Novartis AG (NOVN.SW)
Company Info
| ISIN | CH0012005267 |
|---|---|
| Sector | Healthcare |
| Industry | Drug Manufacturers - General |
Highlights
| Market Cap | CHF 199.62B |
|---|---|
| EPS (TTM) | CHF 4.15 |
| PE Ratio | 23.76 |
| PEG Ratio | 4.22 |
| Total Revenue (TTM) | CHF 48.86B |
| Gross Profit (TTM) | CHF 36.45B |
| EBITDA (TTM) | CHF 18.98B |
| Year Range | CHF 79.99 - CHF 102.72 |
| Target Price | CHF 86.92 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of CHF 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 20.55% year-to-date (YTD) and 21.79% in the last 12 months. Over the past 10 years, Novartis AG had an annualized return of 7.24%, 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 | 20.55% | 13.39% |
| 1 month | 1.92% | 4.02% |
| 6 months | 11.91% | 5.56% |
| 1 year | 21.79% | 21.51% |
| 5 years (annualized) | 7.46% | 12.69% |
| 10 years (annualized) | 7.24% | 10.55% |
Monthly Returns
The table below presents the monthly returns of NOVN.SW, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.34% | 0.10% | 1.30% | 1.92% | 4.63% | 3.22% | 2.51% | 3.59% | 20.55% | ||||
| 2023 | -1.35% | -3.86% | 10.39% | 8.80% | -4.36% | 3.26% | 1.19% | -1.93% | 5.11% | -4.98% | 0.69% | -0.29% | 11.93% |
| 2022 | -0.19% | 0.26% | 5.63% | 6.47% | 0.40% | -6.92% | 1.06% | -3.16% | -4.55% | 7.11% | 3.40% | -0.07% | 8.75% |
| 2021 | -3.73% | -2.91% | 7.51% | -3.48% | 1.23% | 6.84% | -0.52% | 1.08% | -9.39% | -1.55% | -2.91% | 9.31% | -0.11% |
| 2020 | -0.79% | -10.88% | 2.15% | 3.02% | 0.94% | -0.73% | -8.43% | 3.41% | 2.40% | -10.54% | 15.08% | 1.68% | -5.39% |
| 2019 | 2.93% | 5.25% | 9.29% | -1.72% | 3.47% | 3.60% | 2.53% | -2.68% | -2.77% | -0.52% | 6.93% | -0.17% | 28.50% |
| 2018 | 2.18% | -5.99% | 1.92% | -0.72% | -4.88% | 3.18% | 10.57% | -3.44% | 5.00% | 4.55% | 3.08% | -7.61% | 6.51% |
| 2017 | -2.23% | 8.21% | -1.04% | 2.96% | 3.59% | 0.63% | 3.26% | -1.82% | 2.47% | -0.84% | 2.43% | -2.14% | 16.04% |
| 2016 | -9.56% | -4.46% | -2.72% | 5.02% | 7.79% | 1.58% | 0.19% | -3.61% | -1.29% | -7.85% | -0.21% | 5.48% | -10.65% |
| 2015 | -2.38% | 8.10% | 1.89% | 0.52% | -0.16% | -4.51% | 8.95% | -5.68% | -5.60% | 0.50% | -2.11% | -1.31% | -2.94% |
| 2014 | 0.84% | 6.43% | 2.11% | 1.73% | 5.24% | 0.00% | -0.93% | 3.52% | 9.47% | -0.94% | 4.70% | -1.23% | 34.95% |
| 2013 | 7.92% | 7.19% | 5.97% | 2.37% | -0.07% | -2.75% | -0.75% | 1.88% | 2.43% | 1.37% | 1.70% | -0.63% | 29.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of NOVN.SW is 86, placing it in the top 14% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Novartis AG (NOVN.SW) 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 3.35% dividend yield in the last twelve months. The annual payout for that period amounted to CHF 3.30 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CHF 3.30 | CHF 3.20 | CHF 3.10 | CHF 3.00 | CHF 2.95 | CHF 2.85 | CHF 2.80 | CHF 2.75 | CHF 2.70 | CHF 2.60 | CHF 2.45 | CHF 2.30 |
Dividend yield | 3.35% | 3.77% | 3.91% | 3.94% | 3.72% | 3.27% | 3.98% | 3.98% | 4.35% | 3.58% | 3.17% | 3.86% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CHF 0.00 | CHF 0.00 | CHF 3.30 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 3.30 | |||
| 2023 | CHF 0.00 | CHF 0.00 | CHF 3.20 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 3.20 |
| 2022 | CHF 0.00 | CHF 0.00 | CHF 3.10 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 3.10 |
| 2021 | CHF 0.00 | CHF 0.00 | CHF 3.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 3.00 |
| 2020 | CHF 0.00 | CHF 0.00 | CHF 2.95 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.95 |
| 2019 | CHF 0.00 | CHF 0.00 | CHF 2.85 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.85 |
| 2018 | CHF 0.00 | CHF 0.00 | CHF 2.80 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.80 |
| 2017 | CHF 0.00 | CHF 0.00 | CHF 2.75 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.75 |
| 2016 | CHF 0.00 | CHF 2.70 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.70 |
| 2015 | CHF 0.00 | CHF 0.00 | CHF 2.60 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.60 |
| 2014 | CHF 0.00 | CHF 2.45 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.45 |
| 2013 | CHF 2.30 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 2.30 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 42.25%, occurring on Mar 11, 2009. Recovery took 963 trading sessions.
The current Novartis AG drawdown is 3.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.25% | Nov 7, 2006 | 585 | Mar 11, 2009 | 963 | Jan 4, 2013 | 1548 |
| -35.7% | Jan 4, 2001 | 520 | Jan 28, 2003 | 689 | Oct 18, 2005 | 1209 |
| -32.01% | Jul 21, 2015 | 144 | Feb 11, 2016 | 693 | Nov 9, 2018 | 837 |
| -30.03% | Jan 11, 1999 | 297 | Mar 13, 2000 | 166 | Nov 8, 2000 | 463 |
| -28.22% | Mar 4, 1998 | 149 | Oct 5, 1998 | 55 | Dec 21, 1998 | 204 |
Volatility
Volatility Chart
The current Novartis AG volatility is 3.27%, 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
Valuation
The Valuation section provides an assessment of the market value of Novartis AG compared to its peers in the Drug Manufacturers - General industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for NOVN.SW in comparison to other companies of the Drug Manufacturers - General industry. Currently, NOVN.SW has a PE value of 23.8. This PE value is considered to be low compared to the rest of the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for NOVN.SW in comparison to other companies of the Drug Manufacturers - General industry. Currently, NOVN.SW has a PEG value of 4.2. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Novartis AG.
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Income Statement
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