Characteristics of Industry
The companies in this industry develop
and manufacture drugs that treat a
number of medical is...
Roche Holdings AG



$194.7 Billion
$45.499 Billion
Key figures January-June

In millions
of CHF

% change

2013
Group S...
Sanofi-Aventis
139,072.80M
 $47,406,000,000




31% of net sales were in the United
States
24%

Western Europe

45%

Un...
Teva
34.33 B Market Cap
 20.32 B Sales Revenue
 Generic Pharmaceuticals
 21% of its sales come from
Copaxone




Trou...
GlaxoSmithKline






Market Cap - $128,520,000,000
Revenue 2012 - $26,431,000,000
Consumer Health Care, Vaccines, Pr...
Novartis







$195.14 Billion market cap
$57,561,000,000
Novartis is based in Basel, Switzerland and operate in 14...
Du-Pont Analysis
Asset Turnover
Debt Cushion & Liquidity
Operating and Financial Leverage
Roche

Novartis

GlaxoSmit
hKline

SanofiAventis

Teva

DOL

2.74

3.37

2.51

3.92

4.83...
DPS
3

2.5

2
Roche Holdings AG
Novartis
1.5

GSK
Sanofiaventis
Teva

1

0.5

0
2008

2009

2010

2011

2012
COST OF CAPITAL
GlaxoSmith
Kline

Sanofi
Aventis

Teva

8.55%

9.3%

12%

10.72%

2.75%

0

2.609%

1.881%

3.09%

PERCENT...
Earnings Per Share
4.5
4
3.5
3

Roche Holdings AG

2.5

Novartis
GSK

2

Sanofiaventis
Teva

1.5
1
0.5
0
2008

2009

2010
...
Value of Firm
350

300

250

200
Current price
Calced Price

150

100

50

0
Roche Holdings AG

Novartis

GSK

Sanofiavent...
CONCLUSION
Roche Holding appears to be the
healthiest company.
 Teva Pharmaceutical Industries Limited
is currently poore...
Pharmaceutical Company Analysis
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Pharmaceutical Company Analysis

  1. 1. Characteristics of Industry The companies in this industry develop and manufacture drugs that treat a number of medical issues and diseases  This industry is a defensive industry, no matter the state of the economy people will still need their medicine and healthcare  •Roche •Novartis •GlaxoSmithKline •SanofiAventis •Teva
  2. 2. Roche Holdings AG   $194.7 Billion $45.499 Billion Key figures January-June In millions of CHF % change 2013 Group Sales Pharmaceuticals Division Diagnostics Division Core operating profit Operating free cash flow IFRS Net income2 Core earnings per share diluted   23,295 18,162 5,133 9,488 7,445 6,047 7.58 2012 CER* 22,423 17,409 5,014 8,641 7,244 4,312 6.88 CHF USD 5 6 3 10 4 41 12 4 4 2 10 3 40 10 3 3 2 69.34% of Roche’s sales are outside of the U.S. Pharmaceuticals and Diagnostics
  3. 3. Sanofi-Aventis 139,072.80M  $47,406,000,000   31% of net sales were in the United States 24% Western Europe 45% United States Other 31%
  4. 4. Teva 34.33 B Market Cap  20.32 B Sales Revenue  Generic Pharmaceuticals  21% of its sales come from Copaxone   Trouble……
  5. 5. GlaxoSmithKline      Market Cap - $128,520,000,000 Revenue 2012 - $26,431,000,000 Consumer Health Care, Vaccines, Prescriptions Headquarters in London and Philadelphia Traded on NYSE and LSE Percent of Total Sales by Regions North America 12.2 21.7 42.8 Europe EMAP 23.3  Japan Japanese energy drink, Asthma cure
  6. 6. Novartis       $195.14 Billion market cap $57,561,000,000 Novartis is based in Basel, Switzerland and operate in 140 countries Alcon is the largest and most profitable in eye care Sandoz second largest in generic drug companies Major products include: Diovan, Lotrel, Gleevec, Zometa, and Neoral
  7. 7. Du-Pont Analysis
  8. 8. Asset Turnover
  9. 9. Debt Cushion & Liquidity
  10. 10. Operating and Financial Leverage Roche Novartis GlaxoSmit hKline SanofiAventis Teva DOL 2.74 3.37 2.51 3.92 4.83 DFL 1.26 1.06 1.12 1.10 1.21 DTL 3.44 3.59 2.82 4.29 5.86
  11. 11. DPS 3 2.5 2 Roche Holdings AG Novartis 1.5 GSK Sanofiaventis Teva 1 0.5 0 2008 2009 2010 2011 2012
  12. 12. COST OF CAPITAL GlaxoSmith Kline Sanofi Aventis Teva 8.55% 9.3% 12% 10.72% 2.75% 0 2.609% 1.881% 3.09% PERCENT EQUITY 92.6% 100% 88.27% 91.52% 82.23% PERCENT DEBT 7.4% 0 11.73% 8.48% 17.77% WACC 12.75% 8.55% 8.400% 11.123% 9.257% Roche Novartis N/A COST OF EQUITY 9.32% WEIGHTED AVG YTM
  13. 13. Earnings Per Share 4.5 4 3.5 3 Roche Holdings AG 2.5 Novartis GSK 2 Sanofiaventis Teva 1.5 1 0.5 0 2008 2009 2010 2011 2012
  14. 14. Value of Firm 350 300 250 200 Current price Calced Price 150 100 50 0 Roche Holdings AG Novartis GSK Sanofiaventis Teva
  15. 15. CONCLUSION Roche Holding appears to be the healthiest company.  Teva Pharmaceutical Industries Limited is currently poorest performer 
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