Amneal Pharmaceuticals, Inc. Class A Common Stock (AMRX)vsTakeda Pharmaceutical Co Ltd ADR (TAK)
AMRX
Amneal Pharmaceuticals, Inc. Class A Common Stock
$12.26
+1.57%
HEALTHCARE · Cap: $3.80B
TAK
Takeda Pharmaceutical Co Ltd ADR
$18.29
+1.39%
HEALTHCARE · Cap: $56.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Takeda Pharmaceutical Co Ltd ADR generates 147794% more annual revenue ($4.46T vs $3.02B). TAK leads profitability with a 2.5% profit margin vs 2.4%. AMRX trades at a lower P/E of 54.9x. TAK earns a higher WallStSmart Score of 60/100 (C).
AMRX
Hold46
out of 100
Grade: D+
TAK
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.7%
Fair Value
$10.30
Current Price
$12.26
$1.96 premium
Margin of Safety
-77.5%
Fair Value
$10.30
Current Price
$18.29
$7.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Growing faster than its price suggests
Reasonable price relative to book value
Generating 317.5B in free cash flow
Large-cap with strong market position
Areas to Watch
2.6% earnings growth
2.4% margin — thin
Premium valuation, high expectations priced in
ROE of -8.8% — below average capital efficiency
4.2% revenue growth
3.3% earnings growth
ROE of 1.5% — below average capital efficiency
2.5% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AMRX
Revenue growth of 11.5% demonstrates continued momentum.
Bull Case : TAK
The strongest argument for TAK centers on PEG Ratio, Price/Book, Free Cash Flow. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bear Case : AMRX
The primary concerns for AMRX are EPS Growth, Profit Margin, P/E Ratio. A P/E of 54.9x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Bear Case : TAK
The primary concerns for TAK are Revenue Growth, EPS Growth, Return on Equity. A P/E of 82.0x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMRX carries more volatility with a beta of 1.30 — expect wider price swings.
AMRX is growing revenue faster at 11.5% — sustainability is the question.
TAK generates stronger free cash flow (317.5B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - SPECIALTY & GENERIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TAK scores higher overall (60/100 vs 46/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amneal Pharmaceuticals, Inc. Class A Common Stock
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Amneal Pharmaceuticals, Inc. develops, licenses, manufactures, markets and distributes generic and specialty pharmaceutical products for various dosage forms and therapeutic areas. The company is headquartered in Bridgewater, New Jersey.
Takeda Pharmaceutical Co Ltd ADR
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Takeda Pharmaceutical Company Limited is engaged in the research, development, manufacture and marketing of pharmaceuticals, over-the-counter drugs and quasi-drug consumer products, and other health care products. The company is headquartered in Tokyo, Japan.
Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
Want to dig deeper into these stocks?