NVS:NYE-Novartis AG

EQUITY | Drug Manufacturers | New York Stock Exchange

Last Closing Price

USD 87.08

Change

0.00 (0.00)%

Market Cap

USD 201.15B

Volume

2.93M

Average Target Price

USD 90.69 (4.14%)
Average 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: 2018-12-09 )

Largest Industry Peers for Drug Manufacturers

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

N/A

USD 390.04B
PFE Pfizer Inc.

N/A

USD 253.88B
MRK Merck & Company Inc. (new)

N/A

USD 199.50B
ABBV AbbVie Inc.

N/A

USD 130.81B
LLY Eli Lilly and Company

N/A

USD 120.32B
SNY Sanofi American Depositary Sha..

N/A

USD 108.28B
AZN Astrazeneca PLC

N/A

USD 96.73B
GSK GlaxoSmithKline PLC

N/A

USD 92.53B
BMY Bristol-Myers Squibb Company

N/A

USD 86.64B
AGN Allergan plc

N/A

USD 51.41B

ETFs Containing NVS

CNCR Loncar Cancer Immunothera.. 6.07 % 0.79 %

N/A

USD 0.04B
MEU:CA Mackenzie Maximum Diversi.. 0.00 % 0.67 %

N/A

CAD 0.07B
ADRD BLDRS Developed Markets 1.. 0.00 % 0.27 %

N/A

USD 0.04B
ADRU BLDRS Europe 100 ADR Inde.. 0.00 % 0.30 %

N/A

USD 0.01B

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 3.72% 65% D 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.72% 65% D 80% B-
Trailing 12 Months  
Capital Gain 3.72% 60% D- 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.72% 55% F 78% C+
Trailing 5 Years  
Capital Gain 11.11% 61% D- 61% D-
Dividend Return 13.90% 47% F 48% F
Total Return 25.01% 61% D- 53% F
Average Annual (5 Year Horizon)  
Capital Gain -0.05% 55% F 39% F
Dividend Return 2.52% 55% F 34% F
Total Return 2.56% 40% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 15.42% 70% C- 47% F
Risk Adjusted Return 16.32% 55% F 30% F
Market Capitalization 160.89B 92% A- 100% 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 15.09 64% D 42% F
Price/Book Ratio 2.62 50% F 29% F
Price / Cash Flow Ratio 3.68 46% F 33% F
Price/Free Cash Flow Ratio 19.22 44% F 30% F
Management Effectiveness  
Return on Equity 17.85% 76% C 77% C+
Return on Invested Capital 11.92% 48% F 63% D
Return on Assets 9.68% 80% B- 87% B+
Debt to Equity Ratio 11.50% 88% B+ 88% B+

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.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to book value

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

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.

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 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

Low Dividend Growth

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