NVS:NYE-Novartis AG (USD)

EQUITY | Drug Manufacturers - General | New York Stock Exchange

Last Closing

USD 111.93

Change

+1.26 (+1.14)%

Market Cap

USD 160.89B

Volume

1.16M

Analyst Target

USD 104.50
Analyst Rating

N/A

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: 2024-07-30 )

Largest Industry Peers for Drug Manufacturers - General

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

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USD 864.43B
JNJ Johnson & Johnson

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USD 399.26B
ABBV AbbVie Inc

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USD 341.61B
PFE Pfizer Inc

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USD 161.84B
BMY Bristol-Myers Squibb Company

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USD 98.73B
OGN Organon & Co

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USD 5.75B
GSK GlaxoSmithKline PLC ADR

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N/A
MRK Merck & Company Inc

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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 %

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PPH VanEck Pharmaceutical ETF 5.31 % 0.36 %

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USD 0.72B
LIFE-B:CA Evolve Global Healthcare .. 5.30 % 0.00 %

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HHL-U:CA Harvest Healthcare Leader.. 4.98 % 0.00 %

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HHL-B:CA Harvest Healthcare Leader.. 4.98 % 0.00 %

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LEAD-B:CA Evolve Future Leadership .. 4.21 % 0.00 %

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CAD 0.02B
DIVD Altrius Global Dividend E.. 2.42 % 0.00 %

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SPWO SP Funds Trust 1.85 % 0.00 %

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USD 0.01B
DFIV Dimensional International.. 1.59 % 0.00 %

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USD 7.93B
PTIN Pacer Trendpilot Internat.. 1.37 % 0.00 %

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

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AVSD American Century ETF Trus.. 0.92 % 0.00 %

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USD 0.15B
AVDE Avantis® International E.. 0.89 % 0.00 %

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USD 5.21B
DFAX Dimensional World ex U.S... 0.67 % 0.00 %

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

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DIM WisdomTree International .. 0.00 % 0.58 %

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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 %

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USD 9.29M
EFU ProShares UltraShort MSCI.. 0.00 % 0.95 %

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EFZ ProShares Short MSCI EAFE 0.00 % 0.95 %

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EPV ProShares UltraShort FTSE.. 0.00 % 0.95 %

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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 %

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IQDF FlexShares International .. 0.00 % 0.47 %

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OEUR 0.00 % 0.58 %

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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 %

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USD 5.56B
PDEV 0.00 % 0.00 %

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UPV ProShares Ultra FTSE Euro.. 0.00 % 0.95 %

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

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

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

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

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

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

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USD 7.02B
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 %

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USD 0.32B
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 10.85% 67% D+ 70% C-
Dividend Return 3.74% 78% C+ 80% B-
Total Return 14.60% 67% D+ 75% C
Trailing 12 Months  
Capital Gain 8.33% 56% F 60% D-
Dividend Return 3.66% 44% F 55% F
Total Return 11.99% 67% D+ 59% D-
Trailing 5 Years  
Capital Gain 21.25% 50% F 58% F
Dividend Return 18.44% 50% F 67% D+
Total Return 39.70% 50% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 3.54% 67% D+ 54% F
Dividend Return 7.34% 67% D+ 57% F
Total Return 3.80% 67% D+ 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 10.72% 89% A- 75% C
Risk Adjusted Return 68.49% 67% D+ 85% B
Market Capitalization 160.89B N/A N/A N/A 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 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

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 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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Low Revenue Growth

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