Amgen (AMGN) is a biotechnology company in the Health Care sector. Listed on the NASDAQ, Amgen is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $337.73.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $337.73 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 12.64% |
| Risk / Std Dev (Annualized) | 23.89% |
| Sharpe Ratio (rf=4.5%) | 0.34 |
S&P 500 Context
- Sector: Health Care
- Sub-Industry: Biotechnology
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 12.64% with an annualized volatility of 23.89%. The Sharpe ratio of 0.34 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 182.28B |
| Enterprise Value | 227.56B |
| Trailing P/E | 23.99 |
| Forward P/E | 14.39 |
| Price to Book | 19.83 |
| Price to Sales | 4.9 |
| EV/Revenue | 6.11 |
| EV/EBITDA | 13.45 |
| Profitability | | | Profit Margin | 20.96% | | Operating Margin | 33.8% | | ROE | 101.32% | | ROA | 8.35% |
| Growth | | | Revenue Growth | 5.8% | | Earnings Growth | 4.4% |
| Dividend | | | Dividend Yield | 298.0% | | Payout Ratio | 67.22% | | 5Y Avg Yield | 307.0% |
| Financial Health | | | Total Revenue | 37.22B | | Total Debt | 57.32B | | Total Cash | 12.04B | | Free Cash Flow | 7.44B | | Operating Cash Flow | 10.76B |
| Price & Technical | | | 52W High | $391.29$ | | 52W Low | $267.83$ | | 50-Day Avg | $340.45$ | | 200-Day Avg | $329.85$ | | Beta | 0.42 | | Shares Outstanding | 0.54B | | Float Shares | 0.54B | | Insider Holdings | 0.22% | | Institutional Holdings | 85.43% | | Short Ratio | 4.38 | | Short % of Float | 2.2% |
| Analyst Targets | | | Target High | $427.0$ | | Target Low | $200.0$ | | Target Mean | $352.5$ | | Target Median | $352.5$ | | # of Analysts | 30 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.