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AMGN$330.08-1.99%
Fair $330.08+0.0%

AMGN

Amgen Inc.

Healthcare / Drug Manufacturers - GeneralNasdaqGS

$330.08

-6.71 (-1.99%)

Fairly Valued+0.0%Fair Value $330.08Fund rank 32/100 · Data gapFallback financials|
SA 35/D
F-Score: 8/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.1B · quality 54.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 94/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

35/100

D

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 6.31, above the 2.0 threshold
Thesis & Journal · AMGNLocal privado en este navegador · Amgen Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$178.1B

P/E

23.0x

↑

EV/EBITDA

13.3x

↑

ROE

89.1%

↑

Gross Margin

67.2%

↑

Debt/Equity

6.31

↑
52-Week Range$330
$268$391

TradingView lightweight chart

AMGN price, volumen y niveles de valoración

Último $330.08Periodo +424.5%
Fair value: $330.08

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+5.2%

FCF CAGR

+3.8%

FCF margin

22.0%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.75B · net income $7.71B · FCF $8.10B

2007-FY → 2025-FY

Gross margin

67.2%— pts

Operating margin

24.7%-2.2% pts

Net margin

21.0%+0.1% pts

FCF margin

22.0%-5.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$36.75B$36.75B$33.42B$28.19B$26.32B$25.98B$25.42B$23.36B$23.75B$22.85B$22.99B$21.66B$20.06B$18.68B$17.27B$15.58B$15.05B$14.64B$15.00B$14.77B
Net Income$7.71B$7.71B$4.09B$6.72B$6.55B$5.89B$7.26B$7.84B$8.39B$1.98B$7.72B$6.94B$5.16B$5.08B$4.34B$3.68B$4.63B$4.61B$4.05B$3.08B
EBITDA$16.90B$16.90B$13.36B$14.80B$12.17B$11.04B$12.74B$11.88B$12.21B$11.93B$11.90B$10.58B$8.28B$7.15B$6.67B$5.37B$6.56B$6.55B$6.29B$5.18B
EPS14.2314.237.5612.4912.1110.2812.3112.8812.622.6910.249.066.706.645.524.044.794.513.772.74
Gross Margin67.2%67.2%61.5%70.0%75.7%———————————————
Operating Margin24.7%24.7%21.7%28.0%36.3%29.4%35.9%41.4%43.2%43.6%42.6%39.1%30.9%31.4%32.3%27.7%36.8%37.6%34.8%26.9%
Net Margin21.0%21.0%12.2%23.8%24.9%22.7%28.6%33.6%35.3%8.7%33.6%32.0%25.7%27.2%25.2%23.6%30.7%31.5%27.0%20.8%
Balance Sheet
Debt/Equity6.316.3110.2310.3710.644.963.502.792.361.351.011.041.171.341.391.130.450.47——
Current Ratio1.261.26——————————————————
Cash Flow
Free Cash Flow$8.10B$8.10B$10.39B$7.36B$8.79B$8.38B$9.89B$8.53B$10.56B$10.51B$9.62B$9.14B$8.23B$5.60B$5.19B$4.55B$5.21B$5.81B$5.32B$4.13B
Returns
ROE89.1%89.1%69.6%107.8%179.0%88.0%77.2%81.1%67.2%7.8%25.8%24.7%20.0%23.0%22.8%19.4%19.3%20.3%19.4%16.6%
Valuation
P/E22.9522.9534.5524.2622.73———————————————
EV/EBITDA13.2813.2814.1814.6414.81———————————————
P/B20.6620.6624.0526.1640.67———————————————
Growth & Yield
Revenue Growth10.0%10.0%18.6%7.1%—2.2%8.8%-1.6%3.9%-0.6%6.1%8.0%7.4%8.2%10.8%3.5%2.8%-2.4%1.6%—
EPS Growth88.2%88.2%-39.5%3.1%—-16.5%-4.4%2.1%369.1%-73.7%13.0%35.2%0.9%20.3%36.6%-15.7%6.2%19.6%37.6%—
Dividend Yield3.0%3.0%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

27.2%

muy exigente

EPS terminal req.

$29.29

Spread vs growth

61.0%

5Y implied EPS CAGR

20.0%

exigente

EPS terminal req.

$35.44

Spread vs growth

68.2%

10Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$57.08

Spread vs growth

73.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +17.5%

Total return

+17.5%

Start / end P/E

38.1x → 23.2x

EPS bridge

7.56 → 14.23

Residual

-34.5%

EPS growth+88.2%
Multiple rerating-39.1%
Dividend+3.0%
Residual / FX / buybacks / cross-term-34.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.