2 models fit Jazz Pharmaceuticals plc Common Stock (Ireland) and they disagree: 0 of 2 land within 15% of the average. The price is below every model.
Two or more of our models back this value.
Large discount(i)Gold88
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, and Dividend discount.
ACCE opinionJazz Pharmaceuticals plc Common Stock (Ireland) (JAZZ)
Fair value (2 models)
$407
ACCE price target
$283
Rating
Undervalued
Horizon
12 months
Fair value published on 21 Oct 2026, 13:04 CEST; previously $377 since 12 Oct 2026, 00:00 CEST.
ACCE price target published on 26 Sept 2026, 00:00 CEST.
Rating published on 21 Oct 2026, 13:04 CEST.
Price used: $214 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
47.4% below
+90.0% to fair value
ACCE score
75
out of 100
Analysts
91% buy
22 covering
P/E
14.5x
forward 10.9x
1-year return
+54.9%
Dividend yield
0.00%
Jazz Pharmaceuticals plc Common Stock (Ireland) in four questions
Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
Overview
ACCE thesis
Jazz Pharmaceuticals makes Xywav and Xyrem, its franchise treatments for narcolepsy and idiopathic hypersomnia, alongside oncology products such as Zepzelca and Ziihera. The sleep franchise gives the company a concentrated, specialty-prescribed revenue base with high switching costs and very strong pricing power, which is visible in the 91.4% gross margin. Revenue growth of 15.5% and a 26.9% operating margin show the business converting that pricing into profit, while the 22.1% ROE indicates good use of shareholder capital. At a 14.4 trailing P/E against an 8.1 forward P/E, the market is pricing in a sharp expected earnings step-up, so the case rests on whether that step-up arrives and whether Xywav's growth holds up against generic pressure on Xyrem. The name merits a deeper look to test those earnings estimates and the franchise's durability.