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
Highlights
£195.43B
£81.22 - £115.94
Share Price Chart
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Performance
Performance Chart
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Returns By Period
Novartis AG (0QLR.L) returned 2.20% year-to-date (YTD) and -2.09% over the past 12 months.
0QLR.L
2.20%
4.97%
-2.01%
-2.09%
N/A
N/A
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of 0QLR.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 9.07% | 0.94% | 0.52% | -4.20% | -3.62% | 2.20% | |||||||
| 2024 | 6.50% | -0.38% | -2.87% | 2.49% | 4.63% | 3.07% | 2.53% | 3.68% | -4.68% | -3.43% | -0.85% | -4.94% | 5.03% |
| 2023 | -2.01% | -3.10% | 4.67% | 8.73% | -4.26% | 3.23% | 1.20% | -1.94% | 5.38% | -5.16% | 0.35% | -0.63% | 5.62% |
| 2022 | -1.22% | 1.34% | 1.30% | 6.07% | 0.38% | -6.57% | 2.16% | -4.52% | -4.55% | 7.21% | 3.30% | 0.77% | 4.81% |
| 2021 | 4.41% | -3.00% | 1.60% | 5.96% | -0.98% | 1.53% | -9.37% | -1.56% | -3.07% | 9.74% | 4.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 0QLR.L is 49, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Novartis AG provided a 0.00% dividend yield over the last twelve months, with an annual payout of £0.00 per share. The company has been increasing its dividends for 10 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | |||||||
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | ||
| 2020 | £0.00 | £0.00 | |||||||||||
| 2019 | £0.00 | £0.00 | |||||||||||
| 2018 | £0.00 | £0.00 | |||||||||||
| 2017 | £0.00 | £0.00 | |||||||||||
| 2016 | £0.00 | £0.00 | |||||||||||
| 2015 | £0.00 | £0.00 | |||||||||||
| 2014 | £0.00 | £0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 18.01%, occurring on Apr 9, 2025. The portfolio has not yet recovered.
The current Novartis AG drawdown is 11.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.01% | Sep 3, 2024 | 151 | Apr 9, 2025 | — | — | — |
| -15.8% | May 27, 2022 | 81 | Sep 26, 2022 | 140 | Apr 17, 2023 | 221 |
| -15.47% | Aug 18, 2021 | 74 | Nov 30, 2021 | 89 | Apr 8, 2022 | 163 |
| -10.2% | Jan 23, 2024 | 61 | Apr 18, 2024 | 30 | Jun 5, 2024 | 91 |
| -8.96% | May 10, 2023 | 48 | Jul 17, 2023 | 51 | Sep 28, 2023 | 99 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Novartis AG over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Novartis AG, comparing actual results with analytics estimates.
Valuation
The Valuation section provides an overview of how Novartis AG is priced in the market compared to other companies in the Drug Manufacturers - General industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for 0QLR.L relative to other companies in the Drug Manufacturers - General industry. Currently, 0QLR.L has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for 0QLR.L in comparison with other companies in the Drug Manufacturers - General industry. Currently, 0QLR.L has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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