AZN Factor Report

Data as of market close on: 2/28/2024.

Fundamental analysis of AZN using the major investing factors, including value, quality, momentum, and low volatility.
View User Guide    Video Tutorial

Get A Detailed Fundamental Analysis of AZN Using 22 Time-Tested Investment Strategies

Start a Free Trial

ASTRAZENECA PLC (ADR) (AZN) Fundamentals

View Guru Analysis
Latest Close: $65.35 Market Cap ($ mil): $200,149 Sector: Healthcare Industry: Biotechnology & Drugs 52 Week High: $76.56 52 Week Low: $60.47 Relative Strength: 58 Twelve Minus One Return: 3.1% Standard Deviation: 24.2% Insider Ownership: 0.00%
PE Ratio: 34.3 Price/Sales: 4.4 Price/Book: 5.2 Price/Cash Flow: 17.6 EV/EBITDA: 16.39 Dividend Yield: 3.73% Shareholder Yield: -0.53% Piotroski F Score: 6 Mohanram G Score: 6 Institutional Ownership: 16.80%
Return on Equity: 15.6% Return on Assets: 6.0% Return on Tangible Capital: 70.5% Return on Invested Capital: 11.7% WACC: 4.0% Debt/Equity: 0.73 LT EPS Growth: 27.6% LT Sales Growth: 17.5% Beta: 0.52 Profit Margin: 13.01%
AstraZeneca PLC is a science-led biopharmaceutical company. The Company focuses on the discovery, development, and commercialization of prescription medicines in oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory and immunology. Its pipeline forms a portfolio of investigational therapies in various stages of clinical development and includes the Alexion Rare Disease portfolio comprising approximately 178 projects. Its key marketed oncology products include Tagrisso, Imfinzi, Lynparza, Calquence, Enhertu, Orpathys, Zoladex, Faslodex and others. Its rare diseases products include Soliris, Ultomiris, Strensiq and Kanuma. Its BioPharmaceuticals products include Farxiga, Lokelma, Crestor, Breztri and others. It is also focused on discovering, developing, and manufacturing of T-cell receptor therapies. It also offers investigational vaccine candidate IVX-A12, which targets both respiratory syncytial virus and human metapneumovirus.

Factor Profile

AZN's exposure to the major factors (100 is highest).

Comparable Stocks

Stocks with the closest factor profiles to AZN.

(click ticker to access stock report and name to view guru analysis)

Ticker Ticker
ABT PSA
BDX ABBV
TMO GILD
Performance Disclaimer: Returns presented on Validea.com are model returns and do not represent actual trading. As a result, they do not incorporate any commissions or other trading costs or fees. Model portfolios with inception dates on or after 12/30/2005 include a combination of back tested and live model returns. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach. The model portfolios offered on Validea are concentrated and as a result they will exhibit high levels of volatility and their performance can be substantially impacted by the performance of individual positions.

Optimal portfolios presented on Validea.com represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

Both the model portfolio and benchmark returns presented for all equity portfolios on Validea.com are not inclusive of dividends. Returns for our ETF portfolios and trend following system, and the benchmarks they are compared to, are inclusive of dividends. The S&P 500 is presented as a benchmark because it is the most widely followed benchmark of the overall US market and is most often used by investors for return comparison purposes. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. Past performance does not guarantee future results. Results will vary with economic and market conditions.

Validea.com is a research provider that is owned and operated by The Reese Group, LLC. Validea.com offers model portfolios, screening and stock analysis that is not customized to any individual. No information on Validea.com should be construed as investment advice. Validea Capital Management is a separate investment advisory firm registered with the state of Connecticut. Validea Capital offers investment management services directly to clients and is a separate entity from The Reese Group, LLC. The Reese Group and Validea Capital are affiliated entities and share partial common ownership.