(AMGN) Amgen - Ratings and Ratios
Exchange: NASDAQ •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US0311621009
Biologics, Oncology, Osteoporosis, Immunotherapy, Hematology
Dividends
| Dividend Yield | 2.81% |
| Yield on Cost 5y | 4.86% |
| Yield CAGR 5y | 8.90% |
| Payout Consistency | 100.0% |
| Payout Ratio | 43.5% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 26.4% |
| Value at Risk 5%th | 38.3% |
| Relative Tail Risk | -11.86% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.76 |
| Alpha | 15.78 |
| CAGR/Max DD | 0.41 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.393 |
| Beta | 0.433 |
| Beta Downside | 0.391 |
| Drawdowns 3y | |
|---|---|
| Max DD | 23.64% |
| Mean DD | 9.94% |
| Median DD | 9.80% |
Description: AMGN Amgen December 02, 2025
Amgen Inc. (NASDAQ: AMGN) is a global biotech firm that discovers, develops, manufactures, and markets a broad portfolio of human therapeutics, ranging from biologics such as Enbrel and Prolia to small-molecule drugs like Otezla and KRYSTEXXA. The company’s commercial reach spans physicians, hospitals, dialysis centers, and pharmacies, leveraging both wholesale distributors and direct-to-consumer channels. Strategic collaborations with AstraZeneca, Novartis, UCB, Kyowa Kirin, and BeiGene expand its pipeline and market access, particularly in oncology and rare-disease segments.
Key recent metrics: • 2024 Q3 revenue of $7.2 billion, up 5 % YoY, driven by strong growth in biosimilars and the launch of LUMAKRAS for KRAS-G12C cancers. • R&D intensity remains high at ~22 % of revenue, reflecting continued investment in next-generation biologics and gene-therapy platforms. • The biotech sector’s average forward-PE is ~28×, while Amgen trades at ~19×, indicating a relative valuation discount that may reflect pricing pressure on legacy biologics and patent expirations.
For a deeper quantitative assessment, consult the ValueRay analysis of AMGN to see how these fundamentals translate into risk-adjusted upside.
Piotroski VR‑10 (Strict, 0-10) 8.0
| Net Income (7.00b TTM) > 0 and > 6% of Revenue (6% = 2.16b TTM) |
| FCFTA 0.13 (>2.0%) and ΔFCFTA 5.89pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 16.95% (prev 19.84%; Δ -2.89pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.15 (>3.0%) and CFO 13.13b > Net Income 7.00b (YES >=105%, WARN >=100%) |
| Net Debt (45.14b) to EBITDA (16.54b) ratio: 2.73 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.28 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (542.0m) change vs 12m ago 0.0% (target <= -2.0% for YES) |
| Gross Margin 66.15% (prev 60.48%; Δ 5.67pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 39.73% (prev 35.80%; Δ 3.93pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 3.88 (EBITDA TTM 16.54b / Interest Expense TTM 2.86b) >= 6 (WARN >= 3) |
Altman Z'' 0.53
| (A) 0.07 = (Total Current Assets 27.89b - Total Current Liabilities 21.79b) / Total Assets 90.14b |
| (B) -0.26 = Retained Earnings (Balance) -23.80b / Total Assets 90.14b |
| (C) 0.12 = EBIT TTM 11.11b / Avg Total Assets 90.51b |
| (D) 0.12 = Book Value of Equity 9.62b / Total Liabilities 80.52b |
| Total Rating: 0.53 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 81.95
| 1. Piotroski 8.0pt |
| 2. FCF Yield 5.00% |
| 3. FCF Margin 32.09% |
| 4. Debt/Equity 5.67 |
| 5. Debt/Ebitda 2.73 |
| 6. ROIC - WACC (= 8.04)% |
| 7. RoE 96.19% |
| 8. Rev. Trend 90.00% |
| 9. EPS Trend 70.03% |
What is the price of AMGN shares?
As of December 03, 2025, the stock is trading at USD 338.36 with a total of 2,446,608 shares traded.
Over the past week, the price has changed by -0.81%, over one month by +15.01%, over three months by +18.77% and over the past year by +25.63%.
Over the past week, the price has changed by -0.81%, over one month by +15.01%, over three months by +18.77% and over the past year by +25.63%.
Is AMGN a buy, sell or hold?
Amgen has received a consensus analysts rating of 3.63.
Therefor, it is recommend to hold AMGN.
- Strong Buy: 10
- Buy: 5
- Hold: 14
- Sell: 1
- Strong Sell: 2
What are the forecasts/targets for the AMGN price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 322.9 | -4.6% |
| Analysts Target Price | 322.9 | -4.6% |
| ValueRay Target Price | 379.9 | 12.3% |
AMGN Fundamental Data Overview November 29, 2025
Market Cap USD = 185.54b (185.54b USD * 1.0 USD.USD)
P/E Trailing = 26.6695
P/E Forward = 15.6495
P/S = 5.1582
P/B = 19.2894
P/EG = 1.0833
Beta = 0.461
Revenue TTM = 35.96b USD
EBIT TTM = 11.11b USD
EBITDA TTM = 16.54b USD
Long Term Debt = 52.43b USD (from longTermDebt, last quarter)
Short Term Debt = 2.15b USD (from shortTermDebt, last quarter)
Debt = 54.59b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 45.14b USD (from netDebt column, last quarter)
Enterprise Value = 230.69b USD (185.54b + Debt 54.59b - CCE 9.45b)
Interest Coverage Ratio = 3.88 (Ebit TTM 11.11b / Interest Expense TTM 2.86b)
FCF Yield = 5.00% (FCF TTM 11.54b / Enterprise Value 230.69b)
FCF Margin = 32.09% (FCF TTM 11.54b / Revenue TTM 35.96b)
Net Margin = 19.48% (Net Income TTM 7.00b / Revenue TTM 35.96b)
Gross Margin = 66.15% ((Revenue TTM 35.96b - Cost of Revenue TTM 12.17b) / Revenue TTM)
Gross Margin QoQ = 67.75% (prev 67.15%)
Tobins Q-Ratio = 2.56 (Enterprise Value 230.69b / Total Assets 90.14b)
Interest Expense / Debt = 1.25% (Interest Expense 685.0m / Debt 54.59b)
Taxrate = 17.98% (705.0m / 3.92b)
NOPAT = 9.11b (EBIT 11.11b * (1 - 17.98%))
Current Ratio = 1.28 (Total Current Assets 27.89b / Total Current Liabilities 21.79b)
Debt / Equity = 5.67 (Debt 54.59b / totalStockholderEquity, last quarter 9.62b)
Debt / EBITDA = 2.73 (Net Debt 45.14b / EBITDA 16.54b)
Debt / FCF = 3.91 (Net Debt 45.14b / FCF TTM 11.54b)
Total Stockholder Equity = 7.28b (last 4 quarters mean from totalStockholderEquity)
RoA = 7.77% (Net Income 7.00b / Total Assets 90.14b)
RoE = 96.19% (Net Income TTM 7.00b / Total Stockholder Equity 7.28b)
RoCE = 18.60% (EBIT 11.11b / Capital Employed (Equity 7.28b + L.T.Debt 52.43b))
RoIC = 14.16% (NOPAT 9.11b / Invested Capital 64.35b)
WACC = 6.11% (E(185.54b)/V(240.13b) * Re(7.61%) + D(54.59b)/V(240.13b) * Rd(1.25%) * (1-Tc(0.18)))
Discount Rate = 7.61% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 81.65 | Cagr: 0.19%
[DCF Debug] Terminal Value 79.04% ; FCFE base≈9.44b ; Y1≈9.95b ; Y5≈11.73b
Fair Price DCF = 381.6 (DCF Value 205.51b / Shares Outstanding 538.5m; 5y FCF grow 5.91% → 3.0% )
EPS Correlation: 70.03 | EPS CAGR: 7.11% | SUE: 2.23 | # QB: 5
Revenue Correlation: 90.00 | Revenue CAGR: 9.30% | SUE: 4.0 | # QB: 2
EPS next Quarter (2026-03-31): EPS=5.06 | Chg30d=+0.195 | Revisions Net=+3 | Analysts=10
EPS next Year (2026-12-31): EPS=21.86 | Chg30d=+0.291 | Revisions Net=+7 | Growth EPS=+2.9% | Growth Revenue=+1.4%
P/E Trailing = 26.6695
P/E Forward = 15.6495
P/S = 5.1582
P/B = 19.2894
P/EG = 1.0833
Beta = 0.461
Revenue TTM = 35.96b USD
EBIT TTM = 11.11b USD
EBITDA TTM = 16.54b USD
Long Term Debt = 52.43b USD (from longTermDebt, last quarter)
Short Term Debt = 2.15b USD (from shortTermDebt, last quarter)
Debt = 54.59b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 45.14b USD (from netDebt column, last quarter)
Enterprise Value = 230.69b USD (185.54b + Debt 54.59b - CCE 9.45b)
Interest Coverage Ratio = 3.88 (Ebit TTM 11.11b / Interest Expense TTM 2.86b)
FCF Yield = 5.00% (FCF TTM 11.54b / Enterprise Value 230.69b)
FCF Margin = 32.09% (FCF TTM 11.54b / Revenue TTM 35.96b)
Net Margin = 19.48% (Net Income TTM 7.00b / Revenue TTM 35.96b)
Gross Margin = 66.15% ((Revenue TTM 35.96b - Cost of Revenue TTM 12.17b) / Revenue TTM)
Gross Margin QoQ = 67.75% (prev 67.15%)
Tobins Q-Ratio = 2.56 (Enterprise Value 230.69b / Total Assets 90.14b)
Interest Expense / Debt = 1.25% (Interest Expense 685.0m / Debt 54.59b)
Taxrate = 17.98% (705.0m / 3.92b)
NOPAT = 9.11b (EBIT 11.11b * (1 - 17.98%))
Current Ratio = 1.28 (Total Current Assets 27.89b / Total Current Liabilities 21.79b)
Debt / Equity = 5.67 (Debt 54.59b / totalStockholderEquity, last quarter 9.62b)
Debt / EBITDA = 2.73 (Net Debt 45.14b / EBITDA 16.54b)
Debt / FCF = 3.91 (Net Debt 45.14b / FCF TTM 11.54b)
Total Stockholder Equity = 7.28b (last 4 quarters mean from totalStockholderEquity)
RoA = 7.77% (Net Income 7.00b / Total Assets 90.14b)
RoE = 96.19% (Net Income TTM 7.00b / Total Stockholder Equity 7.28b)
RoCE = 18.60% (EBIT 11.11b / Capital Employed (Equity 7.28b + L.T.Debt 52.43b))
RoIC = 14.16% (NOPAT 9.11b / Invested Capital 64.35b)
WACC = 6.11% (E(185.54b)/V(240.13b) * Re(7.61%) + D(54.59b)/V(240.13b) * Rd(1.25%) * (1-Tc(0.18)))
Discount Rate = 7.61% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 81.65 | Cagr: 0.19%
[DCF Debug] Terminal Value 79.04% ; FCFE base≈9.44b ; Y1≈9.95b ; Y5≈11.73b
Fair Price DCF = 381.6 (DCF Value 205.51b / Shares Outstanding 538.5m; 5y FCF grow 5.91% → 3.0% )
EPS Correlation: 70.03 | EPS CAGR: 7.11% | SUE: 2.23 | # QB: 5
Revenue Correlation: 90.00 | Revenue CAGR: 9.30% | SUE: 4.0 | # QB: 2
EPS next Quarter (2026-03-31): EPS=5.06 | Chg30d=+0.195 | Revisions Net=+3 | Analysts=10
EPS next Year (2026-12-31): EPS=21.86 | Chg30d=+0.291 | Revisions Net=+7 | Growth EPS=+2.9% | Growth Revenue=+1.4%
Additional Sources for AMGN Stock
News:
Wall Street Journal |
Benzinga |
Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle