Value
5.4/10data confidence 100%| Component | Sub-score |
|---|---|
| P/E | 4.7 |
| P/S | 7.1 |
| EV/EBITDA | 2.7 |
| Fwd P/E | 5.7 |
| PEG | 5.4 |
| Analyst target | 6.0 |
- ▸Forward P/E: 22.7x
- ▸PEG: 1.39
AZN · Why this verdict
Why AstraZeneca (AZN) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score5.8/10
ConfidenceMEDIUM
MacroNEUTRAL
Per-dimension breakdown
Quality
7.1/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 7.8 |
| ROA | 5.7 |
| Gross margin | 10.0 |
| Op margin | 10.0 |
| Net margin | 8.6 |
| Current ratio | 3.6 |
| FCF quality | 4.9 |
| Moat | 8.2 |
| Rule of 40 | 3.0 |
| Piotroski F | 8.9 |
- ▸Strong margins: 17%
- ▸Earnings quality warning: 63% FCF/NI
- ▸Wide economic moat
- ▸Compounder quality: strong returns + growth
Growth
4.3/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 5.6 |
| EPS growth | 3.1 |
Momentum
3.1/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 3.5 |
| MACD | 3.9 |
| OBV | 1.0 |
| MA position | 2.5 |
| Volume | 4.8 |
- ▸Volume distribution (falling OBV)
Sentiment
8.3/10data confidence 100%| Component | Sub-score |
|---|---|
| LLM sentiment | 8.6 |
| Analyst rating | 8.2 |
| Price target | 8.2 |
- ▸LLM news sentiment: +0.73 (n=4)
- ▸Light analyst coverage (10.0) — signal dampened
- ▸Analyst upside: 26%
Insider
6.8/10data confidence 75%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 8.4 |
| notable moves | 7.0 |
- ▸Negligible insider selling — $2,209,482 (0.001% of mkt cap)
- ▸Institutions accumulating
Peer rank
5.1/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 3.1 |
| quality rank | 4.2 |
| growth rank | 8.1 |
- ▸Industry growth leader
Technical
7.5/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 8.0 |
| support resistance | 7.5 |
| 52w position | 7.0 |
Risk (lower is worse)
6.9/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 9.9 |
| days to cover | 10.0 |
| volatility | 6.9 |
| put call | 0.0 |
| implied vol | 5.6 |
| beta | 10.0 |
| debt equity | 6.7 |
| news risk | 6.0 |
- ▸Elevated put/call: 2.45
Catalyst
5.5/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 6.7 |
| earnings timing | 5.0 |
| surprise avg | 3.4 |
| dividend safety | 4.8 |
| news activity | 8.0 |
- ▸Strong earnings: 3B/1M
- ▸Yield trap warning: high yield but unsafe
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (6)
- ASYMMETRY:1.9>=1.5
- INSIDER:OK
- 8K:CLEAN
- EARNINGS_PROXIMITY:45d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (1)
- MOMENTUM:3.1<4.5
Warning (0)
none
Reward-to-Risk
1.85
Upside
+9.3%
Downside
5.0%
Sizing output
AVOID
SetupUNKNOWN — No clear chart pattern; technical signals are mixed
EdgeNO_EDGE — No clear edge identified
SuitabilityMODERATE — Balanced profile
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: ASYMMETRY:1.9>=1.5. Top dim: Sentiment at 8.3; weakest: Momentum at 3.1. No conviction either direction.
The strongest dimensions are Sentiment at 8.3, Technical at 7.5, and Quality at 7.1; the weakest are Momentum at 3.1, Growth at 4.3, and Peer rank at 5.1. The V9 engine flagged 1 failed gate, producing an asymmetric reward-to-risk of 1.85 and an engine sizing output of AVOID.