Added to YB: 2026-02-26
Pitch date: 2026-02-23
SAN.PA [bullish]
Sanofi
+0.91%
current return
Author Info
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Company Info
Sanofi engages in the research, development, manufacture, and marketing of therapeutic solutions. It provides immunology and inflammation, rare diseases neurology, oncology, and other vaccines.
Market Cap
EUR 97.5B
Pitch Price
EUR 80.06
Price Target
117.60 (+46%)
Dividend
5.10%
EV/EBITDA
8.67
P/E
20.04
EV/Sales
2.37
Sector
Pharmaceuticals
Category
value
Who Am I?....Episode 8 / Sanofi (SAN)
SAN.PA: €100B+ pharma ignored despite 8% 5yr rev CAGR, 10% 2025 growth, 75% gross/28% EBIT margins, 5%+ yield, 30yr div growth, €5B buybacks. Guides high-single-digit sales growth 2026+. New CEO in 2mo, €25B firepower (€12B stake monetization+€13B re-leveraging to 1x). At 9.5x 2026 PE vs 12x avg, cheapest large-cap defensive globally. Dec'27 ATM calls up 360% if rerating to 12x PE (46% stock upside)
Read full article (3 min)