Sanofi

Report azionario ENXTPA:SAN

Capitalizzazione di mercato: €91.9b

Sanofi Crescita futura

Criteri Future verificati 2/6

Sanofi prevede che gli utili e i ricavi cresceranno rispettivamente di 17% e 4.5% all'anno. Si prevede che l'EPS crescerà di 18.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 14.5% in 3 anni.

Informazioni chiave

17.0%

Tasso di crescita degli utili

18.35%

Tasso di crescita dell'EPS

Pharmaceuticals crescita degli utili16.0%
Tasso di crescita dei ricavi4.5%
Rendimento futuro del capitale proprio14.52%
Copertura analitica

Good

Ultimo aggiornamento12 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Nuova narrazione • 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?
Aggiornamento della narrazione • 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.
Nuova narrazione • 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?
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...

Previsioni di crescita degli utili e dei ricavi

ENXTPA:SAN - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202852,47610,35810,24913,6458
12/31/202749,9808,9559,13312,51610
12/31/202647,0688,1458,59311,91710
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di SAN ( 17% all'anno) è superiore al tasso di risparmio ( 2.5% ).

Guadagni vs Mercato: Si prevede che gli utili di SAN ( 17% all'anno) cresceranno più rapidamente del mercato French ( 12.5% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di SAN cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di SAN ( 4.5% all'anno) crescerà più lentamente rispetto al mercato French ( 5.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di SAN ( 4.5% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di SAN sarà basso tra 3 anni ( 14.5 %).

Scoprire le aziende in crescita

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7D

1Y

7D

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/12 03:08
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Sanofi è coperta da 50 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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