Sanofi (ENXTPA:SAN): Assessing Valuation After Recent Share Price Weakness

What is moving Sanofi stock today

Sanofi (ENXTPA:SAN) shares have drifted lower over the past month even as revenue and net income continue to grow, creating an interesting disconnect between the stock price and the underlying business.

See our latest analysis for Sanofi.

At around €83.32, the recent pullback in Sanofi’s share price, including a weak 1 month share price return, sits against a still positive multi year total shareholder return. This suggests that momentum has cooled, but the long term story remains intact.

If Sanofi’s move has you rethinking healthcare exposure, it might be a good moment to explore other healthcare stocks that could complement your portfolio.

With Sanofi delivering steady revenue and profit growth yet trading below analyst targets and some estimates of intrinsic value, investors face a familiar dilemma: is this recent weakness a genuine buying opportunity, or is future growth already priced in?

Most Popular Narrative Narrative: 20.8% Undervalued

Compared with Sanofi’s last close at €83.32, the most followed narrative points to a fair value of about €105.20. It frames the recent weakness as a potential mispricing built on detailed long term earnings assumptions.

Sanofi's ongoing focus on innovative product launches and its strong R&D pipeline, highlighted by accelerating investments, multiple Phase III readouts through 2026, and continued expansion of biologics (e.g., Dupixent, amlitelimab), position the company to capture higher demand for chronic disease treatments in a world with an aging population, supporting robust long-term sales growth and EPS upside. (Revenue, EPS)

Read the complete narrative.

Want to see what underpins that optimism? The narrative leans on steady revenue expansion, rising margins, and a future earnings multiple that might surprise you. Curious which projections really drive that €105.20 figure?

Result: Fair Value of €105.20 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, several risks, including pipeline setbacks and sustained pricing pressure in key vaccine and specialty drug markets, could quickly challenge this undervaluation thesis.

Find out about the key risks to this Sanofi narrative.

Build Your Own Sanofi Narrative

If you see the story differently or would rather dig into the numbers yourself, you can build a custom view in minutes: Do it your way.

A good starting point is our analysis highlighting 6 key rewards investors are optimistic about regarding Sanofi.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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