Drug Manufacturers - Specialty & Generic
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TAK vs SNY vs NVO vs AZN
Revenue, margins, valuation, and 5-year total return — side by side.
Drug Manufacturers - General
Drug Manufacturers - General
Drug Manufacturers - General
TAK vs SNY vs NVO vs AZN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Drug Manufacturers - Specialty & Generic | Drug Manufacturers - General | Drug Manufacturers - General | Drug Manufacturers - General |
| Market Cap | $52.57B | $104.28B | $203.48B | $282.96B |
| Revenue (TTM) | $4.49T | $46.72B | $327.80B | $60.44B |
| Net Income (TTM) | $114.75B | $7.81B | $121.96B | $10.39B |
| Gross Margin | 62.1% | 72.3% | 81.8% | 81.7% |
| Operating Margin | 8.3% | 13.6% | 45.3% | 23.7% |
| Forward P/E | 0.2x | 10.3x | 2.1x | 17.7x |
| Total Debt | $4.52T | $21.79B | $130.96B | $29.70B |
| Cash & Equiv. | $385.11B | $7.66B | $26.46B | $5.71B |
TAK vs SNY vs NVO vs AZN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Takeda Pharmaceutic… (TAK) | 100 | 85.3 | -14.7% |
| Sanofi (SNY) | 100 | 87.9 | -12.1% |
| Novo Nordisk A/S (NVO) | 100 | 138.9 | +38.9% |
| AstraZeneca PLC (AZN) | 100 | 170.2 | +70.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TAK vs SNY vs NVO vs AZN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TAK has the current edge in this matchup, primarily because of its strength in valuation efficiency.
- PEG 0.01 vs AZN's 0.81
- Lower P/E (0.2x vs 17.7x), PEG 0.01 vs 0.81
- Beta 0.33 vs NVO's 1.56, lower leverage
SNY is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 0.51, yield 5.1%
- Lower volatility, beta 0.51, Low D/E 30.4%, current ratio 1.09x
- Beta 0.51, yield 5.1%, current ratio 1.09x
- 5.1% yield, vs NVO's 4.0%
NVO is the #2 pick in this set and the best alternative if quality and efficiency is your priority.
- 37.2% margin vs TAK's 2.6%
- 23.3% ROA vs TAK's 0.7%, ROIC 36.2% vs 2.3%
AZN is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 8.6%, EPS growth 190.7%, 3Y rev CAGR 9.8%
- 268.6% 10Y total return vs NVO's 99.6%
- 8.6% revenue growth vs SNY's 5.5%
- +33.9% vs NVO's -29.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 8.6% revenue growth vs SNY's 5.5% | |
| Value | Lower P/E (0.2x vs 17.7x), PEG 0.01 vs 0.81 | |
| Quality / Margins | 37.2% margin vs TAK's 2.6% | |
| Stability / Safety | Beta 0.33 vs NVO's 1.56, lower leverage | |
| Dividends | 5.1% yield, vs NVO's 4.0% | |
| Momentum (1Y) | +33.9% vs NVO's -29.5% | |
| Efficiency (ROA) | 23.3% ROA vs TAK's 0.7%, ROIC 36.2% vs 2.3% |
TAK vs SNY vs NVO vs AZN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
TAK vs SNY vs NVO vs AZN — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
NVO leads in 2 of 6 categories
TAK leads 2 • AZN leads 1 • SNY leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
NVO leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TAK is the larger business by revenue, generating $4.49T annually — 96.0x SNY's $46.7B. NVO is the more profitable business, keeping 37.2% of every revenue dollar as net income compared to TAK's 2.6%. On growth, SNY holds the edge at +59.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $4.49T | $46.7B | $327.8B | $60.4B |
| EBITDAEarnings before interest/tax | $1.14T | $9.6B | $170.2B | $20.1B |
| Net IncomeAfter-tax profit | $114.8B | $7.8B | $122.0B | $10.4B |
| Free Cash FlowCash after capex | $956.6B | $8.3B | $31.0B | $9.1B |
| Gross MarginGross profit ÷ Revenue | +62.1% | +72.3% | +81.8% | +81.7% |
| Operating MarginEBIT ÷ Revenue | +8.3% | +13.6% | +45.3% | +23.7% |
| Net MarginNet income ÷ Revenue | +2.6% | +16.7% | +37.2% | +17.2% |
| FCF MarginFCF ÷ Revenue | +21.3% | +17.7% | +9.5% | +15.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.0% | +59.9% | +24.0% | +12.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +3.4% | -5.2% | +67.1% | +5.3% |
Valuation Metrics
TAK leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 12.6x trailing earnings, NVO trades at a 84% valuation discount to TAK's 77.4x P/E. Adjusting for growth (PEG ratio), NVO offers better value at 0.61x vs TAK's 4.09x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $52.6B | $104.3B | $203.5B | $283.0B |
| Enterprise ValueMkt cap + debt − cash | $79.0B | $120.9B | $219.9B | $306.9B |
| Trailing P/EPrice ÷ TTM EPS | 77.38x | 18.10x | 12.64x | 27.91x |
| Forward P/EPrice ÷ next-FY EPS est. | 0.23x | 10.26x | 2.15x | 17.74x |
| PEG RatioP/E ÷ EPS growth rate | 4.09x | — | 0.61x | 1.28x |
| EV / EBITDAEnterprise value multiple | 11.19x | 10.77x | 9.34x | 15.76x |
| Price / SalesMarket cap ÷ Revenue | 1.79x | 1.90x | 4.19x | 4.82x |
| Price / BookPrice ÷ Book value/share | 1.20x | 1.25x | 6.67x | 5.85x |
| Price / FCFMarket cap ÷ FCF | 9.60x | 9.98x | 44.63x | 24.05x |
Profitability & Efficiency
NVO leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
NVO delivers a 66.4% return on equity — every $100 of shareholder capital generates $66 in annual profit, vs $2 for TAK. SNY carries lower financial leverage with a 0.30x debt-to-equity ratio, signaling a more conservative balance sheet compared to NVO's 0.67x. On the Piotroski fundamental quality scale (0–9), AZN scores 8/9 vs NVO's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +1.5% | +10.8% | +66.4% | +22.2% |
| ROA (TTM)Return on assets | +0.7% | +6.1% | +23.3% | +9.1% |
| ROICReturn on invested capital | +2.3% | +5.5% | +36.2% | +14.9% |
| ROCEReturn on capital employed | +2.8% | +6.3% | +44.4% | +17.2% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 | 5 | 8 |
| Debt / EquityFinancial leverage | 0.65x | 0.30x | 0.67x | 0.61x |
| Net DebtTotal debt minus cash | $4.13T | $14.1B | $104.5B | $24.0B |
| Cash & Equiv.Liquid assets | $385.1B | $7.7B | $26.5B | $5.7B |
| Total DebtShort + long-term debt | $4.52T | $21.8B | $131.0B | $29.7B |
| Interest CoverageEBIT ÷ Interest expense | 1.97x | 17.51x | 18.90x | 8.43x |
Total Returns (Dividends Reinvested)
AZN leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AZN five years ago would be worth $18,221 today (with dividends reinvested), compared to $10,252 for SNY. Over the past 12 months, AZN leads with a +33.9% total return vs NVO's -29.5%. The 3-year compound annual growth rate (CAGR) favors AZN at 9.3% vs NVO's -16.0% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +8.4% | -6.8% | -10.2% | +1.1% |
| 1-Year ReturnPast 12 months | +14.6% | -9.8% | -29.5% | +33.9% |
| 3-Year ReturnCumulative with dividends | +8.5% | -7.0% | -40.7% | +30.4% |
| 5-Year ReturnCumulative with dividends | +17.6% | +2.5% | +36.4% | +82.2% |
| 10-Year ReturnCumulative with dividends | -1.4% | +57.1% | +99.6% | +268.6% |
| CAGR (3Y)Annualised 3-year return | +2.7% | -2.4% | -16.0% | +9.3% |
Risk & Volatility
TAK leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
TAK is the less volatile stock with a 0.33 beta — it tends to amplify market swings less than NVO's 1.56 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TAK currently trades 88.1% from its 52-week high vs NVO's 56.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.33x | 0.51x | 1.56x | 0.67x |
| 52-Week HighHighest price in past year | $18.89 | $53.36 | $81.44 | $212.71 |
| 52-Week LowLowest price in past year | $12.99 | $43.09 | $35.12 | $91.44 |
| % of 52W HighCurrent price vs 52-week peak | +88.1% | +80.9% | +56.2% | +85.8% |
| RSI (14)Momentum oscillator 0–100 | 39.5 | 34.1 | 73.4 | 39.1 |
| Avg Volume (50D)Average daily shares traded | 2.8M | 3.2M | 18.4M | 1.9M |
Analyst Outlook
Evenly matched — SNY and NVO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: TAK as "Buy", SNY as "Buy", NVO as "Buy", AZN as "Buy". Consensus price targets imply 15.8% upside for SNY (target: $50) vs 2.6% for NVO (target: $47). For income investors, SNY offers the higher dividend yield at 5.11% vs AZN's 1.78%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $50.00 | $47.00 | $211.00 |
| # AnalystsCovering analysts | 6 | 27 | 39 | 41 |
| Dividend YieldAnnual dividend ÷ price | +3.6% | +5.1% | +4.0% | +1.8% |
| Dividend StreakConsecutive years of raises | 2 | 0 | 8 | 4 |
| Dividend / ShareAnnual DPS | $94.22 | $1.88 | $11.64 | $3.25 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.6% | +5.4% | +0.1% | +0.3% |
NVO leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). TAK leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
TAK vs SNY vs NVO vs AZN: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is TAK or SNY or NVO or AZN a better buy right now?
For growth investors, AstraZeneca PLC (AZN) is the stronger pick with 8.
6% revenue growth year-over-year, versus 5. 5% for Sanofi (SNY). Novo Nordisk A/S (NVO) offers the better valuation at 12. 6x trailing P/E (2. 1x forward), making it the more compelling value choice. Analysts rate Takeda Pharmaceutical Company Limited (TAK) a "Buy" — based on 6 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — TAK or SNY or NVO or AZN?
On trailing P/E, Novo Nordisk A/S (NVO) is the cheapest at 12.
6x versus Takeda Pharmaceutical Company Limited at 77. 4x. On forward P/E, Takeda Pharmaceutical Company Limited is actually cheaper at 0. 2x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Takeda Pharmaceutical Company Limited wins at 0. 01x versus AstraZeneca PLC's 0. 81x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — TAK or SNY or NVO or AZN?
Over the past 5 years, AstraZeneca PLC (AZN) delivered a total return of +82.
2%, compared to +2. 5% for Sanofi (SNY). Over 10 years, the gap is even starker: AZN returned +268. 6% versus TAK's -1. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TAK or SNY or NVO or AZN?
By beta (market sensitivity over 5 years), Takeda Pharmaceutical Company Limited (TAK) is the lower-risk stock at 0.
33β versus Novo Nordisk A/S's 1. 56β — meaning NVO is approximately 379% more volatile than TAK relative to the S&P 500. On balance sheet safety, Sanofi (SNY) carries a lower debt/equity ratio of 30% versus 67% for Novo Nordisk A/S — giving it more financial flexibility in a downturn.
05Which is growing faster — TAK or SNY or NVO or AZN?
By revenue growth (latest reported year), AstraZeneca PLC (AZN) is pulling ahead at 8.
6% versus 5. 5% for Sanofi (SNY). On earnings-per-share growth, the picture is similar: AstraZeneca PLC grew EPS 190. 7% year-over-year, compared to -26. 2% for Takeda Pharmaceutical Company Limited. Over a 3-year CAGR, NVO leads at 20. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — TAK or SNY or NVO or AZN?
Novo Nordisk A/S (NVO) is the more profitable company, earning 33.
1% net margin versus 2. 4% for Takeda Pharmaceutical Company Limited — meaning it keeps 33. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NVO leads at 41. 3% versus 7. 5% for TAK. At the gross margin level — before operating expenses — AZN leads at 81. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is TAK or SNY or NVO or AZN more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Takeda Pharmaceutical Company Limited (TAK) is the more undervalued stock at a PEG of 0. 01x versus AstraZeneca PLC's 0. 81x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Takeda Pharmaceutical Company Limited (TAK) trades at 0. 2x forward P/E versus 17. 7x for AstraZeneca PLC — 17. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SNY: 15. 8% to $50. 00.
08Which pays a better dividend — TAK or SNY or NVO or AZN?
All stocks in this comparison pay dividends.
Sanofi (SNY) offers the highest yield at 5. 1%, versus 1. 8% for AstraZeneca PLC (AZN).
09Is TAK or SNY or NVO or AZN better for a retirement portfolio?
For long-horizon retirement investors, Takeda Pharmaceutical Company Limited (TAK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
33), 3. 6% yield). Novo Nordisk A/S (NVO) carries a higher beta of 1. 56 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TAK: -1. 4%, NVO: +99. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between TAK and SNY and NVO and AZN?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: TAK is a mid-cap income-oriented stock; SNY is a mid-cap income-oriented stock; NVO is a large-cap deep-value stock; AZN is a large-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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