任意の製品分析
許可いただいた場合、プライバシーに配慮した限定的な分析を使用し、どのリサーチ経路が有効かを把握します。広告トラッカーやセッション録画は使用しません。この選択は設定で変更できます。詳しくは プライバシーポリシー.
Sanofi's published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $104.3B | |
|---|---|---|
| P/E (forward) | 8.4x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | Trend |
|---|---|---|---|---|---|
| Period | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $40.56B | $41.62B | $44.29B | $46.72B | +4.8% |
| Gross profit | $28.68B | $28.99B | $31.08B | $33.67B | +5.5% |
| Operating income | $10.40B | $6.89B | $7.40B | $6.80B | -13.2% |
| Net income | $8.37B | $5.40B | $5.56B | $7.81B | -2.3% |
| EPS (diluted) | $2.69 | $2.16 | $2.30 | $3.20 | +6.0% |
| EBITDA | $13.51B | $11.32B | $10.99B | $12.48B | -2.6% |
| R&D | $6.50B | $6.51B | $7.39B | $7.84B | +6.5% |
| SG&A | $8.74B | $9.48B | $9.82B | $10.24B | +5.4% |
Recent company headlines from major financial publishers.
Revenue accelerates beyond the historical 4.82% CAGR toward the 6.12% next-year estimate, driven by successful pipeline commercialization. Operating margins improve past 20%, and the equity partially re-rates toward the peer median.
Growth remains stable, anchored by vaccines and rare diseases. The 12.0x terminal multiple reflects a conservative partial re-rating from the current 8.4x, deliberately constrained below peers due to the rigid 97.7% dividend payout policy.
| Ke ↓ / g → | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 6.3% | $61.9 | $69.2 | $78.4 | $89.5 | $89.5 |
| 7.3% | $51.2 | $56.0 | $61.9 | $69.2 | $78.4 |
| 8.3% | $43.6 | $47.1 | $51.2 | $56.0 | $61.9 |
| 9.3% | $38.0 | $40.6 | $43.6 | $47.1 | $51.2 |
| 10.3% | $33.6 | $35.7 | $38.0 | $40.6 | $43.6 |
Upcoming earnings date and setup when available.
各月に公開されたリサーチ版が示したレーティングです。レーティングは分析時点の株価を公正価値と比較したもので、判断が当たったかどうかの記録ではありません。
| 年 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | 10月 | 11月 | 12月 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
