WallStSmart

AstraZeneca PLC (AZN)vsCarlsmed, Inc. (CARL)

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Smart Verdict

WallStSmart Research — data-driven comparison

AstraZeneca PLC generates 96852% more annual revenue ($61.37B vs $63.30M). AZN leads profitability with a 17.0% profit margin vs -57.4%. AZN earns a higher WallStSmart Score of 60/100 (C+).

AZN

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 6.7Quality: 5.0
Piotroski: 6/9Altman Z: 1.48

CARL

Avoid

30

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 5.0Quality: 8.5
Piotroski: 6/9Altman Z: 1.52
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AZNUndervalued (+18.4%)

Margin of Safety

+18.4%

Fair Value

$196.10

Current Price

$160.17

$35.93 discount

UndervaluedFair: $196.10Overvalued

Intrinsic value data unavailable for CARL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AZN4 strengths · Avg: 8.8/10
Market CapQuality
$252.33B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
20.8%9/10

Every $100 of equity generates 21 in profit

Operating MarginProfitability
23.5%8/10

Strong operational efficiency at 23.5%

Free Cash FlowQuality
$2.13B8/10

Generating 2.1B in free cash flow

CARL2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
56.7%10/10

Revenue surging 56.7% year-over-year

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

Areas to Watch

AZN2 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.5%4/10

2.5% earnings growth

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

CARL4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Altman Z-ScoreHealth
1.524/10

Distress zone — elevated risk

Market CapQuality
$402.17M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-43.1%2/10

ROE of -43.1% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : AZN

The strongest argument for AZN centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.0% and operating margin at 23.5%. PEG of 1.28 suggests the stock is reasonably priced for its growth.

Bull Case : CARL

The strongest argument for CARL centers on Revenue Growth, Debt/Equity. Revenue growth of 56.7% demonstrates continued momentum.

Bear Case : AZN

The primary concerns for AZN are EPS Growth, Altman Z-Score.

Bear Case : CARL

The primary concerns for CARL are EPS Growth, Altman Z-Score, Market Cap.

Key Dynamics to Monitor

AZN profiles as a mature stock while CARL is a hypergrowth play — different risk/reward profiles.

CARL is growing revenue faster at 56.7% — sustainability is the question.

AZN generates stronger free cash flow (2.1B), providing more financial flexibility.

Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AZN scores higher overall (60/100 vs 30/100), backed by strong 17.0% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

AstraZeneca PLC

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

AstraZeneca PLC discovers, develops, manufactures and markets prescription drugs in the areas of oncology, cardiovascular, renal and metabolism, respiratory, infections, neuroscience and gastroenterology worldwide. The company is headquartered in Cambridge, the United Kingdom.

Carlsmed, Inc.

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

Carlsmed, Inc. develops and operates a surgical platform for the treatment of complex adult spinal deformities that enables surgeons to harness clinical intelligence, advanced image recognition, and 3D printing technologies. The company is headquartered in Carlsbad, California.

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