I created a portfolio of the top pharmaceutical companies trading in the US and ran a quality of earnings analysis on them. With the highest possible score being nine, GSK scored the best with seven.
Here are the results:
Here's the balance of the companies in the portfolio. We can see that AZN was the worst at two.
Just for laughs, lets see how GSK and AZN have performed from a price perspective.
Interestingly, AZN has been outperforming GSK. It'll be interesting to say if this trend will continue or if it will, more correctly I believe, reverse.