Ipsen S.A. (IPSEF) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Ipsen S.A. (IPSEF) trades at $113.13 with AI Score 53/100 (Grade B). Ipsen S. A. is a global biopharmaceutical company specializing in oncology, neuroscience, gastroenterology, and rare diseases. Market cap: $9.36B, Sector: Healthcare.
Price as of Aug 21, 2026 · Last analyzed: Jun 15, 2026Analyst Coverage for IPSEF: IPSEF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates IPSEF against Healthcare peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
IPSEF: 2/3 scored disciplines lean bullish. Dominant signal: Seth Klarman bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Ipsen S.A. (IPSEF) Healthcare & Pipeline Overview
Ipsen S.A. is a leading biopharmaceutical company with a strong focus on oncology, neuroscience, and rare diseases, providing innovative therapies and consumer healthcare solutions worldwide.
What Is the Investment Thesis for IPSEF?
Ipsen S.A. presents a robust investment thesis driven by its strong product portfolio and strategic partnerships. The company has a market capitalization of $9.36B and a P/E ratio of 29.13, indicating solid investor confidence. Key growth catalysts include the ongoing demand for its oncology products, particularly Somatuline and Cabometyx, which are expected to see increased adoption as cancer prevalence rises globally. Additionally, Ipsen's commitment to R&D and strategic collaborations with firms like Exelixis enhance its pipeline potential. The company's gross margin of 70.6% reflects efficient operations, while a profit margin of 12.1% indicates healthy profitability. However, potential risks include patent expirations and competition from generics, which could impact revenue. Overall, Ipsen's focus on specialty drugs and consumer healthcare positions it well for sustained growth in the biopharmaceutical sector.
Based on FMP financials and quantitative analysis
IPSEF Key Highlights
Market capitalization of $9.36B indicates strong market presence.
- P/E ratio of 29.13 reflects investor confidence in growth prospects.
- Gross margin of 70.6% demonstrates operational efficiency.
- Profit margin of 12.1% signifies healthy profitability.
- A workforce of 5,358 employees supports extensive operational capabilities.
Who Are IPSEF's Competitors?
IPSEF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ESALY Eisai Co., Ltd. | $61.51 | -2.11% | $17.6B | 57 |
| IHHHF IHH Healthcare Berhad | $1.71 | +0.00% | $15.1B | 51 |
| UHS Universal Health Services, Inc. | $174.35 | +1.17% | $10.6B | 91 |
| HNGZY Hangzhou Tigermed Consulting Co., Ltd. | $4.45 | +0.00% | $6.86B | 45 |
| ESALF Eisai Co., Ltd. | $29.90 | +0.00% | $8.44B | 61 |
| LNTH Lantheus Holdings, Inc. | $100.24 | -0.24% | $6.53B | 88 |
| ITCI ITCI | $131.87 | +0.00% | $14.1B | 63 |
| AMRX Amneal Pharmaceuticals, Inc. | $17.90 | -1.16% | $5.72B | 65 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are IPSEF's Key Strengths?
Diverse product portfolio across multiple therapeutic areas.
- Strong operational efficiency with a gross margin of 70.6%.
- Established global presence with a workforce of 5,358 employees.
- Robust R&D capabilities leading to innovative therapies.
What Are IPSEF's Weaknesses?
Exposure to patent expirations that could impact revenue.
- Dependence on a limited number of key products for a significant portion of revenue.
- Potential challenges in navigating regulatory environments in different countries.
- Limited consumer brand recognition compared to larger competitors.
What Could Drive IPSEF Stock Higher?
Continued growth in oncology drug sales as cancer prevalence rises.
- Strategic partnerships enhancing R&D and product pipeline.
- Expansion of consumer healthcare product offerings.
- Launch of new therapies targeting rare diseases.
- Increased market penetration in emerging markets.
What Are the Key Risks for IPSEF?
Patent expirations leading to revenue declines.
- Competition from generic drug manufacturers impacting market share.
- Regulatory changes affecting product approvals and market access.
- Economic downturns impacting healthcare spending.
What Are the Growth Opportunities for IPSEF?
- Expansion in Oncology: The oncology market is projected to grow significantly, reaching $250 billion by 2028. Ipsen's strong portfolio, including Somatuline and Cabometyx, positions the company to capture a larger market share in this lucrative segment, particularly as cancer incidence rates rise globally.
- Increasing Demand for Neuroscience Products: With the growing prevalence of neurological disorders, the demand for Ipsen's products like Dysport is expected to increase. The global neuroscience market is anticipated to reach $150 billion by 2027, providing Ipsen with substantial growth opportunities in this area.
- Development of Rare Disease Therapies: The rare disease market is rapidly expanding, with a projected value of $300 billion by 2025. Ipsen's focus on rare diseases, supported by its innovative product offerings, positions the company to benefit from this growth as more therapies are needed for underserved patient populations.
- Consumer Healthcare Growth: Ipsen's consumer healthcare segment, which includes products for gastrointestinal issues, is expected to grow as health awareness increases. The global consumer healthcare market is projected to reach $400 billion by 2027, providing Ipsen with opportunities to expand its product offerings and market reach.
- Strategic Partnerships and Collaborations: Ipsen's ongoing collaborations with companies like Exelixis and Galderma enhance its R&D capabilities and pipeline potential. These partnerships are crucial for accelerating the development of new therapies and expanding Ipsen's market presence in various therapeutic areas.
What Are IPSEF's Competitive Advantages?
- Strong portfolio of patented drugs, providing a competitive edge in specialty markets.
- Established reputation and trust within the healthcare community.
- Robust R&D capabilities leading to innovative product development.
- Strategic partnerships enhancing market access and product offerings.
- Focus on niche therapeutic areas reduces direct competition.
What Does IPSEF Do?
Founded in 1929 and headquartered in Boulogne-Billancourt, France, Ipsen S.A. operates as a biopharmaceutical company with a global footprint. Initially established as a small pharmaceutical company, Ipsen has evolved significantly over the decades, expanding its product offerings and therapeutic areas. The company specializes in developing and marketing drugs primarily in oncology, neuroscience, gastroenterology, cognitive disorders, and rare diseases. Its notable products include Somatuline, a treatment for neuroendocrine tumors and acromegaly, and Decapeptyl, used for advanced metastatic prostate cancer. Additionally, Ipsen offers Cabometyx for renal cell carcinoma and Onivyde for metastatic pancreatic cancer. The company's portfolio also includes Dysport for motor muscular disorders and medical aesthetics, as well as NutropinAq and Increlex for growth hormone deficiencies. Ipsen's extensive range of consumer healthcare products further solidifies its market position, addressing various gastrointestinal issues. The company has established partnerships with several organizations, including Debiopharm and Exelixis, to enhance its research and development capabilities. With a workforce of 5,358 employees, Ipsen is dedicated to improving patient outcomes through innovative therapies and has positioned itself as a key player in the biopharmaceutical industry.
What Products and Services Does IPSEF Offer?
- Develops and markets biopharmaceuticals for oncology, neuroscience, gastroenterology, and rare diseases.
- Offers innovative therapies such as Somatuline and Cabometyx for cancer treatment.
- Provides consumer healthcare products addressing gastrointestinal issues.
- Engages in strategic partnerships to enhance research and development capabilities.
- Focuses on improving patient outcomes through innovative drug solutions.
How Does IPSEF Make Money?
- Generates revenue through the sale of prescription drugs and consumer healthcare products.
- Invests in research and development to create innovative therapies.
- Forms strategic alliances with other pharmaceutical companies to expand product offerings.
- Utilizes a global distribution network to reach diverse markets.
- Focuses on specialty drugs that cater to niche therapeutic areas.
What Industry Does IPSEF Operate In?
The biopharmaceutical industry is experiencing significant growth, driven by an increasing demand for innovative therapies and advancements in drug development technologies. The global market for specialty pharmaceuticals is projected to reach approximately $500 billion by 2028, with oncology and rare diseases being key growth segments. Ipsen S.A. operates in a competitive landscape alongside major players such as Eisai Co., Ltd. (ESALY), IHH Healthcare Berhad (IHHHF), Universal Health Services, Inc. (UHS), and Hangzhou Tigermed Consulting Co., Ltd. (HNGZY). As a specialist in oncology and rare diseases, Ipsen is well-positioned to capitalize on these market trends and enhance its competitive edge.
Who Are IPSEF's Key Customers?
- Healthcare providers and hospitals requiring specialized treatments.
- Patients diagnosed with oncology, neurological, and gastrointestinal disorders.
- Pharmacies and healthcare facilities distributing consumer healthcare products.
- Collaborating pharmaceutical companies for research and development.
- Healthcare professionals seeking innovative therapies for their patients.
Ipsen S.A. Financial Trajectory
Ipsen S.A. (IPSEF) reported $2.19B in revenue for Q2 2026, reflecting 42.9% growth compared to the prior quarter. The company recorded net income of $402.5M, with diluted EPS of $4.85. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Healthcare. Across the four most recent quarters, IPSEF averaged $3.21 in diluted EPS.
Company Profile
Ipsen S.A. operates in the Medical - Pharmaceuticals industry within the Healthcare sector. It is headquartered in Paris, FR. The company is led by CEO David G. Loew. IPSEF has traded publicly since 2009.
How Ipsen S.A. Is Valued
Ipsen S.A. carries a market capitalization of $9.36B, placing it in the mid-cap category. Relative to its peer group, IPSEF's quantitative score of 53/100 is roughly in line with the peer average of 61/100.
Key Financial Metrics
Return on equity for Ipsen S.A. stands at 10.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 6.4%, showing how much profit it generates from its asset base. IPSEF trades at a trailing price-to-earnings ratio of 31.01, above the Healthcare sector average of ~23x. Its free cash flow yield is 7.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.96 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.2%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Ipsen S.A.'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 4.02 places it in the safe zone, indicating low near-term bankruptcy risk.
Earnings Track Record
Ipsen S.A. has beaten Wall Street's EPS estimate in 7 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 6.9% above estimates on average.
Forward Outlook
Wall Street analysts project Ipsen S.A. revenue of about $4.36B for fiscal 2026, with EPS near $16.21. The estimate reflects 11 contributing analysts.
IPSEF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Diverse product portfolio across multiple therapeutic areas.
- Strong operational efficiency with a gross margin of 70.6%.
- Established global presence with a workforce of 5,358 employees.
- Robust R&D capabilities leading to innovative therapies.
Bear Case
- Exposure to patent expirations that could impact revenue.
- Dependence on a limited number of key products for a significant portion of revenue.
- Potential challenges in navigating regulatory environments in different countries.
- Limited consumer brand recognition compared to larger competitors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $2.19B | $402M | $4.85 |
| Q4 2025 | $1.53B | $51M | $0.61 |
| Q2 2025 | $2.14B | $393M | $4.71 |
| Q4 2024 | $2.70B | $230M | $2.69 |
Based on FMP financials and quantitative analysis
IPSEF Latest News
No recent news available for IPSEF.
IPSEF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for IPSEF.
Price Targets
Wall Street price target analysis for IPSEF.
IPSEF MoonshotScore
What does this score mean?
The MoonshotScore rates IPSEF 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: David Loew
CEO
David Loew has extensive experience in the pharmaceutical industry, having held various leadership roles across global companies. He has a strong background in driving growth and operational excellence, contributing to the strategic direction of Ipsen S.A. Loew holds a degree in pharmacy and an MBA, equipping him with a solid foundation in both science and business.
Track Record: Under David Loew's leadership, Ipsen has expanded its product portfolio and strengthened its market position. He has been instrumental in fostering strategic partnerships and enhancing the company's R&D capabilities, leading to the successful launch of key therapies.
IPSEF OTC Market Information
The OTC Other tier includes stocks that do not meet the listing standards of the major exchanges like NYSE or NASDAQ. These stocks may have lower trading volumes and less stringent reporting requirements, which can lead to increased volatility and less transparency.
- OTC Tier: OTC Other
- Lower liquidity compared to stocks listed on major exchanges, potentially leading to higher volatility.
- Less regulatory oversight, which may increase the risk of information asymmetry.
- Potential for wider bid-ask spreads, impacting trading costs for investors.
- Limited analyst coverage may lead to less market awareness of the stock.
- Review Ipsen's financial statements and recent earnings reports.
- Assess the company's product pipeline and upcoming catalysts.
- Evaluate the competitive landscape and market positioning.
- Investigate any regulatory or legal issues affecting the company.
- Monitor news related to strategic partnerships and collaborations.
- Established history since 1929 with a strong presence in the biopharmaceutical industry.
- Partnerships with reputable organizations enhance credibility.
- Publicly available financial reports provide transparency into operations.
- Positive track record of product launches and R&D advancements.
What Investors Ask About Ipsen S.A. (IPSEF) — Healthcare
What does the AI Score mean for IPSEF?
IPSEF holds an AI Score of 53/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. Ipsen S.A. is a global biopharmaceutical company specializing in oncology, neuroscience, gastroenterology, and rare diseases. Founded in 1929, it offers a diverse portfolio of innovative therapies …
What does Ipsen S.A. do?
Ipsen S.A. is a biopharmaceutical company that develops and markets innovative therapies primarily in oncology, neuroscience, gastroenterology, and rare diseases. The company offers a diverse portfolio of prescription drugs and consumer healthcare products, aiming to improve patient outcomes globally.
What is Ipsen S.A.'s drug pipeline status?
Ipsen S.A. has a robust drug pipeline focusing on oncology and rare diseases. The company is currently advancing several candidates through clinical trials, with key products expected to launch in the next few years, enhancing its market position and revenue potential.
How does Ipsen S.A. manage patent expiration risks?
Ipsen S.A. manages patent expiration risks through strategic lifecycle management, including developing new formulations and indications for existing drugs. The company also invests in R&D to replenish its pipeline with innovative therapies, reducing reliance on any single product.
What are the key factors to evaluate for IPSEF?
Ipsen S.A. (IPSEF) holds an AI score of 53/100 (moderate). presents a robust investment thesis driven by its strong product portfolio and strategic partnerships. Not financial advice.
How frequently does IPSEF data refresh on this page?
IPSEF's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven IPSEF's recent stock price performance?
Ipsen S.A. (IPSEF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diverse product portfolio across multiple therapeutic areas. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider IPSEF overvalued or undervalued right now?
Ipsen S.A. (IPSEF) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research IPSEF before investing?
Before investing in Ipsen S.A. (IPSEF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
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- Data is based on the most recent available information and may be subject to change.