89.83 USD
-0.46 (-0.51%)
90.1 USD
+0.27 (+0.3%)
Overall AZN gets a fundamental rating of 7 out of 10. We evaluated AZN against 191 industry peers in the Pharmaceuticals industry. While AZN belongs to the best of the industry regarding profitability, there are some minor concerns on its financial health. AZN scores decently on growth, while it is valued quite cheap. This could make an interesting combination. AZN also has an excellent dividend rating.
1. Profitability
1.1 Basic Checks
In the past year AZN was profitable.
In the past year AZN had a positive cash flow from operations.
AZN had positive earnings in each of the past 5 years.
AZN had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
The Return On Assets of AZN (8.21%) is better than 89.53% of its industry peers.
AZN has a better Return On Equity (20.48%) than 90.58% of its industry peers.
With an excellent Return On Invested Capital value of 14.42%, AZN belongs to the best of the industry, outperforming 93.72% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for AZN is in line with the industry average of 12.85%.
The last Return On Invested Capital (14.42%) for AZN is above the 3 year average (11.62%), which is a sign of increasing profitability.
| 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 better Profit Margin (16.17%) than 88.48% of its industry peers.
In the last couple of years the Profit Margin of AZN has grown nicely.
AZN has a better Operating Margin (24.34%) than 91.10% of its industry peers.
In the last couple of years the Operating Margin of AZN has grown nicely.
AZN's Gross Margin of 81.90% is amongst the best of the industry. AZN outperforms 85.86% 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 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
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.
The number of shares outstanding for AZN has been increased compared to 5 years ago.
Compared to 1 year ago, AZN has a worse debt to assets ratio.
2.2 Solvency
An Altman-Z score of 3.44 indicates that AZN is not in any danger for bankruptcy at the moment.
The Altman-Z score of AZN (3.44) is better than 69.63% 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.
AZN has a Debt to FCF ratio of 3.41. This is amongst the best in the industry. AZN outperforms 86.91% of its industry peers.
A Debt/Equity ratio of 0.61 indicates that AZN is somewhat dependend on debt financing.
With a Debt to Equity ratio value of 0.61, AZN is not doing good in the industry: 67.54% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.61 | ||
| Debt/FCF | 3.41 | ||
| Altman-Z | 3.44 |
ROIC/WACC1.6
WACC9.03%
2.3 Liquidity
AZN has a Current 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.
AZN has a Current ratio of 0.88. This is amonst the worse of the industry: AZN underperforms 88.48% 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.
AZN has a Quick ratio of 0.69. This is amonst the worse of the industry: AZN underperforms 86.91% of its industry peers.
| 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.
The Earnings Per Share has been growing by 18.59% on average over the past years. This is quite good.
Looking at the last year, AZN shows a quite strong growth in Revenue. The Revenue has grown by 13.52% in the last year.
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 12.45% 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 7.17% yearly.
EPS Next Y14.12%
EPS Next 2Y13.77%
EPS Next 3Y13.01%
EPS Next 5Y12.45%
Revenue Next Year10.13%
Revenue Next 2Y8.09%
Revenue Next 3Y7.31%
Revenue Next 5Y7.17%
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
AZN is valuated rather expensively with a Price/Earnings ratio of 19.53.
Compared to the rest of the industry, the Price/Earnings ratio of AZN indicates a rather cheap valuation: AZN is cheaper than 81.15% of the companies listed in the same industry.
AZN's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 26.56.
Based on the Price/Forward Earnings ratio of 16.79, the valuation of AZN can be described as correct.
Compared to the rest of the industry, the Price/Forward Earnings ratio of AZN indicates a somewhat cheap valuation: AZN is cheaper than 78.53% of the companies listed in the same industry.
AZN's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 23.79.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.53 | ||
| Fwd PE | 16.79 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, AZN is valued cheaper than 82.20% of the companies in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of AZN indicates a rather cheap valuation: AZN is cheaper than 81.15% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 29.11 | ||
| EV/EBITDA | 14.55 |
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.
AZN's earnings are expected to grow with 13.01% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.38
PEG (5Y)1.05
EPS Next 2Y13.77%
EPS Next 3Y13.01%
5. Dividend
5.1 Amount
AZN has a Yearly Dividend Yield of 1.80%.
AZN's Dividend Yield is rather good when compared to the industry average which is at 0.52. AZN pays more dividend than 92.15% of the companies in the same industry.
AZN's Dividend Yield is comparable with the S&P500 average which is at 1.87.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.8% |
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 its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)1.4%
Div Incr Years1
Div Non Decr Years11
5.3 Sustainability
52.89% 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.
DP52.89%
EPS Next 2Y13.77%
EPS Next 3Y13.01%
89.83
-0.46 (-0.51%)
Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Earnings (Last)
Earnings (Next)
Inst Owners48.98%
Inst Owner Change11.46%
Ins Owners0.04%
Ins Owner ChangeN/A
Market Cap278.52B
Revenue(TTM)58.13B
Net Income(TTM)9.40B
Analysts82.42
Price Target96.04 (6.91%)
Short Float %0.33%
Short Ratio1.85
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.8% |
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)6.54%
PT rev (3m)3.24%
EPS NQ rev (1m)-1.7%
EPS NQ rev (3m)-3.25%
EPS NY rev (1m)0.29%
EPS NY rev (3m)0.51%
Revenue NQ rev (1m)0.03%
Revenue NQ rev (3m)-0.25%
Revenue NY rev (1m)0.5%
Revenue NY rev (3m)0.41%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.53 | ||
| Fwd PE | 16.79 | ||
| P/S | 4.79 | ||
| P/FCF | 29.11 | ||
| P/OCF | 18.4 | ||
| P/B | 6.07 | ||
| P/tB | N/A | ||
| EV/EBITDA | 14.55 |
EPS(TTM)4.6
EY5.12%
EPS(NY)5.35
Fwd EY5.96%
FCF(TTM)3.09
FCFY3.43%
OCF(TTM)4.88
OCFY5.44%
SpS18.75
BVpS14.8
TBVpS-4.36
PEG (NY)1.38
PEG (5Y)1.05
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 | 3.44 |
F-Score7
WACC9.03%
ROIC/WACC1.6
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 Y14.12%
EPS Next 2Y13.77%
EPS Next 3Y13.01%
EPS Next 5Y12.45%
Revenue 1Y (TTM)13.52%
Revenue growth 3Y13.06%
Revenue growth 5Y17.27%
Sales Q2Q%11.99%
Revenue Next Year10.13%
Revenue Next 2Y8.09%
Revenue Next 3Y7.31%
Revenue Next 5Y7.17%
EBIT growth 1Y26.07%
EBIT growth 3Y37.28%
EBIT growth 5Y27.35%
EBIT Next Year34.11%
EBIT Next 3Y17.46%
EBIT Next 5Y13.16%
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 7 / 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 19.53 and the Price/Book (PB) ratio is 6.07.
How financially healthy is ASTRAZENECA PLC-SPONS ADR?
The financial health rating of ASTRAZENECA PLC-SPONS ADR (AZN) is 4 / 10.