LIVE
NVO
Novo Nordisk A/S · Healthcare
$43.19
-2.46% this month
VERSUS
⟷
COMPARE
SNY
Sanofi S.A. · Healthcare
$42.38
-2.69% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
NVO
2
SNY
2
Comparison scoreboard
MIXED SETUPAI Score
NVO ✓40.3
SNY 40.1
1Y Return
NVO -38.82%
SNY ✓-6.07%
Fwd P/E
NVO ✓2.00
SNY 8.02
Target Up.
NVO +9.23%
SNY ✓+31.90%
Op. Margin
NVO N/A
SNY N/A
Metrics last refreshed: 6/20/2026
Quick take
NVO vs SNY Stock Comparison: AI Score, Valuation, Performance and Upside
Novo Nordisk and Sanofi are both large-cap European pharma companies with blockbuster assets but in completely different therapeutic areas. Novo Nordisk is the GLP-1 obesity/diabetes juggernaut with almost unlimited near-term demand; Sanofi is the immunology and rare disease specialist whose Dupixent continues compounding toward $20B+ peak revenues. NVO has the larger near-term earnings acceleration; SNY offers a more diversified and potentially more stable growth profile.
Novo Nordisk is the pure-play on the obesity treatment revolution — a historic demand catalyst unmatched in recent pharma history; Sanofi is the diversified European pharma with Dupixent as a predictable compounder and optionality from pipeline and divestitures.
Live analysis · updated 6/20/2026
NVO and SNY are closely matched — they split the tracked metrics evenly. SNY has delivered stronger 1-year price return (-6.07% vs -38.82%), though NVO trades at the lower forward P/E (2.00x vs 8.02x). Analyst consensus implies meaningfully more upside for SNY (+31.90%) than for NVO (+9.23%).
Normalized 1Y performance
NVO
SNY
Recent returns
NVO
SNY
Analyst price targets & sentiment
NVO · 12 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.4/5.0)
Price target range
analyst low$39.76
analyst high$63.32
analyst mean$47.18
current price$43.19
+9.2% upside to analyst mean
SNY · 9 analysts
Price target range
analyst low$51.00
analyst high$63.00
analyst mean$55.90
current price$42.38
+31.9% upside to analyst mean
Who should consider this stock?
NVO may suit investors who:
- →want maximum exposure to the GLP-1 obesity and diabetes treatment revolution
- →believe Novo Nordisk's manufacturing scale-up will unlock pent-up demand for years
- →value cardiovascular outcome data as a new indication expanding Wegovy's patient eligibility
- →are comfortable with competition from Eli Lilly's tirzepatide as the market expands
SNY may suit investors who:
- →want diversified European pharma exposure with Dupixent as a high-conviction compounder
- →value rare disease through Genzyme as a stable, defensible revenue base
- →prefer a broader therapeutic portfolio rather than concentration in one drug class
- →are looking for a lower-risk European pharma at a more moderate valuation versus NVO
Performance & AI score
| Metric | NVO | SNY |
|---|---|---|
| AI score | 40.3 | 40.1 |
| AI rank | #1068 | #1087 |
| Latest close | $43.19 | $42.38 |
| 1M return | -2.46% | -2.69% |
| 6M return | -6.27% | -7.08% |
| 1Y return | -38.82% | -6.07% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | NVO | SNY |
|---|---|---|
| 1Y ago | $6.41K (-35.9%) started 2025-06-18 | $9.92K (-0.8%) started 2025-06-18 |
| 5Y ago | $13.06K (+30.6%) started 2021-06-18 | $12.54K (+25.4%) started 2021-06-18 |
| 10Y ago | $27.21K (+172.1%) started 2016-06-20 | $26.76K (+167.6%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | NVO | SNY |
|---|---|---|
| Market cap | $191.24B | $101.45B |
| Trailing P/E | 10.16 | 18.43 |
| Forward P/E | 2.00 | 8.02 |
| Price/Sales | 0.58 | 2.14 |
| EV/Revenue | 0.97 | 2.55 |
| Analyst target | $47.18 | $55.90 |
| Target upside | +9.23% | +31.90% |
Growth, profitability & risk
| Metric | NVO | SNY |
|---|---|---|
| Revenue growth | 24.00% | 6.00% |
| Earnings growth | 67.10% | -11.70% |
| EPS growth | +67.10% | -11.70% |
| FCF margin | -3.67% | +35.21% |
| Operating margin | N/A | N/A |
| Profit margin | 37.21% | 15.95% |
| ROIC proxy | 71.40% | 6.58% |
| Return on equity | 71.40% | 6.58% |
| Dividend yield | 4.14% | 5.49% |
| Beta | 0.35 | 0.28 |
| Debt/equity | 72.09 | 27.37 |
| Current ratio | 0.79 | 1.00 |
| Quick ratio | 0.54 | 0.20 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
NVO max drawdown50.76%
SNY max drawdown16.70%
NVO max wkly drop33.45%
SNY max wkly drop9.54%
5Y risk snapshot
NVO max drawdown74.70%
SNY max drawdown33.52%
NVO max wkly drop33.45%
SNY max wkly drop17.14%
10Y risk snapshot
NVO max drawdown74.70%
SNY max drawdown33.52%
NVO max wkly drop33.45%
SNY max wkly drop18.16%
Performance metrics by period
| Period | Metric | NVO | SNY |
|---|---|---|---|
| 1Y | Growth | -38.82% | -6.07% |
| CAGR | -38.84% | -6.07% | |
| Sharpe ratio | -0.77 | -0.29 | |
| Max drawdown | 50.76% | 16.70% | |
| Max daily drop | 21.83% | 9.14% | |
| Max wkly drop | 33.45% | 9.54% | |
| 5Y | Growth | +16.87% | -0.66% |
| CAGR | +3.17% | -0.13% | |
| Sharpe ratio | 0.16 | -0.06 | |
| Max drawdown | 74.70% | 33.52% | |
| Max daily drop | 21.83% | 19.13% | |
| Max wkly drop | 33.45% | 17.14% | |
| 10Y | Growth | +110.73% | +63.38% |
| CAGR | +7.74% | +5.03% | |
| Sharpe ratio | 0.26 | 0.14 | |
| Max drawdown | 74.70% | 33.52% | |
| Max daily drop | 21.83% | 19.13% | |
| Max wkly drop | 33.45% | 18.16% |
Business comparison
| Category | NVO | SNY |
|---|---|---|
| Company | Novo Nordisk A/S | Sanofi S.A. |
| Sector | Healthcare | Healthcare |
| Industry | N/A | N/A |
| Core business | Novo Nordisk is a Danish pharmaceutical company and global leader in diabetes and obesity treatment. Its GLP-1 receptor agonist drugs — Ozempic (semaglutide, diabetes), Wegovy (semaglutide, obesity), and Victoza — have transformed the company into one of the most valuable in Europe. The cardiovascular risk reduction data for semaglutide (SELECT trial) has expanded the addressable market beyond glycemic control into cardiology. Manufacturing capacity for GLP-1s is the primary constraint on revenue growth. | Sanofi is a French multinational pharmaceutical company with leading franchises in vaccines (Sanofi Pasteur), immunology (Dupixent — co-developed with Regeneron), rare diseases (Genzyme), and general medicines. Dupixent (dupilumab) is the company's growth engine — a blockbuster immunology drug approved for atopic dermatitis, asthma, COPD, and other Th2-driven diseases. Sanofi is refocusing its pipeline on immunology and oncology while exiting businesses like CHC (consumer healthcare) and Opella. |
| Investor focus | Investors track Wegovy and Ozempic volume and market share versus Eli Lilly's tirzepatide, manufacturing capacity expansion milestones, SELECT cardiovascular label expansion, and pipeline for next-generation GLP-1 combinations. | Investors track Dupixent global net sales and label expansion (multiple new indications in the pipeline), the Genzyme rare disease business's growth, vaccine sales including RSV vaccines, and capital allocation decisions around divestitures and pipeline investment. |
NVO strengths
- →Dominant GLP-1 franchise with global brand recognition and clinical evidence depth others cannot match
- →SELECT cardiovascular outcome data expanded addressable patient population significantly
- →80+ years of diabetes expertise creates a scientific and manufacturing moat in biologics
SNY strengths
- →Dupixent is one of the fastest-growing large-molecule drugs globally with 10+ indications and expanding
- →Genzyme rare disease franchise provides stable, high-margin revenue with limited competition
- →Sanofi Pasteur vaccine portfolio including mRNA RSV candidates provides platform diversification
Risks to watch — NVO
- →Manufacturing capacity bottleneck constrains near-term growth even as demand is unlimited
- →Eli Lilly's tirzepatide (Mounjaro/Zepbound) is capturing market share with superior efficacy data
- →Pricing pressure from potential CMS negotiation and PBM reimbursement changes
Risks to watch — SNY
- →Dupixent is co-developed and co-commercialized with Regeneron — Sanofi books only a portion of profits
- →General medicines revenue is declining as older products face generic competition
- →Dupixent is available in the US through Regeneron's channel, creating complexity in revenue recognition
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