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ALC vs. NVS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

ALC vs. NVS

Last updated May 12, 2025

Compare and contrast key facts about Alcon Inc. (ALC) and Novartis AG (NVS).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALC or NVS.

Correlation

The correlation between ALC and NVS is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

ALC vs. NVS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alcon Inc. (ALC) and Novartis AG (NVS). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

ALC:

10.91%

NVS:

22.35%

Max Drawdown

ALC:

-1.67%

NVS:

-3.87%

Current Drawdown

ALC:

-1.67%

NVS:

-3.87%

Fundamentals

Market Cap

ALC:

$47.45B

NVS:

$215.79B

EPS

ALC:

$2.05

NVS:

$6.38

PE Ratio

ALC:

46.71

NVS:

17.04

PEG Ratio

ALC:

2.88

NVS:

1.29

PS Ratio

ALC:

4.79

NVS:

4.03

PB Ratio

ALC:

2.21

NVS:

5.60

Total Revenue (TTM)

ALC:

$7.47B

NVS:

$52.86B

Gross Profit (TTM)

ALC:

$4.14B

NVS:

$39.86B

EBITDA (TTM)

ALC:

$1.67B

NVS:

$21.88B

Returns By Period

ALC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

NVS

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

ALC vs. NVS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ALC
The Risk-Adjusted Performance Rank of ALC is 7676
Overall Rank
The Sharpe Ratio Rank of ALC is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of ALC is 7373
Sortino Ratio Rank
The Omega Ratio Rank of ALC is 7171
Omega Ratio Rank
The Calmar Ratio Rank of ALC is 8484
Calmar Ratio Rank
The Martin Ratio Rank of ALC is 7474
Martin Ratio Rank
NVS
The Risk-Adjusted Performance Rank of NVS is 7171
Overall Rank
The Sharpe Ratio Rank of NVS is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of NVS is 6767
Sortino Ratio Rank
The Omega Ratio Rank of NVS is 6767
Omega Ratio Rank
The Calmar Ratio Rank of NVS is 7878
Calmar Ratio Rank
The Martin Ratio Rank of NVS is 6969
Martin 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.

ALC vs. NVS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Alcon Inc. (ALC) and Novartis AG (NVS). 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.

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Dividends

ALC vs. NVS - Dividend Comparison

ALC's dividend yield for the trailing twelve months is around 0.28%, less than NVS's 3.67% yield.

TTM20242023202220212020201920182017201620152014
ALC
Alcon Inc.		0.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NVS
Novartis AG		3.67%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ALC vs. NVS - Drawdown Comparison

The maximum ALC drawdown since its inception was -1.67%, smaller than the maximum NVS drawdown of -3.87%. Use the drawdown chart below to compare losses from any high point for ALC and NVS. For additional features, visit the drawdowns tool.

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Volatility

ALC vs. NVS - Volatility Comparison

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Financials

ALC vs. NVS - Financials Comparison

This section allows you to compare key financial metrics between Alcon Inc. and Novartis AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

2.00B4.00B6.00B8.00B10.00B12.00B14.00B20212022202320242025
2.50B
13.62B
(ALC) Total Revenue
(NVS) Total Revenue
Values in USD except per share items

ALC vs. NVS - Profitability Comparison

The chart below illustrates the profitability comparison between Alcon Inc. and Novartis AG over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
30.0%40.0%50.0%60.0%70.0%80.0%20212022202320242025
55.4%
76.3%
(ALC) Gross Margin
(NVS) Gross Margin
ALC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Alcon Inc. reported a gross profit of 1.39B and revenue of 2.50B. Therefore, the gross margin over that period was 55.4%.

NVS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Novartis AG reported a gross profit of 10.39B and revenue of 13.62B. Therefore, the gross margin over that period was 76.3%.

ALC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Alcon Inc. reported an operating income of 395.00M and revenue of 2.50B, resulting in an operating margin of 15.8%.

NVS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Novartis AG reported an operating income of 4.66B and revenue of 13.62B, resulting in an operating margin of 34.2%.

ALC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Alcon Inc. reported a net income of 284.00M and revenue of 2.50B, resulting in a net margin of 11.4%.

NVS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Novartis AG reported a net income of 3.61B and revenue of 13.62B, resulting in a net margin of 26.5%.