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

NYSE:AZN • US0463531089

Current stock price

184.74 USD
-2.63 (-1.4%)
At close:
184.74 USD
0 (0%)
After Hours:

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

9

1. AZN Profitability Analysis

1.1 Basic Checks

  • AZN had positive earnings in the past year.
  • AZN had a positive operating cash flow in the past year.
  • AZN had positive earnings in each of the past 5 years.
  • 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 (9.11%) is better than 88.48% of its industry peers.
  • AZN's Return On Equity of 21.95% is amongst the best of the industry. AZN outperforms 91.10% of its industry peers.
  • AZN has a Return On Invested Capital of 14.29%. This is amongst the best in the industry. AZN outperforms 93.72% 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 13.08%.
  • The last Return On Invested Capital (14.29%) for AZN is above the 3 year average (12.50%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 9.11%
ROE 21.95%
ROIC 14.29%
ROA(3y)7.2%
ROA(5y)5.03%
ROE(3y)17.82%
ROE(5y)12.53%
ROIC(3y)12.5%
ROIC(5y)10.51%
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

  • With an excellent Profit Margin value of 17.19%, AZN belongs to the best of the industry, outperforming 89.53% of the companies in the same industry.
  • In the last couple of years the Profit Margin of AZN has grown nicely.
  • AZN has a Operating Margin of 24.42%. This is amongst the best in the industry. AZN outperforms 92.67% of its industry peers.
  • AZN's Operating Margin has improved in the last couple of years.
  • AZN has a better Gross Margin (81.42%) than 86.91% of its industry peers.
  • In the last couple of years the Gross Margin of AZN has remained more or less at the same level.
Industry RankSector Rank
OM 24.42%
PM (TTM) 17.19%
GM 81.42%
OM growth 3Y6.43%
OM growth 5Y7.74%
PM growth 3Y32.91%
PM growth 5Y7.71%
GM growth 3Y0.47%
GM growth 5Y0.35%
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.
  • Compared to 5 years ago, AZN has more shares outstanding
  • Compared to 1 year ago, AZN has an improved debt to assets ratio.
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

  • AZN has an Altman-Z score of 3.65. This indicates that AZN is financially healthy and has little risk of bankruptcy at the moment.
  • AZN's Altman-Z score of 3.65 is fine compared to the rest of the industry. AZN outperforms 68.06% of its industry peers.
  • The Debt to FCF ratio of AZN is 4.38, which is a neutral value as it means it would take AZN, 4.38 years of fcf income to pay off all of its debts.
  • With an excellent Debt to FCF ratio value of 4.38, AZN belongs to the best of the industry, outperforming 85.86% of the companies in the same industry.
  • AZN has a Debt/Equity ratio of 0.61. This is a neutral value indicating AZN is somewhat dependend on debt financing.
  • AZN has a worse Debt to Equity ratio (0.61) than 70.16% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.61
Debt/FCF 4.38
Altman-Z 3.65
ROIC/WACC1.63
WACC8.79%
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

  • AZN has a Current Ratio of 0.91. This is a bad value and indicates that AZN is not financially healthy enough and could expect problems in meeting its short term obligations.
  • AZN has a Current ratio of 0.91. This is amonst the worse of the industry: AZN underperforms 87.96% of its industry peers.
  • AZN has a Quick Ratio of 0.91. This is a bad value and indicates that AZN is not financially healthy enough and could expect problems in meeting its short term obligations.
  • AZN has a worse Quick ratio (0.71) than 87.96% of its industry peers.
Industry RankSector Rank
Current Ratio 0.91
Quick Ratio 0.71
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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5

3. AZN Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 7.06% over the past year.
  • 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.
  • AZN shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 9.93%.
  • 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)7.06%
EPS 3Y11.21%
EPS 5Y17.91%
EPS Q2Q%3.61%
Revenue 1Y (TTM)9.93%
Revenue growth 3Y9.82%
Revenue growth 5Y17.15%
Sales Q2Q%12.51%

3.2 Future

  • AZN is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.40% yearly.
  • The Revenue is expected to grow by 6.77% on average over the next years.
EPS Next Y14.55%
EPS Next 2Y13.63%
EPS Next 3Y12.24%
EPS Next 5Y12.4%
Revenue Next Year7.34%
Revenue Next 2Y6.88%
Revenue Next 3Y6.56%
Revenue Next 5Y6.77%

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.
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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7

4. AZN Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 19.84, AZN is valued on the expensive side.
  • AZN's Price/Earnings ratio is rather cheap when compared to the industry. AZN is cheaper than 82.72% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of AZN to the average of the S&P500 Index (26.64), we can say AZN is valued slightly cheaper.
  • Based on the Price/Forward Earnings ratio of 15.52, the valuation of AZN can be described as correct.
  • AZN's Price/Forward Earnings ratio is rather cheap when compared to the industry. AZN is cheaper than 81.15% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 21.36. AZN is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 19.84
Fwd PE 15.52
AZN Price Earnings VS Forward Price EarningsAZN Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60

4.2 Price Multiples

  • AZN's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. AZN is cheaper than 82.72% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, AZN is valued cheaper than 81.68% of the companies in the same industry.
Industry RankSector Rank
P/FCF 36.98
EV/EBITDA 15.05
AZN Per share dataAZN EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 20 30

4.3 Compensation for Growth

  • The 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.
  • A more expensive valuation may be justified as AZN's earnings are expected to grow with 12.24% in the coming years.
PEG (NY)1.36
PEG (5Y)1.11
EPS Next 2Y13.63%
EPS Next 3Y12.24%

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7

5. AZN Dividend Analysis

5.1 Amount

  • AZN has a Yearly Dividend Yield of 1.74%.
  • Compared to an average industry Dividend Yield of 0.73, AZN pays a better dividend. On top of this AZN pays more dividend than 91.62% of the companies listed in the same industry.
  • AZN's Dividend Yield is comparable with the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 1.74%

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 their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)3.33%
Div Incr Years2
Div Non Decr Years12
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

  • 47.27% of the earnings are spent on dividend by AZN. This is a bit on the high side, but may be sustainable.
  • The dividend of AZN is growing, but earnings are growing more, so the dividend growth is sustainable.
DP47.27%
EPS Next 2Y13.63%
EPS Next 3Y12.24%
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 (5/1/2026, 8:10:46 PM)

After market: 184.74 0 (0%)

184.74

-2.63 (-1.4%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Industry StrengthN/A
Industry GrowthN/A
Earnings (Last)04-29
Earnings (Next)07-27
Inst Owners52.17%
Inst Owner Change-89.94%
Ins Owners0.04%
Ins Owner Change0%
Market Cap286.50B
Revenue(TTM)60.44B
Net Income(TTM)10.39B
Analysts81.67
Price Target226.67 (22.7%)
Short Float %0.12%
Short Ratio0.91
Dividend
Industry RankSector Rank
Dividend Yield 1.74%
Yearly Dividend3.21
Dividend Growth(5Y)3.33%
DP47.27%
Div Incr Years2
Div Non Decr Years12
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-0.93%
Min EPS beat(2)-1.5%
Max EPS beat(2)-0.36%
EPS beat(4)1
Avg EPS beat(4)-0.53%
Min EPS beat(4)-1.74%
Max EPS beat(4)1.47%
EPS beat(8)3
Avg EPS beat(8)0.66%
EPS beat(12)6
Avg EPS beat(12)1.32%
EPS beat(16)10
Avg EPS beat(16)2.62%
Revenue beat(2)0
Avg Revenue beat(2)-1.76%
Min Revenue beat(2)-2.88%
Max Revenue beat(2)-0.65%
Revenue beat(4)0
Avg Revenue beat(4)-1.01%
Min Revenue beat(4)-2.88%
Max Revenue beat(4)-0.24%
Revenue beat(8)2
Avg Revenue beat(8)-0.61%
Revenue beat(12)4
Avg Revenue beat(12)-0.46%
Revenue beat(16)4
Avg Revenue beat(16)-0.67%
PT rev (1m)8.96%
PT rev (3m)131.79%
EPS NQ rev (1m)0.43%
EPS NQ rev (3m)109.51%
EPS NY rev (1m)-0.95%
EPS NY rev (3m)98.59%
Revenue NQ rev (1m)0.22%
Revenue NQ rev (3m)2.28%
Revenue NY rev (1m)-0.01%
Revenue NY rev (3m)1.45%
Valuation
Industry RankSector Rank
PE 19.84
Fwd PE 15.52
P/S 4.74
P/FCF 36.98
P/OCF 20.15
P/B 6.05
P/tB N/A
EV/EBITDA 15.05
EPS(TTM)9.31
EY5.04%
EPS(NY)11.9
Fwd EY6.44%
FCF(TTM)5
FCFY2.7%
OCF(TTM)9.17
OCFY4.96%
SpS38.97
BVpS30.52
TBVpS-6.94
PEG (NY)1.36
PEG (5Y)1.11
Graham Number79.9587 (-56.72%)
Profitability
Industry RankSector Rank
ROA 9.11%
ROE 21.95%
ROCE 18.12%
ROIC 14.29%
ROICexc 15.72%
ROICexgc 64.61%
OM 24.42%
PM (TTM) 17.19%
GM 81.42%
FCFM 12.82%
ROA(3y)7.2%
ROA(5y)5.03%
ROE(3y)17.82%
ROE(5y)12.53%
ROIC(3y)12.5%
ROIC(5y)10.51%
ROICexc(3y)13.51%
ROICexc(5y)11.4%
ROICexgc(3y)82.02%
ROICexgc(5y)83.62%
ROCE(3y)15.39%
ROCE(5y)12.93%
ROICexgc growth 3Y-25.41%
ROICexgc growth 5Y0.92%
ROICexc growth 3Y9.33%
ROICexc growth 5Y9.83%
OM growth 3Y6.43%
OM growth 5Y7.74%
PM growth 3Y32.91%
PM growth 5Y7.71%
GM growth 3Y0.47%
GM growth 5Y0.35%
F-Score8
Asset Turnover0.53
Health
Industry RankSector Rank
Debt/Equity 0.61
Debt/FCF 4.38
Debt/EBITDA 1.41
Cap/Depr 111.33%
Cap/Sales 10.71%
Interest Coverage 11.05
Cash Conversion 69.12%
Profit Quality 74.57%
Current Ratio 0.91
Quick Ratio 0.71
Altman-Z 3.65
F-Score8
WACC8.79%
ROIC/WACC1.63
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)7.06%
EPS 3Y11.21%
EPS 5Y17.91%
EPS Q2Q%3.61%
EPS Next Y14.55%
EPS Next 2Y13.63%
EPS Next 3Y12.24%
EPS Next 5Y12.4%
Revenue 1Y (TTM)9.93%
Revenue growth 3Y9.82%
Revenue growth 5Y17.15%
Sales Q2Q%12.51%
Revenue Next Year7.34%
Revenue Next 2Y6.88%
Revenue Next 3Y6.56%
Revenue Next 5Y6.77%
EBIT growth 1Y11.59%
EBIT growth 3Y16.88%
EBIT growth 5Y26.23%
EBIT Next Year25.58%
EBIT Next 3Y14.44%
EBIT Next 5Y11.72%
FCF growth 1Y33.92%
FCF growth 3Y6.21%
FCF growth 5Y31.64%
OCF growth 1Y46.64%
OCF growth 3Y14.12%
OCF growth 5Y24.88%

ASTRAZENECA PLC-SPONS ADR / AZN Fundamental Analysis 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 7 / 10 to ASTRAZENECA PLC-SPONS ADR (AZN). This can be considered as Undervalued.


What is the profitability of AZN stock?

ASTRAZENECA PLC-SPONS ADR (AZN) has a profitability rating of 9 / 10.


What is the valuation of ASTRAZENECA PLC-SPONS ADR based on its PE and PB ratios?

The Price/Earnings (PE) ratio for ASTRAZENECA PLC-SPONS ADR (AZN) is 19.84 and the Price/Book (PB) ratio is 6.05.


Is the dividend of ASTRAZENECA PLC-SPONS ADR sustainable?

The dividend rating of ASTRAZENECA PLC-SPONS ADR (AZN) is 7 / 10 and the dividend payout ratio is 47.27%.