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Novartis AG (0QLR.L)

Equity · Currency in GBP · Last updated Oct 3, 2023

Novartis AG researches, develops, manufactures, and markets healthcare products in Switzerland and internationally. The company operates through two segments: Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and physicians. It also provides cardiovascular, ophthalmology, neuroscience, immunology, hematology, and solid tumor products. The Sandoz segment develops, manufactures, and markets finished dosage forms of small molecule pharmaceuticals to third parties. It also provides protein- or other biotechnology-based products, including biosimilars; and biotechnology manufacturing services; and anti-infectives, such as active pharmaceutical ingredients and intermediates primarily antibiotics. Novartis AG has a license and collaboration agreement with Alnylam Pharmaceuticals to develop, manufacture, and commercialize inclisiran, a therapy to reduce LDL cholesterol. Novartis AG was incorporated in 1996 and is headquartered in Basel, Switzerland.

SummaryFinancials

Company Info

ISINCH0012005267
SectorHealthcare
IndustryDrug Manufacturers - Major

Highlights

Market Cap£195.43B
Revenue (TTM)£53.07B
Gross Profit (TTM)£36.74B
EBITDA (TTM)£20.03B
Year Range£73.79 - £94.77

Share Price Chart


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Performance

The chart shows the growth of an initial investment of £10,000 in Novartis AG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-2.00%0.00%2.00%4.00%6.00%8.00%10.00%MayJuneJulyAugustSeptemberOctober
7.81%
7.31%
0QLR.L (Novartis AG)
Benchmark (^GSPC)

S&P 500

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Novartis AG

Popular comparisons: 0QLR.L vs. LLY

Return

Novartis AG had a return of 9.81% year-to-date (YTD) and 22.54% in the last 12 months. Over the past 10 years, Novartis AG had an annualized return of 10.79%, while the S&P 500 had an annualized return of 11.73%, indicating that Novartis AG did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month3.75%-1.30%
6 months9.54%4.62%
Year-To-Date9.81%10.29%
1 year22.54%10.26%
5 years (annualized)4.89%7.10%
10 years (annualized)10.79%11.73%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20234.34%9.61%-4.56%2.24%1.99%-1.41%4.15%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Novartis AG (0QLR.L) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
0QLR.L
Novartis AG
1.21
^GSPC
S&P 500
1.04

Sharpe Ratio

The current Novartis AG Sharpe ratio is 1.21. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.50MayJuneJulyAugustSeptemberOctober
1.21
0.53
0QLR.L (Novartis AG)
Benchmark (^GSPC)

Dividend History

Novartis AG granted a 0.03% dividend yield in the last twelve months. The annual payout for that period amounted to £0.03 per share.


PeriodTTM202220212020201920182017201620152014
Dividend£0.03£0.03£0.03£0.03£0.03£0.02£0.02£0.02£0.02£0.02

Dividend yield

0.03%0.04%0.04%0.03%0.03%0.03%0.03%0.04%0.03%0.03%

Monthly Dividends

The table displays the monthly dividend distributions for Novartis AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.00
2022£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2021£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2020£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2019£0.00£0.00£0.03£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2018£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2017£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2016£0.00£0.02£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2015£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2014£0.02£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00

Dividend Yield & Payout


Dividend Yield
0QLR.L
0.03%
Market bottom
1.03%
Market top
5.31%
Novartis AG has a dividend yield of 0.03%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
0QLR.L
0.96%
Market bottom
16.64%
Market top
57.28%
Novartis AG has a payout ratio of 0.96%, which is below the market average. This means Novartis AG returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%MayJuneJulyAugustSeptemberOctober
-3.53%
-5.53%
0QLR.L (Novartis AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Novartis AG. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Novartis AG is 48.98%, recorded on Mar 4, 2009. It took 93 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.98%Oct 26, 2006537Mar 4, 200993May 2, 2014630
-33.44%Jul 21, 2015325Nov 4, 2016648Jun 18, 2019973
-27.88%Feb 17, 202019Mar 12, 2020
-15.66%Jan 14, 20157Jan 22, 201541Mar 20, 201548
-13.33%Apr 11, 200635Jun 16, 200666Oct 19, 2006101

Volatility Chart

The current Novartis AG volatility is 4.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%MayJuneJulyAugustSeptemberOctober
4.34%
3.00%
0QLR.L (Novartis AG)
Benchmark (^GSPC)