92.88 USD
+1.36 (+1.49%)
Overall AZN gets a fundamental rating of 6 out of 10. We evaluated AZN against 192 industry peers in the Pharmaceuticals industry. AZN has an excellent profitability rating, but there are some minor concerns on its financial health. AZN has a decent growth rate and is not valued too expensively.
1. Profitability
1.1 Basic Checks
AZN had positive earnings in the past year.
AZN had a positive operating cash flow in the past year.
Each year in the past 5 years AZN has been profitable.
In the past 5 years AZN always reported a positive cash flow from operatings.
1.2 Ratios
Looking at the Return On Assets, with a value of 8.21%, AZN belongs to the top of the industry, outperforming 90.10% of the companies in the same industry.
Looking at the Return On Equity, with a value of 20.48%, AZN belongs to the top of the industry, outperforming 91.15% of the companies in the same industry.
AZN has a better Return On Invested Capital (14.42%) than 93.23% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for AZN is in line with the industry average of 12.71%.
The 3 year average ROIC (11.62%) for AZN is below the current ROIC(14.42%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.21% | ||
| ROE | 20.48% | ||
| ROIC | 14.42% |
ROA(3y)5.35%
ROA(5y)4.19%
ROE(3y)13.78%
ROE(5y)12.42%
ROIC(3y)11.62%
ROIC(5y)9.52%
1.3 Margins
AZN has a Profit Margin of 16.17%. This is amongst the best in the industry. AZN outperforms 89.06% of its industry peers.
AZN's Profit Margin has improved in the last couple of years.
AZN has a Operating Margin of 24.34%. This is amongst the best in the industry. AZN outperforms 90.63% of its industry peers.
AZN's Operating Margin has improved in the last couple of years.
Looking at the Gross Margin, with a value of 81.90%, AZN belongs to the top of the industry, outperforming 84.90% of the companies in the same industry.
AZN's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 24.34% | ||
| PM (TTM) | 16.17% | ||
| GM | 81.9% |
OM growth 3Y21.43%
OM growth 5Y8.6%
PM growth 3Y251.6%
PM growth 5Y18.9%
GM growth 3Y3.31%
GM growth 5Y0.47%
2. Health
2.1 Basic Checks
AZN has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
The number of shares outstanding for AZN remains at a similar level compared to 1 year ago.
AZN has more shares outstanding than it did 5 years ago.
AZN has a worse debt/assets ratio than last year.
2.2 Solvency
AZN has an Altman-Z score of 3.48. This indicates that AZN is financially healthy and has little risk of bankruptcy at the moment.
AZN has a Altman-Z score of 3.48. This is in the better half of the industry: AZN outperforms 71.35% of its industry peers.
The Debt to FCF ratio of AZN is 3.41, which is a good value as it means it would take AZN, 3.41 years of fcf income to pay off all of its debts.
The Debt to FCF ratio of AZN (3.41) is better than 86.98% of its industry peers.
AZN has a Debt/Equity ratio of 0.61. This is a neutral value indicating AZN is somewhat dependend on debt financing.
Looking at the Debt to Equity ratio, with a value of 0.61, AZN is doing worse than 66.67% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.61 | ||
| Debt/FCF | 3.41 | ||
| Altman-Z | 3.48 |
ROIC/WACC1.64
WACC8.8%
2.3 Liquidity
A Current Ratio of 0.88 indicates that AZN may have some problems paying its short term obligations.
AZN's Current ratio of 0.88 is on the low side compared to the rest of the industry. AZN is outperformed by 88.02% of its industry peers.
AZN has a Quick Ratio of 0.88. This is a bad value and indicates that AZN is not financially healthy enough and could expect problems in meeting its short term obligations.
Looking at the Quick ratio, with a value of 0.69, AZN is doing worse than 87.50% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.88 | ||
| Quick Ratio | 0.69 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 20.61% over the past year.
AZN shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 18.59% yearly.
The Revenue has grown by 13.52% in the past year. This is quite good.
Measured over the past years, AZN shows a quite strong growth in Revenue. The Revenue has been growing by 17.27% on average per year.
EPS 1Y (TTM)20.61%
EPS 3Y15.85%
EPS 5Y18.59%
EPS Q2Q%14.42%
Revenue 1Y (TTM)13.52%
Revenue growth 3Y13.06%
Revenue growth 5Y17.27%
Sales Q2Q%11.99%
3.2 Future
The Earnings Per Share is expected to grow by 12.73% on average over the next years. This is quite good.
AZN is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.18% yearly.
EPS Next Y13.8%
EPS Next 2Y13.64%
EPS Next 3Y12.91%
EPS Next 5Y12.73%
Revenue Next Year9.58%
Revenue Next 2Y7.79%
Revenue Next 3Y7.12%
Revenue Next 5Y7.18%
3.3 Evolution
Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 20.19 indicates a rather expensive valuation of AZN.
81.25% of the companies in the same industry are more expensive than AZN, based on the Price/Earnings ratio.
Compared to an average S&P500 Price/Earnings ratio of 25.65, AZN is valued a bit cheaper.
The Price/Forward Earnings ratio is 17.40, which indicates a rather expensive current valuation of AZN.
Based on the Price/Forward Earnings ratio, AZN is valued cheaply inside the industry as 80.21% of the companies are valued more expensively.
AZN is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 34.45, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.19 | ||
| Fwd PE | 17.4 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, AZN is valued cheaper than 81.77% of the companies in the same industry.
80.21% of the companies in the same industry are more expensive than AZN, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 30.1 | ||
| EV/EBITDA | 14.8 |
4.3 Compensation for Growth
The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
AZN has an outstanding profitability rating, which may justify a higher PE ratio.
A more expensive valuation may be justified as AZN's earnings are expected to grow with 12.91% in the coming years.
PEG (NY)1.46
PEG (5Y)1.09
EPS Next 2Y13.64%
EPS Next 3Y12.91%
5. Dividend
5.1 Amount
AZN has a Yearly Dividend Yield of 1.79%.
AZN's Dividend Yield is rather good when compared to the industry average which is at 7.92. AZN pays more dividend than 92.19% of the companies in the same industry.
Compared to the average S&P500 Dividend Yield of 2.41, AZN is paying slightly less dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.79% |
5.2 History
The dividend of AZN has a limited annual growth rate of 1.40%.
AZN has paid a dividend for at least 10 years, which is a reliable track record.
AZN has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)1.4%
Div Incr Years1
Div Non Decr Years11
5.3 Sustainability
AZN pays out 52.89% of its income as dividend. This is a bit on the high side, but may be sustainable.
AZN's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP52.89%
EPS Next 2Y13.64%
EPS Next 3Y12.91%
NASDAQ:AZN (11/25/2025, 9:49:07 AM)
92.88
+1.36 (+1.49%)
Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Earnings (Last)
Earnings (Next)
Inst Owners48.98%
Inst Owner Change11.47%
Ins Owners0.04%
Ins Owner ChangeN/A
Market Cap287.98B
Revenue(TTM)58.13B
Net Income(TTM)9.40B
Analysts82.42
Price Target93.08 (0.22%)
Short Float %0.32%
Short Ratio1.89
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.79% |
Yearly Dividend2.99
Dividend Growth(5Y)1.4%
DP52.89%
Div Incr Years1
Div Non Decr Years11
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-0.14%
Min EPS beat(2)-1.74%
Max EPS beat(2)1.47%
EPS beat(4)2
Avg EPS beat(4)2.1%
Min EPS beat(4)-1.74%
Max EPS beat(4)9.32%
EPS beat(8)4
Avg EPS beat(8)0.88%
EPS beat(12)8
Avg EPS beat(12)2.53%
EPS beat(16)12
Avg EPS beat(16)3.75%
Revenue beat(2)0
Avg Revenue beat(2)-0.25%
Min Revenue beat(2)-0.26%
Max Revenue beat(2)-0.24%
Revenue beat(4)1
Avg Revenue beat(4)-0.45%
Min Revenue beat(4)-3.99%
Max Revenue beat(4)2.7%
Revenue beat(8)3
Avg Revenue beat(8)0.07%
Revenue beat(12)4
Avg Revenue beat(12)-0.52%
Revenue beat(16)6
Avg Revenue beat(16)0.18%
PT rev (1m)2.95%
PT rev (3m)2.33%
EPS NQ rev (1m)-1.79%
EPS NQ rev (3m)-1.48%
EPS NY rev (1m)0.17%
EPS NY rev (3m)0.22%
Revenue NQ rev (1m)0.3%
Revenue NQ rev (3m)0.08%
Revenue NY rev (1m)-0.04%
Revenue NY rev (3m)0.19%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 20.19 | ||
| Fwd PE | 17.4 | ||
| P/S | 4.95 | ||
| P/FCF | 30.1 | ||
| P/OCF | 19.02 | ||
| P/B | 6.28 | ||
| P/tB | N/A | ||
| EV/EBITDA | 14.8 |
EPS(TTM)4.6
EY4.95%
EPS(NY)5.34
Fwd EY5.75%
FCF(TTM)3.09
FCFY3.32%
OCF(TTM)4.88
OCFY5.26%
SpS18.75
BVpS14.8
TBVpS-4.36
PEG (NY)1.46
PEG (5Y)1.09
Graham Number39.14
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.21% | ||
| ROE | 20.48% | ||
| ROCE | 17.6% | ||
| ROIC | 14.42% | ||
| ROICexc | 16.02% | ||
| ROICexgc | 81.56% | ||
| OM | 24.34% | ||
| PM (TTM) | 16.17% | ||
| GM | 81.9% | ||
| FCFM | 16.46% |
ROA(3y)5.35%
ROA(5y)4.19%
ROE(3y)13.78%
ROE(5y)12.42%
ROIC(3y)11.62%
ROIC(5y)9.52%
ROICexc(3y)12.66%
ROICexc(5y)10.55%
ROICexgc(3y)112.76%
ROICexgc(5y)85.06%
ROCE(3y)13.95%
ROCE(5y)11.45%
ROICexgc growth 3Y43.28%
ROICexgc growth 5Y4.77%
ROICexc growth 3Y41%
ROICexc growth 5Y11.99%
OM growth 3Y21.43%
OM growth 5Y8.6%
PM growth 3Y251.6%
PM growth 5Y18.9%
GM growth 3Y3.31%
GM growth 5Y0.47%
F-Score7
Asset Turnover0.51
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.61 | ||
| Debt/FCF | 3.41 | ||
| Debt/EBITDA | 1.34 | ||
| Cap/Depr | 84.97% | ||
| Cap/Sales | 9.59% | ||
| Interest Coverage | 10.83 | ||
| Cash Conversion | 73.11% | ||
| Profit Quality | 101.79% | ||
| Current Ratio | 0.88 | ||
| Quick Ratio | 0.69 | ||
| Altman-Z | 3.48 |
F-Score7
WACC8.8%
ROIC/WACC1.64
Cap/Depr(3y)61.87%
Cap/Depr(5y)60.41%
Cap/Sales(3y)7.51%
Cap/Sales(5y)7.64%
Profit Quality(3y)144.6%
Profit Quality(5y)772.45%
High Growth Momentum
Growth
EPS 1Y (TTM)20.61%
EPS 3Y15.85%
EPS 5Y18.59%
EPS Q2Q%14.42%
EPS Next Y13.8%
EPS Next 2Y13.64%
EPS Next 3Y12.91%
EPS Next 5Y12.73%
Revenue 1Y (TTM)13.52%
Revenue growth 3Y13.06%
Revenue growth 5Y17.27%
Sales Q2Q%11.99%
Revenue Next Year9.58%
Revenue Next 2Y7.79%
Revenue Next 3Y7.12%
Revenue Next 5Y7.18%
EBIT growth 1Y26.07%
EBIT growth 3Y37.28%
EBIT growth 5Y27.35%
EBIT Next Year34.36%
EBIT Next 3Y17.49%
EBIT Next 5Y13.09%
FCF growth 1Y37.12%
FCF growth 3Y24.58%
FCF growth 5Y70.22%
OCF growth 1Y46.1%
OCF growth 3Y25.76%
OCF growth 5Y31.92%
ASTRAZENECA PLC-SPONS ADR / AZN FAQ
What is the fundamental rating for AZN stock?
ChartMill assigns a fundamental rating of 6 / 10 to AZN.
What is the valuation status of ASTRAZENECA PLC-SPONS ADR (AZN) stock?
ChartMill assigns a valuation rating of 7 / 10 to ASTRAZENECA PLC-SPONS ADR (AZN). This can be considered as Undervalued.
Can you provide the profitability details for ASTRAZENECA PLC-SPONS ADR?
ASTRAZENECA PLC-SPONS ADR (AZN) has a profitability rating of 9 / 10.
Can you provide the PE and PB ratios for AZN stock?
The Price/Earnings (PE) ratio for ASTRAZENECA PLC-SPONS ADR (AZN) is 20.19 and the Price/Book (PB) ratio is 6.28.
How financially healthy is ASTRAZENECA PLC-SPONS ADR?
The financial health rating of ASTRAZENECA PLC-SPONS ADR (AZN) is 4 / 10.