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Sanofi (SAN) Fair Value & Analysis

Financial Services · CA · Market cap 654B PLN

S Sanofi SAN · WAR
Price49.95 PLN
Fair Value12.73 PLN
Upside-74.5%
Quality94/100
Evidence: High Range 9.55 PLN – 15.91 PLN

Fair value as of: Jun 26, 2026

From 17 valuation models · updated 3 days ago

Fair value updated Jun 26, 2026 — revised from 10.42 PLN to 12.73 PLN (+22.2%) since Jun 24, 2026. Share price +12.0% over the past month.

Price vs Fair Value (12 months)

50.81 PLN 28.21 PLN Fair Value 12.73 PLN Jun 2025 Jun 2026

12‑month range 28.21 PLN – 50.81 PLN · fair‑value band 9.55 PLN – 15.91 PLN · the 49.95 PLN price screens above the 12.73 PLN fair value. As of Jun 26, 2026.

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Analysis

Sanofi (SAN) currently trades at 49.95 PLN, while our model-based Fair Value estimate is 12.73 PLN — implying the stock looks roughly 74.5% overvalued today. We read business quality at 94/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Sanofi generated revenue of 47.4B PLN at a net margin of 34.1%. Revenue grew 4.6% year over year. It earns a return on equity of 12.9%. Net debt stands at 145B PLN. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 47.4B PLN
Revenue growth (YoY) +4.6%
Net margin 34.1%
Return on equity 12.9%
Free cash flow −22.5B PLN FY2025
P/E ratio 12.1
More key figures
Operating margin 43.3%
EPS (TTM) 3.75 PLN
Dividend yield 0.5%
EPS growth (YoY) +67.4%
Net debt 145B PLN FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Sanofi engages in the research, development, manufacture, and marketing of therapeutic solutions. It provides immunology and inflammation, rare diseases neurology, oncology, and other vaccines. It also offers poliomyelitis, pertussis, and haemophilus influenzae type b (Hib) pediatric vaccines; respiratory syncytial virus protection and hexavalent combination vaccines that includes hepatitis A, typhoid, yellow fever, and rabies vaccines. It has a collaboration and license agreement with Exscientia to develop up to 15 novel small-molecule for oncology and immunology; ABL Bio, Inc. to develop ABL301 for treatment of alpha-synucleinopathies; and Innate Pharma SA for cell engager program targeting B7-H3. Further, it has a collaboration agreements with Atomwise to use ATOMNET platform and Insilico Medicine to use Pharma.AI, a medicine's AI platform; Kymera Therapeutics, Inc. to develop and commercialize protein degrader therapies targeting IRAK4 in patients with immune-inflammatory diseas…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Sanofi reported revenue of 60.0B PLN in FY2025 versus 39.0B PLN in FY2021, a compound +11.4%/yr. Reported net income was 14.1B PLN in FY2025, compounding +14.8%/yr from FY2021.

Revenue +11.4%/yr
FY21 39.0B PLN
FY22 41.9B PLN
FY23 44.8B PLN
FY24 50.8B PLN
FY25 60.0B PLN
Net income +14.8%/yr
FY21 8.1B PLN
FY22 9.6B PLN
FY23 11.1B PLN
FY24 12.6B PLN
FY25 14.1B PLN

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Frequently asked questions

Is Sanofi (SAN) undervalued?
As of Jun 26, 2026, our model estimates a fair value of 12.73 PLN versus a price of 49.95 PLN — about −75% (overvalued). Model-based estimate, not financial advice.
What is the fair value of SAN?
Our 21-model fair value for Sanofi is 12.73 PLN (as of Jun 26, 2026), built from audited fundamentals. The current price is 49.95 PLN.
What is the quality score of SAN?
Sanofi has a Quality Score of 94/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Sanofi (SAN)?
Sanofi reported trailing-twelve-month revenue of about 47.4B PLN (latest available figure, as of Jun 26, 2026).
What is the net profit margin of SAN?
The net profit margin of Sanofi is about 34.1%, meaning it keeps roughly 34.1% of revenue as net income. Based on the latest reported figures.
Does Sanofi pay a dividend?
Sanofi currently shows a dividend yield of about 0.53% relative to its recent price (as of Jun 26, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.