These 4 Measures Indicate That Sanofi (EPA:SAN) Is Using Debt Reasonably Well
Apr 13
French (CAC) Healthcare Sector Analysis
UpdatedApr 15, 2024
DataAggregated Company Financials
Companies64
- 7D-0.6%
- 3M1.5%
- 1Y-3.8%
- YTD1.4%
Last week, the Healthcare industry hasn't moved much but bioMérieux is up 10.0% in that time. As for the longer term, the industry has declined 4.3% in the last year. Earnings are forecast to grow by 15% annually.
Sector Valuation and Performance
Has the French Healthcare Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Apr 2024 | €269.4b | €104.7b | €8.5b | 20.4x | 31.6x | 2.6x |
| Thu, 14 Mar 2024 | €274.3b | €104.7b | €8.6b | 20.8x | 32.1x | 2.6x |
| Sat, 10 Feb 2024 | €260.7b | €104.7b | €9.2b | 20.3x | 28.2x | 2.5x |
| Mon, 08 Jan 2024 | €265.9b | €104.0b | €12.7b | 21.5x | 20.9x | 2.6x |
| Wed, 06 Dec 2023 | €250.8b | €104.0b | €12.7b | 20.6x | 19.8x | 2.4x |
| Fri, 03 Nov 2023 | €248.1b | €104.3b | €12.8b | 20.5x | 19.4x | 2.4x |
| Sun, 01 Oct 2023 | €269.1b | €104.9b | €12.5b | 22.1x | 21.6x | 2.6x |
| Tue, 29 Aug 2023 | €275.2b | €104.8b | €12.4b | 22.7x | 22.1x | 2.6x |
| Thu, 27 Jul 2023 | €272.3b | €103.6b | €12.3b | 19.6x | 22.1x | 2.6x |
| Sat, 24 Jun 2023 | €265.0b | €103.8b | €12.4b | 19.4x | 21.4x | 2.6x |
| Mon, 22 May 2023 | €279.8b | €108.3b | €12.1b | 20.9x | 23.2x | 2.6x |
| Wed, 19 Apr 2023 | €276.7b | €107.8b | €12.3b | 20.4x | 22.5x | 2.6x |
| Fri, 17 Mar 2023 | €259.1b | €107.8b | €12.7b | 19.9x | 20.5x | 2.4x |
| Sun, 12 Feb 2023 | €266.3b | €105.9b | €10.7b | 18.6x | 24.9x | 2.5x |
| Tue, 10 Jan 2023 | €268.1b | €104.9b | €10.5b | 17.7x | 25.5x | 2.6x |
| Thu, 08 Dec 2022 | €270.8b | €105.1b | €10.4b | 18.2x | 25.9x | 2.6x |
| Sat, 05 Nov 2022 | €257.0b | €105.0b | €10.2b | 17.2x | 25.2x | 2.4x |
| Mon, 03 Oct 2022 | €235.2b | €102.5b | €10.4b | 16.9x | 22.6x | 2.3x |
| Wed, 31 Aug 2022 | €189.9b | €78.9b | €9.0b | 19.5x | 21x | 2.4x |
| Fri, 29 Jul 2022 | €211.6b | €76.7b | €9.2b | 20.4x | 23.1x | 2.8x |
| Sun, 26 Jun 2022 | €207.2b | €76.6b | €9.1b | 19.9x | 22.9x | 2.7x |
| Tue, 24 May 2022 | €214.3b | €75.5b | €9.2b | 19.5x | 23.3x | 2.8x |
| Thu, 21 Apr 2022 | €219.4b | €74.4b | €8.8b | 19.5x | 25x | 2.9x |
| Sat, 19 Mar 2022 | €211.3b | €73.7b | €8.5b | 20.2x | 24.7x | 2.9x |
| Mon, 14 Feb 2022 | €209.0b | €72.6b | €8.6b | 18.9x | 24.3x | 2.9x |
| Wed, 12 Jan 2022 | €216.3b | €71.8b | €8.5b | 22.2x | 25.4x | 3x |
| Fri, 10 Dec 2021 | €220.6b | €71.7b | €8.5b | 23.1x | 25.9x | 3.1x |
| Sun, 07 Nov 2021 | €221.1b | €71.8b | €8.5b | 23x | 26x | 3.1x |
| Tue, 05 Oct 2021 | €211.9b | €70.5b | €8.0b | 22.5x | 26.3x | 3x |
| Thu, 02 Sep 2021 | €234.4b | €70.2b | €8.1b | 27.2x | 29x | 3.3x |
| Sat, 31 Jul 2021 | €220.8b | €70.2b | €8.1b | 26.4x | 27.3x | 3.1x |
| Tue, 04 May 2021 | €207.2b | €68.5b | €14.2b | 27.9x | 14.6x | 3x |
Price to Earnings Ratio
14.6x
Current Industry PE
- Investors are optimistic on the French Healthcare industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 31.6x which is higher than its 3-year average PE of 23.5x.
- The industry is trading close to its 3-year average PS ratio of 2.7x.
Past Earnings Growth
- The earnings for companies in the Healthcare industry have declined 16% per year over the last three years.
- Meanwhile revenues for these companies have grown 15% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the French Healthcare sector?
| FR Market | -1.48% | |
| Healthcare | -0.57% | |
| Healthtech | 3.37% | |
| Biotech | 1.50% | |
| Pharma | -0.44% | |
| Healthcare Services | -0.67% | |
| Medical Equipment | -0.71% | |
| Life Sciences | -0.91% | |
Industry PE
- Investors are most optimistic about the Life Sciences industry which is trading above its 3-year average PE ratio of 38.6x.
- Analysts are expecting annual earnings growth of 20.6%, which is higher than its past year's earnings decline of 55.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare Services industry, expecting annual earnings growth of 57% over the next 5 years.
- This is better than its past earnings decline of 37% per year.
- In contrast, the Pharma industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BIM bioMérieux | €105.20 | 7.6% +€874.4m | 8.0% | PE34.8x | |
| SAN Sanofi | €87.45 | 0.5% +€561.9m | -14.7% | PE20.2x | |
| ERF Eurofins Scientific | €60.60 | 2.1% +€242.2m | -1.5% | PE45.4x | |
| VLA Valneva | €4.02 | 6.1% +€31.9m | -21.2% | PS3.6x | |
| TNG Transgene | €1.45 | 23.1% +€27.4m | -28.3% | PS18.4x |
