Astrazeneca Plc Adr Stock Ten Year Return
| AZN Stock | USD 65.63 1.37 2.13% |
AstraZeneca PLC ADR fundamentals help investors to digest information that contributes to AstraZeneca PLC's financial success or failures. It also enables traders to predict the movement of AstraZeneca Stock. The fundamental analysis module provides a way to measure AstraZeneca PLC's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to AstraZeneca PLC stock.
AstraZeneca | Ten Year Return |
AstraZeneca PLC ADR Company Ten Year Return Analysis
AstraZeneca PLC's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
AstraZeneca Ten Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for AstraZeneca PLC is extremely important. It helps to project a fair market value of AstraZeneca Stock properly, considering its historical fundamentals such as Ten Year Return. Since AstraZeneca PLC's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of AstraZeneca PLC's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of AstraZeneca PLC's interrelated accounts and indicators.
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Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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AstraZeneca Return On Tangible Assets
Return On Tangible Assets |
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Based on the latest financial disclosure, AstraZeneca PLC ADR has a Ten Year Return of 0.0%. This indicator is about the same for the Pharmaceuticals average (which is currently at 0.0) sector and about the same as Health Care (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
AstraZeneca Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses AstraZeneca PLC's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of AstraZeneca PLC could also be used in its relative valuation, which is a method of valuing AstraZeneca PLC by comparing valuation metrics of similar companies.AstraZeneca PLC is currently under evaluation in ten year return category among its peers.
AstraZeneca PLC Current Valuation Drivers
We derive many important indicators used in calculating different scores of AstraZeneca PLC from analyzing AstraZeneca PLC's financial statements. These drivers represent accounts that assess AstraZeneca PLC's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of AstraZeneca PLC's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 131.1B | 131.2B | 166.5B | 209.9B | 210.9B | 253.6B | |
| Enterprise Value | 144.0B | 143.8B | 191.0B | 232.9B | 233.7B | 269.0B |
AstraZeneca PLC ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, AstraZeneca PLC's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to AstraZeneca PLC's managers, analysts, and investors.Environmental | Governance | Social |
AstraZeneca Fundamentals
| Return On Equity | 0.17 | ||||
| Return On Asset | 0.085 | ||||
| Profit Margin | 0.13 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 230.96 B | ||||
| Shares Outstanding | 3.1 B | ||||
| Shares Owned By Institutions | 16.75 % | ||||
| Number Of Shares Shorted | 4.63 M | ||||
| Price To Earning | 103.39 X | ||||
| Price To Book | 5.00 X | ||||
| Price To Sales | 3.97 X | ||||
| Revenue | 45.81 B | ||||
| Gross Profit | 35.73 B | ||||
| EBITDA | 12.98 B | ||||
| Net Income | 6.9 B | ||||
| Cash And Equivalents | 4.52 B | ||||
| Cash Per Share | 1.46 X | ||||
| Total Debt | 28.62 B | ||||
| Debt To Equity | 0.89 % | ||||
| Current Ratio | 0.81 X | ||||
| Book Value Per Share | 26.27 X | ||||
| Cash Flow From Operations | 10.35 B | ||||
| Short Ratio | 1.30 X | ||||
| Earnings Per Share | 2.07 X | ||||
| Price To Earnings To Growth | 0.71 X | ||||
| Target Price | 88.27 | ||||
| Number Of Employees | 89.9 K | ||||
| Beta | 0.18 | ||||
| Market Capitalization | 203.49 B | ||||
| Total Asset | 101.12 B | ||||
| Retained Earnings | 4.52 B | ||||
| Working Capital | (5.49 B) | ||||
| Current Asset | 16.01 B | ||||
| Current Liabilities | 14.87 B | ||||
| Annual Yield | 0.02 % | ||||
| Five Year Return | 2.99 % | ||||
| Net Asset | 101.12 B | ||||
| Last Dividend Paid | 2.97 |
About AstraZeneca PLC Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze AstraZeneca PLC ADR's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of AstraZeneca PLC using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of AstraZeneca PLC ADR based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with AstraZeneca PLC
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if AstraZeneca PLC position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in AstraZeneca PLC will appreciate offsetting losses from the drop in the long position's value.Moving together with AstraZeneca Stock
Moving against AstraZeneca Stock
| 0.89 | GILD | Gilead Sciences | PairCorr |
| 0.88 | BMY | Bristol Myers Squibb Aggressive Push | PairCorr |
| 0.71 | EWTX | Edgewise Therapeutics | PairCorr |
| 0.53 | VRDN | Viridian Therapeutics | PairCorr |
| 0.4 | KZR | Kezar Life Sciences | PairCorr |
The ability to find closely correlated positions to AstraZeneca PLC could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace AstraZeneca PLC when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back AstraZeneca PLC - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling AstraZeneca PLC ADR to buy it.
The correlation of AstraZeneca PLC is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as AstraZeneca PLC moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if AstraZeneca PLC ADR moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for AstraZeneca PLC can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out AstraZeneca PLC Piotroski F Score and AstraZeneca PLC Altman Z Score analysis. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Is Pharmaceuticals space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of AstraZeneca PLC. If investors know AstraZeneca will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about AstraZeneca PLC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.034 | Dividend Share 2.97 | Earnings Share 2.07 | Revenue Per Share 2.7424 | Quarterly Revenue Growth 0.18 |
The market value of AstraZeneca PLC ADR is measured differently than its book value, which is the value of AstraZeneca that is recorded on the company's balance sheet. Investors also form their own opinion of AstraZeneca PLC's value that differs from its market value or its book value, called intrinsic value, which is AstraZeneca PLC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because AstraZeneca PLC's market value can be influenced by many factors that don't directly affect AstraZeneca PLC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between AstraZeneca PLC's value and its price as these two are different measures arrived at by different means. Investors typically determine if AstraZeneca PLC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AstraZeneca PLC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.