NVS:NYE-Novartis AG

EQUITY | Drug Manufacturers | New York Stock Exchange

Last Closing Price

USD 85.97

Change

+1.07 (+1.26)%

Market Cap

USD 199.61B

Volume

3.14M

Yahoo Analyst Target

USD 89.75 (4.40%)

STA Analyst Target

USD 74.71 (-13.10%)
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: 2018-09-20 )

Largest Industry Peers for Drug Manufacturers

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

+1.52 (+1.08%)

USD 380.90B
PFE Pfizer Inc.

+0.49 (+1.13%)

USD 256.47B
MRK Merck & Company Inc. (new)

+0.80 (+1.14%)

USD 188.24B
ABBV AbbVie Inc.

+1.66 (+1.82%)

USD 140.34B
LLY Eli Lilly and Company

+0.33 (+0.31%)

USD 113.92B
SNY Sanofi American Depositary Sha..

+0.25 (+0.57%)

USD 109.87B
BMY Bristol-Myers Squibb Company

+0.95 (+1.56%)

USD 100.77B
GSK GlaxoSmithKline PLC

+0.32 (+0.81%)

USD 98.88B
AZN Astrazeneca PLC

+0.42 (+1.13%)

USD 95.57B
AGN Allergan plc

+4.48 (+2.38%)

USD 65.35B

ETFs Containing NVS

ADRU Invesco BLDRS Europe Sele.. 6.32 % 0.30 %

N/A

USD 0.02B
ADRD Invesco BLDRS Developed M.. 5.26 % 0.27 %

+0.32 (+1.41%)

USD 0.06B
PPH VanEck Vectors Pharmaceut.. 5.18 % 0.35 %

+0.85 (+1.34%)

USD 0.28B
HEJ:CA Horizons Enhanced Income .. 4.83 % 0.84 %

+0.06 (+0.96%)

CAD 0.02B
CNCR Loncar Cancer Immunothera.. 4.46 % 0.79 %

+0.39 (+1.58%)

USD 0.06B
FDIV First Trust Strategic Inc.. 0.98 % 0.52 %

+0.14 (+0.28%)

USD 0.08B
MEU:CA Mackenzie Maximum Diversi.. 0.00 % 0.67 %

N/A

CAD 0.33B

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 2.39% 45% F 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.39% 35% F 54% F
Trailing 12 Months  
Capital Gain 0.22% 50% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.22% 45% F 37% F
Trailing 5 Years  
Capital Gain 12.45% 44% F 53% F
Dividend Return 14.24% 47% F 47% F
Total Return 26.70% 44% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain 0.92% 45% F 41% F
Dividend Return 3.69% 55% F 35% F
Total Return 2.77% 53% F 52% F
Risk Return Profile  
Volatility (Standard Deviation) 16.16% 70% C- 46% F
Risk Adjusted Return 22.85% 55% F 30% 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 61% D- 52% F
Price/Book Ratio 2.82 50% F 31% F
Price / Cash Flow Ratio 3.79 41% F 38% F
Price/Free Cash Flow Ratio 19.23 39% F 37% F
Management Effectiveness  
Return on Equity 18.82% 74% C 79% C+
Return on Invested Capital 12.72% 57% F 65% D
Return on Assets 10.15% 83% B 88% B+
Debt to Equity Ratio 26.75% 86% B 80% 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 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:
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.

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.

NVS:NYE-Novartis AG

EQUITY | Drug Manufacturers | New York Stock Exchange

Last Closing Price

USD 85.97

Change

+1.07 (+1.26)%

Market Cap

USD 199.61B

Volume

3.14M

Yahoo Analyst Target

USD 89.75 (4.40%)

STA Analyst Target

USD 74.71 (-13.10%)
Yahoo Analyst Rating

Verdict

STA Analyst Rating

Verdict

STA Verdict

Verdict

Values as of: 2018-09-20