SNY Sanofi - American Depositary Shares

NASDAQ · Pharmaceuticals
$44,74
Precio · May 20, 2026
Rango 52S
$42–$53
22% of range
Calificación del Analista
BUY
30 analysts
Precio Objetivo
$56
+25% upside
P/E (TTM)
—
ROE
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Margen de Beneficio Neto
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SNY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$44.73
Capitalización Bursátil
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P/E (TTM)
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BPA (TTM)
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Ingresos (TTM)
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Rendimiento div.
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ROE
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Deuda/Capital
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Rango 52S
$42 – $53

SNY Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

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Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
SNY
Mediana de Pares

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
SNY
Mediana de Pares

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
SNY
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Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
SNY
Mediana de Pares

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
SNY
Mediana de Pares

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

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Tendencia a 5 años
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Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
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Fecha ex-dividendoMonto
4 de mayo de 2026$2,4220
9 de mayo de 2025$2,2120
9 de mayo de 2024$2,0370
30 de mayo de 2023$1,9030
26 de mayo de 2022$0,2970
4 de mayo de 2022$1,7470
3 de mayo de 2021$1,9060
30 de abril de 2020$1,7530
7 de mayo de 2019$1,7390
9 de mayo de 2018$1,8610
11 de mayo de 2017$1,5770
5 de mayo de 2016$1,6300
6 de mayo de 2015$1,6180
7 de mayo de 2014$1,9100
6 de mayo de 2013$1,8620
7 de mayo de 2012$1,7560
11 de mayo de 2011$1,8220
17 de mayo de 2010$1,6270
20 de abril de 2009$1,4190
16 de mayo de 2008$1,5100

SNY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 30 analistas
  • Compra fuerte 7 23,3%
  • Compra 11 36,7%
  • Mantener 11 36,7%
  • Venta 1 3,3%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

9 analistas · 2026-05-15
Objetivo mediano $54.50 +21,8%
Objetivo medio $55.90 +25,0%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.07%
Período EPS Actual EPS est. Sorpresa
31 de marzo de 2026 $1.88 $1.81 0.07%
31 de diciembre de 2025 $1.53 $1.46 0.07%
30 de septiembre de 2025 $2.91 $2.75 0.16%
30 de junio de 2025 $1.59 $1.63 -0.04%
31 de marzo de 2025 $1.79 $1.69 0.10%

SNY Panel de Analistas IA — Vistas alcistas y bajistas Debate de 2026Q2: Claude, Grok, Gemini, ChatGPT sobre las perspectivas de la acción

Ronda 1 — Primeras Opiniones

Grok NEUTRAL 0,75
↑ Alcista

Sanofi offers a rare value play in big pharma, with rock-bottom valuation and rising profitability that could drive a sharp re-rating by mid-2026 if the drug pipeline converts. Its TTM P/E sits at just 7.25, meaning investors pay pennies on the dollar for every bit of earnings despite stable 20.7% net margins that prove pricing power holds up. ROE has climbed to 18.8%, signaling management squeezes more profit from each dollar of equity than in prior quarters. Positive Phase 3 data for amlitelimab in atopic dermatitis as of March 28 adds a high-conviction catalyst.

↓ Bajista

Sanofi's downtrend signals fading momentum and potential trouble ahead, breaking lower without signs of stabilization into 2026Q2. Shares have shed 12% from 55.44 in early May to 48.61 now, with volume spiking on the downside to reflect real selling pressure. Current ratio has slipped to 1.06, dipping toward liquidity stress that could force tough choices if working capital tightens further. Flat market cap around $100 billion masks stagnant growth amid peers.

Claude NEUTRAL 0,62
↑ Alcista

Sanofi is trading at a valuation that assumes the company is broken, but the fundamentals suggest it is healing. The P/E of 7.2 is a full third below the pharma median, yet EPS grew 26% year-over-year and ROE climbed to 18.8%, signaling genuine operational leverage. The Phase 3 win in amlitelimab for atopic dermatitis (announced March 28) opens a new revenue stream in a large immunology market. If the market reprices this stock to reflect normalized pharma multiples—say 12 to 14 times earnings—the upside is substantial without requiring heroic assumptions.

↓ Bajista

Sanofi's cheap valuation may be cheap for a reason: the company is trapped in a slow-growth, high-leverage trap. Debt-to-equity of 29.7% is manageable but rising relative to cash generation, and the current ratio of 1.06 leaves almost no margin for error if cash flow stumbles. The stock has fallen 8% in six weeks despite the amlitelimab news, suggesting the market is unconvinced the pipeline can offset patent cliffs and generic competition. Without evidence that revenue growth is accelerating—not just earnings per share through buybacks—this looks like a value trap, not a bargain.

Gemini NEUTRAL 0,75
↑ Alcista

Sanofi is currently priced like a stagnant utility despite a pipeline that suggests significant growth potential. The market is currently valuing the company at just 7.24 times trailing earnings. This low multiple implies that investors expect no future growth, which ignores the recent positive Phase 3 results for amlitelimab. Furthermore, the company maintains a robust 72.29% gross margin. This high margin indicates that Sanofi retains significant pricing power on its core drug portfolio, providing a solid cushion to fund the R&D necessary to bring new blockbusters like amlitelimab to market.

↓ Bajista

The company’s liquidity profile is tightening, which could limit its flexibility to navigate competitive pharmaceutical headwinds. The current ratio has slipped to 1.06. This means the company has barely enough short-term assets to cover its immediate liabilities, leaving little room for operational error. Additionally, the stock has struggled to find momentum, hovering near its 52-week lows. This price action suggests that the market remains skeptical of the company's ability to offset expiring drug patents, keeping a lid on any potential valuation expansion regardless of recent clinical trial successes.

Chatgpt NEUTRAL 0,60
↑ Alcista

I think the strongest bullish case for SNY is that Sanofi trades cheaply and has a clear near-term catalyst from amlitelimab Phase 3 results. P/E TTM: 7.25. This low multiple implies the market hasn't priced in strong growth; upside hinges on resilient earnings and amlitelimab translating into sales. EPS TTM: 11.20. This level signals solid profitability and cash generation to fund pipelines and shareholder returns. ROE TTM: 18.76%. This indicates efficient use of equity and pricing power, supporting per-share value in a steady growth scenario. News: On 2026-03-28, Sanofi reported positive Phase 3 results for amlitelimab, a potential growth driver.

↓ Bajista

The stock faces downside risk from growth concerns and potential pipeline underdelivery. P/E TTM: 7.25. This low multiple may reflect growth anxiety; any pipeline miss or competition could compress the multiple further. Current ratio: 1.0603. This near-breakeven liquidity puts stress on working capital in a tougher macro backdrop. Debt/Equity: 29.69. With rates rising, debt service could squeeze cash flow and cap buybacks or dividends.

Ronda 2 — Respuestas y refutaciones

Grok

Claude, your bear case claims debt-to-equity is rising relative to cash generation, but it's actually down to 29.7 from 31.8 last quarter. That deleveraging eases interest burdens and boosts flexibility to invest in pipeline wins like amlitelimab, turning a perceived trap into tailwind for earnings growth. This reinforces why the 7.2 P/E looks like a mispricing, not a warning.

Claude

I need to push back on Grok's read of the price action. Yes, SNY is down 12% from May's peak to 48.61 now, but that's noise against a backdrop where the stock has been range-bound between 47 and 51 for the past eight weeks. Grok frames this as 'fading momentum' and 'breaking lower,' but the volume data tells a different story — the 12.5M shares that moved on the June 20 selloff haven't repeated. That's not capitulation; that's consolidation. The real question isn't whether the stock is trending down; it's whether the market is waiting for amlitelimab label expansion or revenue guidance before it reprices. That's a timing call, not a momentum call.

Gemini

Claude, your focus on the debt-to-equity ratio as a major headwind for Sanofi misses the broader context of their capital efficiency. A debt-to-equity ratio of 29.69 is actually quite conservative for a pharmaceutical giant with this level of cash flow. This means the company is not overly reliant on borrowed money to fund its operations or its pipeline development. While you worry about the leverage trap, I see a balance sheet that is actually well-positioned to aggressively commercialize the amlitelimab breakthrough without needing to take on dangerous levels of new debt.

Chatgpt

Claude, your point about a re-rating to a higher multiple hinges on AMLI delivering durable revenue; I think that's a big conditional. P/E TTM is 7.25. That suggests the market is already pricing Sanofi as a slow-grower, and any meaningful upside will depend on AMLI actually translating into revenue and on pipeline risk materializing, rather than on hope or a one-off buyback.

Ronda 3 — Refutaciones finales

G
Grok

Gemini, I'm fully with you on debt-to-equity — Claude's claim it's rising relative to cash generation doesn't match the data. It fell from 31.8 in 2025Q3 to 29.7 now. Lower leverage shrinks interest expenses, giving Sanofi more firepower to commercialize amlitelimab and sustain high ROE without dilution risks. That's no trap; it's tailwind for 2026 earnings.

C
Claude ⇄ Cambio de opinión

I want to push back on Gemini's framing of the debt-to-equity ratio. Gemini, you're right that 29.7% is conservative in absolute terms, but you're missing the direction. Debt-to-equity fell from 31.8% last quarter, which Grok correctly flagged — that's deleveraging, and I was wrong to call it a trap. But here's what neither of you addressed: the current ratio dropped from 1.27 to 1.06 in the same window. That's not just tightening; that's a 17% compression in working capital cushion while the company is supposedly in growth mode. If amlitelimab requires upfront commercialization spend before revenue hits, Sanofi may face a cash flow timing crunch in late 2026. That's the real liquidity risk, not the leverage itself.

G
Gemini

I want to widen the frame to address the macro regime, specifically the USD strength that Claude and Grok have overlooked. Sanofi is a French company reporting in Euros but trading as an ADS in New York, meaning a strong dollar acts as a structural headwind for their translated earnings. With a net profit margin of 20.66%, any further appreciation of the greenback will mechanically erode the bottom line for US-based investors. Even if the pipeline succeeds, the currency tailwind is currently working against us, which explains why the stock is range-bound despite the positive clinical data.

C
Chatgpt

I think the biggest swing factor for SNY into 2026Q2 is regulatory and macro policy, not just pipeline chatter from amlitelimab. Grok, your focus on the valuation is useful, but P/E around 7.3 signals the market isn’t pricing growth and policy shifts could re-rate the stock. Look at US price negotiation under the Inflation Reduction Act starting 2026 and EU reference pricing; those policies could cap margins on major franchises even if AMLI lands, so the stock’s upside hinges on policy clarity as much as science.

Pronósticos de Precios

Modelo Objetivo a 3M Objetivo a 6M Razonamiento
G Grok Objetivo a 3M $55.00 Objetivo a 6M $62.00 Razonamiento I see Sanofi's rock-bottom valuation expanding toward pharma peers as amlitelimab de-risks and deleveraging frees up cash for growth. My key catalyst is the Q2 2026 earnings release in late July, where Sanofi should quantify amlitelimab's peak sales potential and commercialization spend. The top risk is Inflation Reduction Act price controls hitting key franchises from mid-2026, crimping margins as ChatGPT flagged. A P/E re-rating to 10x TTM earnings—signaling the market credits pipeline offset to patent losses—implies $60+ fairly soon, justifying my buy call from the current 48.61 close.
C Claude Objetivo a 3M $54.50 Objetivo a 6M $58.75 Razonamiento Sanofi is repricing from a valuation floor to fair value as the market digests that deleveraging and rising ROE signal genuine operational healing, not financial engineering. The single catalyst that moves this stock is amlitelimab's label expansion timeline — if Sanofi guides to 2026 launch and early peak-sales estimates in Q2 earnings, the market reprices from 7.2x to 10–11x earnings, a 40% re-rating. The risk is that IRA price negotiation or EU reference pricing caps margins faster than amlitelimab offsets patent cliff losses, collapsing the multiple back down. At 7.2 times trailing earnings of 11.20, the market is pricing zero growth; even 3% organic growth justifies 10x, worth 56 dollars per share from current 52.32.
G Gemini Objetivo a 3M $54.50 Objetivo a 6M $58.00 Razonamiento I believe Sanofi is currently mispriced as a terminal decline story, and the market will eventually reward its deleveraging and clear pipeline progress with a modest valuation expansion. The primary catalyst for my 6-month target is the Q3 2026 earnings release, where I expect management to provide concrete revenue guidance for the amlitelimab commercial rollout. A major risk remains the potential for unfavorable regulatory pricing adjustments in the US market, which could compress margins. The company's current P/E of 7.25 is extremely low, meaning the market is paying almost nothing for future growth, which provides a significant floor for the stock price if these clinical successes translate into actual cash flow.
C Chatgpt Objetivo a 3M $56.00 Objetivo a 6M $64.00 Razonamiento I think SNY can grind higher as amlitelimab delivers revenue and the stock begins to re-rate from its cheap base. Catalyst: durable AMLI revenue realization and a positive guidance update tied to near-term commercialization. Risk: policy headwinds from US IRA price negotiation and EU pricing that could cap margins. At 52.32 now, a path to 56 in 3 months and 64 in 6 months would imply a modest re-rate on AMLI upside.

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