NVS:NYE-Novartis AG (USD)

EQUITY | Drug Manufacturers - General | New York Stock Exchange

Last Closing

USD 103.22

Change

-0.09 (-0.09)%

Market Cap

USD 160.89B

Volume

1.06M

Analyst Target

USD 104.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Novartis AG is engaged in the research, development, manufacturing and marketing of healthcare products and pharmaceuticals.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Drug Manufacturers - General

Symbol Name Price(Change) Market Cap
LLY Eli Lilly and Company

-56.75 (-6.28%)

USD 813.31B
NVO Novo Nordisk A/S

+1.26 (+1.13%)

USD 513.37B
JNJ Johnson & Johnson

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ABBV AbbVie Inc

+12.05 (+6.36%)

USD 335.04B
PFE Pfizer Inc

+0.06 (+0.21%)

USD 163.54B
BMY Bristol-Myers Squibb Company

+0.16 (+0.30%)

USD 106.76B
OGN Organon & Co

+0.08 (+0.45%)

USD 4.47B
GSK GlaxoSmithKline PLC ADR

-1.16 (-3.04%)

N/A
MRK Merck & Company Inc

+1.10 (+1.06%)

N/A

ETFs Containing NVS

S2USBH:SW 14.68 % 0.00 %

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S2EUBH:SW 14.66 % 0.00 %

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S2USAH:SW 14.26 % 0.00 %

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S2EUAH:SW 13.67 % 0.00 %

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FLWR:SW 6.18 % 0.00 %

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MEDX Horizon Kinetics Medical .. 5.76 % 0.00 %

-0.39 (-2.21%)

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LIFE-B:CA Evolve Global Healthcare .. 5.30 % 0.00 %

-0.13 (-2.21%)

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HHL-U:CA Harvest Healthcare Leader.. 4.90 % 0.00 %

-0.02 (-2.21%)

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HHL-B:CA Harvest Healthcare Leader.. 4.90 % 0.00 %

-0.11 (-2.21%)

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IDVO Amplify International Enh.. 2.87 % 0.00 %

-0.28 (-2.21%)

USD 0.14B
DIVD Altrius Global Dividend E.. 2.42 % 0.00 %

-0.33 (-2.21%)

N/A
DFIV Dimensional International.. 1.52 % 0.00 %

-0.14 (-2.21%)

USD 7.93B
APIE Trust For Professional Ma.. 1.48 % 0.00 %

-0.67 (-2.21%)

USD 0.82B
PTIN Pacer Trendpilot Internat.. 1.34 % 0.00 %

-0.11 (-2.21%)

USD 0.15B
DFSI Dimensional International.. 0.95 % 0.00 %

-0.07 (-2.21%)

N/A
AVSD American Century ETF Trus.. 0.92 % 0.00 %

-0.18 (-2.21%)

USD 0.15B
AVDE Avantis® International E.. 0.86 % 0.00 %

-0.25 (-2.21%)

USD 5.35B
DFAX Dimensional World ex U.S... 0.65 % 0.00 %

-0.08 (-2.21%)

USD 7.24B
DBAW Xtrackers MSCI All World .. 0.00 % 0.41 %

-0.27 (-2.21%)

N/A
DIM WisdomTree International .. 0.00 % 0.58 %

-0.23 (-2.21%)

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DPK 0.00 % 0.96 %

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EFAV 0.00 % 0.20 %

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EFO ProShares Ultra MSCI EAFE 0.00 % 0.95 %

-0.56 (-2.21%)

USD 9.38M
EFU ProShares UltraShort MSCI.. 0.00 % 0.95 %

+0.10 (+-2.21%)

N/A
EFZ ProShares Short MSCI EAFE 0.00 % 0.95 %

+0.11 (+-2.21%)

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EPV ProShares UltraShort FTSE.. 0.00 % 0.95 %

+0.12 (+-2.21%)

USD 0.02B
EUMV 0.00 % 0.25 %

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FLQH 0.00 % 0.40 %

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HDMV First Trust Horizon Manag.. 0.00 % 0.80 %

-0.17 (-2.21%)

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IQDF FlexShares International .. 0.00 % 0.47 %

-0.22 (-2.21%)

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OEUR 0.00 % 0.58 %

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PPH VanEck Pharmaceutical ETF 0.00 % 0.36 %

-0.40 (-2.21%)

USD 0.69B
RFAP 0.00 % 0.83 %

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RNDM 0.00 % 0.65 %

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ACT Enact Holdings Inc 0.00 % 0.75 %

+0.25 (+-2.21%)

USD 5.37B
PDEV 0.00 % 0.00 %

N/A

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UPV ProShares Ultra FTSE Euro.. 0.00 % 0.95 %

-1.01 (-2.21%)

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HHL:CA Harvest Healthcare Leader.. 0.00 % 1.15 %

+0.02 (+-2.21%)

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IS0P:F iShares V Public Limited .. 0.00 % 0.00 %

-0.57 (-2.21%)

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IS0S:F iShares III Public Limite.. 0.00 % 0.00 %

-0.30 (-2.21%)

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IS0P:XETRA iShares Spain Govt Bond U.. 0.00 % 0.00 %

-0.32 (-2.21%)

USD 0.25B
IS0S:XETRA iShares Emerging Asia Loc.. 0.00 % 0.00 %

-0.16 (-2.21%)

USD 0.15B
DFAI Dimensional International.. 0.00 % 0.00 %

-0.15 (-2.21%)

USD 7.27B
FLWG:LSE 0.00 % 0.00 %

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FLWR:LSE 0.00 % 0.00 %

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BLUM:XETRA 0.00 % 0.00 %

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NTSI WisdomTree International .. 0.00 % 0.00 %

-0.12 (-2.21%)

USD 0.35B
LEAD:CA Evolve Future Leadership .. 0.00 % 0.00 %

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CAD 0.01B
LEAD-B:CA Evolve Future Leadership .. 0.00 % 0.00 %

-0.05 (-2.21%)

CAD 0.02B
BLUM:F 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Drug Manufacturers - General) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.23% 44% F 44% F
Dividend Return 3.74% 89% A- 91% A-
Total Return 5.97% 44% F 53% F
Trailing 12 Months  
Capital Gain 1.98% 44% F 34% F
Dividend Return 3.73% 56% F 54% F
Total Return 5.71% 44% F 33% F
Trailing 5 Years  
Capital Gain 24.81% 63% D 57% F
Dividend Return 20.59% 63% D 74% C
Total Return 45.40% 63% D 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 3.11% 56% F 52% F
Dividend Return 6.90% 67% D+ 56% F
Total Return 3.78% 78% C+ 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 10.81% 89% A- 79% B-
Risk Adjusted Return 63.81% 67% D+ 85% B
Market Capitalization 160.89B 56% F 99% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Drug Manufacturers - General) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 24.60 56% 35%
Price/Book Ratio 4.10 67% 21%
Price / Cash Flow Ratio 13.98 67% 27%
Price/Free Cash Flow Ratio 11.27 67% 36%
Management Effectiveness  
Return on Equity 19.83% 50% 82%
Return on Invested Capital 11.77% 33% 71%
Return on Assets 8.65% 67% 89%
Debt to Equity Ratio 39.51% 78% 67%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector