WallStSmart

Ambev SA ADR (ABEV)vsSanofi ADR (SNY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ambev SA ADR generates 89% more annual revenue ($88.24B vs $46.72B). ABEV leads profitability with a 17.6% profit margin vs 16.7%. ABEV appears more attractively valued with a PEG of 2.02. ABEV earns a higher WallStSmart Score of 55/100 (C).

ABEV

Buy

55

out of 100

Grade: C

Growth: 2.7Profit: 8.5Value: 7.3Quality: 5.8
Piotroski: 5/9Altman Z: 2.39

SNY

Hold

49

out of 100

Grade: D+

Growth: 4.7Profit: 6.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ABEVSignificantly Overvalued (-136.4%)

Margin of Safety

-136.4%

Fair Value

$1.29

Current Price

$2.85

$1.56 premium

UndervaluedFair: $1.29Overvalued
SNYSignificantly Overvalued (-89.7%)

Margin of Safety

-89.7%

Fair Value

$24.79

Current Price

$46.03

$21.24 premium

UndervaluedFair: $24.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ABEV4 strengths · Avg: 8.5/10
Free Cash FlowQuality
$11.62B10/10

Generating 11.6B in free cash flow

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.2%8/10

Strong operational efficiency at 28.2%

SNY3 strengths · Avg: 9.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Market CapQuality
$109.03B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.59B8/10

Generating 1.6B in free cash flow

Areas to Watch

ABEV3 concerns · Avg: 2.7/10
PEG RatioValuation
2.024/10

Expensive relative to growth rate

Revenue GrowthGrowth
-8.2%2/10

Revenue declined 8.2%

EPS GrowthGrowth
-10.1%2/10

Earnings declined 10.1%

SNY3 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Return on EquityProfitability
6.7%3/10

ROE of 6.7% — below average capital efficiency

PEG RatioValuation
4.322/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ABEV

The strongest argument for ABEV centers on Free Cash Flow, P/E Ratio, Price/Book. Profitability is solid with margins at 17.6% and operating margin at 28.2%.

Bull Case : SNY

The strongest argument for SNY centers on Price/Book, Market Cap, Free Cash Flow. Profitability is solid with margins at 16.7% and operating margin at 14.3%.

Bear Case : ABEV

The primary concerns for ABEV are PEG Ratio, Revenue Growth, EPS Growth.

Bear Case : SNY

The primary concerns for SNY are EPS Growth, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

ABEV profiles as a declining stock while SNY is a mature play — different risk/reward profiles.

SNY carries more volatility with a beta of 0.36 — expect wider price swings.

SNY is growing revenue faster at 6.9% — sustainability is the question.

ABEV generates stronger free cash flow (11.6B), providing more financial flexibility.

Bottom Line

ABEV scores higher overall (55/100 vs 49/100), backed by strong 17.6% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ambev SA ADR

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

Ambev SA produces, distributes and sells beer, draft beer, carbonated soft drinks (CSD), other non-alcoholic beverages, malt and food products in the Americas. The company is headquartered in So Paulo, Brazil.

Sanofi ADR

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

Sanofi, a healthcare company, is engaged in the research, development, manufacture, and marketing of therapeutic solutions in the United States, Europe, and internationally. The company is headquartered in Paris, France.

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