PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Novo Nordisk A/S (NVO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS6701002056
CUSIP670100205
SectorHealthcare
IndustryBiotechnology

Highlights

Market Cap$572.92B
EPS$2.71
PE Ratio47.38
PEG Ratio2.35
Revenue (TTM)$232.26B
Gross Profit (TTM)$148.51B
EBITDA (TTM)$109.81B
Year Range$74.92 - $137.57
Target Price$141.00
Short %0.14%
Short Ratio0.88

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds to compare with NVO

Novo Nordisk A/S

Popular comparisons: NVO vs. LLY, NVO vs. NVS, NVO vs. MRK, NVO vs. AAPL, NVO vs. POST, NVO vs. VTI, NVO vs. XLV, NVO vs. VXUS, NVO vs. VYM, NVO vs. XLF

Performance

Performance Chart

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


-10.00%0.00%10.00%20.00%30.00%NovemberDecember2024FebruaryMarchApril
22.53%
18.38%
NVO (Novo Nordisk A/S)
Benchmark (^GSPC)

S&P 500

Returns By Period

Novo Nordisk A/S had a return of 20.98% year-to-date (YTD) and 49.81% in the last 12 months. Over the past 10 years, Novo Nordisk A/S had an annualized return of 21.00%, outperforming the S&P 500 benchmark which had an annualized return of 10.79%.


PeriodReturnBenchmark
Year-To-Date20.98%7.41%
1 month-6.25%-0.81%
6 months22.53%18.38%
1 year49.81%23.57%
5 years (annualized)39.52%12.02%
10 years (annualized)21.00%10.79%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202410.91%4.38%7.76%
2023-2.01%6.19%5.46%1.58%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of NVO is 91, placing it in the top 9% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the financial indicators listed below.

91
Novo Nordisk A/S(NVO)
89Sharpe Ratio Rank
90Sortino Ratio Rank
86Omega Ratio Rank
98Calmar Ratio Rank
92Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Novo Nordisk A/S (NVO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


NVO
Sharpe ratio
The Sharpe ratio of NVO compared to the broader market-2.00-1.000.001.002.003.004.001.64
Sortino ratio
The Sortino ratio of NVO compared to the broader market-4.00-2.000.002.004.006.002.85
Omega ratio
The Omega ratio of NVO compared to the broader market0.501.001.501.33
Calmar ratio
The Calmar ratio of NVO compared to the broader market0.002.004.006.004.46
Martin ratio
The Martin ratio of NVO compared to the broader market0.0010.0020.0030.0010.44
^GSPC
Sharpe ratio
The Sharpe ratio of ^GSPC compared to the broader market-2.00-1.000.001.002.003.004.002.15
Sortino ratio
The Sortino ratio of ^GSPC compared to the broader market-4.00-2.000.002.004.006.003.11
Omega ratio
The Omega ratio of ^GSPC compared to the broader market0.501.001.501.38
Calmar ratio
The Calmar ratio of ^GSPC compared to the broader market0.002.004.006.001.63
Martin ratio
The Martin ratio of ^GSPC compared to the broader market0.0010.0020.0030.008.76

Sharpe Ratio

The current Novo Nordisk A/S Sharpe ratio is 1.64. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.64
2.15
NVO (Novo Nordisk A/S)
Benchmark (^GSPC)

Dividends

Dividend History

Novo Nordisk A/S granted a 0.78% dividend yield in the last twelve months. The annual payout for that period amounted to $0.98 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.98$0.74$0.57$0.52$0.46$0.44$0.45$0.41$0.52$0.27$0.30$0.23

Dividend yield

0.78%0.71%0.84%0.94%1.33%1.51%1.97%1.52%2.87%0.92%1.43%1.23%

Monthly Dividends

The table displays the monthly dividend distributions for Novo Nordisk A/S. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.66
2023$0.00$0.00$0.42$0.00$0.00$0.00$0.00$0.31$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.37$0.00$0.00$0.00$0.00$0.20$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.33$0.00$0.00$0.00$0.00$0.19$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.18$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.28$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.35$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2014$0.00$0.00$0.30$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2013$0.23$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.8%
Novo Nordisk A/S has a dividend yield of 0.78%, 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
200.0%400.0%600.0%800.0%2.7%
Novo Nordisk A/S has a payout ratio of 2.70%, which is below the market average. This means Novo Nordisk A/S returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-7.92%
-2.49%
NVO (Novo Nordisk A/S)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Novo Nordisk A/S. 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 Novo Nordisk A/S was 71.28%, occurring on Oct 19, 1987. Recovery took 833 trading sessions.

The current Novo Nordisk A/S drawdown is 7.92%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.28%Sep 21, 19831031Oct 19, 1987833Feb 6, 19911864
-51.38%Aug 7, 2001247Aug 5, 2002381Feb 9, 2004628
-46.54%Aug 4, 2015332Nov 23, 2016289Jan 22, 2018621
-42.91%May 5, 1998222Mar 22, 1999300May 26, 2000522
-41.58%Apr 9, 2008257Apr 15, 2009211Feb 16, 2010468

Volatility

Volatility Chart

The current Novo Nordisk A/S volatility is 4.84%, 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%12.00%NovemberDecember2024FebruaryMarchApril
4.84%
3.24%
NVO (Novo Nordisk A/S)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Novo Nordisk A/S over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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
Values in undefined except per share items