NVS:NYE-Novartis AG (USD)

COMMON STOCK | Drug Manufacturers-General | NYE

Last Closing Price

USD 91.08

Change

+0.60 (+0.66)%

Market Cap

USD 203.14B

Volume

2.15M

Avg Analyst Target

USD 98.12 (+7.73%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology and dermatology, respiratory, established, and cardiovascular, renal and metabolism medicine products. The Sandoz segment provides active ingredients and finished dosage forms of small molecule pharmaceuticals to third parties across a range of therapeutic areas, as well as finished dosage form anti-infectives. It also provides active pharmaceutical ingredients and intermediates primarily antibiotics; protein- or other biotechnology-based products, including biosimilars; and biotechnology manufacturing services. Novartis AG has a license and collaboration agreement with Alnylam Pharmaceuticals to develop, manufacture, and commercialize inclisiran; an agreement with CureVac to manufacture COVID-19 vaccine candidate CVnCoV; a collaboration with Artios Pharma Limited to create next generation DDR cancer therapies; and a clinical collaboration with Kura Oncology, Inc. to evaluate the combination of Tipifarnib and Alpelisib in patients with head and neck squamous cell carcinoma. The company was incorporated in 1996 and is headquartered in Basel, Switzerland.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-07-22 )

Largest Industry Peers for Drug Manufacturers-General

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
JNJ Johnson & Johnson

+0.49 (+0.29%)

USD446.33B 29.94 18.08
PFE Pfizer Inc

+0.45 (+1.10%)

USD229.62B 20.78 15.11
LLY Eli Lilly and Company

+1.20 (+0.51%)

USD227.57B 35.52 26.88
ABBV AbbVie Inc

+0.55 (+0.47%)

USD206.63B 40.16 19.12
MRK Merck & Co., Inc

+0.14 (+0.18%)

USD193.42B 27.59 16.74
BMY Bristol-Myers Squibb Company

+0.80 (+1.19%)

USD149.96B 213.75 23.21
GSK GlaxoSmithKline plc

-0.09 (-0.23%)

USD98.92B 13.71 12.87
AGN Allergan plc

N/A

USD63.66B 22.00 28.44

ETFs Containing NVS

Symbol Name Weight Mer Price(Change) Market Cap
ACWX iShares MSCI ACWI ex U.S... 0.00 % 0.32 %

+0.07 (+0.12%)

USD4.31B
IEVL:LSE iShares Edge MSCI Europe .. 0.00 % 0.25 %

+0.01 (+0.19%)

USD3.39B
MVEU:LSE iShares Edge MSCI Europe .. 0.00 % 0.25 %

+0.27 (+0.51%)

USD0.83B
MVED:LSE iShares Edge MSCI Europe .. 0.00 % 0.25 %

+0.03 (+0.50%)

USD0.86B
MEUU:LSE Mullti Units France - Lyx.. 0.00 % 0.25 %

N/A

USD0.89B
MEUG:LSE Mullti Units France - Lyx.. 0.00 % 0.25 %

-34.00 (-0.26%)

USD0.89B
MEUD:LSE Lyxor Core STOXX Europe 6.. 0.00 % 0.07 %

+6.65 (+0.04%)

USD2.74B
ISEU:LSE iShares II Public Limited.. 0.00 % 0.12 %

+0.19 (+0.56%)

USD6.38B
ISDW:LSE iShares II Public Limited.. 0.00 % 0.60 %

+0.09 (+0.22%)

USD0.31B
IMV:LSE iShares VI Public Limited.. 0.00 % 0.25 %

-26.00 (-0.57%)

USD0.83B
IMEU:LSE iShares II Public Limited.. 0.00 % 0.12 %

+1.00 (+0.04%)

USD6.28B
IMEA:LSE iShares Core MSCI Europe .. 0.00 % 0.12 %

N/A

USD5.10B
IEUX:LSE iShares Public Limited Co.. 0.00 % 0.40 %

-4.51 (-0.13%)

USD1.38B
SAEU:LSE Ishares Iv Public Limited.. 0.00 % 0.12 %

-0.01 (-0.14%)

USD0.87B
IEFV:LSE iShares IV Public Limited.. 0.00 % 0.25 %

-2.15 (-0.37%)

USD2.94B
IEDL:LSE iShares Edge MSCI Europe .. 0.00 % 0.25 %

+0.04 (+0.79%)

USD0.08B
HLTH:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.23 %

+0.96 (+0.54%)

USD0.59B
EUXS:LSE iShares MSCI Europe ex-UK.. 0.00 % 0.40 %

+2.78 (+0.43%)

USD0.11B
EUN:LSE iShares II Public Limited.. 0.00 % 0.35 %

-9.00 (-0.29%)

USD0.54B
ERO:LSE SSgA SPDR ETFs Europe II .. 0.00 % 0.25 %

+0.40 (+0.19%)

USD0.39B
EQDS:LSE iShares II Public Limited.. 0.00 % 0.28 %

-0.90 (-0.21%)

USD0.08B
SPEU SPDR Index Shares Funds -.. 0.00 % 0.09 %

-0.01 (-0.02%)

N/A
HHL-U:CA Harvest Healthcare Leader.. 0.00 % 0.99 %

+0.04 (+0.46%)

N/A
PTIN Pacer Trendpilot Internat.. 0.00 % 0.66 %

+0.01 (+0.05%)

USD0.13B
PSRE:LSE Invesco FTSE RAFI Europe .. 0.00 % 0.39 %

+9.30 (+1.10%)

USD6.82M
SMEA:LSE iShares III Public Limite.. 0.00 % 0.12 %

-4.00 (-0.07%)

USD5.09B
FLSW Franklin FTSE Switzerland.. 0.00 % 0.09 %

-0.24 (-0.70%)

USD0.05B
XSX6:LSE Xtrackers - Stoxx Europe .. 0.00 % 0.20 %

+21.67 (+0.24%)

USD1.55B
VGEU:XETRA Vanguard Funds Public Lim.. 0.00 % 0.00 %

+0.19 (+0.53%)

USD2.16B
IS0S:XETRA iShares Emerging Asia Loc.. 0.00 % 0.50 %

+0.27 (+0.33%)

USD0.23B
IS0P:XETRA iShares Spain Govt Bond U.. 0.00 % 0.20 %

+0.62 (+0.35%)

USD0.53B
ZPRW:F SSgA SPDR ETFs Europe II .. 0.00 % 0.00 %

-0.05 (-0.12%)

USD0.02B
S6DW:F iShares IV Public Limited.. 0.00 % 0.00 %

N/A

N/A
IS4S:F iShares IV Public Limited.. 0.00 % 0.00 %

+0.05 (+0.72%)

N/A
IS0S:F iShares III Public Limite.. 0.00 % 0.50 %

+0.29 (+0.36%)

USD0.21B
IS0P:F iShares V Public Limited .. 0.00 % 0.20 %

+0.57 (+0.32%)

N/A
UC94:LSE UBS(Lux)Fund Solutions M.. 0.00 % 0.30 %

-5.35 (-0.25%)

USD0.04B
UC93:LSE UBS(Lux)Fund Solutions M.. 0.00 % 0.30 %

-2.00 (-0.08%)

USD7.53M
XMEU:LSE Xtrackers - MSCI Europe U.. 0.00 % 0.00 %

+19.91 (+0.32%)

USD2.91B
HMEU:LSE HSBC MSCI Europe UCITS ET.. 0.00 % 0.20 %

-22.44 (-1.68%)

USD0.14B
XMED:LSE Xtrackers - MSCI Europe U.. 0.00 % 0.12 %

+0.21 (+0.25%)

USD2.91B
XEOU:LSE Xtrackers - MSCI Europe U.. 0.00 % 0.30 %

+0.05 (+0.41%)

USD0.18B
XDWH:LSE Xtrackers (IE) Plc - Xtra.. 0.00 % 0.25 %

+0.39 (+0.80%)

USD1.86B
WHEA:LSE SPDR MSCI World Health Ca.. 0.00 % 0.30 %

+0.40 (+0.72%)

USD0.39B
VEUR:LSE Vanguard Funds Public Lim.. 0.00 % 0.00 %

-0.03 (-0.08%)

USD2.16B
VEUD:LSE Vanguard Funds Public Lim.. 0.00 % 0.00 %

+0.15 (+0.35%)

USD2.20B
VERX:LSE Vanguard FTSE Developed E.. 0.00 % 0.00 %

-0.02 (-0.05%)

USD1.49B
UB12:LSE UBS(Lux)Fund Solutions M.. 0.00 % 0.20 %

N/A

USD0.33B
JREE:LSE JPMorgan ETFs (Ireland) I.. 0.00 % 0.25 %

N/A

USD0.21B
JERE:LSE JPMorgan ETFs (Ireland) I.. 0.00 % 0.25 %

-11.25 (-0.39%)

USD0.18B
SDGA Impact Shares Sustainable.. 0.00 % 0.75 %

-0.04 (-0.14%)

USD5.46M
ACT AdvisorShares Vice ETF 0.00 % 0.99 %

N/A

USD9.13M
ADRD Invesco BLDRS Developed M.. 0.00 % 0.30 %

N/A

USD0.02B
EFZ ProShares Trust - ProShar.. 0.00 % 0.95 %

-0.01 (-0.06%)

USD9.64M
IDHQ Invesco S&P International.. 0.00 % 0.29 %

-0.08 (-0.26%)

USD0.11B
HDEF Xtrackers MSCI EAFE High .. 0.00 % 0.20 %

-0.05 (-0.20%)

USD0.74B
GSIE Goldman Sachs ActiveBeta .. 0.00 % 0.25 %

+0.05 (+0.14%)

USD2.59B
GSEU Goldman Sachs ETF Trust -.. 0.00 % 0.25 %

+0.09 (+0.24%)

USD0.02B
FVD First Trust Value Line Di.. 0.00 % 0.70 %

-0.16 (-0.40%)

USD11.81B
FLQH Franklin LibertyQ Interna.. 0.00 % 0.40 %

-0.06 (-0.23%)

USD0.02B
FEU SPDR STOXX Europe 50 ETF 0.00 % 0.29 %

N/A

USD0.18B
EWL iShares MSCI Switzerland .. 0.00 % 0.51 %

-0.31 (-0.63%)

USD1.57B
EUMV iShares Edge MSCI Min Vol.. 0.00 % 0.25 %

N/A

USD0.03B
EPV ProShares UltraShort FTSE.. 0.00 % 0.95 %

-0.07 (-0.61%)

USD7.46M
EFU ProShares UltraShort MSCI.. 0.00 % 0.95 %

-0.01 (-0.14%)

USD1.43M
IEUR iShares Core MSCI Europe .. 0.00 % 0.09 %

+0.05 (+0.09%)

USD5.18B
EFO ProShares Ultra MSCI EAFE 0.00 % 0.95 %

+0.07 (+0.14%)

USD0.01B
EFAX SPDR MSCI EAFE Fossil Fue.. 0.00 % 0.20 %

-0.02 (-0.02%)

USD0.23B
EFA iShares MSCI EAFE ETF 0.00 % 0.32 %

+0.03 (+0.04%)

USD56.77B
DWM WisdomTree International .. 0.00 % 0.48 %

+0.01 (+0.01%)

USD0.61B
DTH WisdomTree International .. 0.00 % 0.58 %

+0.09 (+0.24%)

USD0.18B
DPK Direxion Daily MSCI Devel.. 0.00 % 1.08 %

N/A

USD0.01B
DOL WisdomTree International .. 0.00 % 0.48 %

-0.03 (-0.06%)

USD0.36B
DBEU Xtrackers MSCI Europe Hed.. 0.00 % 0.46 %

+0.05 (+0.14%)

USD0.56B
CWI SPDR MSCI ACWI ex-US ETF 0.00 % 0.30 %

+0.03 (+0.10%)

USD1.78B
ADRU Invesco BLDRS Europe Sele.. 0.00 % 0.30 %

N/A

USD9.45M
IDOG ALPS International Sector.. 0.00 % 0.50 %

-0.01 (-0.04%)

USD0.19B
IEV iShares Europe ETF 0.00 % 0.59 %

+0.04 (+0.08%)

USD1.88B
RNDM First Trust Developed Int.. 0.00 % 0.65 %

+0.41 (+0.74%)

USD0.02B
VXUS Vanguard Total Internatio.. 0.00 % 0.08 %

+0.08 (+0.12%)

USD404.73B
VYMI Vanguard International Hi.. 0.00 % 0.28 %

-0.13 (-0.19%)

USD2.97B
VIGI Vanguard International Di.. 0.00 % 0.20 %

+0.20 (+0.23%)

USD4.03B
ESGD iShares ESG Aware MSCI EA.. 0.00 % 0.20 %

+0.02 (+0.03%)

USD5.96B
FLEH Franklin FTSE Europe Hedg.. 0.00 % 0.09 %

+0.04 (+0.14%)

USD0.02B
VGFO Virtus WMC Global Factor .. 0.00 % 0.49 %

N/A

USD5.01M
SPDW SPDR Portfolio Developed .. 0.00 % 0.04 %

+0.04 (+0.11%)

USD11.48B
FLEE Franklin FTSE Europe ETF 0.00 % 0.09 %

+0.04 (+0.15%)

USD0.20B
IDEV iShares Core MSCI Interna.. 0.00 % 0.05 %

+0.06 (+0.09%)

USD5.92B
LIFE:CA Evolve Global Healthcare .. 0.00 % 0.45 %

+0.03 (+0.13%)

USD0.01B
HHL:CA Harvest Healthcare Leader.. 0.00 % 0.99 %

+0.05 (+0.59%)

USD0.33B
VIU:CA Vanguard FTSE Developed A.. 0.00 % 0.22 %

+0.05 (+0.15%)

USD2.50B
IQDY FlexShares International .. 0.00 % 0.47 %

+0.09 (+0.29%)

USD0.07B
VGK Vanguard FTSE Europe Inde.. 0.00 % 0.08 %

+0.11 (+0.16%)

USD25.70B
VEU Vanguard International Eq.. 0.00 % 0.08 %

+0.08 (+0.13%)

USD53.64B
VEA Vanguard Tax-Managed Fund.. 0.00 % 0.05 %

+0.07 (+0.14%)

USD157.48B
UPV ProShares Ultra FTSE Euro.. 0.00 % 0.95 %

+0.28 (+0.42%)

USD5.09M
RFEU First Trust RiverFront Dy.. 0.00 % 0.83 %

+0.58 (+0.76%)

USD0.02B
RFDI First Trust RiverFront Dy.. 0.00 % 0.83 %

+0.32 (+0.44%)

USD0.17B
QEFA SPDR MSCI EAFE StrategicF.. 0.00 % 0.30 %

-0.01 (-0.02%)

USD0.74B
PPH VanEck Vectors Pharmaceut.. 0.00 % 0.35 %

+0.19 (+0.25%)

USD0.23B
IXUS iShares Core MSCI Total I.. 0.00 % 0.09 %

+0.14 (+0.19%)

USD29.54B
IXJ iShares Global Healthcare.. 0.00 % 0.46 %

+0.30 (+0.35%)

USD3.10B
IVLU iShares Edge MSCI Intl Va.. 0.00 % 0.30 %

-0.09 (-0.35%)

USD1.34B
EXSA:XETRA iShares STOXX Europe 600 .. 0.00 % 0.20 %

+0.25 (+0.56%)

USD2,635.31B

Market Performance

  Market Performance vs.
Industry/Classification (Drug Manufacturers-General)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.55% 25% F 18% F
Dividend Return 3.58% 88% B+ 82% B-
Total Return 0.03% 25% F 24% F
Trailing 12 Months  
Capital Gain 5.29% 38% F 23% F
Dividend Return 3.91% 63% D 57% F
Total Return 9.20% 38% F 24% F
Trailing 5 Years  
Capital Gain 9.06% 38% F 42% F
Dividend Return 10.98% 13% F 38% F
Total Return 20.04% 38% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain 3.94% 38% F 49% F
Dividend Return 1.78% 13% F 42% F
Total Return 5.72% 25% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 8.59% 100% A+ 86% B
Risk Adjusted Return 66.58% 63% D 75% C
Market Capitalization 203.14B 50% F 99% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Drug Manufacturers-General)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 26.00 75% C 31% F
Price/Book Ratio 4.01 75% C 25% F
Price / Cash Flow Ratio 14.88 63% D 32% F
EV/EBITDA 13.73 88% B+ 48% F
Management Effectiveness  
Return on Equity 15.67% 38% F 75% C
Return on Invested Capital 9.53% 38% F 74% C
Return on Assets 6.18% 50% F 84% B
Debt to Equity Ratio 46.40% 100% A+ 65% D
Technical Ratios  
Short Ratio 3.95 13% F 22% F
Short Percent 0.31% 100% A+ 88% B+
Beta 0.51 63% D 82% B-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Below median total returns

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

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 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.

Poor return on assets

The company management has delivered below median return on assets 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.