Novartis AG (0QLR.L)
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.
Company Info
| ISIN | CH0012005267 |
|---|---|
| Sector | Healthcare |
| Industry | Drug Manufacturers - Major |
Highlights
| Market Cap | £195.43B |
|---|---|
| Revenue (TTM) | £46.66B |
| Gross Profit (TTM) | £36.74B |
| EBITDA (TTM) | £17.52B |
| Year Range | £79.33 - £94.47 |
Share Price Chart
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Popular comparisons: 0QLR.L vs. LLY, 0QLR.L vs. NVO
Performance
Performance Chart
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.
Returns By Period
Novartis AG had a return of 6.46% year-to-date (YTD) and 1.75% in the last 12 months. Over the past 10 years, Novartis AG had an annualized return of 4.14%, while the S&P 500 had an annualized return of 10.55%, indicating that Novartis AG did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.46% | 6.33% |
| 1 month | 4.23% | -2.81% |
| 6 months | 4.66% | 21.13% |
| 1 year | 1.75% | 24.56% |
| 5 years (annualized) | 3.48% | 11.55% |
| 10 years (annualized) | 4.14% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 6.50% | -0.38% | -3.05% | |||||||||
| 2023 | 5.38% | -5.16% | 0.35% | -0.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Novartis AG(0QLR.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Novartis AG (0QLR.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Novartis AG granted a 0.04% dividend yield in the last twelve months. The annual payout for that period amounted to £0.03 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.03 | £0.03 | £0.03 | £0.03 | £0.03 | £0.02 | £0.02 | £0.02 | £0.02 | £0.02 | £0.02 |
Dividend yield | 0.04% | 0.04% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.03 | |||||||||
| 2023 | £0.00 | £0.00 | £0.03 | £0.00 | £0.00 | £0.00 | £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 | £0.02 | £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
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Novartis AG. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Novartis AG was 48.98%, occurring on Mar 4, 2009. Recovery took 93 trading sessions.
The current Novartis AG drawdown is 4.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.98% | Oct 26, 2006 | 537 | Mar 4, 2009 | 93 | May 2, 2014 | 630 |
| -33.44% | Jul 21, 2015 | 325 | Nov 4, 2016 | 648 | Jun 18, 2019 | 973 |
| -27.88% | Feb 17, 2020 | 19 | Mar 12, 2020 | 772 | Jan 9, 2024 | 791 |
| -15.66% | Jan 14, 2015 | 7 | Jan 22, 2015 | 41 | Mar 20, 2015 | 48 |
| -13.33% | Apr 11, 2006 | 35 | Jun 16, 2006 | 66 | Oct 19, 2006 | 101 |
Volatility
Volatility Chart
The current Novartis AG volatility is 5.91%, 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.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |