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Upturn AI SWOT - About
AZN 
AstraZeneca PLC ADR (AZN)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
07/14/2025: AZN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $84.18
1 Year Target Price $84.18
| 6 | Strong Buy |
| 5 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 15.92% | Avg. Invested days 42 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 223.90B USD | Price to earnings Ratio 28.68 | 1Y Target Price 84.18 |
Price to earnings Ratio 28.68 | 1Y Target Price 84.18 | ||
Volume (30-day avg) 12 | Beta 0.17 | 52 Weeks Range 61.24 - 86.46 | Updated Date 07/14/2025 |
52 Weeks Range 61.24 - 86.46 | Updated Date 07/14/2025 | ||
Dividends yield (FY) 2.22% | Basic EPS (TTM) 2.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.14% | Operating Margin (TTM) 27.94% |
Management Effectiveness
Return on Assets (TTM) 8.16% | Return on Equity (TTM) 19.79% |
Valuation
Trailing PE 28.68 | Forward PE 15.82 | Enterprise Value 245859406939 | Price to Sales(TTM) 4.07 |
Enterprise Value 245859406939 | Price to Sales(TTM) 4.07 | ||
Enterprise Value to Revenue 4.47 | Enterprise Value to EBITDA 15.36 | Shares Outstanding 3100460032 | Shares Floating 1543211000 |
Shares Outstanding 3100460032 | Shares Floating 1543211000 | ||
Percent Insiders - | Percent Institutions 17.08 |
Upturn AI SWOT
AstraZeneca PLC ADR
Company Overview
History and Background
AstraZeneca was formed in 1999 through the merger of Astra AB of Sweden and Zeneca Group PLC of the UK. It's grown through internal research and development and strategic acquisitions, becoming a global pharmaceutical leader.
Core Business Areas
- Oncology: Research, development, and commercialization of oncology medicines for various cancers.
- Cardiovascular, Renal & Metabolism (CVRM): Development and commercialization of therapies for cardiovascular, renal, and metabolic diseases.
- Respiratory & Immunology: Development and commercialization of therapies for respiratory diseases and immunological disorders.
- Rare Disease: Development and commercialization of therapies for rare diseases.
Leadership and Structure
The leadership team consists of a CEO (Pascal Soriot) and various executive vice presidents heading different business units and functions. The organizational structure is a matrix structure, balancing global functions with regional operations.
Top Products and Market Share
Key Offerings
- Tagrisso: A targeted therapy for non-small cell lung cancer (NSCLC) with EGFR mutations. Competitors include Roche's Rozlytrek and Pfizer's Vizimpro. Expected to generate several billion USD in revenue annually.
- Farxiga/Forxiga: A SGLT2 inhibitor used to treat type 2 diabetes and heart failure. Competitors include Jardiance (Eli Lilly) and Invokana (Johnson & Johnson).
- Imfinzi: An immune checkpoint inhibitor used in various cancers, including lung cancer. Competitors include Keytruda (Merck) and Opdivo (Bristol-Myers Squibb).
- Calquence: A selective Bruton's tyrosine kinase (BTK) inhibitor for hematologic malignancies. Competitors include Imbruvica (AbbVie).
- Enhertu: A HER2-directed antibody drug conjugate (ADC) for HER2-positive breast cancer and other cancers (collaboration with Daiichi Sankyo). Competitors include Kadcyla (Roche).
Market Dynamics
Industry Overview
The pharmaceutical industry is characterized by intense research and development, strict regulatory requirements, and high competition. Key trends include personalized medicine, gene therapy, and the increasing importance of emerging markets.
Positioning
AstraZeneca is a major player in the global pharmaceutical market, with a strong focus on oncology, cardiovascular, renal & metabolism, and respiratory & immunology. Its competitive advantages include a robust pipeline of innovative drugs, global presence, and strong relationships with healthcare providers.
Total Addressable Market (TAM)
The global pharmaceutical market is estimated to be worth over $1 trillion. AstraZeneca is positioned to capture a significant share of this TAM through its diversified portfolio and innovative pipeline.
Upturn SWOT Analysis
Strengths
- Strong R&D pipeline
- Global presence and established distribution network
- Diversified product portfolio
- Focus on innovative therapies
- Strong financial performance
Weaknesses
- Reliance on key products with patent expiry risks
- Exposure to generic competition
- High R&D costs
- Dependence on regulatory approvals
- Potential for product liability issues
Opportunities
- Expansion into emerging markets
- Development of personalized medicine approaches
- Strategic acquisitions and collaborations
- Growth in biologics and biosimilars
- Increasing demand for innovative therapies
Threats
- Intense competition from other pharmaceutical companies
- Pricing pressures and healthcare reforms
- Patent expirations and generic erosion
- Regulatory challenges and delays
- Economic downturns
Competitors and Market Share
Key Competitors
- MRK
- PFE
- NVS
- LLY
- BMY
Competitive Landscape
AstraZeneca competes with other major pharmaceutical companies based on the innovation and efficacy of its drugs, pricing, and market access. AstraZeneca's strong pipeline and focus on key therapeutic areas give it a competitive edge, but it faces challenges from established competitors and generic erosion.
Major Acquisitions
Alexion Pharmaceuticals
- Year: 2021
- Acquisition Price (USD millions): 39000
- Strategic Rationale: Acquisition of Alexion added a strong rare disease portfolio to AstraZeneca.
Growth Trajectory and Initiatives
Historical Growth: Discuss AstraZeneca PLC ADR's growth trends over the past years.
Future Projections: Provide projections for AstraZeneca PLC ADR's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by AstraZeneca PLC ADR.
Summary
AstraZeneca is a strong global pharmaceutical company with a diversified portfolio and a robust pipeline. Its focus on oncology, cardiovascular, renal & metabolism, and respiratory & immunology positions it well for future growth. Patent expirations and competition remain ongoing challenges. The acquisition of Alexion added significant value to their portfolio in the rare disease therapeutic area.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (Annual Reports, SEC Filings)
- Analyst Reports (e.g., Morgan Stanley, Goldman Sachs)
- Industry Research Reports
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market data and analyst estimates are subject to change.
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. It has a strategic agreement with Tempus to develop the largest multimodal foundation model in oncology. The company has a collaboration agreement with IonQ, Inc. for the development of quantum-accelerated computational chemistry workflow for healthcare, life sciences, and chemistry; and a strategic research collaboration with CSPC Pharmaceutical Group Limited to advance the discovery and development of novel oral candidates, with the potential to treat diseases across multiple indications. AstraZeneca PLC 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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