LIVN vs SNY
LivaNova vs Sanofi — AI-powered side-by-side comparison
| Metric | LIVN | SNY |
|---|
| AI Score |
70
|
68
|
| Price |
$82.25
|
$43.70
|
| P/E Ratio |
23.83×
|
23.09×
|
| ROE |
-20.2%
|
10.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
68.2%
|
72.8%
|
| Debt / Equity |
0.27×
|
0.34×
|
| Dividend Yield |
0.0%
|
5.5%
|
| RSI (14) |
60.6
|
55.3
|
| Beta |
0.872
|
0.278
|
| Expected Upside |
+0.8%
|
+3.5%
|
AI Committee View
Current Innellis committee reasoning for LIVN versus SNY.
LIVN leads by 2 points.
LIVN scores 70/100 (Buy) versus SNY at 68/100 (Buy).
LIVN Committee View
80% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- ROE of 15.4% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Risk/reward is unfavorable: 5.6% downside vs 0.8% upside.
SNY Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.28) -- balance sheet can absorb a shock. The main limiting factor is eps declining -37.4% yoy despite any revenue growth. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- Dividend yield of 5.4% pays you to wait — Value
- Revenue growing 39.5% YoY -- genuine top-line momentum — Growth
Bear Case
- EPS declining -37.4% YoY despite any revenue growth — Growth
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth