NVS:NYE-Novartis AG (USD)

EQUITY | Drug Manufacturers - General | New York Stock Exchange

Last Closing

USD 97.44

Change

-1.62 (-1.64)%

Market Cap

USD 160.89B

Volume

1.56M

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: 2024-04-26 )

Largest Industry Peers for Drug Manufacturers - General

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

-2.77 (-0.36%)

USD 745.60B
JNJ Johnson & Johnson

+0.23 (+0.15%)

USD 367.23B
MRK Merck & Company Inc

-0.83 (-0.64%)

USD 318.60B
ABBV AbbVie Inc

-2.10 (-1.29%)

USD 287.04B
PFE Pfizer Inc

+0.50 (+1.80%)

USD 150.96B
BMY Bristol-Myers Squibb Company

-0.37 (-0.84%)

USD 88.52B
GSK GlaxoSmithKline PLC ADR

-0.01 (-0.02%)

USD 85.52B
OGN Organon & Co

-0.03 (-0.15%)

USD 4.56B

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 %

N/A

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MEDX Horizon Kinetics Medical .. 5.23 % 0.00 %

-0.17 (-0.14%)

USD 0.02B
LIFE-U:CA Evolve Global Healthcare .. 5.19 % 0.00 %

N/A

N/A
PPH VanEck Pharmaceutical ETF 4.93 % 0.36 %

+0.22 (+-0.14%)

USD 0.49B
SPWO S&P World ETF 1.80 % 0.00 %

-0.03 (-0.14%)

USD 0.01B
DFIV Dimensional International.. 1.41 % 0.00 %

-0.10 (-0.14%)

USD 6.98B
AVSD American Century ETF Trus.. 0.82 % 0.00 %

-0.03 (-0.14%)

USD 0.13B
DIM WisdomTree International .. 0.60 % 0.58 %

-0.14 (-0.14%)

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

+0.01 (+-0.14%)

USD 0.15B
DPK 0.00 % 0.96 %

N/A

N/A
EFAV 0.00 % 0.20 %

N/A

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EFO ProShares Ultra MSCI EAFE 0.00 % 0.95 %

-0.15 (-0.14%)

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

+0.02 (+-0.14%)

USD 0.73M
EFZ ProShares Short MSCI EAFE 0.00 % 0.95 %

+0.02 (+-0.14%)

USD 0.02B
EPV ProShares UltraShort FTSE.. 0.00 % 0.95 %

-0.06 (-0.14%)

USD 0.03B
EUMV 0.00 % 0.25 %

N/A

N/A
FLQH 0.00 % 0.40 %

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HDMV First Trust Horizon Manag.. 0.00 % 0.80 %

-0.08 (-0.14%)

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

-0.02 (-0.14%)

USD 0.55B
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 %

+0.01 (+-0.14%)

USD 4.95B
PTIN Pacer Trendpilot Internat.. 0.00 % 0.00 %

-0.07 (-0.14%)

USD 0.15B
PDEV 0.00 % 0.00 %

N/A

N/A
UPV ProShares Ultra FTSE Euro.. 0.00 % 0.95 %

+0.39 (+-0.14%)

USD 4.35M
LIFE:CA Evolve Global Healthcare .. 0.00 % 0.69 %

N/A

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

-0.35 (-0.14%)

N/A
IS0S:F iShares III Public Limite.. 0.00 % 0.00 %

+0.08 (+-0.14%)

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

-0.37 (-0.14%)

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

+0.26 (+-0.14%)

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

-0.06 (-0.14%)

USD 4.18B
DFAI Dimensional International.. 0.00 % 0.00 %

-0.02 (-0.14%)

USD 5.55B
FLWG:LSE 0.00 % 0.00 %

N/A

N/A
FLWR:LSE 0.00 % 0.00 %

N/A

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BLUM:XETRA 0.00 % 0.00 %

N/A

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NTSI WisdomTree International .. 0.00 % 0.00 %

-0.08 (-0.14%)

USD 0.32B
BLUM:F 0.00 % 0.00 %

N/A

N/A
DFAX Dimensional World ex U.S... 0.00 % 0.00 %

-0.03 (-0.14%)

USD 6.53B

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 -3.50% 44% F 29% F
Dividend Return 3.74% 100% F 94% A
Total Return 0.24% 44% F 40% F
Trailing 12 Months  
Capital Gain -5.00% 56% F 26% F
Dividend Return 3.68% 56% F 55% F
Total Return -1.32% 56% F 25% F
Trailing 5 Years  
Capital Gain 19.87% 63% D 59% D-
Dividend Return 20.94% 63% D 75% C
Total Return 40.81% 63% D 63% D
Average Annual (5 Year Horizon)  
Capital Gain 3.20% 56% F 53% F
Dividend Return 6.98% 67% D+ 57% F
Total Return 3.78% 78% C+ 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 10.77% 89% A- 79% B-
Risk Adjusted Return 64.82% 67% D+ 87% 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 67% 33%
Price/Book Ratio 4.20 67% 21%
Price / Cash Flow Ratio 13.54 56% 27%
Price/Free Cash Flow Ratio 11.37 67% 37%
Management Effectiveness  
Return on Equity 16.15% 38% 75%
Return on Invested Capital 11.77% 33% 70%
Return on Assets 7.27% 56% 84%
Debt to Equity Ratio 39.51% 75% 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.

Superior Earnings Growth

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

Superior Dividend Growth

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

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