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

NYSE:AZN • US0463531089

197.52 USD
-4.01 (-1.99%)
At close: Mar 5, 2026
197.52 USD
0 (0%)
After Hours: 3/5/2026, 5:33:53 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

We assign a fundamental rating of 6 out of 10 to AZN. AZN was compared to 193 industry peers in the Pharmaceuticals industry. While AZN has a great profitability rating, there are some minor concerns on its financial health. AZN is not valued too expensively and it also shows a decent growth rate. 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.
  • AZN had a positive operating cash flow in the past year.
  • In the past 5 years AZN has always been profitable.
  • AZN had a positive operating cash flow in each of the past 5 years.
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.
  • AZN's Return On Equity of 21.01% is amongst the best of the industry. AZN outperforms 90.67% of its industry peers.
  • With an excellent Return On Invested Capital value of 13.63%, AZN belongs to the best of the industry, outperforming 93.78% 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 12.88%.
  • The last Return On Invested Capital (13.63%) for AZN is above the 3 year average (12.48%), which is a sign of increasing profitability.
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 Profit Margin of 17.41%. This is amongst the best in the industry. AZN outperforms 90.16% of its industry peers.
  • AZN's Profit Margin has improved in the last couple of years.
  • AZN has a Operating Margin of 23.86%. This is amongst the best in the industry. AZN outperforms 90.67% of its industry peers.
  • AZN's Operating Margin has improved in the last couple of years.
  • AZN has a Gross Margin of 81.31%. This is amongst the best in the industry. AZN outperforms 86.01% 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 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

  • With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), AZN is creating some value.
  • The number of shares outstanding for AZN remains at a similar level compared to 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 3.93 indicates that AZN is not in any danger for bankruptcy at the moment.
  • With a decent Altman-Z score value of 3.93, AZN is doing good in the industry, outperforming 72.02% of the companies in the same industry.
  • 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.
  • Looking at the Debt to FCF ratio, with a value of 3.42, AZN belongs to the top of the industry, outperforming 89.64% of the companies in the same industry.
  • A Debt/Equity ratio of 0.55 indicates that AZN is somewhat dependend on debt financing.
  • The Debt to Equity ratio of AZN (0.55) is worse than 63.21% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.55
Debt/FCF 3.42
Altman-Z 3.93
ROIC/WACC1.55
WACC8.82%
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.
  • AZN has a Current ratio of 0.94. This is amonst the worse of the industry: AZN underperforms 84.97% of its industry peers.
  • AZN has a Quick Ratio of 0.94. 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 (0.72) than 82.90% of its industry peers.
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

  • The Earnings Per Share has grown by an nice 11.57% over the past year.
  • The Earnings Per Share has been growing by 17.91% 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 8.63% in the last year.
  • AZN shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 17.15% yearly.
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

  • Based on estimates for the next years, AZN will show a quite strong growth in Earnings Per Share. The EPS will grow by 12.40% on average per year.
  • The Revenue is expected to grow by 6.77% on average over the next years.
EPS Next Y15.32%
EPS Next 2Y13.49%
EPS Next 3Y12.9%
EPS Next 5Y12.4%
Revenue Next Year6.85%
Revenue Next 2Y6.51%
Revenue Next 3Y6.3%
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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6

4. AZN Valuation Analysis

4.1 Price/Earnings Ratio

  • AZN is valuated rather expensively with a Price/Earnings ratio of 21.38.
  • 81.87% of the companies in the same industry are more expensive than AZN, based on the Price/Earnings ratio.
  • Compared to an average S&P500 Price/Earnings ratio of 26.74, AZN is valued a bit cheaper.
  • A Price/Forward Earnings ratio of 18.55 indicates a rather expensive valuation of AZN.
  • Based on the Price/Forward Earnings ratio, AZN is valued a bit cheaper than 79.79% of the companies in the same industry.
  • AZN is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 24.82, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 21.38
Fwd PE 18.55
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

  • AZN's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. AZN is cheaper than 81.87% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, AZN is valued cheaper than 80.83% of the companies in the same industry.
Industry RankSector Rank
P/FCF 35.32
EV/EBITDA 16.99
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 12.90% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.4
PEG (5Y)1.19
EPS Next 2Y13.49%
EPS Next 3Y12.9%

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

7

5. AZN Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.62%, AZN has a reasonable but not impressive dividend return.
  • AZN's Dividend Yield is rather good when compared to the industry average which is at 0.67. AZN pays more dividend than 91.19% of the companies in the same industry.
  • AZN's Dividend Yield is comparable with the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 1.62%

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 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.
  • The dividend of AZN is growing, but earnings are growing more, so the dividend growth is sustainable.
DP48.62%
EPS Next 2Y13.49%
EPS Next 3Y12.9%
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 (3/5/2026, 5:33:53 PM)

After market: 197.52 0 (0%)

197.52

-4.01 (-1.99%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupPharmaceuticals, Biotechnology & Life Sciences
GICS IndustryPharmaceuticals
Earnings (Last)02-10
Earnings (Next)04-29
Inst Owners49.17%
Inst Owner Change0.96%
Ins Owners0.02%
Ins Owner ChangeN/A
Market Cap306.21B
Revenue(TTM)58.74B
Net Income(TTM)10.22B
Analysts82.94
Price Target208.03 (5.32%)
Short Float %N/A
Short Ratio0.45
Dividend
Industry RankSector Rank
Dividend Yield 1.62%
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)112.72%
PT rev (3m)123.49%
EPS NQ rev (1m)97.77%
EPS NQ rev (3m)97.37%
EPS NY rev (1m)100.26%
EPS NY rev (3m)99.52%
Revenue NQ rev (1m)0.3%
Revenue NQ rev (3m)0.31%
Revenue NY rev (1m)0.99%
Revenue NY rev (3m)1.59%
Valuation
Industry RankSector Rank
PE 21.38
Fwd PE 18.55
P/S 5.21
P/FCF 35.32
P/OCF 21.01
P/B 6.29
P/tB N/A
EV/EBITDA 16.99
EPS(TTM)9.24
EY4.68%
EPS(NY)10.65
Fwd EY5.39%
FCF(TTM)5.59
FCFY2.83%
OCF(TTM)9.4
OCFY4.76%
SpS37.89
BVpS31.39
TBVpS-6.72
PEG (NY)1.4
PEG (5Y)1.19
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 3.93
F-Score7
WACC8.82%
ROIC/WACC1.55
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 Y15.32%
EPS Next 2Y13.49%
EPS Next 3Y12.9%
EPS Next 5Y12.4%
Revenue 1Y (TTM)8.63%
Revenue growth 3Y9.82%
Revenue growth 5Y17.15%
Sales Q2Q%4.11%
Revenue Next Year6.85%
Revenue Next 2Y6.51%
Revenue Next 3Y6.3%
Revenue Next 5Y6.77%
EBIT growth 1Y10.05%
EBIT growth 3Y16.67%
EBIT growth 5Y26.09%
EBIT Next Year25.65%
EBIT Next 3Y14.61%
EBIT Next 5Y11.7%
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 21.38 and the Price/Book (PB) ratio is 6.29.


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 15.32% in the next year.