AZN AstraZeneca PLC - Fundamental Analysis
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AZN Stock | Fundamental Analysis & Investment Insights
NASDAQ
Healthcare
Drug Manufacturers - General
Current Price
Live
$92.95
Analyst Target
$99.05
+6.6%
Upside
52W High
$96.51
52W Low
$61.24
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$288.2B
P/E
30.48
ROE
21.7%
Profit margin
16.2%
Debt/Equity
0.71
Dividend yield
1.71%
AI Analysis
Powered by advanced machine learning algorithms
Confidence Score
75%
Analysis Accuracy
AstraZeneca's deterministic health score is concerning with a Piotroski F-Score of 4/9, indicating marginal financial stability. While profitability metrics like ROE (21.67%) and gross margin (83.26%) are strong, the current price of $92.95 trades significantly above the Graham Number of $45.06, reflecting high growth expectations. Revenue and earnings growth are robust (12% and 78% YoY, respectively), but recent earnings surprises have been volatile, including a -25.9% miss in Q3 2025. Analysts maintain a strong_buy recommendation, though insider selling and weak technical trends (10/100) suggest caution near-term.
Key Strengths
Exceptional gross margin of 83.26% indicates strong pricing power and cost control
High ROE of 21.67% reflects efficient use of shareholder equity
Strong earnings growth of 78% YoY and solid revenue growth of 12% demonstrate momentum
Low Debt/Equity ratio of 0.71 suggests conservative capital structure
Analyst consensus is strong_buy with a target price of $99.05, implying 6.5% upside
Key Risks
Piotroski F-Score of 4/9 indicates weak financial health, particularly in liquidity and earnings consistency
Current Ratio of 0.88 and Quick Ratio of 0.69 signal potential short-term liquidity pressure
Earnings volatility with multiple recent misses, including a -25.9% surprise in Q3 2025
Insider selling activity: $1.33M in sales with no buys in last 6 months
Technical trend score of 10/100 indicates near-term bearish momentum
AI Fair Value Estimate
Based on comprehensive analysis
$89.97
-3.2% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
57
Moderate
45
78
58
42
60
AI Verdict
Moderately positive with significant caution flags
Key drivers: Strong profitability and growth metrics, High analyst confidence, Earnings volatility and weak Piotroski score, Bearish insider and technical signals
Confidence
75%
Value
45/100
Ref P/E, PEG, Graham Number
Positives
- Forward P/E of 18.17 is reasonable for sector
- Intrinsic Value (Formula) of $89.97 close to current price
Watchpoints
- Current P/E of 30.48 is high
- Price/Sales of 4.96 and Price/Book of 3.14 indicate premium valuation
- Current price 106% above Graham Number ($45.06)
Future
78/100
Ref Growth rates
Positives
- Revenue Growth (YoY) of 12.00%
- Earnings Growth (YoY) of 78.00%
- Q/Q Earnings Growth of 77.30%
Watchpoints
- PEG Ratio not available, limiting growth-adjusted valuation
Past
58/100
Ref Historical trends
Positives
- 5Y price return of +92.9% shows strong long-term performance
- History of strong ROE and margins
Watchpoints
- Earnings beat rate of only 2/4 in last four quarters
- Average earnings surprise of -3.14% recently
- Multiple large negative surprises in 2021-2022
Health
42/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Debt/Equity of 0.71 is below sector average of 2.84
- ROA of 9.06% is solid
Watchpoints
- Piotroski F-Score of 4/9 indicates weak financial health
- Current Ratio of 0.88 < 1.0 signals liquidity risk
- Quick Ratio of 0.69 indicates limited liquid assets
Dividend
60/100
Ref Yield, Payout
Positives
- Dividend yield of 1.71% is modest but stable
- Payout ratio of 51.99% is sustainable
Watchpoints
- Dividend Strength score of 40/100 indicates limited reliability
- 5-Year Avg Yield not available, limiting trend analysis
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$92.95
Analyst Target
$99.05
Upside/Downside
+6.6%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for AZN and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
AZN
AstraZeneca PLC
Primary
|
+92.9% | +49.4% | +38.4% | +28.8% | +0.5% | -1.5% |
|
UNH
UnitedHealth Group Incorporated
Peer
|
+2.0% | -27.9% | -33.6% | +18.6% | -0.2% | -3.8% |
|
MRK
Merck & Co., Inc.
Peer
|
+60.7% | +8.0% | +12.1% | +38.6% | +9.7% | -1.5% |
|
TMO
Thermo Fisher Scientific Inc.
Peer
|
+23.6% | +6.2% | +10.5% | +49.4% | +10.0% | -0.0% |
|
AMGN
Amgen Inc.
Peer
|
+81.6% | +74.5% | +20.8% | +34.4% | +0.6% | -0.9% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
30.48
Forward P/E
18.17
PEG Ratio
N/A
P/B Ratio
3.14
P/S Ratio
4.96
EV/Revenue
2.9
EV/EBITDA
8.26
Market Cap
$288.2B
Profitability
Profit margins and return metrics
Profit Margin
16.17%
Operating Margin
24.11%
Gross Margin
83.26%
ROE
21.67%
ROA
9.06%
Growth
Revenue and earnings growth rates
Revenue Growth
+12.0%
Earnings Growth
+78.0%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
+77.3%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.71
Moderate
Current Ratio
0.88
Weak
Quick Ratio
0.69
Poor
Cash/Share
$5.28
Quarterly Earnings History
EPS performance vs analyst estimates
2026-02-10
$N/A
2025-11-06
$1.19
+4.9% surprise
2025-07-29
$1.09
-25.9% surprise
2025-04-29
$1.25
+11.6% surprise
Healthcare Sector Comparison
Comparing AZN against 147 companies in the Healthcare sector
(10 bullish, 55 neutral, 82 bearish)
P/E Ratio
30.48
This Stock
vs
164.56
Sector Avg
-81.5%
(Discount)
Return on Equity (ROE)
21.67%
This Stock
vs
-52.77%
Sector Avg
-141.1%
(Below Avg)
Profit Margin
16.17%
This Stock
vs
-20.78%
Sector Avg
-177.8%
(Weaker)
Debt to Equity
0.71
This Stock
vs
6.16
Sector Avg
-88.5%
(Less Debt)
Revenue Growth
12.0%
This Stock
vs
137.39%
Sector Avg
-91.3%
(Slower)
Current Ratio
0.88
This Stock
vs
3.36
Sector Avg
-73.8%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
AZN
AstraZeneca PLC
|
NEUTRAL | $288.2B | 30.48 | 21.7% | 16.2% | $92.95 | |
|
UNH
UnitedHealth Group Incorporated
|
NEUTRAL | $299.85B | 17.25 | 17.5% | 4.0% | $331.02 | |
|
MRK
Merck & Co., Inc.
|
NEUTRAL | $271.83B | 14.4 | 39.5% | 29.6% | $108.83 | |
|
TMO
Thermo Fisher Scientific Inc.
|
NEUTRAL | $232.46B | 35.76 | 13.1% | 15.0% | $618.72 | |
|
AMGN
Amgen Inc.
|
NEUTRAL | $197.41B | 25.7 | 106.1% | 21.0% | $366.21 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-11-12 | Sarin (Aradhana M.D.) | Sale | 15,000 | $1,329,450 | |
| 2025-09-09 | Knudsen (Karen) | Purchase | 9 | $729 |
Insider transactions can signal confidence or concerns about company prospects
Past News Coverage
Recent headlines mentioning AZN from our newsroom.
Newest → oldest
No matching news yet.