Takeda Pharmaceutical Company Limited (TAK)
Company Info
| ISIN | US8740602052 |
|---|---|
| CUSIP | 874060205 |
| Sector | Healthcare |
| Industry | Drug Manufacturers - Specialty & Generic |
| IPO Date | Oct 27, 2008 |
Highlights
| Market Cap | $43.10B |
|---|---|
| EPS (TTM) | $0.60 |
| PE Ratio | 22.57 |
| PEG Ratio | 0.71 |
| Total Revenue (TTM) | $3.53T |
| Gross Profit (TTM) | $2.05T |
| EBITDA (TTM) | $1.14T |
| Year Range | $12.29 - $14.73 |
| Target Price | $16.53 |
| Short % | 0.23% |
| Short Ratio | 3.71 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: TAK vs. BAYN.DE, TAK vs. XLI, TAK vs. SPY, TAK vs. LLY, TAK vs. IEF
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Takeda Pharmaceutical Company Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Takeda Pharmaceutical Company Limited had a return of -0.73% year-to-date (YTD) and 2.57% in the last 12 months. Over the past 10 years, Takeda Pharmaceutical Company Limited had an annualized return of 0.62%, while the S&P 500 had an annualized return of 11.39%, indicating that Takeda Pharmaceutical Company Limited did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.73% | 25.48% |
| 1 month | -5.44% | 2.14% |
| 6 months | 3.64% | 12.76% |
| 1 year | 2.57% | 33.14% |
| 5 years (annualized) | -3.64% | 13.96% |
| 10 years (annualized) | 0.62% | 11.39% |
Monthly Returns
The table below presents the monthly returns of TAK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.31% | -0.07% | -2.82% | -5.83% | 2.06% | -3.07% | 7.26% | 7.28% | -2.26% | -1.97% | -0.73% | ||
| 2023 | 1.28% | -2.85% | 9.42% | 0.67% | -4.52% | -0.82% | -2.86% | 0.92% | 2.51% | -12.09% | 4.04% | 0.85% | -4.87% |
| 2022 | 6.09% | 5.12% | -3.65% | 1.54% | -0.89% | -2.57% | 4.06% | -5.89% | -3.45% | 1.93% | 11.42% | 5.91% | 19.82% |
| 2021 | -3.13% | -5.22% | 11.69% | -8.54% | 2.34% | -1.52% | -1.96% | 0.55% | 1.15% | -14.41% | -4.78% | 2.10% | -21.58% |
| 2020 | -2.53% | -10.04% | -9.81% | 18.18% | 8.70% | -8.05% | 1.51% | 2.25% | -2.23% | -13.73% | 15.85% | 2.08% | -3.30% |
| 2019 | 18.73% | 0.45% | 5.09% | -10.26% | -7.17% | 4.30% | -0.57% | -4.20% | 4.43% | 4.48% | 12.97% | -2.81% | 24.27% |
| 2018 | 3.43% | -2.54% | -13.68% | -12.28% | -2.96% | 3.07% | -1.11% | 0.47% | 5.43% | -5.38% | -7.46% | -10.23% | -37.15% |
| 2017 | 1.23% | 11.22% | 3.86% | 2.13% | 7.69% | -1.55% | 3.88% | 4.62% | 2.63% | 1.95% | -1.81% | 2.82% | 45.35% |
| 2016 | -5.42% | -0.21% | -0.84% | 7.62% | -12.05% | -0.30% | 3.81% | -1.52% | 11.12% | -6.09% | -8.07% | 0.82% | -12.67% |
| 2015 | 20.59% | 1.92% | 0.33% | 2.85% | -5.40% | -0.75% | 4.26% | -2.32% | -8.54% | 12.38% | -1.24% | 3.89% | 27.88% |
| 2014 | 2.38% | 1.57% | 1.09% | -5.45% | 0.81% | 2.44% | -0.90% | -0.53% | -2.01% | -1.40% | -2.25% | -0.52% | -4.95% |
| 2013 | 15.52% | 0.91% | 6.95% | 0.46% | -18.86% | 1.20% | -1.37% | 2.42% | 5.59% | 0.66% | 2.21% | -5.54% | 6.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TAK is 43, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Takeda Pharmaceutical Company Limited (TAK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Takeda Pharmaceutical Company Limited provided a 4.67% dividend yield over the last twelve months, with an annual payout of $0.63 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.63 | $0.63 | $0.63 | $0.79 | $0.79 | $1.13 | $1.40 | $1.46 | $1.44 | $1.34 | $1.04 | $0.88 |
Dividend yield | 4.67% | 4.41% | 4.05% | 5.80% | 4.34% | 5.74% | 8.33% | 5.15% | 6.93% | 5.31% | 5.00% | 3.85% |
Monthly Dividends
The table displays the monthly dividend distributions for Takeda Pharmaceutical Company Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.63 | |
| 2023 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.00 | $0.63 |
| 2022 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.63 |
| 2021 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.00 | $0.79 |
| 2020 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.79 |
| 2019 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $1.13 |
| 2018 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.00 | $1.40 |
| 2017 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.00 | $1.46 |
| 2016 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $1.44 |
| 2015 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.00 | $1.34 |
| 2014 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.00 | $1.04 |
| 2013 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.00 | $0.88 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Takeda Pharmaceutical Company Limited. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Takeda Pharmaceutical Company Limited was 52.14%, occurring on Mar 18, 2020. The portfolio has not yet recovered.
The current Takeda Pharmaceutical Company Limited drawdown is 37.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.14% | Jan 29, 2018 | 538 | Mar 18, 2020 | — | — | — |
| -38.63% | Oct 31, 2008 | 86 | Mar 10, 2009 | 387 | Oct 7, 2010 | 473 |
| -21.86% | Apr 29, 2013 | 374 | Oct 17, 2014 | 91 | Mar 3, 2015 | 465 |
| -19.42% | Mar 9, 2015 | 328 | Jun 24, 2016 | 192 | Mar 30, 2017 | 520 |
| -18.24% | May 6, 2011 | 143 | Nov 28, 2011 | 185 | Aug 23, 2012 | 328 |
Volatility
Volatility Chart
The current Takeda Pharmaceutical Company Limited volatility is 5.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Takeda Pharmaceutical Company Limited compared to its peers in the Drug Manufacturers - Specialty & Generic industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for TAK in comparison to other companies of the Drug Manufacturers - Specialty & Generic industry. Currently, TAK has a PE value of 22.6. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for TAK in comparison to other companies of the Drug Manufacturers - Specialty & Generic industry. Currently, TAK has a PEG value of 0.7. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Takeda Pharmaceutical Company Limited.
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Income Statement
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Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
| Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
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Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |