Sandoz reported 4% (or 5% in constant currencies) revenue growth during the third quarter, lagging consensus by 100 basis points. Revenue for generics was down 1% (flat in constant currencies) and for biosimilars was up 16% (17% in constant currencies). Shares fell 4% Oct. 28.
With autonomy from its former parent, Sandoz should be able to freely allocate resources to fit its best needs and grow the business.
Off-patent drugs face low- to mid-single-digit price erosion year over year, and regulatory actions and competition in the drug supply chain could increase headwinds.
|
Metric
|
SDZ
|
TEVA
|
RDY
|
|---|---|---|---|
Price/Earnings (Normalized) | 48.28 | 16.88 | 38.65 |
Price/Book Value | 4.89 | 6.07 | 2.86 |
Price/Sales | 3.88 | 2.71 | 3.22 |
Price/Cash Flow | 39.93 | 15.62 | 21.76 |
|
Metric
|
SDZ
|
TEVA
|
RDY
|
|---|---|---|---|
Quick Ratio | 0.50 | 0.46 | 1.32 |
Current Ratio | 1.05 | 0.88 | 1.93 |
Interest Coverage | 4.66 | 1.79 | 8.21 |
|
Metric
|
SDZ
|
TEVA
|
RDY
|
|---|---|---|---|
Return on Assets (Normalized) | 7.69% | 6.68% | 6.30% |
Return on Equity (Normalized) | 18.79% | 35.32% | 9.56% |
Return on Invested Capital (Normalized) | 12.29% | 14.43% | 8.27% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Merck KGaA ADR
MKKGY
| LOCK|dmW#&tgl | LOCK|&&&Q | $70B | |||
| Teva Pharmaceutical Industries Ltd
TEVA
| LOCK|q!%?pSr# | LOCK|?@q$ | $46B | |||
| Haleon PLC ADR
HLN
| LOCK|MFK&TQl | LOCK|wd | $44B | |||
| Zoetis Inc Class A
ZTS
| LOCK|@^htjX< | LOCK|%% | $32B | |||
| Viatris Inc
VTRS
| LOCK|$m&CL# | LOCK|<L | $22B | |||
| Dr Reddy's Laboratories Ltd ADR
RDY
| LOCK|My&!?lr | LOCK|$# | $11B | |||
| Elanco Animal Health Inc
ELAN
| LOCK|bN | LOCK|gw | $11B | |||
| Hims & Hers Health Inc Ordinary Shares - Class A
HIMS
| LOCK|QPgNGc? | LOCK|&s | $7B | |||
| Prestige Consumer Healthcare Inc
PBH
| LOCK|sKlrY&J | LOCK|FRm& | $2B | |||
| Perrigo Co PLC
PRGO
| LOCK|^^?wW#p | LOCK|TY% | $2B |
United States