Healthcare
Exelixis, Inc.(EXEL)
Live Price
Offline$53.13
-0.69% today
1Y Change
+17.96%
Window
Jun 25, 2025 โ Jun 22, 2026
- Market Cap
- $12.37B
- Revenue Growth
- +7.0%
- EPS Growth
- +60.0%
- Dividend Yield
- 0.0%
Coverage: 248 bars ยท Jun 25, 2025 โ Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Exelixis, Inc. (EXEL) is a Healthcare stock with a market cap of $12.37B and listed on NASDAQ. The stock last traded around $53.13 and up 18.0% across the available one-year price window (Jun 25, 2025 โ Jun 22, 2026). Baseline metrics include revenue growth of +7.0%, EPS growth of +60.0%, a dividend yield of 0.0%. What stands out right now is revenue +7.0%, EPS +60.0%, free cash flow +33.2% with operating margin 39.4% and ROIC 35.0%. Valuation is more restrained than many high-expectation growth names at P/E 15.1 and price/sales 5.2. Stock Foundry combines EXEL price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Healthcare peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+7.0% vs +7.6% peer median
Operating Margin
Above sector median
+39.4% vs +19.4% peer median
P/E
Below sector median
15.1 vs 36.3 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 12, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +7.0% and EPS at +60.0%, with operating margin around 39.4%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +5.1% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 12, 2026 | โ | +3.7% | -1.6% | +6.3% |
2026 Feb 10, 2026 | +22.1% | -0.1% | +3.5% | -2.9% |
2025 Nov 4, 2025 | +13.9% | +6.5% | +13.4% | +16.1% |
Benchmark Edge
EXEL vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
EXEL
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
EXEL Max Drawdown
-25.16%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for EXEL and SPY.
Company Overview
Exelixis, Inc.
NASDAQ Global Select
Exelixis, Inc., an oncology-focused biotechnology company, focuses on the discovery, development, and commercialization of new medicines to treat cancers in the United States. The company's products include CABOMETYX tablets for the treatment of patients with advanced renal cell carcinoma who received prior anti-angiogenic therapy; and COMETRIQ capsules for the treatment of patients with progressive and metastatic medullary thyroid cancer. Its CABOMETYX and COMETRIQ are derived from cabozantinib, an inhibitor of multiple tyrosine kinases, including MET, AXL, RET, and VEGF receptors. The company also offers COTELLIC, an inhibitor of MEK as a combination regimen to treat advanced melanoma; and MINNEBRO, an oral non-steroidal selective blocker of the mineralocorticoid receptor for the treatment of hypertension in Japan. In addition, it is developing XL092, an oral tyrosine kinase inhibitor that targets VEGF receptors, MET, AXL, MER, and other kinases implicated in growth and spread of cancer; XB002, an antibody-drug conjugate composed of human mAb against tissue factor (TF) for the treatment of advanced solid tumors; XL102, an orally bioavailable cyclin-dependent kinase 7 (CDK7) inhibitor for the treatment of advanced or metastatic solid tumors; and XB002 for the treatment of non-hodgkin's lymphoma. Exelixis, Inc. has research collaborations and license agreements with Ipsen Pharma SAS; Takeda Pharmaceutical Company Ltd.; F. Hoffmann-La Roche Ltd.; Redwood Bioscience, Inc.; R.P. Scherer Technologies, LLC; Catalent Pharma Solutions, Inc.; NBE Therapeutics AG; Aurigene Discovery Technologies Limited; Iconic Therapeutics, Inc.; Invenra, Inc.; StemSynergy Therapeutics, Inc.; Genentech, Inc.; Bristol-Myers Squibb Company; and Daiichi Sankyo Company, Limited. The company was formerly known as Exelixis Pharmaceuticals, Inc. and changed its name to Exelixis, Inc. in February 2000. Exelixis, Inc. was incorporated in 1994 and is headquartered in Alameda, California.
- Leadership
- Michael Morrissey
- IPO Date
- Apr 17, 2000
- Employees
- 1.1k
- Street Address
- 1851 Harbor Bay Parkway
- Mailing
- Alameda, CA, 94502
- Region
- Alameda, CA, US
- Reporting Currency
- USD
- Investor Line
- 650 837 7000
- Last Updated
- Apr 28, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 15.1
- EV/EBITDA
- 12.4
- Price/Sales
- 5.2
- Price/Book
- 6.5
Growth
- Revenue
- +7.0%
- EPS
- +60.0%
- Free Cash Flow
- +33.2%
Profitability
- Gross Margin
- 71.6%
- Operating Margin
- 39.4%
- Net Margin
- 35.1%
- ROE
- 40.2%
- ROIC
- 35.0%
Balance Sheet
- Debt/Equity
- 0.09
- Current Ratio
- 3.26
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.