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. However, this growth narrative is complicated by significant earni...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
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.
Sanofi is a research & development-driven, AI-powered healthcare biopharmaceutical company focused on innovative medicines and vaccines.
Analysts give Sanofi a Buy rating with a $51 consensus target, implying a +15.8% upside potential.
Sanofi's trailing and forward P/E ratios of 18.19 and 10.81 suggest the stock is undervalued.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 24, 2025 | $1.70+6.3% vs $1.60 | $15.4B+38.9% vs $11.1B |
Q2 strengthened earnings visibility, with higher guidance and continued Dupixent momentum supporting the 2026 outlook. Newer launches are scaling faster, giving Sanofi a clearer path toward a more diversified revenue base. The new R&D leadership adds credibility to pipeline prioritization and could improve capital allocation across internal and external innovation.
Sanofi (SAN:CA) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
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Sanofi (NASDAQ: SNY - Get Free Report) and Recordati Industria Chimica E Farmaceutica (OTCMKTS:RCDTF - Get Free Report) are both large-cap healthcare companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, valuation, analyst recommendations, risk, dividends, profitability and institutional ownership. Risk and Volatility Sanofi has
Benchmark SNY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Sanofi (SNY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $42.51 | $102.08B | 11.58 | 5.49% | 16.72% | 10.45% | 5.95% | |
| $39.40 | $174.96B | 11.15 | 6.43% | 35.35% | 59.09% | — | |
| $168.37 | $130.49B | 12.87 | 8.63% | 17.02% | 21.72% | — | |
| $141.28 | $268.53B | 19.65 | 5.97% | 22.93% | 29.64% | — | |
| $50.72 | $101.62B | 13.66 | 4.11% | 14.52% | 24.99% | — | |
| $27.93 | $159.19B | 20.54 | -1.65% | 6.81% | 4.87% | — |
Sanofi (SNY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Sanofi (SNY) stock FAQ — growth, dividends, profitability & financials explained
Sanofi (SNY) reported $48.92B in revenue for fiscal year 2025. This represents a 814% increase from $5.35B in 1999.
Sanofi (SNY) grew revenue by 5.5% over the past year. This is steady growth.
Yes, Sanofi (SNY) is profitable, generating $3.96B in net income for fiscal year 2025 (16.7% net margin).
Yes, Sanofi (SNY) pays a dividend with a yield of 5.95%. This makes it attractive for income-focused investors.
Sanofi (SNY) has a return on equity (ROE) of 10.4%. This is reasonable for most industries.
Sanofi (SNY) generated $11.77B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
