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Amgen Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals align: quality at a discount to the sector
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4 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
Profitability
4/4
Debt & liquidity
1/3
Efficiency
2/2
Revenue grew 10.0% year over year — +70% above the sector median — while EPS growth of 88.2% ran well ahead of the sector median 7.3%, a gap that few peers in Health Care can match at this scale. ROE of 106.1% sits +298% above the sector median, and the F-Score of 7/9 reflects a profitable, efficient operation, though the Leverage & Liquidity sub-score of 1/3 flags that the balance sheet carries more strain than the sector norm — Debt/EBITDA of 3.5× exceeds the sector median 3.1× by +15%. Valuation sits near the sector middle on most multiples, though P/B of 25.6× is +323% above the sector median 6.0×, which reflects the high ROE rather than a premium for growth alone. The forward PEG reads as stretched, and while Amgen Inc. has beaten consensus estimates in most recent quarters, the realized three-year EPS CAGR of {{value:eps_cagr_3y}} trails what the market models — a gap worth holding in view.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| ABBV | AbbVie | 8/9 | 15 367% |
Quarter-by-quarter classification · a retrospective read by the current logic · not a price forecast
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice. The method did not see these quarters in real time; this is the current logic applied to past reports.
The market prices in earnings growth; analyst sentiment is steady; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When Amgen reports on 2026-11-02, track revenue growth year over year against the current 5.86% figure and whether EPS momentum — now 7.32× the sector median — holds. Also recheck the current ratio, which sits 18% below the sector median at 1.40, to see if liquidity pressure is easing or widening.
On SEC EDGAR, open Amgen's most recent 10-K and focus on the leverage and liquidity section — the F-Score flags 1/3 there, a weak spot against an otherwise clean 4/4 profitability read. Management's discussion should explain the debt load that drives the P/B of 6.04×, which is 4.2× the sector median.
From the alphabetical same-sector table in section 06, pick two or three companies yourself and line up one metric — current ratio or P/B are natural choices given Amgen's readings. No company in that table is ranked; the goal is to place Amgen's figures in a broader sector context rather than draw a verdict.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: +5%-16%+41%-22%
Over 4 years: 2.885.284.403.51
Over 4 years: +1%+7%+19%+10%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 8 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +9% |
| 25% |
| ABT | Abbott | 6/9 | 13% | +6% | 18% |
| AMGN | Amgen Inc. | 7/9 | 106% | +10% | 25% |
| BMY | Bristol-Myers Squibb | 8/9 | 41% | -0% | — |
| CVS | CVS Health | 6/9 | 2% | +8% | 1% |
| DHR | Danaher | 5/9 | 7% | +3% | 19% |
| GILD | Gilead Sciences | 8/9 | 40% | +2% | 34% |
| ISRG | Intuitive Surgical | 6/9 | 17% | +21% | 29% |
| JNJ | Johnson & Johnson | 4/9 | 35% | +6% | — |
| LLY | Eli Lilly | 7/9 | 101% | +45% | — |
| MRK | Merck | 4/9 | 37% | +1% | — |
| PFE | Pfizer | 5/9 | 9% | -2% | — |
| TMO | Thermo Fisher | 5/9 | 13% | +4% | 17% |
| UNH | UnitedHealth | 7/9 | 18% | +12% | 4% |
A sample of 14 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
A simplified retrospective read: no analyst forecast (not available historically); the source is the annual report as of the date, so neighbouring quarters can rest on the same data. Quarters with the same classification in a row are merged into one row — each row is one change in the read, not a separate quarter. One ticker is an illustration of the classification logic, not statistics. How we calculate →
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.