Sanofi

Informe acción ENXTPA:SAN

Capitalización de mercado: €92.5b

Sanofi Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Sanofi de 16.9% y 4.5% por año respectivamente. Se prevé que el BPA crezca en un 18% al año. Se espera que la rentabilidad financiera sea de 14.5% en 3 años.

Información clave

16.9%

Tasa de crecimiento de los beneficios

18.00%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Pharmaceuticals16.0%
Tasa de crecimiento de los ingresos4.5%
Rentabilidad financiera futura14.52%
Cobertura de analistas

Good

Última actualización04 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Jun 04

SAN: Future Upside Will Depend On AI Execution And R&D Pipeline Delivery

Analysts have nudged their fair value estimate for Sanofi higher from €95.53 to €97.10, citing slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E as the basis for the updated price target. Analyst Commentary Bullish analysts framing the updated fair value for Sanofi around €97.10 are effectively signaling confidence that the company can execute in line with, or slightly ahead of, their refined assumptions on discount rate, revenue trajectory, margins and implied future P/E.
Artículo de análisis • May 04

Sanofi's (EPA:SAN) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with Sanofi's ( EPA:SAN ) lackluster earnings report last week. We think that the...
Actualización de narrativa • Apr 22

SAN: Future Upside Will Rely On Pipeline Delivery And Margin Execution

Sanofi's analyst price target has been adjusted slightly lower to €95.53 from €96.10, as analysts factor in marginally higher revenue growth expectations, a modestly lower profit margin and a revised forward P/E assumption. Analyst Commentary Recent Street research on large European financials and cross border bank transactions offers a useful lens for thinking about how analysts might be framing Sanofi's current valuation reset and execution risks, even though the specific notes focus on banks rather than pharmaceuticals.
Nueva narrativa • Apr 14

Pipeline And Vaccine Catalysts Will Reshape This Pharma Leader Over The Next Decade

Catalysts About Sanofi Sanofi is a global biopharma group focused on prescription medicines, vaccines and specialty care therapies. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • Apr 07

SAN: Future Upside Will Rely On Pipeline Delivery And Margin Expansion

Analysts trimmed Sanofi's fair value estimate by €2.00 to €96.10, citing updated assumptions that include slightly different revenue growth, a higher profit margin profile, and a lower future P/E multiple. Analyst Commentary Recent Street research on European financials and cross border bank deals offers some reference points that investors can use when thinking about Sanofi's updated fair value and how sentiment can swing as assumptions change.
Nueva narrativa • Mar 31

Rising R&D Burden And Pipeline Risk Will Challenge Long Term Profitability

Catalysts About Sanofi Sanofi is a global biopharmaceutical company focused on prescription medicines, vaccines and specialty care therapies. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • Mar 24

SAN: Future Upside Will Rely On Pipeline Execution And Margin Strength

Sanofi's analyst price target has been adjusted to €98.10 from €98.49 as analysts factor in slightly higher assumed revenue growth, stronger profit margins and a lower future P/E multiple in their updated models. Analyst Commentary Analysts updating their models for Sanofi are weighing the slightly higher revenue assumptions and stronger margin profile against a more conservative future P/E multiple.
Actualización de narrativa • Mar 09

SAN: Future Upside Will Rely On Pipeline Execution And Margin Resilience

Analysts have nudged their price target on Sanofi higher to €98.49, reflecting slightly firmer revenue growth assumptions and a nearly unchanged long-term profit margin and P/E outlook. Analyst Commentary Analysts covering Sanofi are broadly focused on how the updated €98.49 price target lines up with the company’s ability to execute on its plan, sustain its profit profile and justify its current P/E.
Actualización de narrativa • Feb 23

SAN: Future Upside Will Rely On Pipeline Delivery And Margin Stability

Analysts have trimmed their Sanofi price target slightly to €98.49. The change is tied to more cautious assumptions for revenue growth, profit margins and a modestly higher future P/E multiple.
Actualización de narrativa • Feb 09

SAN: Future Upside Will Depend On Pipeline Execution And Margin Resilience

Analysts have trimmed their Sanofi price targets slightly, with fair value moving from about €101 to about €99 as they factor in a modestly higher discount rate, slightly softer revenue growth assumptions around 3.6% and a marginally lower expected profit margin near 19.7%, paired with a future P/E closer to 12.8x. Analyst Commentary Recent updates to Sanofi valuation assumptions, including a modestly higher discount rate and slightly softer revenue and margin expectations, have led analysts to fine tune their views rather than overhaul them.
Actualización de narrativa • Jan 25

SAN: Future Upside Will Depend On Pipeline Approvals And Margin Discipline

Analysts have trimmed their price target on Sanofi to reflect a fair value move from €102.77 to €100.96, citing updated assumptions around revenue growth, profit margins and future P/E levels. Analyst Commentary While the latest fair value trim for Sanofi is modest, it still reflects a tight range of outcomes that analysts see as reasonable based on current assumptions around growth, profitability and P/E levels.
Actualización de narrativa • Jan 11

SAN: Future Upside Will Depend On Pipeline Approvals And Margin Discipline

Analysts have trimmed their fair value estimate for Sanofi from about €104.87 to roughly €102.77, pointing to slightly softer assumptions for revenue growth, profit margins and future P/E as key drivers of the updated price target outlook. Analyst Commentary Recent fair value adjustments for Sanofi sit against a backdrop of active price target revisions across European equities, including large financials, where several research desks have been updating their expectations.
Actualización de narrativa • Dec 25

SAN: Future Upside Will Depend On Pipeline Delivery And Cost Discipline

Analysts have trimmed their price target for Sanofi modestly, cutting their fair value estimate by about EUR 0.33 to roughly EUR 104.87. They cite slightly slower revenue growth, a softer profit margin profile, and a marginally higher future earnings multiple as the main factors behind this adjustment.
Actualización de narrativa • Dec 11

SAN: Future Returns Will Depend On Execution Of Late-Stage Pipeline

Analysts have nudged their fair value estimate for Sanofi slightly lower from EUR 106.26 to about EUR 105.20, citing marginally softer revenue growth assumptions, partially offset by a modestly stronger profit margin outlook and a slightly reduced forward P E multiple. Analyst Commentary Analyst sentiment on Sanofi remains broadly constructive, with recent fair value adjustments reflecting a more nuanced balance between growth ambitions and execution risks.
Actualización de narrativa • Nov 27

SAN: Future Momentum Will Depend On Execution Of New Pipeline Approvals

Sanofi's analyst price target has been modestly adjusted downward from $106.85 to $106.26. Analysts point to slight improvements in profit margin and future valuation metrics while maintaining a broadly stable outlook.
Actualización de narrativa • Nov 10

SAN: Forward Momentum Will Rely On Pipeline Success And Operational Execution

Sanofi's analyst price target saw a slight decrease to $106.85 from $106.90. Analysts cite moderating revenue growth expectations and a slightly higher discount rate impacting the updated valuation.
Artículo de análisis • Oct 31

We Think Sanofi's (EPA:SAN) Healthy Earnings Might Be Conservative

Sanofi's ( EPA:SAN ) recent earnings report didn't offer any surprises, with the shares unchanged over the last week...
Actualización de narrativa • Oct 27

Future Shareholder Returns Will Depend On Commercial Execution And Pipeline Momentum

Sanofi's analyst price target has been slightly lowered from €108.31 to €106.90. Analysts cite modest improvements in revenue growth and profit margin, but note a more conservative outlook for the company's future valuation.
Actualización de narrativa • Sep 12

Pipeline Advances And Acquisitions Will Expand Therapeutic Horizons

Sanofi's slight decline in future P/E alongside an improved net profit margin suggests a modestly stronger earnings outlook, although this was not enough to materially shift the consensus analyst price target, which decreased fractionally from €109.22 to €108.31. What's in the News FDA approved Wayrilz (rilzabrutinib) for adults with persistent or chronic immune thrombocytopenia (ITP) after insufficient response to previous treatment, based on positive Phase 3 results; also approved in UAE and under review in EU and China, with Fast Track and Orphan Drug designations for multiple indications.
Artículo de análisis • Jul 27

Cautious Investors Not Rewarding Sanofi's (EPA:SAN) Performance Completely

With a median price-to-earnings (or "P/E") ratio of close to 16x in France, you could be forgiven for feeling...

Previsiones de crecimiento de beneficios e ingresos

ENXTPA:SAN - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202852,42110,33610,24913,6458
12/31/202749,9428,9359,13312,51610
12/31/202647,0458,1348,59311,91710
3/31/202647,3544,8296,80210,340N/A
12/31/202546,7164,9397,21210,750N/A
9/30/202545,9316,4307,92111,116N/A
6/30/202545,7386,3838,40311,214N/A
3/31/202545,1666,2187,89111,086N/A
12/31/202444,2865,4965,8869,081N/A
9/30/202448,4454,506N/AN/AN/A
6/30/202439,5473,6764,3378,117N/A
3/31/202446,2884,538N/AN/AN/A
12/31/202341,1095,0627,35210,258N/A
9/30/202345,6999,066N/AN/AN/A
6/30/202346,0458,6178,10710,264N/A
3/31/202346,1998,357N/AN/AN/A
12/31/202240,3047,9708,42310,526N/A
9/30/202244,3486,409N/AN/AN/A
6/30/202242,0396,6437,5949,620N/A
3/31/202240,3426,666N/AN/AN/A
12/31/202139,1756,2238,47910,522N/A
9/30/202138,4966,174N/AN/AN/A
6/30/202137,5465,7775,8278,219N/A
3/31/202136,93912,197N/AN/AN/A
12/31/202037,36912,2945,3357,418N/A
9/30/202037,65011,224N/AN/AN/A
6/30/202037,69211,1386,8348,491N/A
3/31/202038,2343,453N/AN/AN/A
12/31/201937,6312,855N/A7,715N/A
9/30/201936,9403,179N/AN/AN/A
6/30/201936,7633,591N/A6,953N/A
3/31/201936,2644,439N/AN/AN/A
12/31/201835,6774,319N/A5,547N/A
9/30/201835,3164,041N/AN/AN/A
6/30/201834,9853,243N/A6,596N/A
3/31/201835,4283,539N/AN/AN/A
12/31/201736,2213,773N/A7,379N/A
9/30/201736,4004,593N/AN/AN/A
6/30/201736,3154,744N/A8,133N/A
3/31/201735,6774,682N/AN/AN/A
12/31/201634,6964,395N/A7,838N/A
9/30/201634,3494,195N/AN/AN/A
6/30/201634,1154,154N/A8,122N/A
3/31/201634,5694,440N/AN/AN/A
12/31/201534,8614,411N/A8,920N/A
9/30/201537,2015,292N/AN/AN/A
6/30/201532,9104,628N/A8,561N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (16.9% al año) de SAN es superior a la tasa de ahorro (2.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (16.9% al año) de SAN crezcan más rápidamente que el mercado French (12.4% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de SAN crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (4.5% al año) de SAN crezcan más despacio que el mercado de French (5.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.5% al año) de SAN crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de SAN sea baja dentro de 3 años (14.5%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/09 12:46
Precio de las acciones al final del día2026/06/09 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Sanofi está cubierta por 50 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John EadeArgus Research Company
Odile RundquistBaader Helvea Equity Research
null nullBanco de Sabadell. S.A.