(AZN) AstraZeneca - Overview
Sector: Healthcare | Industry: Drug Manufacturers - General | Exchange: NASDAQ (USA) | Market Cap: 287.171m USD | Total Return: 36% in 12m
Oncology, Cardiovascular Medicines, Respiratory Therapies, Rare Diseases
Total Rating 60
Safety 66
Buy Signal -0.80
Drug Manufacturers - General
Industry Rotation: +12.7
Industry Rotation: +12.7
Market Cap:
287B
Avg Turnover: 344M
Avg Turnover: 344M
Risk 3d forecast
Volatility23.0%
VaR 5th Pctl4.00%
VaR vs Median5.68%
Reward TTM
Sharpe Ratio1.18
Rel. Str. IBD46.1
Rel. Str. Peer Group44.8
Character TTM
Beta0.285
Beta Downside0.220
Hurst Exponent0.631
Drawdowns 3y
Max DD27.87%
CAGR/Max DD0.40
CAGR/Mean DD1.13
EPS (Earnings per Share)
EPS CAGR: 12.55%
EPS Trend: 86.8%
EPS Trend: 86.8%
Last SUE: 0.08
Qual. Beats: 0
Qual. Beats: 0
Revenue
Rev. CAGR: 12.92%
Rev. Trend: 99.2%
Rev. Trend: 99.2%
Qual. Beats: 0
Warnings
Below Avwap Earnings
Tailwinds
No distinct edge detected
Description: AZN AstraZeneca
AstraZeneca PLC is a global biopharmaceutical company headquartered in Cambridge, UK, specializing in the discovery and commercialization of prescription medicines. The firm operates across six primary therapeutic areas: oncology, cardiovascular, renal and metabolism, respiratory and immunology, rare diseases, and vaccines. Its extensive product portfolio includes established brands such as Tagrisso, Farxiga, and Symbicort, distributed through primary and specialty care channels across the Americas, Europe, Asia, and Africa.
The company utilizes a research-intensive business model, frequently entering strategic collaborations to integrate advanced technologies like multimodal foundation models in oncology and novel oral drug candidates. In the pharmaceutical sector, large-cap firms often mitigate patent expiration risks by maintaining diverse pipelines and pursuing inorganic growth through partnerships. For a more granular look at these financial metrics, ValueRay provides additional analytical tools.
AstraZeneca’s infrastructure supports the full lifecycle of drug development, from initial discovery to large-scale manufacturing. By focusing on high-growth areas like rare diseases and precision medicine, the company aims to address unmet clinical needs while maintaining a broad geographic footprint.
- Oncology portfolio expansion through Tagrisso and Enhertu drives core revenue growth
- High-margin rare disease segment scales via Ultomiris and Soliris market penetration
- Emerging market exposure in China increases vulnerability to local pricing regulations
- Robust R&D pipeline progression determines long-term valuation through clinical trial outcomes
- Strategic oncology AI collaborations aim to accelerate drug discovery and development efficiency
Piotroski VR‑10 (Strict)
6.5
| Net Income: 10.39b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.08 > 0.02 and ΔFCF/TA -1.12 > 1.0 |
| NWC/Revenue: -4.89% < 20% (prev -5.44%; Δ 0.55% < -1%) |
| CFO/TA 0.13 > 3% & CFO 14.31b > Net Income 10.39b |
| Net Debt (28.13b) to EBITDA (20.47b): 1.37 < 3 |
| Current Ratio: 0.91 > 1.5 & < 3 |
| Outstanding Shares: last quarter (1.56b) vs 12m ago 0.0% < -2% |
| Gross Margin: 81.68% > 18% (prev 0.81%; Δ 8.09k% > 0.5%) |
| Asset Turnover: 54.88% > 50% (prev 51.75%; Δ 3.13% > 0%) |
| Interest Coverage Ratio: 8.43 > 6 (EBITDA TTM 20.47b / Interest Expense TTM 1.74b) |
Altman Z''
1.16
| A: -0.03 (Total Current Assets 29.61b - Total Current Liabilities 32.57b) / Total Assets 114.02b |
| B: 0.08 (Retained Earnings 9.67b / Total Assets 114.02b) |
| C: 0.13 (EBIT TTM 14.65b / Avg Total Assets 110.13b) |
| D: 0.15 (Book Value of Equity 10.06b / Total Liabilities 66.63b) |
| Altman-Z'' = 1.16 = BB |
Beneish M
-3.05
| DSRI: 0.97 (Receivables 14.11b/13.25b, Revenue 60.44b/54.98b) |
| GMI: 1.00 (GM 81.68% / 81.39%) |
| AQI: 0.95 (AQ_t 0.61 / AQ_t-1 0.64) |
| SGI: 1.10 (Revenue 60.44b / 54.98b) |
| TATA: -0.03 (NI 10.39b - CFO 14.31b) / TA 114.02b) |
| Beneish M = -3.05 (Cap -4..+1) = AA |
What is the price of AZN shares?
As of May 23, 2026, the stock is trading at USD 187.03 with a total of 1,538,601 shares traded.
Over the past week, the price has changed by +3.00%, over one month by -3.99%, over three months by -8.74% and over the past year by +36.03%.
Over the past week, the price has changed by +3.00%, over one month by -3.99%, over three months by -8.74% and over the past year by +36.03%.
Is AZN a buy, sell or hold?
AstraZeneca has received a consensus analysts rating of 4.56.
Therefore, it is recommended to buy AZN.
- StrongBuy: 6
- Buy: 2
- Hold: 1
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the AZN price?
| Analysts Target Price | 224.5 | 20% |
AstraZeneca (AZN) - Fundamental Data Overview
as of 21 May 2026
P/E Trailing = 27.8871 P/E Forward = 17.7936
P/S = 4.7522
P/B = 5.991
P/EG = 1.5217
Revenue TTM = 60.44b USD
EBIT TTM = 14.65b USD
EBITDA TTM = 20.47b USD
Long Term Debt = 24.45b USD (from longTermDebt, last quarter)
Short Term Debt = 7.96b USD (from shortTermDebt, last quarter)
Debt = 35.81b USD (from shortLongTermDebtTotal, last quarter) + Leases 1.89b
Net Debt = 28.13b USD (calculated: Debt 35.81b - CCE 7.67b)
Enterprise Value = 315.30b USD (287.17b + Debt 35.81b - CCE 7.67b)
Interest Coverage Ratio = 8.43 (Ebit TTM 14.65b / Interest Expense TTM 1.74b)
EV/FCF = 34.62x (Enterprise Value 315.30b / FCF TTM 9.11b)
FCF Yield = 2.89% (FCF TTM 9.11b / Enterprise Value 315.30b)
FCF Margin = 15.07% (FCF TTM 9.11b / Revenue TTM 60.44b)
Net Margin = 17.19% (Net Income TTM 10.39b / Revenue TTM 60.44b)
Gross Margin = 81.68% ((Revenue TTM 60.44b - Cost of Revenue TTM 11.07b) / Revenue TTM)
Gross Margin QoQ = 82.48% (prev 79.89%)
Tobins Q-Ratio = 2.77 (Enterprise Value 315.30b / Total Assets 114.02b)
Interest Expense / Debt = 1.10% (Interest Expense 393.0m / Debt 35.81b)
Taxrate = 21.28% (833.0m / 3.91b)
NOPAT = 11.53b (EBIT 14.65b * (1 - 21.28%))
Current Ratio = 0.91 (Total Current Assets 29.61b / Total Current Liabilities 32.57b)
Debt / Equity = 0.76 (Debt 35.81b / totalStockholderEquity, last quarter 47.33b)
Debt / EBITDA = 1.37 (Net Debt 28.13b / EBITDA 20.47b)
Debt / FCF = 3.09 (Net Debt 28.13b / FCF TTM 9.11b)
Total Stockholder Equity = 46.65b (last 4 quarters mean from totalStockholderEquity)
RoA = 9.43% (Net Income 10.39b / Total Assets 114.02b)
RoE = 22.27% (Net Income TTM 10.39b / Total Stockholder Equity 46.65b)
RoCE = 20.61% (EBIT 14.65b / Capital Employed (Equity 46.65b + L.T.Debt 24.45b))
RoIC = 14.11% (NOPAT 11.53b / Invested Capital 81.73b)
WACC = 6.30% (E(287.17b)/V(322.98b) * Re(6.98%) + D(35.81b)/V(322.98b) * Rd(1.10%) * (1-Tc(0.21)))
Discount Rate = 6.98% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares (quarterly) Correlation: 22.68 | Cagr: 0.0%
[DCF] Terminal Value 86.14% ; FCFF base≈9.34b ; Y1≈10.36b ; Y5≈13.54b
[DCF] Fair Price = 214.7 (EV 361.15b - Net Debt 28.13b = Equity 333.02b / Shares 1.55b; r=6.30% [WACC]; 5y FCF grow 12.64% → 3.0% )
EPS Correlation: 86.78 | EPS CAGR: 12.55% | SUE: 0.08 | # QB: 0
Revenue Correlation: 99.23 | Revenue CAGR: 12.92% | SUE: N/A | # QB: 0
EPS current Quarter (2026-06-30): EPS=1.26 | Chg30d=-0.79% | Revisions=-33% | Analysts=2
EPS next Quarter (2026-09-30): EPS=1.30 | Chg30d=-3.12% | Revisions=-33% | Analysts=2
EPS current Year (2026-12-31): EPS=5.15 | Chg30d=-0.20% | Revisions=+0% | GrowthEPS=+12.5% | GrowthRev=+7.8%
EPS next Year (2027-12-31): EPS=5.90 | Chg30d=-1.01% | Revisions=-14% | GrowthEPS=+14.6% | GrowthRev=+6.0%
[Analyst] Revisions Ratio: -33%