Sanofi - ADR
SNY
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+ FollowMarket Cap$102B
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Earnings Call Q4 2025
January 29, 2026 - AI Summary
Strong Sales Growth: Sanofi reported a Q4 sales growth of 13.3%, reaching EUR 11.3 billion, and a full-year sales growth of 9.9%, totaling EUR 43.6 billion. Newly launched medicines and vaccines contributed significantly, reaching EUR 5.7 billion in sales. This growth was driven by major products like Dupixent, which had EUR 15.7 billion in annual sales, showing a 30% increase YOY across multiple indications.
Positive Pipeline Developments: The company achieved multiple regulatory approvals, including for Dupixent and new medicines like Qfitlia and Wayrilz, indicating strong progress in their innovative pipeline. The favorable results from Phase III trials for amlitelimab in atopic dermatitis bolster expectations for future growth in this area and among immunology therapies.
Challenges with R&D Reimbursements: An anticipated decrease of approx. EUR 400 million in R&D reimbursement from Regeneron due to faster-than-expected sales growth of Dupixent will impact the company’s earnings. However, this will be offset by expected Amvuttra royalties, projected to reach EUR 1 billion in 2026.
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$119.29
186.4% upside
Current Fair Value
186.4% upsideUndervalued by 186.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $102.00 Billion |
|---|---|
| Enterprise Value | $120.11 Billion |
| Dividend Yield | $2.42 (11.25%) |
| Earnings per Share | $3.2 |
| Beta | 0.28 |
| Outstanding Shares | 2,393,200,000 |
Return
| Return on Equity | 9.77% |
|---|---|
| Return on Assets | 5.24% |
| Return on Invested Capital | 8.55% |
Valuation & Multiples
| P/E Ratio | 22.65 |
|---|---|
| PEG | -24.8 |
| Price to Sales | 1.67 |
| Price to Book Ratio | 1.44 |
| Enterprise Value to Revenue | 1.99 |
| Enterprise Value to EBIT | 14.47 |
| Enterprise Value to Net Income | 17 |
| Total Debt to Enterprise | 0.2 |
| Debt to Equity | 0.35 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 30, 2026
EPS Estimate
$1.10
Average shareholder expectationRevenue Estimate
$15.34 B
Average shareholder expectationNext Earnings Call
Expected Date
October 23, 2026
EPS Estimate
$1.72
Average shareholder expectationRevenue Estimate
$15.19 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 1.0553▼ 19.46% |
|---|---|
| Total Calls | 2,003,800▲ 46.05% |
| Total Puts | 2,114,600▲ 23.31% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 7.93%▼ 0.79% |
|---|---|
| Total Invested | $8.10B▼ 19.83% |
| Investors Holding | 739▼ 23.00% |
ESG Score
No data
About Sanofi
CEO: Paul Hudson Sanofi engages in the research, production, and distribution of pharmaceutical products. It operates through the following business segments: Pharmaceuticals, Consumer Healthcare, and Vaccines. The Pharmaceuticals segment comprises the c...