AMGEN Inc vs Astrazeneca plc

AMGEN Inc (AMGN) is slightly overvalued and Astrazeneca plc (AZN) is slightly undervalued.

Against our estimates of intrinsic value, AZN trades at the wider discount: a margin of safety of +7%, against -11% for AMGN.

Values as of the 22 Sept 2026 close.

AMGEN Inc (AMGN)

Discounting its cash flows at 7.5% (average of 3 methods) values the shares at $369.87; the price of $410.24 is 11% above that value, and 81% of that value comes from beyond year five.

Leak Score 51/100 on 10 of 12 signals

Astrazeneca plc (AZN)

Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $180.20; the price of $168.37 is 7% below that value, and 82% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MetricAMGNAZN
VerdictSlightly overvaluedSlightly undervalued
Price$410.24$168.37
Intrinsic value$369.87$180.20
Margin of safety-11%+7%
Leak Score51/100 (10/12)59/100 (3/12)
Market cap$221.8B$261.1B
Revenue growth, 5 years7.8%16.3%
Operating margin33.3%22.4%
Net margin22.9%17.0%
Return on equity91.5%22.0%
Debt to equity4.900.64
P/E25.5x25.2x
Forward P/E16.8x14.6x
P/B19.0x5.2x
Dividend yield2.5%2.0%

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