NVS:NYE-Novartis AG (USD)

EQUITY | Drug Manufacturers - General | New York Stock Exchange

Last Closing

USD 112.57

Change

+1.17 (+1.05)%

Market Cap

USD 160.89B

Volume

2.54M

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: 2025-03-28 )

Largest Industry Peers for Drug Manufacturers - General

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

N/A

USD 781.03B
JNJ Johnson & Johnson

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USD 401.33B
NVO Novo Nordisk A/S

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USD 393.39B
ABBV AbbVie Inc

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USD 373.85B
PFE Pfizer Inc

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USD 151.49B
BMY Bristol-Myers Squibb Company

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USD 119.75B
OGN Organon & Co

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USD 3.98B
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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LIFE-B:CA Evolve Global Healthcare .. 5.30 % 0.00 %

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QLTI The 2023 ETF Series Trust.. 3.90 % 0.00 %

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USD 0.03B
GMOI The 2023 ETF Series Trust.. 2.61 % 0.00 %

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USD 0.12B
DIVD Altrius Global Dividend E.. 2.42 % 0.00 %

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DFIV Dimensional International.. 1.25 % 0.00 %

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USD 9.42B
DFSI Dimensional International.. 0.95 % 0.00 %

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AVSD American Century ETF Trus.. 0.82 % 0.00 %

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USD 0.16B
DFAX Dimensional World ex U.S... 0.62 % 0.00 %

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USD 7.70B
DXIV Dimensional ETF Trust 0.61 % 0.00 %

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USD 0.08B
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 iShares MSCI EAFE Min Vol.. 0.00 % 0.20 %

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USD 7.36B
EFO ProShares Ultra MSCI EAFE 0.00 % 0.95 %

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USD 9.87M
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 O’Shares Europe Quality.. 0.00 % 0.58 %

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USD 0.04B
PPH VanEck Pharmaceutical ETF 0.00 % 0.36 %

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USD 0.62B
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 5.18B
PTIN Pacer Trendpilot Internat.. 0.00 % 0.00 %

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USD 0.15B
HHL-U:CA Harvest Healthcare Leader.. 0.00 % 0.00 %

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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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IS0S:XETRA iShares Emerging Asia Loc.. 0.00 % 0.00 %

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DFAI Dimensional International.. 0.00 % 0.00 %

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USD 8.66B
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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HHL-B:CA Harvest Healthcare Leader.. 0.00 % 0.00 %

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NTSI WisdomTree International .. 0.00 % 0.00 %

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USD 0.37B
LEAD-B:CA Evolve Future Leadership .. 0.00 % 0.00 %

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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 15.68% 100% F 94% A
Dividend Return 3.98% 100% F 98% N/A
Total Return 19.66% 100% F 95% A
Trailing 12 Months  
Capital Gain 16.38% 100% F 86% B+
Dividend Return 4.00% 70% C- 64% D
Total Return 20.38% 100% F 87% B+
Trailing 5 Years  
Capital Gain 41.99% 67% D+ 48% F
Dividend Return 22.52% 67% D+ 55% F
Total Return 64.51% 67% D+ 46% F
Average Annual (5 Year Horizon)  
Capital Gain 3.46% 60% D- 47% F
Dividend Return 7.18% 60% D- 52% F
Total Return 3.72% 70% C- 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 13.53% 90% A- 70% C-
Risk Adjusted Return 53.04% 60% D- 67% D+
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