AI Spotlight on SAN
Company Description
Sanofi, together with its subsidiaries, engages in the research, development, manufacture, and marketing of therapeutic solutions in the United States, Europe, and internationally.It operates through three segments: Pharmaceuticals, Vaccines, and Consumer Healthcare.The company provides specialty care products, including human monoclonal antibodies; products for multiple sclerosis, neurology, other inflammatory diseases, immunology, rare diseases, oncology, and rare blood disorders; medicines for diabetes; and cardiovascular and established prescription products.
It also supplies poliomyelitis, pertussis, and hib pediatric vaccines; and influenza, adult booster, meningitis, and travel and endemic vaccines.In addition, the company offers allergy, cough and cold, pain, liver care, physical and mental wellness, probiotics, digestive, and nutritional products; and other products, such as daily body lotions, anti-itch products, moisturizing and soothing lotions, and body and foot creams, as well as powders for eczema.Further, it has various pharmaceutical products and vaccines in development stage.
Sanofi has collaboration agreement with GlaxoSmithKline to develop a recombinant Covid-19 vaccine; and a research collaboration with Stanford University School of Medicine to advance the understanding of immunology and inflammation through open scientific exchange.It also has a collaboration and license option agreement with Prellis Biologics, Inc.The company was formerly known as Sanofi-Aventis and changed its name to Sanofi in May 2011.
Sanofi was founded in 1973 and is headquartered in Paris, France.
Market Data
Last Price | 104.46 |
Change Percentage | 0.81% |
Open | 103.86 |
Previous Close | 103.62 |
Market Cap ( Millions) | 130344 |
Volume | 408482 |
Year High | 106.14 |
Year Low | 84.93 |
M A 50 | 93.98 |
M A 200 | 95.2 |
Financial Ratios
FCF Yield | 3.13% |
Dividend Yield | 3.60% |
ROE | 6.13% |
Debt / Equity | 32.67% |
Net Debt / EBIDTA | 150.55% |
Price To Book | 1.8 |
Price Earnings Ratio | 29.05 |
Price To FCF | 31.92 |
Price To sales | 2.19 |
EV / EBITDA | 13.08 |
News
- 06:00 - Press Release: Sarclisa is the first anti-CD38 treatment approved in China for patients with newly diagnosed multiple myeloma ineligible for transplant
- Jan -30 - Sanofi (SNY) Q4 2024 Earnings Call Transcript
- Jan -30 - Sanofi Misses on Q4 Earnings & Sales, Expects Higher Profits in 2025
- Jan -30 - Sanofi: Q4 Earnings Snapshot
- Jan -30 - Sanofi Plans €5 Billion Buyback, Sees Higher Profit Growth
- Jan -30 - Sanofi forecasts stronger profit growth, announces €5 billion stock buyback
- Jan -30 - Sanofi plans share buybacks, signals more deals post Opella sale
- Jan -30 - Press Release: Q4 sales growth of 10.3%, 2024 business EPS guidance exceeded, and strong business EPS rebound expected in 2025
- Jan -24 - Pharma Stock Roundup: JNJ's Q4 Earnings, FDA Nod to AZN, Daiichi Drug
- Jan -23 - SNY's Sarclisa Gets EU Nod for Expanded Use in Multiple Myeloma
- Jan -22 - FDA lifts hold on Opella’s trial to support switch of Cialis to OTC drug
- Jan -22 - Press Release: Sarclisa approved in the EU as the first anti-CD38 therapy in combination with standard-of-care VRd to treat transplant-ineligible newly diagnosed multiple myeloma
- Jan -21 - Denali Gains 26.6% in a Year: How Should You Play the Stock?
- Jan -21 - Press Release: Opella reaches study milestone for Cialis
- Jan -20 - SK bioscience and Sanofi’s GBP410 vaccine enters global Phase III trials
- Jan -16 - Sanofi to increase competition in atopic dermatitis market after Dupixent success
- Jan -13 - Press Release: Sarclisa obtains first approval in China for the treatment of adult patients with relapsed or refractory multiple myeloma
- Jan -11 - IGM Biosciences downgraded to Hold from Buy at Jefferies
- Jan -10 - SNY's Subcutaneous Sarclisa Outperforms IV Formulation in Cancer Study
- Jan -10 - Sanofi reports positive results from trial of multiple myeloma drug candidate
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Biopharma
Expected Growth : 4.5 %
What the company do ?
Sanofi's Biopharma segment focuses on developing and commercializing innovative biologics and vaccines to treat various diseases, including cancer, immunology, and rare diseases.
Why we expect these perspectives ?
Sanofi's Biopharma segment growth of 4.5% is driven by strong demand for Dupixent in atopic dermatitis and asthma, as well as growth from newer launches such as Libtayo and Sarclisa. Additionally, the company's immunology and oncology pipelines are expected to contribute to future growth, along with strategic partnerships and acquisitions.
Segment n°2 -> Consumer Healthcare
Expected Growth : 5.5 %
What the company do ?
Consumer Healthcare from Sanofi provides over-the-counter medications, vitamins, and nutritional products to improve everyday health and wellness.
Why we expect these perspectives ?
Sanofi's Consumer Healthcare segment growth of 5.5% is driven by increasing demand for self-care and wellness products, expansion in emerging markets, and a strong portfolio of brands such as Allegra, Xyzal, and Dulcolax. Additionally, the company's focus on digitalization, e-commerce, and strategic partnerships contribute to its growth momentum.
Sanofi Products
Product Range | What is it ? |
---|---|
Vaccines | Sanofi's vaccine portfolio includes vaccines for influenza, pertussis, polio, and other diseases. |
Diabetes Care | Sanofi's diabetes care products include insulin and other treatments for type 1 and type 2 diabetes. |
Rare Diseases | Sanofi's rare disease treatments include therapies for Fabry disease, Pompe disease, and other rare genetic disorders. |
Multiple Sclerosis | Sanofi's multiple sclerosis treatments include therapies to slow disease progression and manage symptoms. |
Oncology | Sanofi's oncology products include therapies for various types of cancer, including breast, lung, and prostate cancer. |
Immunology | Sanofi's immunology products include therapies for autoimmune diseases such as rheumatoid arthritis and lupus. |
Consumer Healthcare | Sanofi's consumer healthcare products include over-the-counter medications and vitamins for various health needs. |
Sanofi's Porter Forces
Threat Of Substitutes
Sanofi faces moderate threat from substitutes due to the presence of alternative treatments and generics in the pharmaceutical industry.
Bargaining Power Of Customers
Sanofi's customers, including patients and healthcare providers, have limited bargaining power due to the company's strong brand presence and diversified product portfolio.
Bargaining Power Of Suppliers
Sanofi's suppliers, including contract manufacturers and raw material providers, have moderate bargaining power due to the company's dependence on them for high-quality inputs.
Threat Of New Entrants
The pharmaceutical industry has high barriers to entry, including significant R&D investments and regulatory hurdles, making it difficult for new entrants to challenge Sanofi's market position.
Intensity Of Rivalry
The pharmaceutical industry is highly competitive, with many established players, including Pfizer, Novartis, and Roche, competing with Sanofi for market share and innovation.
Capital Structure
Value | |
---|---|
Debt Weight | 18.37% |
Debt Cost | 6.16% |
Equity Weight | 81.63% |
Equity Cost | 6.16% |
WACC | 6.16% |
Leverage | 22.51% |
Sanofi : Quality Control
Sanofi passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
Company | Rational |
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AZN.L | AstraZeneca PLC, a biopharmaceutical company, focuses on the discovery, development, manufacturing, and commercialization of prescription medicines. Its marketed products include Calquence, Enhertu, Faslodex, Imfinzi, Iressa, Koselugo, Lumoxiti, Lynparza, Orpathys, Tagrisso, … |
GSK.L | GSK plc, together with its subsidiaries, engages in the creation, discovery, development, manufacture, and marketing of pharmaceutical products, vaccines, over-the-counter medicines, and health-related consumer products in the United Kingdom, the … |
ROG.SW | Roche Holding AG engages in the pharmaceuticals and diagnostics businesses in Switzerland, Germany, the United States, Austria, Netherlands, the United Kingdom, France, Belgium, and internationally. The company offers pharmaceutical products … |
BAYN.DE | Bayer Aktiengesellschaft, together its subsidiaries, operates as a life science company worldwide. It operates through Pharmaceuticals, Consumer Health, and Crop Science segments. The Pharmaceuticals segment offers prescription products primarily for … |
NOVN.SW | Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and … |