NVS:NYE-Novartis AG

EQUITY | Drug Manufacturers | New York Stock Exchange

Last Closing Price

USD 86.73

Change

+0.08 (+0.09)%

Market Cap

USD 203.20B

Volume

1.21M

Yahoo Analyst Target

USD 93.00 (7.23%)

STA Analyst Target

USD 90.67 (4.54%)
Yahoo Analyst Rating

Verdict

STA Analyst Rating

Verdict

STA 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: 2018-01-16 )

Largest Industry Peers for Drug Manufacturers

Symbol Name Price(Change) Market Cap
JNJ Johnson & Johnson

+1.10 (+0.75%)

USD 394.54B
PFE Pfizer Inc.

+0.06 (+0.16%)

USD 218.16B
MRK Merck & Company Inc. (new)

+3.41 (+5.81%)

USD 169.11B
ABBV AbbVie Inc.

+2.15 (+2.14%)

USD 163.62B
SNY Sanofi American Depositary Sha..

+0.13 (+0.29%)

USD 113.03B
ABT Abbott Laboratories

-0.40 (-0.68%)

USD 101.72B
BMY Bristol-Myers Squibb Company

-2.89 (-4.60%)

USD 98.07B
GSK GlaxoSmithKline PLC

+0.42 (+1.12%)

USD 94.00B
LLY Eli Lilly and Company

-1.69 (-1.94%)

USD 93.91B
AZN Astrazeneca PLC

-0.66 (-1.85%)

USD 88.61B

ETFs Containing NVS

ADRU BLDRS Europe 100 ADR Inde.. 6.46 % 0.30 %

+0.02 (+-0.46%)

USD 0.02B
ADRD BLDRS Developed Markets 1.. 5.30 % 0.30 %

-0.05 (-0.46%)

USD 0.07B
HHL:CA Healthcare Leaders Income.. 4.83 % 1.37 %

-0.04 (-0.46%)

CAD 0.26B
PPH VanEck Vectors Pharmaceut.. 4.77 % 0.35 %

-0.10 (-0.46%)

USD 0.30B
ALFI ETF Series Solutions Trus.. 2.63 % 0.95 %

N/A

USD 24.95

Market Performance

  Market Performance vs.
Industry/Classification (Drug Manufacturers)
Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.30% 39% F 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.30% 39% F 63% D
Trailing 12 Months  
Capital Gain 19.79% 61% D- 69% D+
Dividend Return 3.79% 71% C- 56% F
Total Return 23.59% 65% D 71% C-
Trailing 5 Years  
Capital Gain 33.06% 39% F 60% D-
Dividend Return 20.43% 60% D- 61% D-
Total Return 53.49% 39% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 3.92% 43% F 55% F
Dividend Return 7.20% 43% F 51% F
Total Return 3.28% 59% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 17.44% 65% D 43% F
Risk Adjusted Return 41.29% 52% F 41% F
Market Capitalization 160.89B 91% A- 99% A+

Key Financial Ratios

  Ratio vs. Industry/Classification
(Drug Manufacturers)
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 35% F 22% F
Price/Book Ratio 3.01 57% F 33% F
Price / Cash Flow Ratio 4.34 52% F 29% F
Price/Free Cash Flow Ratio 21.26 52% F 33% F
Management Effectiveness  
Return on Equity 9.11% 39% F 54% F
Return on Invested Capital 8.58% 43% F 55% F
Return on Assets 4.94% 57% F 70% C-
Debt to Equity Ratio 39.25% 77% C+ 72% C-

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:
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.

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.

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:
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 compared to earnings

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

Poor return on equity

The company management has delivered below median return on equity 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.

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

Low Dividend Growth

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