# AstraZeneca PLC (AZN) fundamentals

Data as of 2026-11-04. NYSE, United States. Sector: Healthcare / Pharmaceuticals. Price $183.88, market value $285.2 billion.

## Valuation
- **P/E (trailing): 26.0×** (5-yr avg 294.1×, 3-yr avg 29.9×). AstraZeneca PLC trades at 26.0× trailing earnings, well below its own five-year average of 294.1×: cheap by its own standards. The Healthcare median in the September 2026 study was 28.5×. Forward P/E is 16.2×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.36**. A PEG of 0.36 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 4.6×**. Each dollar of revenue is priced at 4.6×.
- **Price / book: 5.5×**. The shares trade at 5.5× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **EV / EBITDA: 14.9×**. Enterprise value is 14.9× operating earnings before depreciation, the multiple that ignores how the company is financed.
- **Free-cash-flow yield: 2.1%** (5-yr avg 4.3%). Free cash flow equals 2.1% of the market value, below its five-year average of 4.3%, so the shares are pricier on cash than usual.
- **Earnings yield: 3.8%**. The inverse of the P/E: 3.8% of the price is earned each year.

## Profitability
- **Gross margin: 81.9%**. AstraZeneca PLC keeps 81.9% of revenue after the direct cost of what it sells, the kind of margin that comes with software, brands or pricing power.
- **Operating margin: 22.8%**. 22.8% of revenue is left after running the business, a healthy level in most sectors.
- **Net margin: 17.4%**. 17.4% of each dollar of sales reaches the bottom line.
- **Return on equity: 21.0%**. 21.0% on shareholders' equity is excellent if it is not driven by leverage; sustained above 20% usually signals a competitive advantage.
- **Return on invested capital: 17.1%**. Return on all capital, debt included, is 17.1%: comfortably above what that capital costs.
- **Return on assets: 9.2%**. Each dollar of assets produces 9.2% of profit.

## Growth
- **Revenue growth (1 yr): 8.6%** (3-yr 9.8%/yr, 5-yr 17.2%/yr). Revenue grew 8.6% over the last year, against 17.2% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): 45.3%** (3-yr 45.8%/yr, 5-yr 21.8%/yr). Earnings per share rose 45.3%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): 10.5%/yr**. Free cash flow has compounded at 10.5% a year over three years, lagging earnings: check whether profits are turning into cash.

## Financial health
- **Debt to equity: 0.51**. Debt is 0.51 times equity, moderate leverage.
- **Net debt / EBITDA: 0.9×**. It would take 0.9 years of operating earnings to repay net borrowings, within the comfortable range.
- **Interest coverage: 8.0×**. Operating profit covers interest 8.0× over, a safe margin.
- **Current ratio: 0.94** (quick 0.94). Current liabilities exceed current assets, so the company depends on ongoing cash generation or refinancing to pay the next year's bills.
- **Altman Z-score: 4.11**. A Z-score of 4.11 places the company in the safe zone for bankruptcy risk.
- **Piotroski F-score: 8/9**. 8 of 9 fundamental checks pass: strong and improving financials.

## Dividends
- **Dividend yield: 1.74%** ($3.23 per share, trailing). AstraZeneca PLC yields 1.74%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 49%** (81% of free cash flow). 49% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 12**. 12 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 2.3%/yr** (1-yr 5.4%). The dividend has grown 2.3% a year over five years.
- **Shareholder yield: 2.0%**. Dividends plus net buybacks return 2.0% of the market value a year.

## Analyst view
- **Analyst consensus: buy** (12 analysts). 12 analysts cover AstraZeneca PLC; the consensus is buy, with an average price target of $206.66 (+12% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 14.4%** (YTD 2.5%, 3-mo 18.1%). The shares are up 14.4% over twelve months including dividends.
- **From 52-week high: -13.6%** (19.9% above the low). Trading 14% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 75**. An RSI of 75 is in overbought territory; short-term pullbacks are common from here.
- **Beta (1 yr): 0.17** (volatility 28%). Beta of 0.17 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=AZN · Page: https://foliofundamentals.com/stocks/azn

Not investment advice.