ASTRAZENECA PLC-SPONS ADR (AZN) Fundamental Analysis & Valuation

NYSE:AZN • US0463531089

193.31 USD
-1.68 (-0.86%)
At close: Mar 11, 2026
193.31 USD
0 (0%)
After Hours: 3/11/2026, 5:05:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This AZN fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

6

AZN gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 193 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. Finally AZN also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

9

1. AZN Profitability Analysis

1.1 Basic Checks

  • In the past year AZN was profitable.
  • In the past year AZN had a positive cash flow from operations.
  • In the past 5 years AZN has always been profitable.
  • Each year in the past 5 years AZN had a positive operating cash flow.
AZN Yearly Net Income VS EBIT VS OCF VS FCFAZN Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B

1.2 Ratios

  • The Return On Assets of AZN (8.96%) is better than 90.16% of its industry peers.
  • The Return On Equity of AZN (21.01%) is better than 90.67% of its industry peers.
  • The Return On Invested Capital of AZN (13.63%) is better than 93.26% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for AZN is in line with the industry average of 13.09%.
  • The 3 year average ROIC (12.48%) for AZN is below the current ROIC(13.63%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 8.96%
ROE 21.01%
ROIC 13.63%
ROA(3y)7.2%
ROA(5y)5.03%
ROE(3y)17.82%
ROE(5y)12.53%
ROIC(3y)12.48%
ROIC(5y)10.5%
AZN Yearly ROA, ROE, ROICAZN Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • AZN has a better Profit Margin (17.41%) than 90.16% of its industry peers.
  • AZN's Profit Margin has improved in the last couple of years.
  • AZN's Operating Margin of 23.86% is amongst the best of the industry. AZN outperforms 90.67% of its industry peers.
  • In the last couple of years the Operating Margin of AZN has grown nicely.
  • With an excellent Gross Margin value of 81.31%, AZN belongs to the best of the industry, outperforming 85.49% of the companies in the same industry.
  • In the last couple of years the Gross Margin of AZN has remained more or less at the same level.
Industry RankSector Rank
OM 23.86%
PM (TTM) 17.41%
GM 81.31%
OM growth 3Y6.24%
OM growth 5Y7.63%
PM growth 3Y32.91%
PM growth 5Y7.71%
GM growth 3Y0.34%
GM growth 5Y0.28%
AZN Yearly Profit, Operating, Gross MarginsAZN Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

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4

2. AZN Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so AZN is still creating some value.
  • AZN has about the same amout of shares outstanding than it did 1 year ago.
  • AZN has more shares outstanding than it did 5 years ago.
  • AZN has a better debt/assets ratio than last year.
AZN Yearly Shares OutstandingAZN Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B
AZN Yearly Total Debt VS Total AssetsAZN Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20B 40B 60B 80B 100B

2.2 Solvency

  • An Altman-Z score of 3.83 indicates that AZN is not in any danger for bankruptcy at the moment.
  • The Altman-Z score of AZN (3.83) is better than 70.98% of its industry peers.
  • AZN has a debt to FCF ratio of 3.42. This is a good value and a sign of high solvency as AZN would need 3.42 years to pay back of all of its debts.
  • With an excellent Debt to FCF ratio value of 3.42, AZN belongs to the best of the industry, outperforming 89.64% of the companies in the same industry.
  • AZN has a Debt/Equity ratio of 0.55. This is a neutral value indicating AZN is somewhat dependend on debt financing.
  • AZN has a Debt to Equity ratio of 0.55. This is in the lower half of the industry: AZN underperforms 62.69% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.55
Debt/FCF 3.42
Altman-Z 3.83
ROIC/WACC1.5
WACC9.06%
AZN Yearly LT Debt VS Equity VS FCFAZN Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B 40B

2.3 Liquidity

  • A Current Ratio of 0.94 indicates that AZN may have some problems paying its short term obligations.
  • The Current ratio of AZN (0.94) is worse than 84.97% of its industry peers.
  • A Quick Ratio of 0.72 indicates that AZN may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.72, AZN is not doing good in the industry: 82.90% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.94
Quick Ratio 0.72
AZN Yearly Current Assets VS Current LiabilitesAZN Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. AZN Growth Analysis

3.1 Past

  • AZN shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 11.57%, which is quite good.
  • Measured over the past years, AZN shows a quite strong growth in Earnings Per Share. The EPS has been growing by 17.91% on average per year.
  • The Revenue has grown by 8.63% 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 17.15% on average per year.
EPS 1Y (TTM)11.57%
EPS 3Y11.21%
EPS 5Y17.91%
EPS Q2Q%1.44%
Revenue 1Y (TTM)8.63%
Revenue growth 3Y9.82%
Revenue growth 5Y17.15%
Sales Q2Q%4.11%

3.2 Future

  • The Earnings Per Share is expected to grow by 11.35% 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 6.31% yearly.
EPS Next Y15.5%
EPS Next 2Y13.99%
EPS Next 3Y12.58%
EPS Next 5Y11.35%
Revenue Next Year7.13%
Revenue Next 2Y6.67%
Revenue Next 3Y6.43%
Revenue Next 5Y6.31%

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.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
AZN Yearly Revenue VS EstimatesAZN Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 20B 40B 60B 80B
AZN Yearly EPS VS EstimatesAZN Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 5 10 15

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6

4. AZN Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 20.92, the valuation of AZN can be described as rather expensive.
  • Based on the Price/Earnings ratio, AZN is valued cheaply inside the industry as 81.87% of the companies are valued more expensively.
  • When comparing the Price/Earnings ratio of AZN to the average of the S&P500 Index (26.25), we can say AZN is valued slightly cheaper.
  • The Price/Forward Earnings ratio is 18.12, which indicates a rather expensive current valuation of AZN.
  • Based on the Price/Forward Earnings ratio, AZN is valued cheaper than 81.35% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 24.39. AZN is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 20.92
Fwd PE 18.12
AZN Price Earnings VS Forward Price EarningsAZN Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of AZN indicates a rather cheap valuation: AZN is cheaper than 81.87% of the companies listed in the same industry.
  • Based on the Price/Free Cash Flow ratio, AZN is valued a bit cheaper than the industry average as 79.27% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 34.57
EV/EBITDA 16.48
AZN Per share dataAZN EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30

4.3 Compensation for Growth

  • AZN's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The excellent profitability rating of AZN may justify a higher PE ratio.
  • AZN's earnings are expected to grow with 12.58% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.35
PEG (5Y)1.17
EPS Next 2Y13.99%
EPS Next 3Y12.58%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. AZN Dividend Analysis

5.1 Amount

  • AZN has a Yearly Dividend Yield of 1.66%.
  • Compared to an average industry Dividend Yield of 0.70, AZN pays a better dividend. On top of this AZN pays more dividend than 91.71% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.82, AZN has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.66%

5.2 History

  • The dividend of AZN has a limited annual growth rate of 3.33%.
  • AZN has been paying a dividend for at least 10 years, so it has a reliable track record.
  • AZN has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)3.33%
Div Incr Years1
Div Non Decr Years11
AZN Yearly Dividends per shareAZN Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1 2 3

5.3 Sustainability

  • AZN pays out 48.62% 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.
DP48.62%
EPS Next 2Y13.99%
EPS Next 3Y12.58%
AZN Yearly Income VS Free CF VS DividendAZN Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B
AZN Dividend Payout.AZN Dividend Payout, showing the Payout Ratio.AZN Dividend Payout.PayoutRetained Earnings

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AZN Fundamentals: All Metrics, Ratios and Statistics

ASTRAZENECA PLC-SPONS ADR

NYSE:AZN (3/11/2026, 5:05:00 PM)

After market: 193.31 0 (0%)

193.31

-1.68 (-0.86%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Earnings (Last)02-10
Earnings (Next)04-29
Inst Owners37.6%
Inst Owner Change0.97%
Ins Owners0.03%
Ins Owner ChangeN/A
Market Cap299.69B
Revenue(TTM)58.74B
Net Income(TTM)10.22B
Analysts82.94
Price Target208.03 (7.61%)
Short Float %N/A
Short Ratio0.45
Dividend
Industry RankSector Rank
Dividend Yield 1.66%
Yearly Dividend3.21
Dividend Growth(5Y)3.33%
DP48.62%
Div Incr Years1
Div Non Decr Years11
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-0.02%
Min EPS beat(2)-1.5%
Max EPS beat(2)1.47%
EPS beat(4)2
Avg EPS beat(4)0.45%
Min EPS beat(4)-7.49%
Max EPS beat(4)9.32%
EPS beat(8)4
Avg EPS beat(8)0.6%
EPS beat(12)7
Avg EPS beat(12)1.6%
EPS beat(16)11
Avg EPS beat(16)2.81%
Revenue beat(2)0
Avg Revenue beat(2)-1.57%
Min Revenue beat(2)-2.88%
Max Revenue beat(2)-0.26%
Revenue beat(4)0
Avg Revenue beat(4)-3.05%
Min Revenue beat(4)-5.08%
Max Revenue beat(4)-0.26%
Revenue beat(8)3
Avg Revenue beat(8)-0.6%
Revenue beat(12)4
Avg Revenue beat(12)-0.9%
Revenue beat(16)5
Avg Revenue beat(16)-0.82%
PT rev (1m)2.6%
PT rev (3m)116.59%
EPS NQ rev (1m)98.82%
EPS NQ rev (3m)98.42%
EPS NY rev (1m)100.57%
EPS NY rev (3m)99.37%
Revenue NQ rev (1m)0.81%
Revenue NQ rev (3m)0.82%
Revenue NY rev (1m)1.26%
Revenue NY rev (3m)1.3%
Valuation
Industry RankSector Rank
PE 20.92
Fwd PE 18.12
P/S 5.1
P/FCF 34.57
P/OCF 20.56
P/B 6.16
P/tB N/A
EV/EBITDA 16.48
EPS(TTM)9.24
EY4.78%
EPS(NY)10.67
Fwd EY5.52%
FCF(TTM)5.59
FCFY2.89%
OCF(TTM)9.4
OCFY4.86%
SpS37.89
BVpS31.39
TBVpS-6.72
PEG (NY)1.35
PEG (5Y)1.17
Graham Number80.79
Profitability
Industry RankSector Rank
ROA 8.96%
ROE 21.01%
ROCE 16.8%
ROIC 13.63%
ROICexc 14.63%
ROICexgc 59.47%
OM 23.86%
PM (TTM) 17.41%
GM 81.31%
FCFM 14.76%
ROA(3y)7.2%
ROA(5y)5.03%
ROE(3y)17.82%
ROE(5y)12.53%
ROIC(3y)12.48%
ROIC(5y)10.5%
ROICexc(3y)13.49%
ROICexc(5y)11.39%
ROICexgc(3y)81.92%
ROICexgc(5y)83.55%
ROCE(3y)15.36%
ROCE(5y)12.92%
ROICexgc growth 3Y-25.55%
ROICexgc growth 5Y0.81%
ROICexc growth 3Y9.13%
ROICexc growth 5Y9.72%
OM growth 3Y6.24%
OM growth 5Y7.63%
PM growth 3Y32.91%
PM growth 5Y7.71%
GM growth 3Y0.34%
GM growth 5Y0.28%
F-Score7
Asset Turnover0.51
Health
Industry RankSector Rank
Debt/Equity 0.55
Debt/FCF 3.42
Debt/EBITDA 1.36
Cap/Depr 103%
Cap/Sales 10.05%
Interest Coverage 10.65
Cash Conversion 73.79%
Profit Quality 84.79%
Current Ratio 0.94
Quick Ratio 0.72
Altman-Z 3.83
F-Score7
WACC9.06%
ROIC/WACC1.5
Cap/Depr(3y)80.57%
Cap/Depr(5y)64.46%
Cap/Sales(3y)8.93%
Cap/Sales(5y)7.69%
Profit Quality(3y)99.49%
Profit Quality(5y)775.68%
High Growth Momentum
Growth
EPS 1Y (TTM)11.57%
EPS 3Y11.21%
EPS 5Y17.91%
EPS Q2Q%1.44%
EPS Next Y15.5%
EPS Next 2Y13.99%
EPS Next 3Y12.58%
EPS Next 5Y11.35%
Revenue 1Y (TTM)8.63%
Revenue growth 3Y9.82%
Revenue growth 5Y17.15%
Sales Q2Q%4.11%
Revenue Next Year7.13%
Revenue Next 2Y6.67%
Revenue Next 3Y6.43%
Revenue Next 5Y6.31%
EBIT growth 1Y10.05%
EBIT growth 3Y16.67%
EBIT growth 5Y26.09%
EBIT Next Year25.86%
EBIT Next 3Y14.6%
EBIT Next 5Y10.4%
FCF growth 1Y19.18%
FCF growth 3Y6.21%
FCF growth 5Y31.64%
OCF growth 1Y22.88%
OCF growth 3Y14.12%
OCF growth 5Y24.88%

ASTRAZENECA PLC-SPONS ADR / AZN FAQ

Can you provide the ChartMill fundamental rating for ASTRAZENECA PLC-SPONS ADR?

ChartMill assigns a fundamental rating of 6 / 10 to AZN.


What is the valuation status for AZN stock?

ChartMill assigns a valuation rating of 6 / 10 to ASTRAZENECA PLC-SPONS ADR (AZN). This can be considered as Fairly Valued.


How profitable is ASTRAZENECA PLC-SPONS ADR (AZN) stock?

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 20.92 and the Price/Book (PB) ratio is 6.16.


What is the expected EPS growth for ASTRAZENECA PLC-SPONS ADR (AZN) stock?

The Earnings per Share (EPS) of ASTRAZENECA PLC-SPONS ADR (AZN) is expected to grow by 15.5% in the next year.