EXEL

Exelixis, Inc.

Healthcare · $14.8B market cap

Share price

$58.39

close of Oct 3, 2026

Fair value

$45.08

Sticker Price

Payback Price

$18.03

buy price

Overpriced

EXEL is Overpriced: at $58.39 it trades 30% above its fair value of $45.08. Its buy price (Payback Price) is $18.03, 69% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 13% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

5 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth12.0% a year✓

Equity per share growth15.2% a year✓

Sales growth17.4% a year✓

Free cash flow growth10.5% a year✓

Return on invested capital17.8%✓

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Superinvestors

1 of the investors we track holds EXEL. In Q1 2026, 1 trimmed. Who we track

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$544K

10,000 shares

Moves in Q1 2026

Trimmed: First Eagle Investment Management

Insider activity

Since Aug 10, 2026: no open-market purchases and 1 sale worth $527K. Why purchases matter

Sales

Beckerle Mary C

director · 2026-08-10

Sold

$527K

About Exelixis, Inc.

Exelixis, Inc. operates as a biotechnology firm dedicated to combating cancer, primarily focusing on the identification, advancement, and marketing of novel oncological treatments within the United States. Its portfolio of commercially available therapeutics includes CABOMETYX tablets, prescribed for individuals with advanced renal cell carcinoma who have previously undergone anti-angiogenic treatment, and COMETRIQ…

Biotechnology