Novartis AG (NVS)
Company Info
US66987V1098
66987V109
Nov 18, 1991
Highlights
$217.13B
$6.38
17.08
1.33
$52.86B
$39.86B
$21.88B
$92.72 - $116.72
$112.37
0.23%
1.78
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Novartis AG (NVS) returned 15.99% year-to-date (YTD) and 10.55% over the past 12 months. Over the past 10 years, NVS returned 6.42% annually, underperforming the S&P 500 benchmark at 10.69%.
NVS
15.99%
1.33%
6.82%
10.55%
10.65%
6.42%
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
Monthly Returns
The table below presents the monthly returns of NVS, 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 | 7.61% | 4.13% | 5.91% | 1.80% | -4.00% | 15.99% | |||||||
| 2024 | 2.48% | -2.42% | -0.54% | 0.41% | 6.18% | 3.23% | 4.72% | 8.44% | -4.86% | -5.76% | -2.43% | -8.00% | 0.06% |
| 2023 | -0.11% | -7.17% | 14.40% | 11.49% | -6.16% | 4.84% | 3.95% | -4.21% | 1.37% | -2.91% | 4.62% | 3.14% | 23.03% |
| 2022 | -0.64% | 0.63% | 4.78% | 0.32% | 3.31% | -7.05% | 1.54% | -6.19% | -5.60% | 6.74% | 10.39% | 1.30% | 8.32% |
| 2021 | -4.19% | -5.04% | 3.73% | -0.28% | 3.68% | 3.24% | 1.26% | -0.00% | -11.48% | 1.20% | -3.70% | 9.75% | -3.43% |
| 2020 | -0.19% | -11.16% | 1.98% | 2.77% | 3.19% | -0.10% | -5.95% | 4.77% | 1.05% | -10.21% | 16.33% | 3.96% | 3.56% |
| 2019 | 1.99% | 4.24% | 9.04% | -3.26% | 4.15% | 6.62% | 0.30% | -1.61% | -3.56% | 0.62% | 5.56% | 2.59% | 29.14% |
| 2018 | 7.27% | -7.45% | 0.81% | -5.15% | -2.83% | 1.37% | 11.07% | -1.06% | 3.79% | 1.51% | 4.65% | -6.25% | 6.22% |
| 2017 | 1.48% | 5.75% | -1.27% | 3.72% | 6.15% | 2.08% | 2.07% | -1.07% | 1.85% | -3.81% | 3.90% | -2.14% | 19.77% |
| 2016 | -9.38% | -4.98% | 1.87% | 4.87% | 4.66% | 3.77% | 0.91% | -5.39% | 0.24% | -10.06% | -3.18% | 5.93% | -11.80% |
| 2015 | 5.12% | 5.13% | -0.78% | 3.23% | 0.91% | -4.27% | 5.50% | -6.29% | -5.45% | -1.62% | -5.74% | 0.94% | -4.33% |
| 2014 | -1.63% | 9.00% | 2.21% | 2.26% | 3.59% | 0.52% | -3.97% | 3.34% | 4.78% | -1.53% | 4.27% | -4.13% | 19.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NVS is 69, 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 (NVS) 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 3.67% dividend yield over the last twelve months, with an annual payout of $3.99 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.99 | $3.74 | $3.47 | $3.36 | $3.38 | $3.04 | $2.57 | $2.67 | $2.46 | $2.47 | $2.52 | $2.44 |
Dividend yield | 3.67% | 3.84% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% |
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 | $3.99 | $0.00 | $0.00 | $3.99 | |||||||
| 2024 | $0.00 | $0.00 | $3.74 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.74 |
| 2023 | $0.00 | $0.00 | $3.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.47 |
| 2022 | $0.00 | $0.00 | $3.36 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.36 |
| 2021 | $0.00 | $0.00 | $3.38 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.38 |
| 2020 | $0.00 | $0.00 | $3.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.04 |
| 2019 | $0.00 | $0.00 | $2.57 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.57 |
| 2018 | $0.00 | $0.00 | $2.67 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.67 |
| 2017 | $0.00 | $0.00 | $2.46 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.46 |
| 2016 | $0.00 | $2.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.47 |
| 2015 | $0.00 | $0.00 | $2.52 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.52 |
| 2014 | $2.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.44 |
Dividend Yield & Payout
Dividend Yield
Novartis AG has a dividend yield of 3.67%, which is quite average when compared to the overall market.
Payout Ratio
Novartis AG has a payout ratio of 48.18%, which is quite average when compared to the overall market. This suggests that Novartis AG strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
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 41.72%, occurring on Mar 3, 2009. Recovery took 387 trading sessions.
The current Novartis AG drawdown is 6.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.72% | Aug 5, 2008 | 145 | Mar 3, 2009 | 387 | Sep 14, 2010 | 532 |
| -33.64% | Jul 21, 2015 | 352 | Dec 8, 2016 | 566 | Mar 13, 2019 | 918 |
| -25.88% | Feb 13, 2020 | 27 | Mar 23, 2020 | 207 | Jan 15, 2021 | 234 |
| -25.66% | Jan 4, 2001 | 130 | Jul 11, 2001 | 240 | Jun 28, 2002 | 370 |
| -22.2% | Jul 1, 2002 | 14 | Jul 19, 2002 | 347 | Dec 3, 2003 | 361 |
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. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 5.0% positive surprise.
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.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for NVS, comparing it with other companies in the Drug Manufacturers - General industry. Currently, NVS has a P/E ratio of 17.1. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for NVS compared to other companies in the Drug Manufacturers - General industry. NVS currently has a PEG ratio of 1.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for NVS relative to other companies in the Drug Manufacturers - General industry. Currently, NVS has a P/S ratio of 4.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for NVS in comparison with other companies in the Drug Manufacturers - General industry. Currently, NVS has a P/B value of 5.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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