TAK

Takeda Pharmaceutical Company Limited

Healthcare · $60.0B market cap

Verdict

Share price

$17.86

close of Oct 3, 2026

Fair value

$25.24

Sticker Price

Payback Price

$10.09

buy price

Undervalued

TAK is Undervalued: at $17.86 it trades 29% below its fair value of $25.24. Its buy price (Payback Price) is $10.09, 43% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.

Business quality

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

Earnings per share growth3.4% a year✗
Equity per share growth5.1% a year✗
Sales growth7.1% a year✗
Free cash flow growth5.5% a year✗
Return on invested capital2.2%✗

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Superinvestors

1 of the investors we track holds TAK. In Q2 2026, 1 added. Who we track

Moves in Q2 2026

Added: Richard Pzena

Insider activity

Since Jul 1, 2026: no open-market purchases, 19 sales worth $12.4M and 45 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

Furuta Milano

Chief Financial Officer · 2026-07-10

D-Return

16,619 shares

Miyabashira Asuka

President, Japan Pharma B.U. · 2026-07-10

D-Return

1,022 shares

Tsusaka Miki

director · 2026-07-10

D-Return

2,152 shares

Iijima Masami

director · 2026-07-10

D-Return

2,152 shares

Reed Kimberly A.

director · 2026-07-10

D-Return

1,152 shares

Show all 45 other filings

MARAGANORE JOHN

director · 2026-07-10

D-Return

1,152 shares

GILLIS STEVEN

director · 2026-07-10

D-Return

1,152 shares

Plump Andrew Stewart

President, R&D · 2026-07-01

Award

125,390 shares

Kim Julie So-Young

President and CEO · 2026-07-01

Award

7,741 shares

Kim Julie So-Young

President and CEO · 2026-07-01

Award

7,743 shares

Kim Julie So-Young

President and CEO · 2026-07-01

Award

22,800 shares

Kim Julie So-Young

President and CEO · 2026-07-01

Award

50,434 shares

Bitetti Teresa Marie

President, OBU · 2026-07-01

Award

43,886 shares

Duprey Lauren Rusckowski

Chief Transformation Officer · 2026-07-01

Award

45,140 shares

Shannon Elaine Mary

Pres., Global Supply & Quality · 2026-07-01

Award

30,094 shares

Ricci Gabriele

Chief Data & Tech. Officer · 2026-07-01

Award

37,616 shares

Pignagnoli Agosti Marcello

Head, Strat. & Port. Dev. · 2026-07-01

Award

27,586 shares

Pacheco Rhonda Janice

President, U.S. Business Unit · 2026-07-01

Award

50,156 shares

Furney Natalie Anne Marie

Global General Counsel · 2026-07-01

Award

43,886 shares

Farajallah Awny Samaan Botros

Chief Medical Officer · 2026-07-01

Award

17,554 shares

Greenway Nicola Deidre Petal

Chief Human Resources Officer · 2026-07-01

Award

22,570 shares

Ibrahim Ramy Riad Ahmed

President, PDT BU · 2026-07-01

Award

25,078 shares

Smoter Jennifer Marie

Chief Comm. & Gov. Officer · 2026-07-01

Award

18,808 shares

Platford Giles Richard

President, IBU · 2026-07-01

Award

49,558 shares

Furuta Milano

Chief Financial Officer · 2026-07-01

Award

4,288 shares

Furuta Milano

Chief Financial Officer · 2026-07-01

Award

12,300 shares

Miyabashira Asuka

President, Japan Pharma B.U. · 2026-07-01

Award

666 shares

Miyabashira Asuka

President, Japan Pharma B.U. · 2026-07-01

Award

664 shares

Miyabashira Asuka

President, Japan Pharma B.U. · 2026-07-01

Award

1,500 shares

Tsusaka Miki

director · 2026-07-01

Award

1,937 shares

Tsusaka Miki

director · 2026-07-01

Award

1,800 shares

Kimura Koichiro

director · 2026-07-01

Award

1,800 shares

Kimura Koichiro

director · 2026-07-01

Award

1,937 shares

Stoffels Paulus

director · 2026-07-01

Award

1,307 shares

Stoffels Paulus

director · 2026-07-01

Award

3,800 shares

BROUSSARD BRUCE D

director · 2026-07-01

Award

1,319 shares

BROUSSARD BRUCE D

director · 2026-07-01

Award

3,800 shares

Iijima Masami

director · 2026-07-01

Award

1,937 shares

Iijima Masami

director · 2026-07-01

Award

1,800 shares

Reed Kimberly A.

director · 2026-07-01

Award

1,319 shares

Reed Kimberly A.

director · 2026-07-01

Award

3,800 shares

MARAGANORE JOHN

director · 2026-07-01

Award

1,319 shares

MARAGANORE JOHN

director · 2026-07-01

Award

3,800 shares

GILLIS STEVEN

director · 2026-07-01

Award

1,319 shares

GILLIS STEVEN

director · 2026-07-01

Award

3,800 shares

About Takeda Pharmaceutical Company Limited

Takeda Pharmaceutical Company Limited is a prominent global biopharmaceutical entity dedicated to the discovery, development, manufacturing, commercialization, and out-licensing of pharmaceutical products. The company's operations extend across a vast international footprint, encompassing Japan, the United States, Europe, Canada, Latin America, Russia, and numerous other Asian and worldwide markets. Its extensive…

Drug Manufacturers - Specialty & Generic

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works