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Upturn AI SWOT - About
AZN 
AstraZeneca PLC ADR (AZN)
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Upturn Advisory Summary
04/07/2025: AZN (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 21.65% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/07/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 230.37B USD | Price to earnings Ratio 30.43 | 1Y Target Price 85.19 |
Price to earnings Ratio 30.43 | 1Y Target Price 85.19 | ||
Volume (30-day avg) 6295052 | Beta 0.25 | 52 Weeks Range 61.88 - 86.46 | Updated Date 04/7/2025 |
52 Weeks Range 61.88 - 86.46 | Updated Date 04/7/2025 | ||
Dividends yield (FY) 2.26% | Basic EPS (TTM) 2.25 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.01% | Operating Margin (TTM) 22.72% |
Management Effectiveness
Return on Assets (TTM) 7.88% | Return on Equity (TTM) 17.59% |
Valuation
Trailing PE 30.43 | Forward PE 15.43 | Enterprise Value 243858177006 | Price to Sales(TTM) 4.26 |
Enterprise Value 243858177006 | Price to Sales(TTM) 4.26 | ||
Enterprise Value to Revenue 4.51 | Enterprise Value to EBITDA 15.8 | Shares Outstanding 3100359936 | Shares Floating 1543181144 |
Shares Outstanding 3100359936 | Shares Floating 1543181144 | ||
Percent Insiders - | Percent Institutions 17.5 |
Analyst Ratings
Rating 4.45 | Target Price 86.12 | Buy 4 | Strong Buy 6 |
Buy 4 | Strong Buy 6 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
AstraZeneca PLC ADR
Company Overview
History and Background
AstraZeneca PLC was formed in 1999 through the merger of Astra AB of Sweden and Zeneca Group PLC of the UK. Astra AB was founded in 1913 and Zeneca Group PLC was spun off from Imperial Chemical Industries (ICI) in 1993. The company has grown through strategic acquisitions and internal research & development, becoming a major player in the global pharmaceutical industry.
Core Business Areas
- Oncology: Focuses on developing and commercializing cancer therapies, including targeted therapies and immunotherapies.
- Biopharmaceuticals: Encompasses cardiovascular, renal & metabolism (CVRM), and respiratory & immunology (R&I) therapies.
- Rare Disease: Focuses on the discovery, development and commercialization of medicines for rare diseases.
Leadership and Structure
The current CEO is Pascal Soriot. AstraZeneca operates with a global structure, with research and development centers, manufacturing facilities, and commercial operations located worldwide. It is governed by a Board of Directors.
Top Products and Market Share
Key Offerings
- Tagrisso: A targeted therapy for EGFR-mutated non-small cell lung cancer (NSCLC). It holds a significant market share in its indication within the NSCLC market and generates substantial revenue. Competitors include Boehringer Ingelheim's Giotrif and other EGFR inhibitors.
- Farxiga/Forxiga: A SGLT2 inhibitor used to treat type 2 diabetes and heart failure. Competitors include Invokana (Janssen) and Jardiance (Boehringer Ingelheim).
- Imfinzi: An immunotherapy used to treat various cancers, including lung cancer and bladder cancer. Competitors include Keytruda (Merck) and Opdivo (Bristol Myers Squibb).
- Enhertu: A HER2-directed antibody drug conjugate used to treat breast cancer and other HER2-expressing cancers. It is co-developed and co-commercialized with Daiichi Sankyo. Competitors include Kadcyla (Roche).
Market Dynamics
Industry Overview
The pharmaceutical industry is characterized by high research and development costs, stringent regulatory requirements, patent protection, and intense competition. It is driven by innovation, aging populations, and increasing healthcare spending.
Positioning
AstraZeneca is positioned as a research-driven, science-led biopharmaceutical company focused on developing innovative medicines in key therapeutic areas. Its competitive advantages include a strong pipeline, global presence, and expertise in biologics and targeted therapies.
Total Addressable Market (TAM)
The global pharmaceuticals market is valued at over $1 trillion USD annually. AstraZeneca is positioned to capture a significant portion of this TAM by focusing on high-growth areas such as oncology, cardiovascular, and immunology.
Upturn SWOT Analysis
Strengths
- Strong product portfolio
- Robust pipeline of novel therapies
- Global presence and distribution network
- Expertise in key therapeutic areas
- Established research and development capabilities
Weaknesses
- Reliance on key products and patent expirations
- Exposure to regulatory risks and pricing pressures
- Competition from other major pharmaceutical companies
- Dependence on successful clinical trial outcomes
- Integration challenges from acquisitions
Opportunities
- Expanding into new markets and geographies
- Developing innovative therapies for unmet medical needs
- Leveraging digital technologies and data analytics
- Collaborating with other companies and research institutions
- Acquiring complementary assets and technologies
Threats
- Generic competition and biosimilars
- Changing regulatory landscape and healthcare policies
- Economic downturns and healthcare budget constraints
- Product liability and litigation risks
- Increasing competition from emerging market players
Competitors and Market Share
Key Competitors
- MRK
- PFE
- NVS
- BMY
- LLY
- RHHBY
Competitive Landscape
AstraZeneca faces intense competition from other major pharmaceutical companies, including Merck, Pfizer, Novartis, and Roche. It competes on the basis of product innovation, efficacy, safety, and pricing.
Major Acquisitions
Alexion Pharmaceuticals
- Year: 2021
- Acquisition Price (USD millions): 39000
- Strategic Rationale: Expanded AstraZeneca's presence in rare diseases.
Growth Trajectory and Initiatives
Historical Growth: AstraZeneca has demonstrated growth through product launches, acquisitions, and expansion into emerging markets.
Future Projections: Analysts project continued growth for AstraZeneca, driven by its strong pipeline and focus on key therapeutic areas.
Recent Initiatives: Recent initiatives include strategic acquisitions, collaborations, and investments in research and development.
Summary
AstraZeneca is a strong player in the pharmaceutical industry with a diverse product portfolio and a robust pipeline. Its focus on oncology, cardiovascular, and immunology positions it well for future growth. However, it faces challenges from generic competition, regulatory pressures, and the need to continually innovate.
Similar Companies
BMY
Bristol-Myers Squibb Company
BMY
Bristol-Myers Squibb Company
GILD
Gilead Sciences Inc
GILD
Gilead Sciences Inc
LLY
Eli Lilly and Company
LLY
Eli Lilly and Company
MRK
Merck & Company Inc
MRK
Merck & Company Inc
NVS
Novartis AG ADR
NVS
Novartis AG ADR
PFE
Pfizer Inc
PFE
Pfizer Inc
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance may change over time.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AstraZeneca PLC ADR
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 1993-05-12 | CEO & Executive Director Mr. Pascal Claude Roland Soriot D.V.M., M.B.A. | ||
Sector Healthcare | Industry Drug Manufacturers - General | Full time employees 94300 | Website https://www.astrazeneca.com |
Full time employees 94300 | Website https://www.astrazeneca.com | ||
AstraZeneca PLC, a biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines. The company offers Imjudo, Datroway, Iressa, Tagrisso, Imfinzi, Lynparza, Calquence, Enhertu, Orpathys, Truqap, Zoladex, Faslodex, Farxiga, Brilinta, Crestor, Seloken, Lokelma, Roxadustat, Andexxa, Wainua, Symbicort, Fasenra, Pulmicort, Breztri/Trixeo, Saphnelo, Tezspire, Airsupra, Ultomiris, Soliris, Strensiq, Koselugo, Kanuma, Atacand, Plendil, Modip, Splendil, Munobal, Flodil, Komboglyze, Qtern, Byetta, XIGDUO, Accolate, Accoleit, Vanticon, Beyfortus, Synagis, FluMist, tixagevimab and cilgavimab, and sipavibart. It also provides Bricanyl Respules, Eklira Genuair/Tudorza/Bretaris, Bricanyl Turbuhaler, Rhinocort, Bevespi Aerosphere, Daliresp/Daxas, Oxis Turbuhaler, Breztri Aerosphere, Duaklir Genuair, Kavigale, Evusheld, Fluenz/FluMist, and Voydeya. The company offers its products for ocology, cardiovascular, renal and metabolism, respiratory & immunology, vaccines and immune, and therapies rare diseases. It serves primary and specialty care physicians through distributors and local representative offices in the United Kingdom, the United States, Europe, and Asia. The company was formerly known as Zeneca Group PLC and changed its name to AstraZeneca PLC in April 1999. AstraZeneca PLC was incorporated in 1992 and is headquartered in Cambridge, the United Kingdom.
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