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) | £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.
Compare to other instruments
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.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | 3.75% | -1.30% |
| 6 months | 9.54% | 4.62% |
| Year-To-Date | 9.81% | 10.29% |
| 1 year | 22.54% | 10.26% |
| 5 years (annualized) | 4.89% | 7.10% |
| 10 years (annualized) | 10.79% | 11.73% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 4.34% | 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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
0QLR.L Novartis AG | 1.21 | ||||
^GSPC S&P 500 | 1.04 |
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.
| Period | TTM | 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 |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
Payout Ratio
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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, 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 | — | — | — |
| -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 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.