NVSEF:OTO-Novartis Ag Basel Akt (USD)

COMMON STOCK | Drug Manufacturers - General | OTC Pink

Last Closing

USD 96

Change

0.00 (0.00)%

Market Cap

USD 176.91B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

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)

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Relative Returns (From:    To: 2024-04-25 )

Largest Industry Peers for Drug Manufacturers - General

Symbol Name Price(Change) Market Cap
AZNCF AstraZeneca PLC

N/A

USD 232.27B
RHHBY Roche Holding Ltd ADR

N/A

USD 195.28B
RHHVF Roche Holding AG Participation

N/A

USD 195.28B
RHHBF Roche Holding AG

N/A

USD 195.28B
SNYNF Sanofi

N/A

USD 122.36B
GLAXF GSK plc

N/A

USD 83.44B
DSNKY Daiichi Sankyo Co Ltd ADR

N/A

USD 58.33B
DSKYF Daiichi Sankyo Company Limited

N/A

USD 57.97B
CHGCF Chugai Pharmaceutical Co. Ltd

N/A

USD 56.24B
CHGCY Chugai Pharmaceutical Co Ltd A..

N/A

USD 51.31B

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 -4.00% 70% C- 45% F
Dividend Return 3.85% 100% F 81% B-
Total Return -0.15% 76% C+ 51% F
Trailing 12 Months  
Capital Gain 12.72% 77% C+ 74% C
Dividend Return 4.52% 95% A 58% F
Total Return 17.24% 83% B 75% C
Trailing 5 Years  
Capital Gain 40.42% 81% B- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 40.42% 78% C+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 6.62% 75% C 51% F
Dividend Return 8.76% 61% D- 50% F
Total Return 2.14% 48% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 16.77% 83% B 91% A-
Risk Adjusted Return 52.24% 83% B 88% B+
Market Capitalization 176.91B 89% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(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.

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:
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.

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 book value

The stock is trading high compared to its peers median on a price to book value basis.

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 Revenue Growth

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