Sector Analysis · 20 companies

Healthcare

Analytical Framework

Pipeline Value, Patent Cliff Exposure, R&D Yield, Operating Margin, Medical Loss Ratio (Managed Care)

Avg Gross Margin

64.0%

Avg ROE

17.8%

Avg Revenue Growth

8.2%

Companies

Key Value Drivers

Sector Risks

−Patent cliff risk, drug pricing regulation, clinical trial failure, FDA approval timelines, and biosimilar competition.

Companies in this sector

20 companies · click to view financials

Ticker	Company	Industry	Exchange
JNJ	Johnson & Johnson	Pharmaceuticals	NYSE	View →
LLY	Eli Lilly & Co.	Pharmaceuticals	NYSE	View →
UNH	UnitedHealth Group Inc.	Managed Health Care	NYSE	View →
ABBV	AbbVie Inc.	Pharmaceuticals	NYSE	View →
PFE	Pfizer Inc.	Pharmaceuticals	NYSE	View →
NVS	Novartis AG	Pharmaceuticals	NYSE	View →
BAYRY	Bayer AG	Pharmaceuticals	OTC	View →
RHHBY	Roche Holding AG	Biotechnology	OTC	View →
SUNPHARMA.NS	Sun Pharmaceutical Industries	Pharmaceuticals	NSE	View →
MRK	Merck & Co. Inc.	Pharmaceuticals	NYSE	View →
ABT	Abbott Laboratories	Medical Devices	NYSE	View →
TMO	Thermo Fisher Scientific Inc.	Life Sciences Tools	NYSE	View →
AZN	AstraZeneca plc	Pharmaceuticals	NASDAQ	View →
SNY	Sanofi S.A.	Pharmaceuticals	NASDAQ	View →
GSK	GSK plc	Pharmaceuticals	NYSE	View →
ISRG	Intuitive Surgical Inc.	Medical Devices	NASDAQ	View →
MDT	Medtronic plc	Medical Devices	NYSE	View →
CIPLA.NS	Cipla Ltd.	Pharmaceuticals	NSE	View →
DRREDDY.NS	Dr. Reddy's Laboratories Ltd.	Pharmaceuticals	NSE	View →
DIVISLAB.NS	Divi's Laboratories Ltd.	Pharmaceuticals	NSE	View →