Skip to Content

Daiichi Sankyo Co Ltd 4568

Morningstar Rating
JPY 5,450.00 −14.00 (0.26%)
View Full Chart
Unlock our analysis with Morningstar Investor

Company Report

Daiichi Sankyo's World-Leading Antibody Drug Conjugate Platform Continues to Make Progress

Narrow-moat Daiichi Sankyo is a Japanese drugmaker with a global footprint and cutting-edge development platform for antibody drug conjugates. As an established pharmaceutical company with a long history, it also has numerous lucrative business lines including generics, anticoagulants, painkillers, and heart medications. In 2019 it formed a partnership with AstraZeneca and will co-develop and co-commercialize Enhertu and Dato-DXd, its two leading assets from its ADC platform. In 2023, it formed another partnership with Merck & Co. to co-develop and co-commercialize three other ADCs: HER3-DXd (HER3 ADC), I-DXd (B7-H3 ADC), and R-DXd (CDH6 ADC). We expect its ADC platform and other pipeline assets to drive growth over the next 10 years.

Price vs Fair Value

4568 is trading within a range we consider fairly valued.
Price
JPY 5,464.00
Fair Value
JPY 3,349.00
Uncertainty
High
1-Star Price
JPY 5,423.00
5-Star Price
JPY 2,351.00
Economic Moat
Smvbcyv
Capital Allocation
Spfgcrjg

Bulls Say, Bears Say

Bulls

Daiichi Sankyo has a leading ADC platform, a cutting-edge modality for cancer treatments that improves upon the safety and efficacy of existing chemotherapy treatments.

Bears

After Enhertu, Dato-DXd, and HER3-DXd, Daiichi Sankyo’s other ADCs are still early stage.

Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if 4568 is a good fit for your portfolio.

News

Trading Information

Previous Close Price
JPY 5,464.00
Day Range
JPY 5,372.005,463.00
52-Week Range
JPY 3,566.005,848.00
Bid/Ask
JPY 5,447.00 / JPY 5,455.00
Market Cap
JPY 10.42 Tril
Volume/Avg
4.9 Mil / 4.3 Mil

Key Statistics

Price/Earnings (Normalized)
49.30
Price/Sales
6.53
Dividend Yield (Trailing)
0.92%
Dividend Yield (Forward)
1.10%
Total Yield
0.92%

Company Profile

Daiichi Sankyo was established by the merger of Daiichi Pharmaceuticals and Sankyo in 2005. As of 2023, approximately one third of revenue comes from its Japan businesses, which will shrink in the future as the company expands its global footprint. Its primary growth driver is its leading platform of antibody drug conjugates, or ADCs. Its three lead ADCs are Enhertu (HER2), Dato-DXd (TROP2), I-DXd (B7-H3), HER3-DXd (HER3), and R-DXd (CDH6). Enhertu entered the clinic in 2015 and received its first US approval in December 2019 for third-line late-stage HER2-positive breast cancer. It is also approved for HER2-positive stomach cancers and HER2 mutant non-small cell lung cancer.
Sector
Healthcare
Industry
Drug Manufacturers - General
Stock Style Box
Large Growth
Total Number of Employees
18,726

Competitors

Valuation

Metric
4568
4519
AZN
Price/Earnings (Normalized)
49.3027.1121.26
Price/Book Value
6.195.176.50
Price/Sales
6.538.195.15
Price/Cash Flow
39.9225.5324.31
Price/Earnings
4568
4519
AZN

Financial Strength

Metric
4568
4519
AZN
Quick Ratio
2.324.210.70
Current Ratio
3.015.530.89
Interest Coverage
35.145.32
Quick Ratio
4568
4519
AZN

Profitability

Metric
4568
4519
AZN
Return on Assets (Normalized)
6.99%17.64%59.78%
Return on Equity (Normalized)
12.93%21.05%157.53%
Return on Invested Capital (Normalized)
10.69%20.98%88.21%
Return on Assets
4568
4519
AZN
See how this stock stacks up to its competitors with Morningstar Investor

Drug Manufacturers - General Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Eli Lilly and Co
LLY
DkxkgvfdCftw$842.0 Bil
Johnson & Johnson
JNJ
FhdnxyvQss$355.7 Bil
Merck & Co Inc
MRK
SpwmcscvMddv$328.4 Bil
AbbVie Inc
ABBV
DzmdlkxrQhfx$304.0 Bil
AstraZeneca PLC ADR
AZN
GfnfwwjfsJgqx$244.5 Bil
Roche Holding AG ADR
RHHBY
QfdcdkygsYxhzx$228.5 Bil
Novartis AG ADR
NVS
VqgygllkTtkj$217.6 Bil
Amgen Inc
AMGN
CzjqzdjcZyjc$166.2 Bil
Pfizer Inc
PFE
LvzpvlywlNwgr$157.2 Bil
Sanofi SA ADR
SNY
XjwvxggfvZjjqn$118.5 Bil

Sponsor Center