WallStSmart

AstraZeneca PLC (AZN)vsHealthEquity Inc (HQY)

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Smart Verdict

WallStSmart Research — data-driven comparison

AstraZeneca PLC generates 4372% more annual revenue ($58.74B vs $1.31B). AZN leads profitability with a 17.4% profit margin vs 16.4%. HQY appears more attractively valued with a PEG of 1.19. HQY earns a higher WallStSmart Score of 66/100 (B-).

AZN

Buy

64

out of 100

Grade: C+

Growth: 6.7Profit: 8.0Value: 5.3Quality: 5.0
Piotroski: 6/9Altman Z: 1.48

HQY

Strong Buy

66

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 6.7Quality: 6.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AZNUndervalued (+4.1%)

Margin of Safety

+4.1%

Fair Value

$214.51

Current Price

$186.68

$27.83 discount

UndervaluedFair: $214.51Overvalued
HQYUndervalued (+54.7%)

Margin of Safety

+54.7%

Fair Value

$169.68

Current Price

$81.48

$88.20 discount

UndervaluedFair: $169.68Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AZN5 strengths · Avg: 9.0/10
Market CapQuality
$294.17B10/10

Mega-cap, among the largest globally

EPS GrowthGrowth
53.9%10/10

Earnings expanding 53.9% YoY

Return on EquityProfitability
22.8%9/10

Every $100 of equity generates 23 in profit

Operating MarginProfitability
21.6%8/10

Strong operational efficiency at 21.6%

Free Cash FlowQuality
$1.38B8/10

Generating 1.4B in free cash flow

HQY2 strengths · Avg: 9.0/10
EPS GrowthGrowth
92.4%10/10

Earnings expanding 92.4% YoY

Operating MarginProfitability
21.6%8/10

Strong operational efficiency at 21.6%

Areas to Watch

AZN4 concerns · Avg: 3.5/10
PEG RatioValuation
1.554/10

Expensive relative to growth rate

P/E RatioValuation
29.0x4/10

Moderate valuation

Revenue GrowthGrowth
4.1%4/10

4.1% revenue growth

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

HQY1 concerns · Avg: 4.0/10
P/E RatioValuation
33.5x4/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : HQY

The strongest argument for HQY centers on EPS Growth, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 21.6%. PEG of 1.19 suggests the stock is reasonably priced for its growth.

Bear Case : AZN

The primary concerns for AZN are PEG Ratio, P/E Ratio, Revenue Growth.

Bear Case : HQY

The primary concerns for HQY are P/E Ratio.

Key Dynamics to Monitor

AZN profiles as a value stock while HQY is a mature play — different risk/reward profiles.

AZN carries more volatility with a beta of 0.28 — expect wider price swings.

HQY is growing revenue faster at 7.3% — sustainability is the question.

AZN generates stronger free cash flow (1.4B), providing more financial flexibility.

Bottom Line

HQY scores higher overall (66/100 vs 64/100), backed by strong 16.4% 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.

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.

HealthEquity Inc

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

HealthEquity, Inc. provides technology-enabled service platforms to consumers and employers in the United States. The company is headquartered in Draper, Utah.

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