Análisis Argos
SNY
SNYBarata · ojo al riesgo
Sanofi · Healthcare
US$ 43.16
precio al 2026-07-04
Valor justo Argos*
US$ 54–60
vs. su valor justo
28% por debajo
Score Argos
68/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 5.4% al año — menos de lo que viene demostrando (3.3%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 41% el último año.
Reparte dividendo sostenible (5.6%).
Riesgos
!Crecimiento estancado o en baja.
VALOR4/6FUTURO2/6PASADO4/6SALUD4/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO2/6PASADO4/6SALUD4/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos68de 100Barata · ojo al riesgo
Ingresos5%
US$ 46.7 B
Margen operativo25%
20.5%
Flujo de caja libre72%
US$ 10.1 B
Deuda neta
US$ 12.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 103.8B
P/E13.3x
EV/EBITDA7.6x
FCF yield9.8%
ROIC9.4%
Margen operativo20.5%
Crecim. ingresos+5.5%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 1 jul
SNY's Nexviazyme Meets Goals in Infantile-Onset Pompe Disease Study
Sanofi's phase III Baby-COMET study meets all goals for Nexviazyme in infantile-onset Pompe disease, paving the way for a planned U.S. filing in H2 2026.
globenewswire.com · 1 jul
Press Release: Availability of the aide-mémoire for Q2 2026 results
Availability of the aide-mémoire for Q2 2026 results Paris, France – July 1, 2026. Sanofi announced today the availability of the aide-mémoire for Q2 2026 results on the "Investors" page of sanofi.com: Second quarter 2026 results Prepared each quarter, this document is intended to support financial modelling of the quarterly results.
fool.com · 30 jun
Bargain Hunters: These 3 High-Yielding Stocks Recently Hit New 52-Week Lows
When dividend stocks drop in value, investors have the opportunity to secure some higher-than-typical yields. The stocks listed here haven't been doing well this year, but they offer some attractive dividend income.
fool.com · 30 jun
Recursion Pharmaceuticals vs. Summit Therapeutics: Which Healthcare Stock Is a Better Buy in 2026?
Recursion harnesses AI for large-scale drug discovery, while Summit's betting on a single oncology candidate. How do their financials and risk profiles stack up?
reuters.com · 26 jun
EU Commission opens antitrust probe into Sanofi's flu vaccine campaign
The European Commission opened on Friday an ​investigation into whether French ‌drug giant Sanofi breached EU competition rules in a flu ​vaccine marketing campaign.
fool.com · 25 jun
Is AbbVie a Buy After Its Purchase of Apogee?
The pharmaceutical company gains a prospective blockbuster with the deal, but is it worth $10.9 billion?
seekingalpha.com · 25 jun
Sanofi: Dupixent Risks Overstated, Valuation Disconnect Creates Opportunity
Sanofi is reiterated as a compelling buy, trading at a pronounced valuation discount versus pharma peers despite solid results and strategic focus. Dupixent drives 40% of Sanofi's sales and 80% of Q1 incremental growth; management is pursuing lifecycle management to mitigate 2031 U.S. LOE risk. Dupixent concentration is not unique. Management continues to pursue lifecycle management initiatives, including new formulations and a hyaluronidase co-formulation, while planning conservatively under a no-extension scenario.
globenewswire.com · 25 jun
Press Release: Sanofi Foundation opens new chapter centered on future generations
Sanofi Foundation opens new chapter centered on future generations Paris, June 2 5 , 2026 . The Sanofi Foundation is opening a new chapter with a strengthened commitment to children and young people, particularly those living with serious diseases.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.