AMGEN Inc vs Gilead Sciences Inc

AMGEN Inc (AMGN) is slightly overvalued and Gilead Sciences Inc (GILD) is overvalued.

Both trade above our estimate of their intrinsic value. AMGN is the closer of the two: -11%, against -37% for GILD.

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

Gilead Sciences Inc (GILD)

Discounting its cash flows at 7.3% (average of 2 methods) values the shares at $111.56; the price of $152.67 is 37% above that value, and 82% of that value comes from beyond year five.

Leak Score 61/100 on 9 of 12 signals

MetricAMGNGILD
VerdictSlightly overvaluedOvervalued
Price$410.24$152.67
Intrinsic value$369.87$111.56
Margin of safety-11%-37%
Leak Score51/100 (10/12)61/100 (9/12)
Market cap$221.8B$189.3B
Revenue growth, 5 years7.8%3.6%
Operating margin33.3%39.0%
Net margin22.9%-10.6%
Return on equity91.5%-20.6%
Debt to equity4.902.22
P/E25.5x
Forward P/E16.8x15.4x
P/B19.0x16.0x
Dividend yield2.5%2.1%

All stocks in Drug Manufacturers - General