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SNYSanofi
$47.04$113.0B
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SNY logo

Sanofi

SNY
NASDAQ · Big Pharma
$47.04
At close - Nov 6, 4:00 PM EST - USD
Market Cap$112.95B
P/E24.2x
52W High$52.68
Volume3.89M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Dupixent-Driven Growth Confronts Earnings Volatility and Goodwill Risk

Sanofi's investment case is anchored by the continued expansion of its Dupixent franchise, which appears to be driving core operational strength, as evidenced by a 75.5% gross margin in 2026Q2.

GrowthMixed
ProfitabilityModerate
ValuationAttractive
TechnicalsNeutral
Explore valuation models
MARKET ACTION

SNY price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

9/12 Beats

EPS beat 9 of last 12 quarters

02

Valuation risk

-26% Peers

P/E is 26% below peer median

03

Market leadership

RS 72 · Avg

Average momentum (RS Rating: 72)

04

Trend Check

N/A

Trend data unavailable

Next CatalystEstimated earnings · Jan 30
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Sanofi's reported revenue growth is highly erratic, swinging from a 59.9% surge in 2025Q4 to a 37.5% decline in 2024Q4, while gross margin has expanded to 75.5% in 2026Q2, yet operating income growth has not consistently outpaced gross profit gains due to a persistent R&D burden consuming 15-18% of revenue.

Analyst Consensus+4.2% target
Hold(27 analysts)
12 Buy14 Hold1 Sell

The Bull Case

Upside Catalysts

Innovative R&D and AI

Sanofi is a research & development-driven, AI-powered healthcare biopharmaceutical company focused on innovative medicines and vaccines.

Strong Buy rating

Analysts give Sanofi a Buy rating with a $51 consensus target, implying a +15.8% upside potential.

Undervalued stock

Sanofi's trailing and forward P/E ratios of 18.19 and 10.81 suggest the stock is undervalued.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
SNY+2.55%
S&P 500 (^GSPC)+7.63%
1-Year Return
SNY-0.06%
S&P 500 (^GSPC)+9.69%
3-Year Return
SNY+18.68%
S&P 500 (^GSPC)+69.13%
5-Year Return
SNY+12.77%
S&P 500 (^GSPC)+57.13%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y High
24.2x
Forward P/EExpansion
11.4x
EV/EBITDA0th %ile
8.0x
FCF YieldCash Flow
10.0%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
24.2x
20.1x
100th· High
EV/EBITDA
8.0x
11.8x
0th· Low
Price/FCF
10.0x
14.8x
0th· Low
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$62.02+31.8%
Base (Fair)$103.60+120.2%
Bull$173.17+268.1%
$62.02 Bear$103.60 Base$173.17 Bull
Current Market Price: $47.04
Trades at a 54.6% discount to Base DCF ($103.60)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$46.72B+5.5% YoY
Net income FY25
$7.81B+40.5% YoY
Free cash flow FY25
$10.14B+72.3% YoY
Operating margin FY25
20.5%+4.2 pts YoY
ROIC (FY25)8.3%
Avg ROIC 5Y7.6%
ROE (TTM)5.8%
Piotroski Score7 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate9/12 (75%)
Revenue Beat Rate7/12 (70%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Oct 30, 2026
$2.04+25.2%
vs $1.63
$17.0B+19.0%
vs $14.3B
Q3 2026
Jul 30, 2026
$1.21+10.0%
vs $1.10
$14.1B-8.3%
vs $15.3B
Q2 2026
Apr 23, 2026
$1.10+3.8%
vs $1.06
$12.9B+2.1%
vs $12.7B
Q1 2026
Jan 29, 2026
$0.89+6.0%
vs $0.84
$14.3B+22.4%
vs $11.7B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
Seeking Alpha·13h ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (November 2026)

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 3.7%, we present two other groups of five DGI stocks, each with moderate to high yields of up to 8%.

GlobeNewsWire·4d ago
Nurix Therapeutics Announces Sanofi's Decision to Discontinue Development of STAT6 Degrader SAR448272

BRISBANE, Calif., Nov. 03, 2026 (GLOBE NEWSWIRE) -- Nurix Therapeutics, Inc. (Nasdaq: NRIX), a clinical-stage biopharmaceutical company focused on targeted protein degradation medicines, today announced that Sanofi notified Nurix of its decision to discontinue the Phase 1 first-in-human clinical trial of SAR448272, an oral STAT6 degrader, and to terminate the SAR448272 program.

Zacks Investment Research·4d ago
Recursion's Q3 Earnings Beat Estimates on Sanofi Milestone Revenues

RXRX Q3 revenues surge 258.5%, beating estimates as a $10 million Sanofi milestone payment boosts results and advances its drug pipeline.

MarketBeat·Oct 30, 2026
Sanofi Q3 Earnings Call Highlights

Sanofi NASDAQ: SNY reported third-quarter 2026 sales growth of 14.3% at constant exchange rates, supported by continued demand for Dupixent, recently launched medicines and growth in rare diseases. The company also raised its full-year sales and business EPS outlook while outlining a strategy focused on immunology, rare diseases and vaccines.

Filtered for SanofiMore Headlines
04

Compare before deciding

Benchmark SNY against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Sanofi (SNY)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
SNY logoSNYSanofiCurrent
$47.04$112.95B24.245.49%8.19%5.81%5.23%
NVO logoNVONovo Nordisk A/S
$40.31$179B10.586.43%33.94%54.09%4.3%
AZN logoAZNAstraZeneca PLC
$186.43$290.83B26.478.63%17.68%22.18%1.71%
NVS logoNVSNovartis AG
$162.55$308.96B30.865.97%17.82%24.32%2.47%
GSK logoGSKGSK plc
$50.33$100.84B17.694.11%12.96%23.31%3.23%
PFE logoPFEPfizer Inc.
$29.39$167.51B41.91-1.65%6.34%4.58%5.85%

Compare SNY vs Peers

Sanofi (SNY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs NVO

Most directly comparable listed peer for SNY.

Scale Benchmark

vs LLY

Larger-name benchmark to compare SNY against a more recognizable public peer.

Peer Set

Compare Top 5

vs NVO, AZN, NVS, GSK

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SNY Frequently Asked Questions

Sanofi (SNY) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Sanofi's revenue?

Sanofi (SNY) reported $50.98B in revenue over the trailing twelve months. Revenue was $46.72B in fiscal year 2025. That is 773% more than the $5.35B of fiscal year 1999.

How fast is Sanofi growing?

Sanofi (SNY) grew revenue by 21.0% over the trailing twelve months, compared with the twelve months before.

Is SNY profitable?

Yes. Sanofi (SNY) earned $4.18B in net income over the trailing twelve months (a 8.2% net margin).

Dividend & Returns
Does SNY pay dividends?

Yes. Sanofi (SNY) pays a dividend that yields 5.23% at the current price, a high yield.

What is SNY's return on equity?

Sanofi (SNY) had a return on equity (ROE) of 5.8% over the trailing twelve months. That is below the market's typical 10-15%.

What is Sanofi's free cash flow?

Sanofi (SNY) generated $10.14B in free cash flow in fiscal year 2025.

What if you invested $1,000 in SNY back in 1999?

Total return calculator · dividends reinvested · 27+ years of data

See returns →