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Novartis AG (NVS) vs Sanofi (SNY)

Novartis AG and Sanofi are both Drug Manufacturers General companies. Novartis AG is the larger, with a market value of $296.4B against $111.8B — 2.7× the size. Sanofi trades at the lower P/E: 23.2× against 30.9×. Sanofi grew revenue faster over the last twelve months: 26.3% against 1.76%. Novartis AG has the higher net margin (17.5% vs 8.27%) and the higher return on invested capital (12.1% vs 7.05%). Both pay a dividend; Sanofi yields more (5.18% vs 2.93%). Across the 23 metrics below, Sanofi leads on 16 and Novartis AG on 7.

Valuation

Metric NVS SNY Drug Manufacturers General median
P/E 30.86 23.17 26.57
P/S 5.36 1.90 3.49
P/B 8.18 1.39 5.20
Price to free cash flow 21.72 6.71 21.34
EV/EBITDA 15.57 11.40 14.80
EV/Sales 6.01 2.13 4.09
Earnings yield 3.24% 4.32% 2.40%
Free cash flow yield 4.60% 14.90% 4.43%

Profitability

Metric NVS SNY Drug Manufacturers General median
Gross margin 74.92% 73.44% 73.01%
Operating margin 25.18% 18.73% 18.34%
Net margin 17.49% 8.27% 7.31%
Free cash flow margin 24.66% 40.26% 18.52%
Return on equity 24.37% 0.00% 5.80%
Return on assets 8.94% 3.24% 2.28%
Return on invested capital 12.05% 7.05% 6.26%

Growth

Metric NVS SNY Drug Manufacturers General median
Revenue growth (TTM) 1.76% 26.32% 6.72%
EPS growth (last fiscal year) 21.81% 45.97% 21.81%
Revenue growth, 5-year CAGR 2.58% 4.37% 4.75%
Net income growth, 5-year CAGR 11.62% (8.87%) 0.00%

Health

Metric NVS SNY Drug Manufacturers General median
Debt to equity 1.23 0.25 0.63
Current ratio 0.88 1.12 1.39
Net debt to EBITDA 0.96 0.76 1.15

Dividend

Metric NVS SNY Drug Manufacturers General median
Dividend yield 2.93% 5.18% 2.31%
Payout ratio 0.91 1.20 0.59

Size

Metric NVS SNY Drug Manufacturers General median
Market cap 296.42b 111.81b 131.21b

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