Amgen Inc (AMGN)vsAngloGold Ashanti plc (AU)
AMGN
Amgen Inc
$353.93
-0.22%
HEALTHCARE · Cap: $187.83B
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Amgen Inc generates 271% more annual revenue ($36.75B vs $9.89B). AU leads profitability with a 26.7% profit margin vs 21.0%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 84/100 (A-).
AMGN
Strong Buy70
out of 100
Grade: B-
AU
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.8%
Fair Value
$665.50
Current Price
$353.93
$311.57 discount
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$89.55
$153.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 106 in profit
Strong operational efficiency at 30.5%
Earnings expanding 112.1% YoY
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Every $100 of equity generates 34 in profit
Strong operational efficiency at 47.2%
Revenue surging 75.3% year-over-year
Earnings expanding 63.1% YoY
Keeps 27 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 22.0x book value
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : AMGN
The strongest argument for AMGN centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 21.0% and operating margin at 30.5%.
Bull Case : AU
The strongest argument for AU centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.7% and operating margin at 47.2%. Revenue growth of 75.3% demonstrates continued momentum.
Bear Case : AMGN
The primary concerns for AMGN are PEG Ratio, Price/Book.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Key Dynamics to Monitor
AMGN profiles as a mature stock while AU is a growth play — different risk/reward profiles.
AU carries more volatility with a beta of 0.55 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
AMGN generates stronger free cash flow (961M), providing more financial flexibility.
Bottom Line
AU scores higher overall (84/100 vs 70/100), backed by strong 26.7% margins and 75.3% revenue growth. AMGN offers better value entry with a 46.8% margin of safety. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amgen Inc
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Amgen Inc. (formerly Applied Molecular Genetics Inc.) is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California. Focused on molecular biology and biochemistry, its goal is to provide a healthcare business based on recombinant DNA technology.
Visit Website →AngloGold Ashanti plc
BASIC MATERIALS · GOLD · USA
AngloGold Ashanti Limited is a gold mining company. The company is headquartered in Johannesburg, South Africa.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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