Análisis Argos
TAK
TAKSin veredicto
Takeda Pharmaceutical Company Limited · Healthcare
US$ 16.77
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
62/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Las ganancias crecieron 88% el último año.
Reparte dividendo sostenible (3.76%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
VALOR6/6FUTURO3/6PASADO2/6SALUD1/6DIVIDENDO6/6
El Iris de calidad
VALOR6/6FUTURO3/6PASADO2/6SALUD1/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos62de 100Sin veredicto
Ingresos4%
US$ 4,777.5 B
Margen operativo60%
12%
Flujo de caja libre6%
US$ 808.7 B
Deuda neta
US$ 4,305.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 53.0B
P/E0.3x
EV/EBITDA3.3x
FCF yield1526.2%
ROIC3.5%
Margen operativo12%
Crecim. ingresos+4.3%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

prnewswire.com · 1 jul
Insilico Medicine Announces Collaboration with Takeda to Advance Strategic AI Drug Discovery
Partnership to leverage Pharma.AI platform for novel drug candidates across Takeda's therapeutic areas CAMBRIDGE, Mass., July 1, 2026 /PRNewswire/ -- Insilico Medicine ("Insilico" HKEX:3696), a leader in clinical-stage generative AI for drug discovery, today announced a strategic collaboration agreement with Takeda to use its proprietary end-to-end platform, Pharma.AI, to advance drug candidates across the company's therapeutic areas.
wsj.com · 1 jul
Takeda, InSilico Strike AI Drug-Discovery Deal Worth Up to $600 Million
Takeda is set to pay InSilico to use its proprietary Pharma. AI platform to advance drug candidates across several therapeutic areas, according to people familiar with the matter.
fool.com · 30 jun
Recursion Pharmaceuticals vs. Summit Therapeutics: Which Healthcare Stock Is a Better Buy in 2026?
Recursion harnesses AI for large-scale drug discovery, while Summit's betting on a single oncology candidate. How do their financials and risk profiles stack up?
businesswire.com · 24 jun
Takeda Announces New Assignments of Directors and Appointment of Julie Kim as Representative Director, President and CEO
OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--In the final step of its 18-month CEO transition, Takeda (TOKYO:4502/NYSE:TAK) today announced that Julie Kim was officially appointed Takeda's Representative Director, President and Chief Executive Officer. During the 150th Annual General Meeting of Shareholders, which took place in Osaka, Japan, shareholders elected Julie as a new internal director to the Board of Directors. Following the vote and conclusion of the meeting, the Board of Direct.
businesswire.com · 15 jun
New Pivotal Study Data Show Takeda's Oveporexton Improved Daily Function, Cognition and Nighttime Sleep for People with Narcolepsy Type 1
OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE:4502/NYSE:TAK) today presented additional results from two pivotal studies at SLEEP 2026, showing oveporexton (TAK-861), an oral orexin receptor 2 (OX2R)-selective agonist, improved daily functioning as well as cognitive and sleep-related symptoms associated with narcolepsy type 1 (NT1).1,2,3 Oveporexton is designed to address the underlying orexin deficiency that causes NT1 by restoring orexin signaling. These data, along with previ.
reuters.com · 11 jun
Takeda's AI-crafted psoriasis pill tops Bristol Myers' Sotyktu in head-to-head trial
Japan's Takeda Pharmaceutical said on Thursday its experimental once-daily psoriasis pill, developed with the help of AI, outperformed Bristol Myers Squibb's approved ​drug Sotyktu in a late-stage head-to-head study.
businesswire.com · 11 jun
Takeda's Zasocitinib Significantly Outperforms Deucravacitinib in Head-to-Head Phase 3 Psoriasis Study, Promising to Redefine Oral Treatment Expectations
OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE:4502/NYSE:TAK) announced positive topline results for the Phase 3, randomized, multicenter, double-blind study comparing zasocitinib (TAK-279), an investigational, next-generation, highly selective and potent oral tyrosine kinase 2 (TYK2) inhibitor, to deucravacitinib in adults with moderate-to-severe plaque psoriasis (PsO). In the LATITUDE Atlas (TAK-279-PsO-3004) head-to-head study, zasocitinib demonstrated statistical superiority.
businesswire.com · 9 jun
U.S. FDA Accepts Takeda's Application for Intravenous ENTYVIO® (vedolizumab) in Pediatric Ulcerative Colitis and Crohn's Disease
OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE:4502/NYSE:TAK) today announced the U.S. Food and Drug Administration (FDA) has accepted for review its supplemental Biologics License Application (sBLA) for intravenous (IV) ENTYVIO® (vedolizumab) for the treatment of moderately to severely active ulcerative colitis (UC) and Crohn's disease in pediatric patients ages 2 years and older. If approved, ENTYVIO would be the only gut-focused treatment option for these patients. This milest.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.