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Upturn AI Summary - About
AstraZeneca PLC(AZN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AZN
11/10/2026: AZN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
AstraZeneca is a global biopharmaceutical leader specializing in oncology, rare diseases, and innovative specialty medicines. The company has a leading position in the cancer market and has successfully diversified its portfolio through high-value acquisitions like Alexion. Its growth is primarily driven by a robust pipeline and successful label expansions for major blockbusters like Tagrisso and Farxiga. Key risks include intense competition, patent cliffs for mature assets, and exposure to global pricing regulations. The stock is generally well-suited for growth-oriented investors and those seeking reliable dividends, though investors should closely monitor clinical trial outcomes and regulatory progress as core indicators of future success.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company's focus on innovative oncology and rare disease pipelines offers significant potential for revenue expansion. |
| Momentum investor | Mixed fit | Momentum depends on positive clinical trial readouts and market reception, which can be volatile. |
| Value investor | Mixed fit | Valuation fluctuates based on the perceived long-term value of the R&D pipeline versus patent expiry concerns. |
| Dividend investor | Strong fit | AstraZeneca offers a reliable dividend yield that is attractive for income-focused portfolios. |
| Low-risk investor | Medium | While established, the pharmaceutical sector carries inherent regulatory and clinical trial risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Biotech stocks often react sharply to clinical data releases. |
| Valuation risk | Medium | Market pricing heavily incorporates future pipeline success probabilities. |
| Competition risk (Oncology/Immunology) | High | Intense competition from peers like Merck can erode market share. |
| Business quality | Strong | The company maintains a high-quality portfolio with strong margins. |
| Dividend income | Medium | Dividends are stable but secondary to growth investment priorities. |
| Execution risk | Medium | Success depends on managing complex global supply chains and regulatory approvals. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -1.89% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/10/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 293.73B USD | Price to earnings Ratio 26.79 | 1Y Target Price 208.07 |
Price to earnings Ratio 26.79 | 1Y Target Price 208.07 | ||
Volume (30-day avg) 3.1M shares | Beta 0.15 | 52 Weeks Range 152.40 - 209.11 | Updated Date 11/10/2026 |
52 Weeks Range 152.40 - 209.11 | Updated Date 11/10/2026 | ||
Dividends yield (FY) 1.73% | Basic EPS (TTM) 7.07 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Oncology | Includes treatments for lung, breast, and ovarian cancers like Tagrisso and Imfinzi. | This is the primary growth engine and profit contributor. |
| BioPharmaceuticals | Includes respiratory, cardiovascular, and metabolic drugs like Farxiga. | Provides stable cash flow from chronic disease medications. |
| Rare Disease | Specialized therapies from the Alexion portfolio. | Offers high-margin, specialized revenue streams. |
| Geography | Global operations spanning the US, Europe, and Emerging Markets. | Geographic diversity helps mitigate localized regulatory and economic risks. |
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 2026-10-30 | When Before Market | Estimate 2.6 | Actual 2.79 |
Profitability
Profit Margin 17.68% | Operating Margin (TTM) 29.57% |
Management Effectiveness
Return on Assets (TTM) 8.59% | Return on Equity (TTM) 22.57% |
Valuation
Trailing PE 26.79 | Forward PE 16.42 | Enterprise Value 316.72B | Price to Sales(TTM) 4.71 |
Enterprise Value 316.72B | Price to Sales(TTM) 4.71 | ||
Enterprise Value to Revenue 5.08 | Enterprise Value to EBITDA 14.96 | Shares Outstanding 1.55B | Shares Floating 1.54B |
Shares Outstanding 1.55B | Shares Floating 1.54B | ||
Percent Insiders 0.05 | Percent Institutions 76.63 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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