BeiGene Ltd - ADR
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+ FollowMarket Cap$20.61B
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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
18.8% downside
Current Fair Value
18.8% downsideOvervalued by 18.8% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $20.61 Billion |
|---|---|
| Enterprise Value | $16.73 Billion |
| Earnings per Share | $34.19 |
| Beta | 0.63 |
| Outstanding Shares | 111,575,811 |
Return
| Return on Equity | 12.67% |
|---|---|
| Return on Assets | 7.15% |
| Return on Invested Capital | 13.78% |
Valuation & Multiples
| P/E Ratio | 25.02 |
|---|---|
| PEG | 16.54 |
| Price to Sales | 3.42 |
| Price to Book Ratio | 4.02 |
| Enterprise Value to Revenue | 2.73 |
| Enterprise Value to EBIT | 17.2 |
| Enterprise Value to Net Income | 25 |
| Total Debt to Enterprise | 0.07 |
| Debt to Equity | 0.24 |
Revenue Sources
No data
Last Earnings Call
Report Date
February 26, 2026
EPS Estimate
-
Consensus analyst estimateRevenue Estimate
-
Consensus analyst estimateInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
About BeiGene Ltd
12,000 employees
CEO: John Oyler
BeOne Medicines AG, an oncology-focused enterprise headquartered in Basel, Switzerland, was established in 2010. This company is actively involved in the exploration and advancement of a diverse range of therapeutic solutions for cancer ...