AstraZeneca PLC (AZN)vsBank of Montreal (BMO)
AZN
AstraZeneca PLC
$185.78
+0.93%
HEALTHCARE · Cap: $284.63B
BMO
Bank of Montreal
$136.39
-0.53%
FINANCIAL SERVICES · Cap: $94.86B
Smart Verdict
WallStSmart Research — data-driven comparison
AstraZeneca PLC generates 75% more annual revenue ($58.74B vs $33.48B). BMO leads profitability with a 27.1% profit margin vs 17.4%. BMO appears more attractively valued with a PEG of 1.46. BMO earns a higher WallStSmart Score of 75/100 (B+).
AZN
Strong Buy66
out of 100
Grade: B-
BMO
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$306.07
Current Price
$185.78
$120.29 discount
Margin of Safety
+57.3%
Fair Value
$336.32
Current Price
$136.39
$199.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 53.9% YoY
Every $100 of equity generates 23 in profit
Strong operational efficiency at 21.6%
Generating 1.4B in free cash flow
Strong operational efficiency at 39.9%
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 7.0B in free cash flow
Areas to Watch
Moderate valuation
4.1% revenue growth
Distress zone — elevated risk
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : AZN
The strongest argument for AZN centers on Market Cap, EPS Growth, Return on Equity. Profitability is solid with margins at 17.4% and operating margin at 21.6%.
Bull Case : BMO
The strongest argument for BMO centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 27.1% and operating margin at 39.9%. PEG of 1.46 suggests the stock is reasonably priced for its growth.
Bear Case : AZN
The primary concerns for AZN are P/E Ratio, Revenue Growth, Altman Z-Score.
Bear Case : BMO
No major red flags identified for BMO, but monitor valuation.
Key Dynamics to Monitor
AZN profiles as a value stock while BMO is a mature play — different risk/reward profiles.
BMO carries more volatility with a beta of 1.16 — expect wider price swings.
BMO is growing revenue faster at 10.0% — sustainability is the question.
BMO generates stronger free cash flow (7.0B), providing more financial flexibility.
Bottom Line
BMO scores higher overall (75/100 vs 66/100), backed by strong 27.1% margins. AZN offers better value entry with a 32.8% margin of safety. 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.
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.
Bank of Montreal
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Bank of Montreal offers diversified financial services primarily in North America. The company is headquartered in Montreal, Canada.
Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?