Buffett Brain · Research note
Score updated 5 Oct 2026 · analysis from 25 May 2026
SNY· Healthcare
Sanofi
Sanofi's 11.6% ROIC is top-quintile in healthcare, but growth and moat remain uncertain.
Buffett fit
Partial fit
Owner
50
Durability
61
Management
39
Price
48
Score updated 5 Oct 2026 · analysis from 25 May 2026
Buffett's checklist
Each number against Buffett's bar, and where it ranks among Healthcare stocks in our database.
How much profit the business makes on each dollar invested in it. Higher is better.
What is left of each sale after the cost of making the product. A high number often means pricing power.
The cash the business earns for its owners, compared with the price of the whole company.
How fast sales grew each year over the last five years.
How many years of today's profit you pay for at today's price. Lower means cheaper.
How much the company owes compared with what it owns outright. Lower is safer.
The four pillars
How the business measures up on each of Buffett's four tests.
Owning Sanofi means capitalizing on its top-quintile of 11.7% within healthcare.
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Sanofi's durability is supported by its diversified revenue streams and strong net margins of 17.6%.
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Sanofi's management has maintained a stable share count with a slight decrease of -0.65% CAGR over five years and a 1.68% yield.
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Sanofi's of 8.6 and yield of 11.47% suggest a fair valuation.
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For and against
The strongest points on each side, with the numbers behind them.
In its favor
7- 111.7% is top-quintile in healthcare, indicating efficient capital use.
- 271.6% supports strong unit economics.
- 325.1% is top-quintile in the sector.
- 4Stable profitability over 5 years, with EPS growing at 6.47% CAGR.
Concerns
7- 1 of 71.6% is below the sector's top-quintile threshold of 77.8%.
- 2EPS max decline of 32.6% in 5 years suggests volatility.
- 3Market cap increase vs retained earnings is only 0.43, indicating limited value creation.
- 4Current ratio of 1.01 is below the preferred 1.5, signaling potential liquidity issues.
Price history
$39.92-18.5%· 5-year return
Weekly closing prices. Touch or hover the line for a date.
The business
How the business works
Sanofi operates through Pharmaceuticals, Vaccines, and Consumer Healthcare segments, generating $54.31B in revenue. The Pharmaceuticals segment, covering specialty care and established prescription products, is the largest contributor. Vaccines and Consumer Healthcare offer diversification. With a 71.6% and 25.1% , Sanofi's unit economics are strong, but gross margins are below sector top-quintile.
What other investors would say
The same company, judged by three other documented playbooks.
Keep researching
Similar companies in Healthcare
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