Is AstraZeneca PLC Stock a Good Investment?
AstraZeneca PLC Investment Advice | AZN |
- Examine AstraZeneca PLC's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research AstraZeneca PLC's leadership team and their track record. Good management can help AstraZeneca PLC navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Pharmaceuticals space and any emerging trends that could impact AstraZeneca PLC's business and its evolving consumer preferences.
- Compare AstraZeneca PLC's performance and market position to its competitors. Analyze how AstraZeneca PLC is positioned in terms of product offerings, innovation, and market share.
- Check if AstraZeneca PLC pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about AstraZeneca PLC's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in AstraZeneca PLC ADR stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if AstraZeneca PLC ADR is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Very Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine AstraZeneca PLC Stock
Researching AstraZeneca PLC's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 17.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 0.73. AstraZeneca PLC ADR last dividend was issued on the 9th of August 2024. The entity had 2:1 split on the 27th of July 2015.
To determine if AstraZeneca PLC is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding AstraZeneca PLC's research are outlined below:
| AstraZeneca PLC ADR generated a negative expected return over the last 90 days | |
| AstraZeneca PLC ADR has 28.62 B in debt with debt to equity (D/E) ratio of 0.89, which is OK given its current industry classification. AstraZeneca PLC ADR has a current ratio of 0.79, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for AstraZeneca to invest in growth at high rates of return. | |
| AstraZeneca PLC ADR has a very strong financial position based on the latest SEC filings | |
| Latest headline from thelincolnianonline.com: AstraZeneca PLC Shares Sold by BNP Paribas Financial Markets |
AstraZeneca PLC Quarterly Liabilities And Stockholders Equity |
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AstraZeneca PLC uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in AstraZeneca PLC ADR. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to AstraZeneca PLC's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 8th of February 2024 Upcoming Quarterly Report | View | |
| 25th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 8th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact AstraZeneca PLC's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises AstraZeneca PLC's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2002-10-24 | 2002-09-30 | 0.18 | 0.2 | 0.02 | 11 | ||
1999-10-29 | 1999-09-30 | 0.17 | 0.19 | 0.02 | 11 | ||
2005-04-28 | 2005-03-31 | 0.29 | 0.32 | 0.03 | 10 | ||
2004-04-29 | 2004-03-31 | 0.27 | 0.24 | -0.03 | 11 | ||
2003-07-24 | 2003-06-30 | 0.17 | 0.2 | 0.03 | 17 | ||
2001-10-24 | 2001-09-30 | 0.21 | 0.24 | 0.03 | 14 | ||
2002-04-26 | 2002-03-31 | 0.24 | 0.28 | 0.04 | 16 | ||
2000-10-25 | 2000-09-30 | 0.23 | 0.19 | -0.04 | 17 |
Know AstraZeneca PLC's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as AstraZeneca PLC is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading AstraZeneca PLC ADR backward and forwards among themselves. AstraZeneca PLC's institutional investor refers to the entity that pools money to purchase AstraZeneca PLC's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Fisher Asset Management, Llc | 2024-09-30 | 10.5 M | Atlantic Trust Group, Llc | 2024-06-30 | 9.2 M | Blackrock Inc | 2024-06-30 | 7 M | Capital World Investors | 2024-09-30 | 6.3 M | Gqg Partners Llc | 2024-09-30 | 5.5 M | Neuberger Berman Group Llc | 2024-06-30 | 5.4 M | Ing Investment Management Llc | 2024-06-30 | 5.3 M | Ameriprise Financial Inc | 2024-06-30 | 4.9 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 4.7 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 64.9 M | Primecap Management Company | 2024-09-30 | 42 M |
AstraZeneca PLC's market capitalization trends
The company currently falls under 'Mega-Cap' category with a total capitalization of 209.66 B.Market Cap |
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AstraZeneca PLC's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.14 | 0.11 | |
| Return On Capital Employed | 0.12 | 0.11 | |
| Return On Assets | 0.06 | 0.10 | |
| Return On Equity | 0.15 | 0.14 |
Determining AstraZeneca PLC's profitability involves analyzing its financial statements and using various financial metrics to determine if AstraZeneca PLC is a good buy. For example, gross profit margin measures AstraZeneca PLC's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of AstraZeneca PLC's profitability and make more informed investment decisions.
Evaluate AstraZeneca PLC's management efficiency
AstraZeneca PLC ADR has Return on Asset of 0.085 % which means that on every $100 spent on assets, it made $0.085 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1666 %, implying that it generated $0.1666 on every 100 dollars invested. AstraZeneca PLC's management efficiency ratios could be used to measure how well AstraZeneca PLC manages its routine affairs as well as how well it operates its assets and liabilities. As of the 30th of November 2024, Return On Assets is likely to grow to 0.10, while Return On Tangible Assets are likely to drop 0.11. At this time, AstraZeneca PLC's Return On Assets are very stable compared to the past year. As of the 30th of November 2024, Asset Turnover is likely to grow to 0.79, while Total Current Assets are likely to drop about 15.3 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 25.06 | 26.31 | |
| Tangible Asset Value | 195.3 M | 185.6 M | |
| Tangible Book Value Per Share | (12.14) | (11.53) | |
| Enterprise Value Over EBITDA | 17.41 | 16.54 | |
| Price Book Value Ratio | 5.39 | 5.12 | |
| Enterprise Value Multiple | 17.41 | 16.54 | |
| Price Fair Value | 5.39 | 5.12 | |
| Enterprise Value | 233.7 B | 269 B |
Evaluating the management effectiveness of AstraZeneca PLC allows investors to assess its financial health and operational efficiency. Coupled with an analysis of its growth prospects and the current market dynamics, we evaluate the stock's true value and future potential. Key indicators such as revenue, earnings or debt levels are examined alongside external factors like economic trends and regulatory changes. The AstraZeneca Stock analysis seeks to determine whether the stock is undervalued, appropriately priced, or overvalued, thereby guiding your investment decisions.
Dividend Yield 0.022 | Forward Dividend Yield 0.022 | Forward Dividend Rate 1.49 | Beta 0.18 |
Basic technical analysis of AstraZeneca Stock
As of the 30th of November, AstraZeneca PLC shows the Risk Adjusted Performance of (0.19), standard deviation of 1.5, and Mean Deviation of 1.07. AstraZeneca PLC ADR technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.AstraZeneca PLC's Outstanding Corporate Bonds
AstraZeneca PLC issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. AstraZeneca PLC ADR uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most AstraZeneca bonds can be classified according to their maturity, which is the date when AstraZeneca PLC ADR has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| ASTRAZENECA PLC 645 Corp BondUS046353AD01 | View | |
| ASTRAZENECA PLC 3375 Corp BondUS046353AL27 | View | |
| ASTRAZENECA PLC 4375 Corp BondUS046353AM00 | View | |
| ASTRAZENECA PLC 4 Corp BondUS046353AG32 | View | |
| ASTRAZENECA PLC 4 Corp BondUS046353AT52 | View | |
| ASTRAZENECA PLC 4375 Corp BondUS046353AU26 | View | |
| ASTRAZENECA PLC 3125 Corp BondUS046353AN82 | View | |
| ASTRAZENECA PLC Corp BondUS046353AV09 | View |
Understand AstraZeneca PLC's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing AstraZeneca PLC's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.19) | |||
| Market Risk Adjusted Performance | 30.89 | |||
| Mean Deviation | 1.07 | |||
| Coefficient Of Variation | (398.83) | |||
| Standard Deviation | 1.5 | |||
| Variance | 2.25 | |||
| Information Ratio | (0.34) | |||
| Jensen Alpha | (0.38) | |||
| Total Risk Alpha | (0.64) | |||
| Treynor Ratio | 30.88 | |||
| Maximum Drawdown | 8.5 | |||
| Value At Risk | (3.18) | |||
| Potential Upside | 1.28 | |||
| Skewness | (1.81) | |||
| Kurtosis | 5.72 |
| Risk Adjusted Performance | (0.19) | |||
| Market Risk Adjusted Performance | 30.89 | |||
| Mean Deviation | 1.07 | |||
| Coefficient Of Variation | (398.83) | |||
| Standard Deviation | 1.5 | |||
| Variance | 2.25 | |||
| Information Ratio | (0.34) | |||
| Jensen Alpha | (0.38) | |||
| Total Risk Alpha | (0.64) | |||
| Treynor Ratio | 30.88 | |||
| Maximum Drawdown | 8.5 | |||
| Value At Risk | (3.18) | |||
| Potential Upside | 1.28 | |||
| Skewness | (1.81) | |||
| Kurtosis | 5.72 |
Consider AstraZeneca PLC's intraday indicators
AstraZeneca PLC intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of AstraZeneca PLC stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
AstraZeneca PLC Corporate Filings
6K | 25th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
13A | 28th of October 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
AstraZeneca Stock media impact
Far too much social signal, news, headlines, and media speculation about AstraZeneca PLC that are available to investors today. That information is available publicly through AstraZeneca media outlets and privately through word of mouth or via AstraZeneca internal channels. However, regardless of the origin, that massive amount of AstraZeneca data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of AstraZeneca PLC news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of AstraZeneca PLC relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to AstraZeneca PLC's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive AstraZeneca PLC alpha.
AstraZeneca PLC Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards AstraZeneca PLC can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
AstraZeneca PLC ADR Historical Investor Sentiment
Investor biases related to AstraZeneca PLC's public news can be used to forecast risks associated with an investment in AstraZeneca. The trend in average sentiment can be used to explain how an investor holding AstraZeneca can time the market purely based on public headlines and social activities around AstraZeneca PLC ADR. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
AstraZeneca PLC's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for AstraZeneca PLC and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average AstraZeneca PLC news discussions. The higher the estimate score, the more favorable the investor's outlook on AstraZeneca PLC.
AstraZeneca PLC Corporate Directors
| Marc Dunoyer | Chief Financial Officer, Executive Director | Profile | |
| Sherilyn McCoy | Non-Executive Independent Director | Profile | |
| Genevieve Berger | Non-Executive Independent Director | Profile | |
| Nazneen Rahman | Non-Executive Independent Director | Profile |
Already Invested in AstraZeneca PLC ADR?
The danger of trading AstraZeneca PLC ADR is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of AstraZeneca PLC is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than AstraZeneca PLC. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile AstraZeneca PLC ADR is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether AstraZeneca PLC ADR offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of AstraZeneca PLC's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Astrazeneca Plc Adr Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Astrazeneca Plc Adr Stock: Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in AstraZeneca PLC ADR. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Is Pharmaceuticals space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of AstraZeneca PLC. If investors know AstraZeneca will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about AstraZeneca PLC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.034 | Dividend Share 2.97 | Earnings Share 2.08 | Revenue Per Share 2.7424 | Quarterly Revenue Growth 0.18 |
The market value of AstraZeneca PLC ADR is measured differently than its book value, which is the value of AstraZeneca that is recorded on the company's balance sheet. Investors also form their own opinion of AstraZeneca PLC's value that differs from its market value or its book value, called intrinsic value, which is AstraZeneca PLC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because AstraZeneca PLC's market value can be influenced by many factors that don't directly affect AstraZeneca PLC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between AstraZeneca PLC's value and its price, as these two are different measures arrived at by various means. Investors typically determine if AstraZeneca PLC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AstraZeneca PLC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.