NVS:NYE-Novartis AG

EQUITY | Drug Manufacturers | New York Stock Exchange

Last Closing Price

USD 73.57

Change

-0.52 (-0.70)%

Market Cap

USD 171.48B

Volume

3.01M

Yahoo Analyst Target

USD 88.16 (19.83%)

STA Analyst Target

USD 96.50 (31.17%)
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: 2018-06-19 )

Largest Industry Peers for Drug Manufacturers

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

+1.25 (+1.03%)

USD 328.75B
PFE Pfizer Inc.

+0.06 (+0.17%)

USD 211.87B
MRK Merck & Company Inc. (new)

+0.04 (+0.07%)

USD 164.19B
ABBV AbbVie Inc.

-0.47 (-0.48%)

USD 155.53B
GSK GlaxoSmithKline PLC

-0.23 (-0.56%)

USD 101.77B
SNY Sanofi American Depositary Sha..

-0.44 (-1.11%)

USD 97.17B
LLY Eli Lilly and Company

+0.71 (+0.82%)

USD 94.24B
AZN Astrazeneca PLC

-0.16 (-0.44%)

USD 91.05B
BMY Bristol-Myers Squibb Company

-0.01 (-0.02%)

USD 87.68B
AGN Allergan plc

+1.33 (+0.77%)

USD 58.67B

ETFs Containing NVS

ADRU Invesco BLDRS Europe Sele.. 5.73 % 0.30 %

-0.15 (-0.69%)

USD 0.02B
ADRD Invesco BLDRS Developed M.. 4.76 % 0.27 %

-0.14 (-0.62%)

USD 0.06B
QINC First Trust RBA Quality I.. 3.60 % 0.70 %

+0.13 (+0.52%)

USD 0.03B
MEU:CA Mackenzie Maximum Diversi.. 0.00 % 0.68 %

-0.05 (-0.22%)

CAD 0.08B

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 -12.37% 20% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -12.37% 15% F 12% F
Trailing 12 Months  
Capital Gain -9.66% 33% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.66% 33% F 13% F
Trailing 5 Years  
Capital Gain 2.32% 42% F 44% F
Dividend Return 15.15% 47% F 47% F
Total Return 17.47% 42% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain 2.58% 43% F 48% F
Dividend Return 5.58% 43% F 42% F
Total Return 3.00% 60% D- 55% F
Risk Return Profile  
Volatility (Standard Deviation) 16.93% 71% C- 44% F
Risk Adjusted Return 32.94% 57% F 35% 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 62% D- 35% F
Price/Book Ratio 2.31 57% F 41% F
Price / Cash Flow Ratio 3.40 52% F 40% F
Price/Free Cash Flow Ratio 17.03 48% F 40% F
Management Effectiveness  
Return on Equity 11.22% 62% D- 61% D-
Return on Invested Capital 8.55% 33% F 53% F
Return on Assets 6.00% 71% C- 73% C
Debt to Equity Ratio 34.75% 90% A- 75% 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.

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.

NVS:NYE-Novartis AG

EQUITY | Drug Manufacturers | New York Stock Exchange

Last Closing Price

USD 73.57

Change

-0.52 (-0.70)%

Market Cap

USD 171.48B

Volume

3.01M

Yahoo Analyst Target

USD 88.16 (19.83%)

STA Analyst Target

USD 96.50 (31.17%)
Yahoo Analyst Rating

Verdict

STA Analyst Rating

Verdict

STA Verdict

Verdict

Values as of: 2018-06-19