Sandoz Group AG

SWX:SDZ 주식 리포트

시가총액: CHF 28.2b

Sandoz Group 향후 성장

Future 기준 점검 3/6

Sandoz Group (는) 각각 연간 17% 및 5.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.8% 로 예상됩니다.

핵심 정보

17.0%

이익 성장률

17.09%

EPS 성장률

Pharmaceuticals 이익 성장10.3%
매출 성장률5.2%
향후 자기자본이익률17.82%
애널리스트 커버리지

Good

마지막 업데이트08 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 01

SDZ: Mixed Rating Shifts And Biosimilar Deals Will Shape Future P/E

The updated analyst price target for Sandoz Group has been revised by approximately CHF 1 higher, reflecting modestly adjusted assumptions around fair value, revenue growth, profit margins and future P/E as analysts balance recent target changes and rating shifts across major banks. Analyst Commentary Recent Street research around Sandoz Group shows a mix of optimism on the company’s long term potential and caution on how current pricing and expectations line up with execution risks.
내러티브 업데이트 • Apr 16

SDZ: Elevated Expectations Will Test Execution On Biosimilar Expansion Plans

Analysts have raised the Sandoz Group price target by roughly CHF 2 per share, reflecting a higher assumed fair value. This is supported by a series of recent CHF 3 to CHF 9 target increases from major banks and generally constructive views, despite some rating downgrades.
내러티브 업데이트 • Apr 01

SDZ: Future P/E Repricing And Biosimilar Expansion May Drive Re Rating

Analysts have lifted the price target for Sandoz Group from CHF 60.37 to CHF 81.99, citing recent initiations, upgrades and target increases that highlight a higher assumed future P/E multiple and slightly improved profit margin expectations, despite more measured revenue growth assumptions. Analyst Commentary Recent Street research on Sandoz Group presents a mixed picture, but there is a clear strand of optimism around execution, earnings quality and the scope for the shares to support higher valuation multiples.
내러티브 업데이트 • Mar 18

SDZ: Mixed Rating Shifts And Biosimilar Expansion Will Shape Future P/E

Analysts have lifted the Fair Value estimate for Sandoz Group from CHF 62.57 to CHF 65.45. This reflects a series of higher Street price targets around CHF 62 to CHF 75 and updated assumptions for modestly higher revenue growth, a slightly lower profit margin profile, and a higher future P/E multiple.
내러티브 업데이트 • Mar 04

SDZ: Mixed Rating Shifts And Biosimilar Pipeline Progress Will Shape Future P/E

Analysts have lifted their fair value estimate for Sandoz to about CHF 63, reflecting updated assumptions for slightly lower revenue growth, a higher profit margin and a modestly lower future P/E, along with recent mixed rating changes and higher price targets in the CHF 70 to CHF 75 range. Analyst Commentary Recent Street research on Sandoz shows a mix of optimism and caution, with price targets now clustering in the CHF 70 to CHF 75 range and ratings shifting closer to neutral.
내러티브 업데이트 • Feb 18

SDZ: Richer Future P/E Assumptions Will Test Biosimilar Execution Confidence

Our latest narrative update on Sandoz Group reflects a higher implied fair value of CHF 58.42, up from CHF 52.75, supported by recent analyst price target increases and a willingness to assign a richer future P/E multiple. Analyst Commentary Recent Street research around Sandoz Group has centered on a series of price target revisions and at least one rating upgrade, which together frame how the analyst community is thinking about valuation, execution risk, and growth potential.
내러티브 업데이트 • Feb 03

SDZ: Elevated Expectations Will Confront Ongoing Execution And Manufacturing Setbacks

Analysts have raised their average price target on Sandoz Group by CHF 3 to CHF 60, citing updated assumptions for revenue growth, profit margins and future P/E, in line with recent target increases from several major banks. Analyst Commentary Recent Street research on Sandoz Group has largely focused on recalibrating price targets to reflect updated views on revenue growth, profitability and valuation multiples.
내러티브 업데이트 • Jan 20

SDZ: Rising Biosimilar Pipeline Will Face Ongoing Execution And Manufacturing Risks

Narrative Update The updated analyst price target for Sandoz Group reflects a modestly lower fair value estimate alongside slightly higher revenue growth and profit margin assumptions. Recent Street research citing price target moves to CHF 60 and CHF 70 indicates that analysts see room for the shares to better reflect these revised expectations.
내러티브 업데이트 • Jan 06

SDZ: Elevated Biosimilar Ambitions Will Face Ongoing Execution And Manufacturing Risks

Analysts have lifted their average price targets on Sandoz Group into a CHF 49 to CHF 70 range, and our updated fair value of CHF 44.42 nudges slightly lower as higher assumed profit margins and revenue growth are offset by a reduced future P/E multiple. Analyst Commentary Recent Street research on Sandoz Group shows a cluster of higher price targets, with targets in the CHF 49 to CHF 70 range.
내러티브 업데이트 • Dec 21

SDZ: Elevated Expectations Will Face Execution Risks In Biosimilars Expansion

Sandoz Group's analyst price target has been lifted by roughly CHF 6.50 to around CHF 60, as analysts now factor in stronger revenue growth, modestly higher profit margins, and a richer forward valuation multiple. Analyst Commentary Recent Street research has been broadly constructive on Sandoz Group, with several major firms lifting their price targets into the CHF 49 to CHF 60 range and maintaining positive ratings.
내러티브 업데이트 • Dec 07

SDZ: Biosimilar Launch Execution Will Shape Future Multiple And Risk Balance

Sandoz Group’s analyst price target has been nudged higher, with fair value estimates rising by about CHF 1.10 to CHF 52.75 as analysts point to sustained revenue growth expectations and a modestly higher future P E multiple, despite slightly lower margin forecasts. Analyst Commentary Bullish analysts have recently raised their price targets into the CHF 55 to CHF 60 range, signaling growing confidence that Sandoz can sustain above market growth and support a higher valuation multiple.
내러티브 업데이트 • Nov 23

SDZ: Sustained Revenue Momentum And Margin Focus Will Shape Fair Value Ahead

The analyst consensus price target for Sandoz Group has increased to CHF 60 from CHF 55. Analysts cite improved margin outlook and sustained revenue growth as key factors supporting the upward revision.
내러티브 업데이트 • Nov 09

SDZ: Recent US Launch and European Expansion Will Influence Near-Term Performance

The average analyst price target for Sandoz Group has increased from CHF 50.33 to CHF 52.05, reflecting improved revenue growth forecasts and recent supportive analyst research updates. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Sandoz Group's valuation, growth prospects, and execution.
내러티브 업데이트 • Oct 26

Future Opportunities Will Be Unlocked Through Expanding Pipeline And Global Market Reach

The analyst consensus price target for Sandoz Group rose modestly, increasing from CHF 50.20 to CHF 50.33. Analysts cited stronger revenue growth and improving profit margins in their updated outlooks.
내러티브 업데이트 • Oct 12

Biosimilar Pipeline And Global Expansion Will Unlock Future Opportunities

The analyst price target for Sandoz Group has increased by CHF 0.81. This reflects positive sentiment from analysts who cite strong revenue growth and continued profitability improvements as supporting factors.
새로운 내러티브 • Aug 17

Biosimilar Pipeline And Global Expansion Will Unlock Future Opportunities

Key Takeaways Accelerated biosimilar launches, improved manufacturing, and strong market share are driving margin expansion and long-term profitability. Strategic focus on international growth and a robust product pipeline positions the company for sustainable earnings momentum.
분석 기사 • Jun 25

Sentiment Still Eluding Sandoz Group AG (VTX:SDZ)

You may think that with a price-to-sales (or "P/S") ratio of 2.2x Sandoz Group AG ( VTX:SDZ ) is definitely a stock...

이익 및 매출 성장 예측

SWX:SDZ - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202813,3411,9051,6002,17613
12/31/202712,7371,6971,3352,00815
12/31/202612,1651,3747251,49314
12/31/202511,1579148361,594N/A
9/30/202510,8725715481,272N/A
6/30/202510,587227259950N/A
3/31/202510,486114168803N/A
12/31/202410,384N/A76656N/A
9/30/202410,248-4-28581N/A
6/30/202410,111-8-133506N/A
3/31/202410,04535-195434N/A
12/31/20239,97977-258362N/A
9/30/20239,770345136664N/A
6/30/20239,561613530966N/A
3/31/20239,4347316791,095N/A
12/31/20229,3068488281,223N/A
12/31/20219,6789081,0001,354N/A
12/31/20209,6584628131,098N/A

애널리스트 향후 성장 전망

수입 대 저축률: SDZ 의 연간 예상 수익 증가율(17%)이 saving rate(0.6%)보다 높습니다.

수익 vs 시장: SDZ 의 연간 수익(17%)이 Swiss 시장(10.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: SDZ 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: SDZ 의 수익(연간 5.2%)이 Swiss 시장(연간 4.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: SDZ 의 수익(연간 5.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SDZ의 자본 수익률은 3년 후 17.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 11:53
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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분석가 소스

Sandoz Group AG는 37명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Emily FieldBarclays
James GordonBarclays
Sidhartha ModiBarclays