AMGN’s One-Day Drop Offers a Chance to Reevaluate UTHR
United Therapeutics (UTHR) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Amgen (AMGN), suggesting you may be better off investing in UTHR
- UTHR’s quarterly revenue growth was 11.7%, vs. AMGN’s 9.4%.
- In addition, its Last 12 Months revenue growth came in at 17.6%, ahead of AMGN’s 15.6%.
- UTHR leads on profitability over both periods – LTM margin of 50.1% and 3-year average of 50.0%.
AMGN develops and delivers human therapeutics targeting inflammation, oncology, bone health, cardiovascular, nephrology, and neuroscience, including treatments for psoriasis, arthritis, and cardiovascular risk reduction. UTHR develops and commercializes therapies for chronic, life-threatening diseases, focusing on pulmonary arterial hypertension and related conditions to improve patient exercise capacity and symptoms.
Valuation & Performance Overview
| AMGN | UTHR | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 20.6 | 8.9 | UTHR |
| Revenue Growth | |||
| Last Quarter | 9.4% | 11.7% | UTHR |
| Last 12 Months | 15.6% | 17.6% | UTHR |
| Last 3 Year Average | 9.3% | 19.9% | UTHR |
| Operating Margins | |||
| Last 12 Months | 21.8% | 50.1% | UTHR |
| Last 3 Year Average | 26.6% | 50.0% | UTHR |
| Momentum | |||
| Last 3 Year Return | 27.2% | 36.4% | UTHR |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: AMGN Revenue Comparison | UTHR Revenue Comparison
See more margin details: AMGN Operating Income Comparison | UTHR Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell UTHR Stock to see if United Therapeutics’s edge holds up under the hood or if Amgen still has cards to play (see Buy or Sell AMGN Stock).
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Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| AMGN Return | -2% | 2% | 20% | 13% | -7% | 11% | 47% | ||
| UTHR Return | 72% | 42% | 29% | -21% | 60% | -14% | 234% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 8% | 93% | ||
| Monthly Win Rates [3] | |||||||||
| AMGN Win Rate | 67% | 33% | 58% | 58% | 50% | 57% | 54% | ||
| UTHR Win Rate | 58% | 67% | 42% | 42% | 58% | 14% | 47% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 57% | 62% | <=== | |
| Max Drawdowns [4] | |||||||||
| AMGN Max Drawdown | -24% | -10% | -2% | -17% | -8% | -1% | -10% | <=== | |
| UTHR Max Drawdown | -10% | 0% | -23% | -26% | -4% | -22% | -14% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | ||
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year till date (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read UTHR Dip Buyer Analyses to see how the stock has fallen and recovered in the past.