revenue Estimate

Average shareholder expectation

Institutional Sentiment (Put/Call)

No data available for the latest quarter.

Institutional Ownership

No data available for the latest quarter.

ESG Score

No data

About BeiGene Ltd

CEO: John Oyler

Relevant Senate Committees

Joint Committee on Taxation

Provides revenue estimates and expertise for tax legislation, directly influencing corporate tax structures and capital investment incentives crucial for pharmaceutical profitability and R&D.

Finance

Controls taxation, trade, and entitlement spending (e.g., Medicare/Medicaid drug pricing), fundamentally affecting pharmaceutical company profitability and market access.

Appropriations

Allocates discretionary federal spending, directly determining funding levels for the FDA, NIH, and various healthcare programs that impact the pharmaceutical industry's regulatory and customer environment.

Health, Education, Labor, and Pensions

Directly regulates the FDA (drug approval) and NIH (research funding), which are central to market access and innovation in the pharmaceutical industry.

Judiciary

Oversees intellectual property (patents) and antitrust laws, which are fundamental to pharmaceutical R&D, market exclusivity, and merger/acquisition activities.