Company Analysis

Takeda Pharmaceutical Company Limited (TAK)

NYSE: TAK · Pharmaceutical Preparations · Tokyo, JP · filing with the SEC since 2007
Grade5.7
◀ Past 7.8● Present 4.9▶ Future 4.4
1 est.

The grade of Takeda Pharmaceutical Company Limited

Nine metrics read from its own filings, by tense
Headline grade
5.7/10
◀ Past7.830% of the headline
● Present4.940% of the headline
▶ Future4.430% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

7.8/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
8.2/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 82nd percentile among 497 sector filers · read for itself

From the record

Takeda Pharmaceutical Company Limited's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.6/10

What has it actually done, year after year?

+12.9% a year over 9 filed years; profitable in 9 of 9.

weight 45% of this tense · 76th percentile among 323 sector filers · read for its customers

From the record

Takeda Pharmaceutical Company Limited's 9 filed years say what it did: revenue went from JPY 1732 billion in fiscal 2017 to JPY 4582 billion in fiscal 2025, up 12.9% a year; it rose in 7 of 8 years; the deepest fall was 3% from fiscal 2020 to fiscal 2021; net income was positive in 9 of 9 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span12.9%top 48% of its family
  • the share of years revenue rosetop 22% of its family
  • the share of filed years with a profittop 3% of its family
  • the deepest fall from a revenue peak2.8%top 22% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
7.8/10

How has it treated the people who own it?

Share count grew 0.6% a year. 35% of cash flow returned. Insiders: 22 sales, 0 purchases.

weight 22% of this tense · 78th percentile among 80 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-03-31, Takeda Pharmaceutical Company Limited's diluted share count grew about 0.6% a year, and dividends and buybacks returned about 35% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 22 sales (2 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-05 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 14% of its family
  • cash returned against operating cash flowtop 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

4.9/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
6.1/10

Is it financially healthy right now?

ROE 2%: 2¢ of profit per shareholder dollar. Leverage 51%: owes 51¢ per asset dollar.

weight 45% of this tense · 61st percentile among 473 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-03-31, Takeda Pharmaceutical Company Limited earned about 2 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 21 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 51 cents per dollar of assets, and net share issuance: its share count grew 1.6% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 33% of its family
  • return on equitytop 16% of its family
  • gross profit against assetsbottom 45% of its family
  • the share count against the year beforetop 20% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.4/10

How strong is its position in its industry?

top 36% of 315 in its family; net margin 2.4%.

weight 33% of this tense · 64th percentile among 315 sector filers · read for its customers

From the record

Takeda Pharmaceutical Company Limited's standing among 315 graded names in its industry family: revenue of JPY 4582 billion in fiscal 2025 is not ranked by size, since the family reports in another currency; a net margin of 2.4% ranks in the top 22%; revenue growth of 8.7% a year over the last 3 filed years ranks in the top 50% (its annual reports).

What it rests on

  • net margin2.4%top 22% of its family
  • three-year revenue growth8.7%top 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
0.5/10

What are the people in charge doing?

SI estimate 0.5/10, confidence 35 of 100 (one part).

weight 22% of this tense · 5th percentile among 415 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the chief executive's years under the title, which ranks in the bottom 5% of 415 in its family; it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: the chief executive's years on the record, the one part on file, ranked among 415 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Takeda Pharmaceutical Company Limited's leadership is put at 0.5 of 10 with a confidence of 35 of 100, because read from one part only, the chief executive's years under the title, which ranks in the bottom 5% of 415 in its family; it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

4.4/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
3.8/10

How much room does it have to grow?

bottom 38% of 273 in its family for room to expand.

weight 45% of this tense · 38th percentile among 273 sector filers · read for itself

From the record

Takeda Pharmaceutical Company Limited's room to grow, from the newest filed statements (fiscal 2025): cash of JPY 385 billion against debt of JPY 4515 billion leaves -29% of its assets as net cash, bottom 5% of its family; cash from operations less capital spending is 18.7% of revenue (top 15%); a gross margin of 65.5% (bottom 43%); research spending of 15.9% of revenue (bottom 20%) (its annual report).

What it rests on

  • cash less debt against assets-29.0%bottom 5% of its family
  • cash from operations less capital spending against revenue18.7%top 15% of its family
  • gross margin65.5%bottom 43% of its family
  • research spending against revenue15.9%bottom 20% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.8/10

What could actually drive growth from here?

top 42% of 306 in its family for growth drivers.

weight 33% of this tense · 58th percentile among 306 sector filers · read for its customers

From the record

Takeda Pharmaceutical Company Limited's growth drivers, from the filed years to fiscal 2025: revenue grew 8.7% a year over the last three filed years against 12.9% over all 9, slowing (bottom 44% of its family); the newest year grew 7.5% (bottom 50%); research spending grew 11.5% a year (top 36%); capital spending grew 17.7% a year (top 25%) (its annual reports). Takeda Pharmaceutical Company Limited tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-4.2 points a yearbottom 44% of its family
  • the newest year's revenue growth7.5%top 50% of its family
  • three-year growth of research spending11.5%top 36% of its family
  • three-year growth of capital spending17.7%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
3.6/10

Did its newest year beat what its own record pointed to?

bottom 36% of 233 in its family for expectations against reality.

weight 22% of this tense · 36th percentile among 233 sector filers · read for its shareholders

From the record

Takeda Pharmaceutical Company Limited's newest year against its own record: revenue of JPY 4582 billion in fiscal 2025 came in 1.7% below the JPY 4660 billion its prior three years' pace pointed to (top 50% of its family); net income of JPY 108 billion against a prior three-year average of JPY 230 billion (bottom 24%); a net margin of 2.4% against 5.9% before (bottom 33%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-1.7%top 50% of its family
  • net income against the prior three years' average-53%bottom 24% of its family
  • net margin against its prior average-3.5 pointsbottom 33% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton TAK · research, not advice