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AstraZeneca PLC (AZN)

Equity · Currency in USD · Last updated Dec 7, 2023
SummaryFinancials

Company Info

ISINUS0463531089
CUSIP046353108
SectorHealthcare
IndustryDrug Manufacturers—General

Highlights

Market Cap$201.55B
EPS$1.89
PE Ratio33.79
PEG Ratio0.50
Revenue (TTM)$44.99B
Gross Profit (TTM)$35.73B
EBITDA (TTM)$18.71B
Year Range$61.22 - $76.06
Target Price$82.69
Short %0.27%
Short Ratio1.11

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in AstraZeneca PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-15.00%-10.00%-5.00%0.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
-13.79%
5.95%
AZN (AstraZeneca PLC)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with AZN

AstraZeneca PLC

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Return

AstraZeneca PLC had a return of -4.22% year-to-date (YTD) and -5.29% in the last 12 months. Over the past 10 years, AstraZeneca PLC had an annualized return of 12.15%, outperforming the S&P 500 benchmark which had an annualized return of 9.70%.


PeriodReturnBenchmark
Year-To-Date-4.22%18.49%
1 month-0.72%4.20%
6 months-12.69%6.60%
1 year-5.29%15.43%
5 years (annualized)13.75%11.59%
10 years (annualized)12.15%9.70%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-0.19%-2.07%0.18%-4.79%-0.15%-6.63%2.15%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AZN
AstraZeneca PLC
-0.23
^GSPC
S&P 500
1.00

Sharpe Ratio

The current AstraZeneca PLC Sharpe ratio is -0.23. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio0.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.23
1.00
AZN (AstraZeneca PLC)
Benchmark (^GSPC)

Dividend History

AstraZeneca PLC granted a 2.28% dividend yield in the last twelve months. The annual payout for that period amounted to $1.45 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$1.45$1.45$1.40$1.40$1.40$1.37$1.37$1.37$1.38$1.40$1.40$1.43

Dividend yield

2.28%2.14%2.40%2.80%2.81%3.61%3.95%5.01%4.06%3.98%4.72%6.03%

Monthly Dividends

The table displays the monthly dividend distributions for AstraZeneca PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.99$0.00$0.00$0.00$0.00$0.00$0.47$0.00$0.00$0.00
2022$0.00$0.99$0.00$0.00$0.00$0.00$0.00$0.47$0.00$0.00$0.00$0.00
2021$0.00$0.95$0.00$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00
2020$0.00$0.95$0.00$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00
2019$0.00$0.95$0.00$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00
2018$0.00$0.93$0.00$0.00$0.00$0.00$0.00$0.44$0.00$0.00$0.00$0.00
2017$0.00$0.93$0.00$0.00$0.00$0.00$0.00$0.44$0.00$0.00$0.00$0.00
2016$0.00$0.93$0.00$0.00$0.00$0.00$0.00$0.44$0.00$0.00$0.00$0.00
2015$0.00$0.94$0.00$0.00$0.00$0.00$0.00$0.44$0.00$0.00$0.00$0.00
2014$0.00$0.95$0.00$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00
2013$0.00$0.95$0.00$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00
2012$0.98$0.00$0.00$0.00$0.00$0.00$0.45$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
AZN
2.28%
Market bottom
1.04%
Market top
5.31%
AstraZeneca PLC has a dividend yield of 2.28%, which is quite average when compared to the overall market.
Payout Ratio
AZN
40.28%
Market bottom
18.81%
Market top
64.68%
AstraZeneca PLC has a payout ratio of 40.28%, which is quite average when compared to the overall market. This suggests that AstraZeneca PLC strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-15.57%
-5.15%
AZN (AstraZeneca PLC)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the AstraZeneca PLC. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the AstraZeneca PLC was 48.94%, occurring on Mar 9, 2009. Recovery took 977 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.94%Oct 26, 2006594Mar 9, 2009977Jan 24, 20131571
-43.5%Mar 4, 2002127Aug 30, 2002382Mar 9, 2004509
-34.31%Apr 7, 1998476Feb 24, 200094Jul 10, 2000570
-31.26%Mar 10, 2004221Jan 24, 2005229Dec 19, 2005450
-29.82%May 2, 2014653Dec 1, 2016272Jan 2, 2018925

Volatility Chart

The current AstraZeneca PLC volatility is 4.68%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
4.68%
2.92%
AZN (AstraZeneca PLC)
Benchmark (^GSPC)