AstraZeneca PLC (Germany) Performance
| ZEGA Stock | EUR 63.50 1.00 1.60% |
The firm shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, AstraZeneca PLC's returns are expected to increase less than the market. However, during the bear market, the loss of holding AstraZeneca PLC is expected to be smaller as well. At this point, AstraZeneca PLC has a negative expected return of -0.31%. Please make sure to confirm AstraZeneca PLC's skewness, daily balance of power, day median price, as well as the relationship between the kurtosis and rate of daily change , to decide if AstraZeneca PLC performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days AstraZeneca PLC has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fragile performance in the last few months, the Stock's technical and fundamental indicators remain nearly stable which may send shares a bit higher in December 2024. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
| Begin Period Cash Flow | 6 B |
AstraZeneca |
AstraZeneca PLC Relative Risk vs. Return Landscape
If you would invest 7,850 in AstraZeneca PLC on September 1, 2024 and sell it today you would lose (1,500) from holding AstraZeneca PLC or give up 19.11% of portfolio value over 90 days. AstraZeneca PLC is producing return of less than zero assuming 1.7996% volatility of returns over the 90 days investment horizon. Simply put, 16% of all stocks have less volatile historical return distribution than AstraZeneca PLC, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
AstraZeneca PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AstraZeneca PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as AstraZeneca PLC, and traders can use it to determine the average amount a AstraZeneca PLC's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1719
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| Negative Returns | ZEGA |
Estimated Market Risk
| 1.8 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.31 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average AstraZeneca PLC is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of AstraZeneca PLC by adding AstraZeneca PLC to a well-diversified portfolio.
AstraZeneca PLC Fundamentals Growth
AstraZeneca Stock prices reflect investors' perceptions of the future prospects and financial health of AstraZeneca PLC, and AstraZeneca PLC fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on AstraZeneca Stock performance.
| Return On Equity | 0.0863 | |||
| Return On Asset | 0.0555 | |||
| Profit Margin | 0.07 % | |||
| Operating Margin | 0.20 % | |||
| Current Valuation | 228.75 B | |||
| Shares Outstanding | 3.1 B | |||
| Price To Earning | 45.09 X | |||
| Price To Book | 6.10 X | |||
| Price To Sales | 4.39 X | |||
| Revenue | 44.35 B | |||
| EBITDA | 9.09 B | |||
| Cash And Equivalents | 6.25 B | |||
| Cash Per Share | 2.38 X | |||
| Total Debt | 22.96 B | |||
| Debt To Equity | 144.40 % | |||
| Book Value Per Share | 11.95 X | |||
| Cash Flow From Operations | 9.81 B | |||
| Earnings Per Share | 0.99 X | |||
| Total Asset | 96.48 B | |||
About AstraZeneca PLC Performance
By analyzing AstraZeneca PLC's fundamental ratios, stakeholders can gain valuable insights into AstraZeneca PLC's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if AstraZeneca PLC has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if AstraZeneca PLC has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
AstraZeneca PLC discovers, develops, and commercializes prescription medicines in the areas of oncology, cardiovascular, renal and metabolism, respiratory, autoimmunity, infection, neuroscience, and gastroenterology worldwide. AstraZeneca PLC was founded in 1992 and is headquartered in Cambridge, the United Kingdom. ASTRAZENECA operates under Drug Manufacturers - Major classification in Germany and is traded on Frankfurt Stock Exchange. It employs 64400 people.Things to note about AstraZeneca PLC performance evaluation
Checking the ongoing alerts about AstraZeneca PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for AstraZeneca PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| AstraZeneca PLC generated a negative expected return over the last 90 days | |
| AstraZeneca PLC has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| AstraZeneca PLC has accumulated 22.96 B in total debt with debt to equity ratio (D/E) of 144.4, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. AstraZeneca PLC has a current ratio of 0.93, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist AstraZeneca PLC until it has trouble settling it off, either with new capital or with free cash flow. So, AstraZeneca PLC's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like AstraZeneca PLC sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for AstraZeneca to invest in growth at high rates of return. When we think about AstraZeneca PLC's use of debt, we should always consider it together with cash and equity. |
- Analyzing AstraZeneca PLC's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether AstraZeneca PLC's stock is overvalued or undervalued compared to its peers.
- Examining AstraZeneca PLC's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating AstraZeneca PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of AstraZeneca PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of AstraZeneca PLC's stock. These opinions can provide insight into AstraZeneca PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for AstraZeneca Stock analysis
When running AstraZeneca PLC's price analysis, check to measure AstraZeneca PLC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy AstraZeneca PLC is operating at the current time. Most of AstraZeneca PLC's value examination focuses on studying past and present price action to predict the probability of AstraZeneca PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move AstraZeneca PLC's price. Additionally, you may evaluate how the addition of AstraZeneca PLC to your portfolios can decrease your overall portfolio volatility.
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