NVSEF:OTO-Novartis Ag Basel Akt (USD)

COMMON STOCK | Drug Manufacturers—General | OTC Pink

Last Closing

USD 85.85

Change

+0.15 (+0.18)%

Market Cap

USD 176.91B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Novartis AG is in the research, development, manufacturing and marketing of healthcare products and pharmaceuticals. Its portfolio includes pharmaceuticals and oncology medicines, generic and biosimilar medicines and eye care devices.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-08 )

Largest Industry Peers for Drug Manufacturers—General

ETFs Containing NVSEF

HEWL 10.97 % 0.03 %

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ZILE:LSE 5.11 % 0.00 %

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ZIEG:LSE 5.07 % 0.00 %

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IDY 2.42 % 0.00 %

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FLDM:CA 1.95 % 0.44 %

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Market Performance

  Market Performance vs. Industry/Classification (Drug Manufacturers—General) Market Performance vs. Exchange (OTC Pink)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -9.35% 57% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.35% 57% F 69% C-
Trailing 12 Months  
Capital Gain 2.58% 51% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.58% 49% F 75% C
Trailing 5 Years  
Capital Gain -16.06% 34% F 59% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -16.06% 31% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 0.12% 31% F 37% F
Dividend Return 0.12% 28% F 34% F
Total Return N/A N/A N/A N/A F
Risk Return Profile  
Volatility (Standard Deviation) 12.96% 75% C 88% B+
Risk Adjusted Return 0.95% 22% F 32% F
Market Capitalization 176.91B 91% A- 100% F

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.

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.

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.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

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