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Amgen Inc (AMGN34) Fair Value & Analysis

Healthcare · BR · Market cap R$1.0T

AI Amgen Inc AMGN34 · SA
PriceR$66.34
Fair ValueR$8.51
Upside-87.2%
Quality61/100
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Evidence: High Range R$4.71 – R$13.10 📤 Share as image

Fair value as of: Jul 19, 2026

From 26 valuation models · updated 3 days ago

Share price +6.5% over the past month.

Price vs Fair Value (12 months)

R$77.69 R$47.91 Fair Value R$8.51 Jul 2025 Jul 2026

12‑month range R$47.91 – R$77.69 · fair‑value band R$4.71 – R$13.10 · the R$66.34 price screens above the R$8.51 fair value. As of Jul 19, 2026.

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Analysis

Amgen Inc (AMGN34) currently trades at R$66.34, while our model-based Fair Value estimate is R$8.51, implying the stock looks roughly 87.2% overvalued today. We read business quality at 61/100 (solid quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Amgen Inc generated revenue of R$37.2B at a net margin of 21.0%. Revenue grew 5.8% year over year. It earns a return on equity of 101.3%. Net debt stands at R$45.5B. Fundamentals as of Jul 19, 2026

Our scenario range runs from R$4.71 (bear case) to R$13.10 (bull case); at R$66.34, the current price sits above that range. The share trades about 15% below its 52-week high and 38% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -27% fair-value upside, at -87%, AMGN34 screens richer than that median.

Key figures & financial health

Revenue (TTM) R$37.2B
Revenue growth (YoY) +5.8%
Net margin 21.0%
Return on equity 101%
Free cash flow R$8.1B FY2025
P/E ratio 25.0
More key figures
Operating margin 33.8%
EPS (TTM) R$2.60
EPS growth (YoY) +4.4%
Net debt R$45.5B FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 19, 2026. TTM = trailing twelve months.

About the company

Amgen Inc. discovers, develops, manufactures, and delivers human therapeutics worldwide. The company's principal products include Enbrel for the treatment of rheumatoid arthritis, plaque psoriasis, and psoriatic arthritis; Otezla for the treatment of adult patients with plaque psoriasis, psoriatic arthritis, and oral ulcers associated with Behçet's disease; Prolia to treat postmenopausal women with osteoporosis; XGEVA for skeletal-related events prevention; Repatha, which reduces the risks of myocardial infarction, stroke, and coronary revascularization; Nplate for the treatment of patients with immune thrombocytopenia; KYPROLIS to treat patients with relapsed or refractory multiple myeloma; Aranesp to treat a lower-than-normal number of red blood cells and anemia; EVENITY for the treatment of osteoporosis in postmenopausal for women; Vectibix to treat patients with wild-type RAS metastatic colorectal cancer; BLINCYTO for the treatment of patients with acute lymphoblastic leukemia; …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Amgen Inc reported revenue of R$36.8B in FY2025 versus R$26.0B in FY2021, a compound +9.1%/yr. Reported net income was R$7.7B in FY2025, compounding +7.0%/yr from FY2021.

Revenue +9.1%/yr
FY21 R$26.0B
FY22 R$26.3B
FY23 R$28.2B
FY24 R$33.4B
FY25 R$36.8B
Net income +7.0%/yr
FY21 R$5.9B
FY22 R$6.6B
FY23 R$6.7B
FY24 R$4.1B
FY25 R$7.7B

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Cite: Fair Value Calculator (2026). "Amgen Inc Fair Value". https://www.fairvalue-calculator.com/stock/AMGN34

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection, not financial advice.

Similar stocks

10 more Drug Manufacturers - General stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

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Eli Lilly and Company LLY $1,102 $395.92 -64%
Johnson & Johnson, JNJ 4,128 MXN 2,944 MXN -29%
AbbVie Inc ABBV $224.95 $129.90 -42%
Roche Holding 1RO €377.80 €280.03 -26%
Merck & Co MRCK34 R$75.80 R$13.54 -82%
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AstraZeneca PLC ZEG €160.70 €109.08 -32%
Novo Nordisk A/S NOVOB kr 299.95 kr 542.67 +81%
Gilead Sciences, Inc GILD 2,263 MXN 2,205 MXN -3%
Pfizer Inc PFE C$11.60 C$8.86 -24%

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Frequently asked questions

Is Amgen Inc (AMGN34) undervalued?
As of Jul 19, 2026, our model estimates a fair value of R$8.51 versus a price of R$66.34, about −87% (overvalued). Model-based estimate, not financial advice.
What is the fair value of AMGN34?
Our model-based fair value for Amgen Inc is R$8.51 (as of Jul 19, 2026), built from audited fundamentals. The current price is R$66.34.
What is the quality score of AMGN34?
Amgen Inc has a Quality Score of 61/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Amgen Inc (AMGN34)?
Amgen Inc reported trailing-twelve-month revenue of about R$37.2B (latest available figure, as of Jul 19, 2026).
What is the net profit margin of AMGN34?
The net profit margin of Amgen Inc is about 21.0%, meaning it keeps roughly 21.0% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.