Amgen Inc (AMGN)vsEdwards Lifesciences Corp (EW)
AMGN
Amgen Inc
$353.93
+1.58%
HEALTHCARE · Cap: $187.83B
EW
Edwards Lifesciences Corp
$82.67
+1.20%
HEALTHCARE · Cap: $48.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Amgen Inc generates 506% more annual revenue ($36.75B vs $6.07B). AMGN leads profitability with a 21.0% profit margin vs 17.7%. EW appears more attractively valued with a PEG of 2.14. AMGN earns a higher WallStSmart Score of 70/100 (B-).
AMGN
Strong Buy70
out of 100
Grade: B-
EW
Buy55
out of 100
Grade: C
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
-544.4%
Fair Value
$12.31
Current Price
$82.67
$70.36 premium
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
Strong operational efficiency at 23.7%
Areas to Watch
Expensive relative to growth rate
Trading at 22.0x book value
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 76.6%
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 : EW
The strongest argument for EW centers on Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 23.7%. Revenue growth of 13.3% demonstrates continued momentum.
Bear Case : AMGN
The primary concerns for AMGN are PEG Ratio, Price/Book.
Bear Case : EW
The primary concerns for EW are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.
Key Dynamics to Monitor
EW carries more volatility with a beta of 0.93 — expect wider price swings.
EW is growing revenue faster at 13.3% — sustainability is the question.
AMGN generates stronger free cash flow (961M), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMGN scores higher overall (70/100 vs 55/100), backed by strong 21.0% margins. Both earn "Strong Buy" and "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 →Edwards Lifesciences Corp
HEALTHCARE · MEDICAL DEVICES · USA
Edwards Lifesciences is an American medical technology company headquartered in Irvine, California, specializing in artificial heart valves and hemodynamic monitoring.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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