ENXTPA:SAN

Stock Analysis Report

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Executive Summary

Sanofi provides therapeutic solutions worldwide. More Details


Snowflake Analysis

Excellent balance sheet established dividend payer.


Similar Companies

Share Price & News

How has Sanofi's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: SAN has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

-3.6%

SAN

-1.7%

FR Pharmaceuticals

0.7%

FR Market


1 Year Return

-0.6%

SAN

-1.2%

FR Pharmaceuticals

-8.0%

FR Market

Return vs Industry: SAN underperformed the French Pharmaceuticals industry which returned 0.9% over the past year.

Return vs Market: SAN exceeded the French Market which returned -7.5% over the past year.


Shareholder returns

SANIndustryMarket
7 Day-3.6%-1.7%0.7%
30 Day-4.7%-2.4%3.1%
90 Day-6.6%-5.6%0.1%
1 Year3.1%-0.6%2.2%-1.2%-6.0%-8.0%
3 Year14.1%0.8%11.7%-0.4%4.7%-4.4%
5 Year10.1%-9.7%12.6%-6.7%29.2%11.5%

Price Volatility Vs. Market

How volatile is Sanofi's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Sanofi undervalued compared to its fair value and its price relative to the market?

19.6%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: SAN (€82.74) is trading below our estimate of fair value (€103.19)

Significantly Below Fair Value: SAN is trading below fair value, but not by a significant amount.


Price To Earnings Ratio

PE vs Industry: SAN is good value based on its PE Ratio (9.3x) compared to the XE Pharmaceuticals industry average (20.5x).

PE vs Market: SAN is good value based on its PE Ratio (9.3x) compared to the French market (18.6x).


Price to Earnings Growth Ratio

PEG Ratio: SAN's earnings are forecast to decline next year, so we can't calculate its PEG ratio.


Price to Book Ratio

PB vs Industry: SAN is good value based on its PB Ratio (1.6x) compared to the FR Pharmaceuticals industry average (3.4x).


Next Steps

Future Growth

How is Sanofi forecast to perform in the next 1 to 3 years based on estimates from 19 analysts?

-9.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: SAN's earnings are forecast to decline over the next 3 years (-9.5% per year).

Earnings vs Market: SAN's earnings are forecast to decline over the next 3 years (-9.5% per year).

High Growth Earnings: SAN's earnings are forecast to decline over the next 3 years.

Revenue vs Market: SAN's revenue (3.7% per year) is forecast to grow slower than the French market (6.8% per year).

High Growth Revenue: SAN's revenue (3.7% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: SAN's Return on Equity is forecast to be low in 3 years time (12.7%).


Next Steps

Past Performance

How has Sanofi performed over the past 5 years?

2.3%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: SAN has a large one-off gain of €4.8B impacting its June 30 2020 financial results.

Growing Profit Margin: SAN's current net profit margins (29.6%) are higher than last year (9.8%).


Past Earnings Growth Analysis

Earnings Trend: SAN's earnings have grown by 2.3% per year over the past 5 years.

Accelerating Growth: SAN's earnings growth over the past year (210.6%) exceeds its 5-year average (2.3% per year).

Earnings vs Industry: SAN earnings growth over the past year (210.6%) exceeded the Pharmaceuticals industry 13.2%.


Return on Equity

High ROE: SAN's Return on Equity (17.6%) is considered low.


Next Steps

Financial Health

How is Sanofi's financial position?


Financial Position Analysis

Short Term Liabilities: SAN's short term assets (€34.9B) exceed its short term liabilities (€18.8B).

Long Term Liabilities: SAN's short term assets (€34.9B) exceed its long term liabilities (€33.5B).


Debt to Equity History and Analysis

Debt Level: SAN's debt to equity ratio (37.4%) is considered satisfactory.

Reducing Debt: SAN's debt to equity ratio has increased from 25.8% to 37.4% over the past 5 years.

Debt Coverage: SAN's debt is well covered by operating cash flow (35.8%).

Interest Coverage: SAN's interest payments on its debt are well covered by EBIT (16.2x coverage).


Balance Sheet


Next Steps

Dividend

What is Sanofi current dividend yield, its reliability and sustainability?

3.80%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: SAN's dividend (3.81%) is higher than the bottom 25% of dividend payers in the French market (1.56%).

High Dividend: SAN's dividend (3.81%) is low compared to the top 25% of dividend payers in the French market (5.29%).


Stability and Growth of Payments

Stable Dividend: SAN's dividends per share have been stable in the past 10 years.

Growing Dividend: SAN's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its reasonably low payout ratio (35.4%), SAN's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: SAN's dividends in 3 years are forecast to be covered by earnings (50.4% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

9.2yrs

Average management tenure


CEO

Paul Hudson (53 yo)

1.08yrs

Tenure

€5,691,899

Compensation

Mr. Paul Hudson serves as Chief Executive Officer and Director at Sanofi since September 1, 2019. Mr. Hudson was Chief Executive Officer of Novartis Pharmaceuticals at Novartis AG since July 1, 2016 until ...


CEO Compensation Analysis

Compensation vs Market: Paul's total compensation ($USD6.73M) is above average for companies of similar size in the French market ($USD4.01M).

Compensation vs Earnings: Insufficient data to compare Paul's compensation with company performance.


Leadership Team

NamePositionTenureCompensationOwnership
Paul Hudson
CEO & Director1.08yrs€5.69m0.00045%
€ 467.8k
Jean-Baptiste de Chatillon
Executive VP & CFO2yrsno datano data
Laurent Gilhodes
Principal Accounting Officer and Vice President of Corporate Accountingno datano datano data
Bruno Ménard
Chief Information officer9.17yrsno datano data
George Grofik
Head of Investor Relationsno datano datano data
Karen Linehan
Executive VP of Legal Affairs & General Counsel13.58yrsno datano data
Dante Beccaria
Global Compliance Officer & VP8.5yrsno datano data
Josep Catlla
Head of Communicationsno datano datano data
Pierre Chancel
Senior Vice President of Global Diabetes and Senior Vice President of Global Marketing16.17yrsno datano data
Natalie Bickford
Executive VP & Chief People Officer0.17yrno datano data
Marie-Hélène Laimay
Senior Vice President of Audit & Internal Control Assessment18.42yrsno datano data
Gilles Lhernould
Senior Vice President of Corporate Social Responsibility16.17yrsno datano data

9.2yrs

Average Tenure

61yo

Average Age

Experienced Management: SAN's management team is seasoned and experienced (9.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Paul Hudson
CEO & Director1.08yrs€5.69m0.00045%
€ 467.8k
Bernard Charlès
Independent Director3.42yrs€80.71k0.000080%
€ 83.2k
Melanie Lee
Independent Director3.42yrs€137.68k0.000080%
€ 83.2k
Carole Piwnica
Independent Director9.83yrs€132.93k0.000080%
€ 83.2k
Jean-François Dehecq
Honorary Chairman10.42yrs€4.71mno data
Serge Weinberg
Independent Chairman10.42yrs€708.04k0.00013%
€ 135.1k
Patrick Kron
Independent Director6.42yrs€159.04k0.000080%
€ 83.2k
Fabienne Lecorvaisier
Independent Director7.42yrs€137.68k0.000080%
€ 83.2k
Diane Souza
Independent Director4.42yrs€223.13k0.000090%
€ 93.6k
Laurent Attal
Director8.42yrs€140.05k0.000080%
€ 83.2k
Thomas Südhof
Independent Director4.42yrs€147.17k0.000090%
€ 93.6k
Marion Palme
Employee Representative Director3.42yrs€75.96k0.000010%
€ 10.4k

5.4yrs

Average Tenure

62.5yo

Average Age

Experienced Board: SAN's board of directors are considered experienced (5.4 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Sanofi's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Sanofi
  • Ticker: SAN
  • Exchange: ENXTPA
  • Founded: 1994
  • Industry: Pharmaceuticals
  • Sector: Pharmaceuticals & Biotech
  • Market Cap: €103.952b
  • Shares outstanding: 1.26b
  • Website: https://www.sanofi.com

Number of Employees


Location

  • Sanofi
  • 54, Rue La BoEtie
  • Paris
  • Ile-de-France
  • 75008
  • France

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
SNYN.FOTCPK (Pink Sheets LLC)YesOrdinary SharesUSUSDMay 1999
SANENXTPA (Euronext Paris)YesOrdinary SharesFREURMay 1999
SNWDB (Deutsche Boerse AG)YesOrdinary SharesDEEURMay 1999
SANSWX (SIX Swiss Exchange)YesOrdinary SharesCHCHFMay 1999
0O59LSE (London Stock Exchange)YesOrdinary SharesGBEURMay 1999
SANFBIT (Borsa Italiana)YesOrdinary SharesITEURMay 1999
SNWXTRA (XETRA Trading Platform)YesOrdinary SharesDEEURMay 1999
SANPBATS-CHIXE (BATS 'Chi-X Europe')YesOrdinary SharesGBEURMay 1999
SANOWBAG (Wiener Boerse AG)YesOrdinary SharesATEURMay 1999
SNYNasdaqGS (Nasdaq Global Select)ADR ECH REP 1/2 ORD EUR2 SPONUSUSDJul 2002
SNW2DB (Deutsche Boerse AG)ADR ECH REP 1/2 ORD EUR2 SPONDEEURJul 2002
SNY NBMV (Bolsa Mexicana de Valores)ADR ECH REP 1/2 ORD EUR2 SPONMXMXNJul 2002
0A2VLSE (London Stock Exchange)ADR ECH REP 1/2 ORD EUR2 SPONGBUSDJul 2002

Biography

Sanofi provides therapeutic solutions worldwide. It offers Cerezyme and Cerdelga for Gaucher, Myozyme and Lumizyme for Pompe, Fabrazyme for Fabry, and Aldurazyme for mucopolysaccharidosis Type 1; and Aubag ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/10/23 22:12
End of Day Share Price2020/10/23 00:00
Earnings2020/06/30
Annual Earnings2019/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.