Amgen Inc (AMGN)vsSeagate Technology PLC (STX)
AMGN
Amgen Inc
$338.02
+2.43%
HEALTHCARE · Cap: $182.22B
STX
Seagate Technology PLC
$673.64
+4.72%
TECHNOLOGY · Cap: $131.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Amgen Inc generates 265% more annual revenue ($36.75B vs $10.06B). AMGN leads profitability with a 21.0% profit margin vs 19.6%. STX appears more attractively valued with a PEG of 0.89. STX earns a higher WallStSmart Score of 72/100 (B).
AMGN
Strong Buy70
out of 100
Grade: B-
STX
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.8%
Fair Value
$318.30
Current Price
$338.02
$19.72 premium
Intrinsic value data unavailable for STX.
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
Earnings expanding 67.7% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 29.9%
Revenue surging 21.5% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 21.0x book value
Premium valuation, high expectations priced in
Trading at 320.8x book value
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 : STX
The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.
Bear Case : AMGN
The primary concerns for AMGN are PEG Ratio, Price/Book.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 66.2x leaves little room for execution misses.
Key Dynamics to Monitor
AMGN profiles as a mature stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 1.63 — expect wider price swings.
STX is growing revenue faster at 21.5% — sustainability is the question.
AMGN generates stronger free cash flow (961M), providing more financial flexibility.
Bottom Line
STX scores higher overall (72/100 vs 70/100), backed by strong 19.6% margins and 21.5% revenue growth. Both earn "Strong 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 →Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?