NVS:NYE-Novartis AG (USD)

EQUITY | Drug Manufacturers—General | New York Stock Exchange

Last Closing

USD 97.22

Change

+0.02 (+0.02)%

Market Cap

USD 160.89B

Volume

1.33M

Analyst Target

USD 102.67
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: 2020-02-19 )

Largest Industry Peers for Drug Manufacturers—General

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 .. 5.52 % 0.00 %

-0.12 (-0.54%)

USD 0.75B
LIFE-U:CA Evolve Global Healthcare .. 5.19 % 0.00 %

-0.22 (-0.54%)

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SPWO S&P World ETF 1.92 % 0.00 %

-0.11 (-0.54%)

USD 0.01B
DFIV Dimensional International.. 1.51 % 0.00 %

-0.09 (-0.54%)

USD 6.91B
AVSD American Century ETF Trus.. 0.84 % 0.00 %

-0.18 (-0.54%)

USD 0.14B
DIM WisdomTree International .. 0.63 % 0.58 %

-0.22 (-0.54%)

USD 0.14B
DBAW Xtrackers MSCI All World .. 0.00 % 0.41 %

-0.06 (-0.54%)

USD 0.15B
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 %

-0.39 (-0.54%)

USD 0.01B
EFU ProShares UltraShort MSCI.. 0.00 % 0.95 %

+0.04 (+-0.54%)

USD 0.68M
EFZ ProShares Short MSCI EAFE 0.00 % 0.95 %

+0.05 (+-0.54%)

USD 0.03B
EPV ProShares UltraShort FTSE.. 0.00 % 0.95 %

+0.03 (+-0.54%)

USD 0.03B
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 %

-0.12 (-0.54%)

USD 0.03B
IQDF FlexShares International .. 0.00 % 0.47 %

-0.03 (-0.54%)

USD 0.56B
OEUR 0.00 % 0.58 %

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PPH VanEck Pharmaceutical ETF 0.00 % 0.36 %

-0.04 (-0.54%)

USD 0.51B
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 %

-0.16 (-0.54%)

USD 4.68B
PTIN Pacer Trendpilot Internat.. 0.00 % 0.00 %

-0.05 (-0.54%)

USD 0.15B
PDEV 0.00 % 0.00 %

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UPV ProShares Ultra FTSE Euro.. 0.00 % 0.95 %

-0.20 (-0.54%)

USD 4.67M
LIFE:CA Evolve Global Healthcare .. 0.00 % 0.69 %

+0.01 (+-0.54%)

CAD 0.01B
IS0P:F iShares V Public Limited .. 0.00 % 0.00 %

-0.85 (-0.54%)

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

-0.10 (-0.54%)

USD 0.15B
IS0P:XETRA iShares Spain Govt Bond U.. 0.00 % 0.00 %

-0.77 (-0.54%)

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

-0.39 (-0.54%)

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

-0.21 (-0.54%)

USD 3.99B
DFAI Dimensional International.. 0.00 % 0.00 %

-0.09 (-0.54%)

USD 5.56B
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 %

-0.21 (-0.54%)

USD 0.31B
BLUM:F 0.00 % 0.00 %

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DFAX Dimensional World ex U.S... 0.00 % 0.00 %

-0.12 (-0.54%)

USD 6.61B

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 2.67% 73% C 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.67% 64% D 63% D
Trailing 12 Months  
Capital Gain 8.06% 36% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.06% 27% F 47% F
Trailing 5 Years  
Capital Gain -4.92% 27% F 36% F
Dividend Return 7.95% 18% F 29% F
Total Return 3.03% 18% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -0.43% 36% F 28% F
Dividend Return 1.23% 27% F 24% F
Total Return 1.66% 18% F 40% F
Risk Return Profile  
Volatility (Standard Deviation) 13.10% 73% C 59% D-
Risk Adjusted Return 9.40% 27% F 24% F
Market Capitalization 160.89B 91% A- 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 73% 42%
Price/Book Ratio 3.97 64% 24%
Price / Cash Flow Ratio 16.17 50% 28%
Price/Free Cash Flow Ratio 15.34 36% 30%
Management Effectiveness  
Return on Equity 10.65% 40% 62%
Return on Invested Capital 10.49% 36% 72%
Return on Assets 5.38% 36% 77%
Debt to Equity Ratio 36.69% 80% 72%

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor return on assets

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

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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

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

Low Revenue Growth

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