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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
08/28/2025: 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 $86.61
1 Year Target Price $86.61
| 6 | Strong Buy |
| 5 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 17.63% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 248.13B USD | Price to earnings Ratio 30.07 | 1Y Target Price 86.61 |
Price to earnings Ratio 30.07 | 1Y Target Price 86.61 | ||
Volume (30-day avg) 12 | Beta 0.15 | 52 Weeks Range 60.83 - 85.46 | Updated Date 08/29/2025 |
52 Weeks Range 60.83 - 85.46 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.96% | Basic EPS (TTM) 2.66 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.68% | Operating Margin (TTM) 24.12% |
Management Effectiveness
Return on Assets (TTM) 8.28% | Return on Equity (TTM) 19.67% |
Valuation
Trailing PE 30.07 | Forward PE 17.21 | Enterprise Value 273862372429 | Price to Sales(TTM) 4.39 |
Enterprise Value 273862372429 | Price to Sales(TTM) 4.39 | ||
Enterprise Value to Revenue 4.85 | Enterprise Value to EBITDA 16.26 | Shares Outstanding 3100480000 | Shares Floating 1543474500 |
Shares Outstanding 3100480000 | Shares Floating 1543474500 | ||
Percent Insiders - | Percent Institutions 16.73 |
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. Astra AB was founded in 1913, while Zeneca was formed in 1993 by the demerger of the pharmaceutical and agrochemical businesses of Imperial Chemical Industries (ICI).
Core Business Areas
- Oncology: Focuses on developing and commercializing treatments for various cancers, including lung, breast, ovarian, and hematologic malignancies.
- Cardiovascular, Renal & Metabolism (CVRM): Develops and markets therapies for cardiovascular diseases, kidney diseases, and metabolic disorders like diabetes.
- Respiratory & Immunology: Focuses on treatments for respiratory diseases like asthma and COPD, as well as immunological disorders.
- Rare Disease: Addresses unmet medical needs through innovative medicines for diseases affecting small patient populations.
Leadership and Structure
Pascal Soriot is the current Chief Executive Officer. The organizational structure consists of global business units, research and development, and support functions.
Top Products and Market Share
Key Offerings
- Tagrisso (Osimertinib): A targeted therapy for non-small cell lung cancer (NSCLC) with EGFR mutations. Competitors include other EGFR inhibitors from Roche (Tarceva) and Boehringer Ingelheim (Giotrif). Expected to exceed $6 Billion in revenue in 2024. Market Share in relevant EGFR-mutated NSCLC is significant, estimated in the 30-40% range.
- Farxiga (Dapagliflozin): An SGLT2 inhibitor for diabetes, heart failure, and chronic kidney disease. Competitors include Jardiance (empagliflozin) from Boehringer Ingelheim and Invokana (canagliflozin) from Johnson & Johnson. Expected to have nearly $6 Billion in revenue for 2023. Market share is estimated in the 20-30% range for SGLT2 inhibitors.
- Imfinzi (Durvalumab): An immunotherapy for lung cancer, bladder cancer and other indications. Competitors include Keytruda from Merck and Opdivo from Bristol-Myers Squibb. Expected to exceed $4 billion in revenue for 2023. Market share is estimated to be between 5-15%.
Market Dynamics
Industry Overview
The pharmaceutical industry is experiencing growth driven by an aging population, increasing prevalence of chronic diseases, and advancements in biotechnology. High R&D costs, regulatory scrutiny, and patent expirations pose challenges.
Positioning
AstraZeneca is a major player in the pharmaceutical industry with a strong focus on oncology, cardiovascular, renal & metabolism, and respiratory & immunology. Their competitive advantage lies in their innovative pipeline and global reach.
Total Addressable Market (TAM)
The global pharmaceutical market is estimated at over $1.4 trillion USD. AstraZeneca targets a significant portion of this TAM across its therapeutic areas, particularly in oncology and CVRM.
Upturn SWOT Analysis
Strengths
- Strong oncology portfolio
- Robust pipeline of new drugs
- Global presence and distribution network
- Strong brand reputation
- Diversified product portfolio
Weaknesses
- Reliance on key products
- Exposure to patent expirations
- High R&D expenses
- Pricing pressures
- Competition
Opportunities
- Expanding into emerging markets
- Acquiring new technologies and companies
- Developing personalized medicine approaches
- Addressing unmet medical needs
- Partnering with other pharmaceutical companies
Threats
- Generic competition
- Regulatory changes
- Economic downturns
- Political instability
- Adverse clinical trial results
Competitors and Market Share
Key Competitors
- MRK
- PFE
- JNJ
- NVS
- BMY
Competitive Landscape
AstraZeneca competes with major pharmaceutical companies on innovation, pricing, and market access. Their strength is in oncology and respiratory/immunology, but faces strong competition in other therapeutic areas.
Major Acquisitions
Alexion Pharmaceuticals
- Year: 2021
- Acquisition Price (USD millions): 39000
- Strategic Rationale: Strengthened AstraZeneca's rare disease portfolio and pipeline.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data must be populated from a financial source.
Future Projections: Future Projections data must be populated from a financial source.
Recent Initiatives: AstraZeneca is investing in innovative therapies, expanding into new markets, and focusing on personalized medicine.
Summary
AstraZeneca is a strong pharmaceutical company with a robust oncology portfolio and innovative pipeline. It faces generic competition and regulatory pressures but has significant growth opportunities in emerging markets and personalized medicine. The acquisition of Alexion has significantly strengthened its rare disease segment. Overall, AstraZeneca is well-positioned for future growth but needs to navigate competitive and regulatory challenges effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AstraZeneca Investor Relations
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice. Market conditions and company performance can 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; 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; and collaboration Revna Biosciences for lung cancer treatment. 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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