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Shionogi & Co., Ltd. (4507) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Shionogi & Co., Ltd.

4507Market cap $15BPrice $17.5

Country🇯🇵Japan

SectorHealthcare

IndustryPharmaceuticals

Develops and manufactures prescription drugs, vaccines, and infectious disease treatments, including one of the first oral COVID-19 antivirals approved in Japan. Its antibiotics research has quietly shaped global infection treatment standards for over a century.

In Bastion Portfolios?

52W Return+11%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-1%3

Revenue Forecast

Rev CAGR (1y)-20%1

Rev CAGR (3y)-12%1

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1-25%2

EPS Growth Y+2-23%2

EPS Growth Y+3-30%2

Quality

Margins

EBIT Margin19%7

Net Income Margin47%10

Free Cash Flow Margin36%10

Debt

Net Debt/EBITDA2.63

Efficiency

ROE17%7

ROA13%9

Earnings Stability44

GEAR+AVERAGE56

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)210

P/E Ratio (Forward 3y)282

P/BV1.38

EV Multiples

EV/EBITDA Fwd163

EV/EBIT Fwd175

Yield

Free Cash Flow Yield8.6%9

Dividend Yieldna–

Momentum

Short term

1 month return-3%6

3 month return-3%5

YTD return-0%5

Mid term

Price vs 52wHigh74%4

1 year return+11%6

Long term

3 year return+37%5

5 year return+26%5

Risk Shield

Price Risk

Beta0.48

Volatility28%7

Free Cash Flow

Free Cash Flow Margin36%10

Free Cash Flow Yield8.6%9

Quality

ROCE7%4

Earnings Stability44

Net Debt/EBITDA2.63

02Growth

Is it actually growing, and how fast?

4507Shionogi & Co.

Revenue FY26$3.1B

GROWTH RATING↗

VERY WEAK10 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-1%3

Revenue, next 1Y-20%1

Revenue, next 3Y, CAGR-12%1

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-25%2

EPS growth, FY28E-23%2

EPS growth, FY29E-30%2

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 90% of companies worldwide.

Revenue fell 0.7%/yr over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to shrink 12%/yr over the next 3 years, behind most of the market.3/10

Revenue fell 0.7%/yr over the last 3 years and is set to shrink 12%/yr from here.

Earnings are set to fall along with revenue (EPS about -25%/yr vs revenue -12%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE40 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-3%5

YTD return-0%5

MID & LONG-TERM▾SCORE

% of 52-week high74%4

1-year return+11%6

3-year return+37%5

5-year return+26%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+37% over three years and +26% over five), roughly average for the market.

It's up 11% over the past year, but 26% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-3%), over three months (-3%) and so far this year (+0%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Shionogi. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

4507Shionogi & Co.

Revenue FY26$3.1B

GROWTH RATING↗

VERY WEAK10 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-1%3

Revenue, next 1Y-20%1

Revenue, next 3Y, CAGR-12%1

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-25%2

EPS growth, FY28E-23%2

EPS growth, FY29E-30%2

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 90% of companies worldwide.

Revenue fell 0.7%/yr over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to shrink 12%/yr over the next 3 years, behind most of the market.3/10

Revenue fell 0.7%/yr over the last 3 years and is set to shrink 12%/yr from here.

Earnings are set to fall along with revenue (EPS about -25%/yr vs revenue -12%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE40 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-3%5

YTD return-0%5

MID & LONG-TERM▾SCORE

% of 52-week high74%4

1-year return+11%6

3-year return+37%5

5-year return+26%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+37% over three years and +26% over five), roughly average for the market.

It's up 11% over the past year, but 26% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-3%), over three months (-3%) and so far this year (+0%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Shionogi. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community