GSK reported 5% year-over-year sales growth at constant currency and a core operating margin of 34.6%. Management reaffirmed its previous full-year guidance of 3%-5% constant-currency sales growth and 7%-9% core operating profit growth, with both expected in the upper half of their ranges.
GSK's portfolio has recently been augmented by launches in respiratory immunology (Exdensur), long-acting HIV drugs (Cabenuva), and oncology (Blenrep, and so on).
HIV patent pressure on GSK's key drugs will likely begin around 2028 or so, putting strong pressure on the company to succeed with its pipeline of longer acting drugs for treatment and prophylaxis.
|
Metric
|
GSK
|
MRK
|
AZN
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.55 | 165.74 | 17.56 |
Price/Book Value | 3.97 | 8.80 | 5.54 |
Price/Sales | 2.26 | 5.49 | 4.69 |
Price/Cash Flow | 10.01 | 16.74 | 18.09 |
|
Metric
|
GSK
|
MRK
|
AZN
|
|---|---|---|---|
Quick Ratio | 0.55 | 0.71 | 0.79 |
Current Ratio | 0.86 | 1.32 | 1.01 |
Interest Coverage | 8.21 | 4.28 | 8.25 |
|
Metric
|
GSK
|
MRK
|
AZN
|
|---|---|---|---|
Return on Assets (Normalized) | 11.16% | — | 9.32% |
Return on Equity (Normalized) | 40.86% | — | 22.10% |
Return on Invested Capital (Normalized) | 21.39% | — | 14.73% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Eli Lilly and Co
LLY
| LOCK|&G!^p>cT | LOCK|l%W | $1T | |||
| Johnson & Johnson
JNJ
| LOCK|%L?<M< | LOCK|xvk | $658B | |||
| AbbVie Inc
ABBV
| LOCK|@sRWWl | LOCK|<b | $521B | |||
| Roche Holding AG ADR
RHHBY
| LOCK|Mh$>$T? | LOCK|@k | $391B | |||
| Merck & Co Inc
MRK
| LOCK|QW&kG& | LOCK|K^V | $369B | |||
| Novartis AG ADR
NVS
| LOCK|$&$@#D! | LOCK|vD | $307B | |||
| AstraZeneca PLC
AZN
| LOCK|Nsk>#nd | LOCK|&zM | $290B | |||
| Amgen Inc
AMGN
| LOCK|#T#>TGP@ | LOCK|&Q | $252B | |||
| Gilead Sciences Inc
GILD
| LOCK|p$&XtbW | LOCK|?Hm | $212B | |||
| Novo Nordisk AS ADR
NVO
| LOCK|^@??S@ | LOCK|HQ | $176B |
United States