Why Sanofi Can't Match Novo Nordisk

|
About: Sanofi (SNY), Includes: NVO
by: Daniel Schönberger
This article is exclusive for subscribers.
Daniel Schönberger
Value, long-term horizon, dividend investing, long only
Summary

Sanofi is in the third place in the diabetes market, but its business is much more diversified with growth stemming from immunology, rare disease or oncology.

During the last decade, Sanofi's revenue stagnated, earnings per share fluctuated and margins decreased.

Despite growth potential for Sanofi, Novo Nordisk seems to be the better long-term investment, especially when trying to profit from the growing diabetes market.

In the past few years, I covered Novo Nordisk (NVO) several times – the most recent article was published about three weeks ago – and last week I wrote an article about Eli