Takeda Pharmaceutical Co - ADR

Takeda Pharmaceutical Co - ADR

TAK

Market Cap$47.3B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Takeda Pharmaceutical Co - ADRTakeda Pharmaceutical Co - ADR63.24.54%4%-0.8

Earnings Call Q4 2024

May 9, 2025 - AI Summary

Core Revenue Growth: Takeda reported a core revenue growth of 2.8% at constant exchange rates (CER) for FY '24, driven by its Growth and Launch Product portfolio, which grew by 14.7% and now accounts for 48% of total revenue. Despite the significant impact from GENERICS like VYVANSE, the company's strategic focus on growth products counterbalanced potential revenue decline.
Operating Profit Performance: Core operating profit reached JPY 1.2 trillion, marking a 4.9% increase at CER. The operating profit margin was 25.4%, exceeding initial expectations by over 2 percentage points. The margin growth was supported by strict OpEx control due to ongoing efficiency programs, which also recorded approximately JPY 200 billion in annualized savings.
Challenges with VYVANSE: VYVANSE’s loss of exclusivity adversely affected revenue, with an expected 30% decline for the full year. The company highlighted the competitive landscape with 15 generics now available, posing a continuous challenge for VYVANSE's market share in the U.S., albeit with smoother erosion expected compared to the previous fiscal year.

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$31.25

Current Fair Value

107.9% upside

Undervalued by 107.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$47.30 Billion
Enterprise Value$4.38 Trillion
Dividend Yield$0.58916 (4.543347241539171%)
Earnings per Share$46.05
Beta0.26
Outstanding Shares3,166,312,596

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio63.22
PEG-21.68
Price to Sales0.01
Price to Book Ratio0.01
Enterprise Value to Revenue0.96
Enterprise Value to EBIT6.06
Enterprise Value to Net Income15
Total Debt to Enterprise1.19
Debt to Equity0.75

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Takeda Pharmaceutical Co

CEO: Christophe Weber