Zacks Investment Research·2d ago
Why Exelixis (EXEL) is a Top Value Stock for the Long-TermWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Exelixis demonstrates robust operational leverage with gross margins consistently above 95% and operating margins expanding to 39.5% in 2026Q2, driven by disciplined R&D and SG&A efficiency. Revenue growth reaccelerated to 10.6% year-over-year in 2026Q2, suppo...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 10.6% year-over-year in 2026Q2 with gross margin at 96.7% and operating margin expanding to 39.5%, reflecting strong operating leverage and cost discipline.
Multiple bullish theses on Exelixis, Inc. have been highlighted by Business Invest's Substack and Investing With Purpose, indicating strong analyst confidence in the stock.
EXEL's trailing and forward P/E ratios of 18.52 and 15.24 (as of January 13th) suggest attractive valuation relative to earnings potential.
The stock was trading at $44.08 as of January 13th, showing potential upward momentum from previous levels of $37.42.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.91+6.7% vs $0.85 | $629M-1.2% vs $636M |
Q2 2026 May 5, 2026 | $0.87+13.7% vs $0.77 | $611M+0.5% vs $608M |
Q1 2026 Feb 10, 2026 | $0.94+22.1% vs $0.77 | $599M+0.4% vs $597M |
Q4 2025 Nov 4, 2025 | $0.78+13.9% vs $0.69 | $598M+1.3% vs $590M |
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Exelixis NASDAQ: EXEL President and CEO Michael Morrissey said the company is focused on expanding its oncology franchises through internal development, selective business development and potential collaborations, while preparing for a planned launch of zanzalintinib in metastatic colorectal cancer.
Exelixis, Inc. (EXEL) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
Exelixis NASDAQ: EXEL executives outlined plans to continue expanding the CABOMETYX franchise while preparing for a potential launch of zanzalintinib, or zanza, in colorectal cancer later this year.
Benchmark EXEL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Exelixis, Inc. (EXEL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $58.15 | $14.62B | 20.92 | 6.98% | 33.73% | 35.53% | — | |
| $126.93 | $25.73B | 19.80 | 21.22% | 27.71% | 29.7% | — | |
| $43.29 | $7.26B | 30.27 | -5.25% | 3.96% | 3.72% | — | |
| $240.57 | $15.11B | -41.19 | 4.88% | 20.45% | 21.37% | — | |
| $45.75 | $7.6B | -19.22 | 33.87% | -64.64% | -110.84% | — | |
| $115.13 | $13.66B | 44.97 | 37.55% | 24.86% | 180.63% | — |
Exelixis, Inc. (EXEL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Exelixis, Inc. (EXEL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
May 29, 2026·SEC
May 5, 2026·SEC
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Exelixis, Inc. (EXEL) stock FAQ — growth, dividends, profitability & financials explained
Exelixis, Inc. (EXEL) reported $2.44B in revenue for fiscal year 2025. This represents a 23099% increase from $10.5M in 1999.
Exelixis, Inc. (EXEL) grew revenue by 7.0% over the past year. This is steady growth.
Yes, Exelixis, Inc. (EXEL) is profitable, generating $860.6M in net income for fiscal year 2025 (33.7% net margin).
Exelixis, Inc. (EXEL) has a return on equity (ROE) of 35.5%. This is excellent, indicating efficient use of shareholder capital.
Exelixis, Inc. (EXEL) generated $1.43B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
