SDZ Stock Analysis: Sandoz | SW

Drug Manufacturers - Specialty & Generic | SW, Switzerland | Market Cap: 27.528m CHF | 12M Return: 35.2% | Charts, Fundamentals & Technical Analysis

Generics, Biosimilars, Active Ingredients, Finished Dosage
Total Rating 61
Safety 82
Buy Signal -0.36
Drug Manufacturers - Specialty & Generic
Industry Rotation: -10.2
Market Cap: 33.8B
Avg Turnover: 48.0M
Risk 3d forecast
Volatility30.3%
VaR 5th Pctl5.06%
VaR vs Median1.29%
Reward TTM
Sharpe Ratio1.03
Rel. Str. IBD61.1
Rel. Str. Peer Group49
Character TTM
Beta0.778
Beta Downside0.543
Hurst Exponent0.606
Drawdowns 3y
Max DD32.15%
CAGR/Max DD1.05
CAGR/Mean DD5.59
EPS (Earnings per Share) EPS (Earnings per Share) of SDZ over the last years for every Quarter: "2021-06": null, "2021-12": null, "2022-03": null, "2022-06": null, "2022-09": null, "2022-12": null, "2023-03": null, "2023-06": null, "2023-09": null, "2023-12": null, "2024-03": null, "2024-06": null, "2024-12": -0.35, "2025-06": 0.87, "2025-12": 1.2382,
Qual. Beats: 0
Revenue Revenue of SDZ over the last years for every Quarter: 2021-06: 4414.6197, 2021-12: 4414.6197, 2022-03: 2159.966875, 2022-06: 4462.8485, 2022-09: 2284.680695, 2022-12: 4631, 2023-03: 2254.9327, 2023-06: 4412.3993, 2023-09: 2524.5, 2023-12: 2123.306459, 2024-03: 2531, 2024-06: 5062, 2024-12: 4059.073997, 2025-06: 5265, 2025-12: 5905.593152,
Rev. CAGR: 5.83%
Rev. Trend: 31.6%
Last SUE: 0.05
Qual. Beats: 0

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 2.7 years of data

Jan +7.9% 29
Feb -3.3% 0
Mar -11.2% 37
Apr -2.4% 31
May +7.8% 0
Jun +4.7% 36
Jul +7.4% -
Aug +4.2% -
Sep -8.7% -
Oct +8.1% 40
Nov -0.1% 0
Dec -6.0% 33

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SDZ Sandoz

Sandoz Group AG is a Swiss-headquartered pharmaceutical company that develops, manufactures, and markets generic medicines and biosimilars globally. The companys portfolio spans a broad range of therapeutic areas, including cardiovascular, central nervous system, oncology, infectious diseases, respiratory, immunology, and ophthalmology, and it also supplies active pharmaceutical ingredients (APIs) and finished dosage forms.

Founded in 1886 and based in Basel, Sandoz operates in the specialty and generic drug manufacturing segment of the healthcare sector. The generics and biosimilars business model focuses on producing lower-cost alternatives to off-patent branded pharmaceuticals, with revenue typically driven by volume and cost efficiency rather than premium pricing. Sandoz was spun off from Novartis as an independent publicly listed company in 2023.

Headlines to Watch Out For
  • Biosimilar portfolio expansion accelerates segment revenue growth
  • US generic pricing pressure compresses operating margins
  • European currency headwinds and price caps limit reported growth
Piotroski VR-10 (Strict) 7.0
Net Income: 918.7m TTM > 0 and > 6% of Revenue
FCF/TA: 0.04 > 0.02 and ΔFCF/TA 3.38 > 1.0
NWC/Revenue: 11.37% < 20% (prev 16.38%; Δ -5.01% < -1%)
CFO/TA 0.07 > 3% & CFO 1.59b > Net Income 918.7m
Net Debt (4.33b) to EBITDA (1.85b): 2.34 < 3
Current Ratio: 1.18 > 1.5 & < 3
Outstanding Shares: last quarter (437.5m) vs 12m ago 1.23% < -2%
Gross Margin: 47.19% > 18% (prev 47.30%; Δ -0.12% > 0.5%)
Asset Turnover: 53.27% > 50% (prev 45.82%; Δ 7.45% > 0%)
Interest Coverage Ratio: 6.05 > 6 (EBIT TTM 1.34b / Interest Expense TTM 221.0m)
Altman Z'' 2.60
A: 0.06 (Total Current Assets 8.16b - Total Current Liabilities 6.89b) / Total Assets 22.0b
B: 0.31 (Retained Earnings 6.83b / Total Assets 22.0b)
C: 0.06 (EBIT TTM 1.34b / Avg Total Assets 21.0b)
D: 0.74 (Book Value of Equity 9.38b / Total Liabilities 12.6b)
Altman-Z'' = 2.60 = A
Beneish M -3.10
DSRI: 0.72 (Receivables 2.77b/3.15b, Revenue 11.2b/9.12b)
GMI: 1.00 (GM 47.30% / 47.19%)
AQI: 0.99 (AQ_t 0.50 / AQ_t-1 0.51)
SGI: 1.22 (Revenue 11.2b / 9.12b)
TATA: -0.03 (NI 918.7m - CFO 1.59b) / TA 22.0b)
Beneish M = -3.10 (Cap -4..+1) = AA
What is the price of SDZ shares?

As of July 29, 2026, the stock is trading at CHF 63.52 with a total of 869,581 shares traded. Over the past week, the price has changed by -2.22%, over one month by -13.22%, over three months by +1.08% and over the past year by +35.18%.

Current recommended Stop Loss: 58.10 (which is 8.5% or 2.8 ATR below the current price).

Is SDZ a buy, sell or hold?

Sandoz has no consensus analysts rating.

Sandoz (SDZ) - Fundamental Data Overview as of 26 July 2026
Market Cap USD = 33.8b (27.5b CHF * 1.2277 CHF.USD)
Market Cap USD = 33.8b (27.5b CHF * 1.2277 CHF.USD)
P/E Trailing = 37.4235
P/E Forward = 17.5747
P/S = 2.4673
P/B = 3.6612
P/EG = 0.8285
Revenue TTM = 11.2b USD
EBIT TTM = 1.34b USD
EBITDA TTM = 1.85b USD
Long Term Debt = 4.70b USD (from longTermDebt, last quarter)
Short Term Debt = 673.0m USD (from shortTermDebt, last quarter)
Debt = 6.07b USD (from shortLongTermDebtTotal, last quarter) + Leases 385.0m
Net Debt = 4.33b USD (calculated: Debt 6.07b - CCE 1.74b)
Enterprise Value = 38.1b USD (33.8b + Debt 6.07b - CCE 1.74b)
Interest Coverage Ratio = 6.05 (Ebit TTM 1.34b / Interest Expense TTM 221.0m)
EV/FCF = 47.07x (Enterprise Value 38.1b / FCF TTM 810.0m)
FCF Yield = 2.12% (FCF TTM 810.0m / Enterprise Value 38.1b)
FCF Margin = 7.25% (FCF TTM 810.0m / Revenue TTM 11.2b)
Net Margin = 8.22% (Net Income TTM 918.7m / Revenue TTM 11.2b)
Gross Margin = 47.19% ((Revenue TTM 11.2b - Cost of Revenue TTM 5.90b) / Revenue TTM)
Gross Margin QoQ = 48.43% (prev 45.79%)
Tobins Q-Ratio = 1.73 (Enterprise Value 38.1b / Total Assets 22.0b)
Interest Expense / Debt = 3.64% (Interest Expense 221.0m / Debt 6.07b)
Taxrate = 24.27% (294.5m / 1.21b)
NOPAT = 1.01b (EBIT 1.34b * (1 - 24.27%))
Current Ratio = 1.18 (Total Current Assets 8.16b / Total Current Liabilities 6.89b)
Debt / Equity = 0.65 (Debt 6.07b / totalStockholderEquity, last quarter 9.38b)
Debt / EBITDA = 2.34 (Net Debt 4.33b / EBITDA 1.85b)
Debt / FCF = 5.34 (Net Debt 4.33b / FCF TTM 810.0m)
Total Stockholder Equity = 8.68b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.38% (Net Income 918.7m / Total Assets 22.0b)
RoE = 10.58% (Net Income TTM 918.7m / Total Stockholder Equity 8.68b)
RoCE = 10.00% (EBIT 1.34b / Capital Employed (Equity 8.68b + L.T.Debt 4.70b))
RoIC = 6.64% (NOPAT 1.01b / Invested Capital 15.3b)
WACC = 7.81% (E(33.8b)/V(39.9b) * Re(8.72%) + D(6.07b)/V(39.9b) * Rd(3.64%) * (1-Tc(0.24)))
Discount Rate = 8.72% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 89.15 | Cagr: 0.78%
[DCF] Terminal Value 77.97% ; FCFF base≈510.0m ; Y1≈584.6m ; Y5≈860.4m
[DCF] Fair Price = 19.92 (EV 12.9b - Net Debt 4.33b = Equity 8.62b / Shares 432.7m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: 31.60 | Revenue CAGR: 5.83% | SUE: 0.05 | # QB: 0
EPS current Quarter (2026-03-31): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS next Quarter (2026-06-30): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS current Year (2026-12-31): EPS=4.10 | Chg30d=-0.36% | Revisions=-44% | GrowthEPS=+12.6% | GrowthRev=+9.3%
EPS next Year (2027-12-31): EPS=4.62 | Chg30d=-0.83% | Revisions=-67% | GrowthEPS=+12.6% | GrowthRev=+4.9%
[Analyst] Revisions Ratio: -67% (up=1, down=11)