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AMT vs. NVS

Last updated Jun 3, 2023

Compare and contrast key facts about American Tower Corporation (AMT) and Novartis AG (NVS).

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

Key characteristics


AMTNVS
YTD Return-9.10%13.77%
1Y Return-25.07%14.94%
5Y Return (Ann)8.95%12.37%
10Y Return (Ann)11.77%8.41%
Sharpe Ratio-0.720.77
Daily Std Dev30.72%19.76%
Max Drawdown-98.70%-41.87%

Fundamentals


AMTNVS
Market Cap$87.15B$199.41B
EPS$3.00$2.94
PE Ratio34.2521.63
PEG Ratio3.575.77
Revenue (TTM)$10.82B$52.22B
Gross Profit (TTM)$7.45B$36.74B
EBITDA (TTM)$6.62B$18.59B

Correlation

0.27
-1.001.00

The correlation between AMT and NVS is 0.27, 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.

AMT vs. NVS - Performance Comparison

In the year-to-date period, AMT achieves a -9.10% return, which is significantly lower than NVS's 13.77% return. Over the past 10 years, AMT has outperformed NVS with an annualized return of 11.77%, while NVS has yielded a comparatively lower 8.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%2023FebruaryMarchAprilMayJune
-10.02%
13.47%
AMT
NVS

Compare stocks, funds, or ETFs


American Tower Corporation

Novartis AG

AMT vs. NVS - Dividend Comparison

AMT's dividend yield for the trailing twelve months is around 3.88%, less than NVS's 6.90% yield.


TTM20222021202020192018201720162015201420132012
AMT
American Tower Corporation
3.88%2.79%1.84%2.13%1.77%2.18%2.05%2.34%2.17%1.68%1.66%1.42%
NVS
Novartis AG
6.90%3.86%4.20%3.64%3.18%4.26%4.16%5.00%4.49%4.14%4.59%5.89%

AMT vs. NVS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Tower Corporation (AMT) 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AMT
American Tower Corporation
-0.72
NVS
Novartis AG
0.77

AMT vs. NVS - Sharpe Ratio Comparison

The current AMT Sharpe Ratio is -0.72, which is lower than the NVS Sharpe Ratio of 0.77. The chart below compares the 12-month rolling Sharpe Ratio of AMT and NVS.


-1.00-0.500.000.501.001.502023FebruaryMarchAprilMayJune
-0.72
0.77
AMT
NVS

AMT vs. NVS - Drawdown Comparison

The maximum AMT drawdown for the period was -37.43%, lower than the maximum NVS drawdown of -11.16%. The drawdown chart below compares losses from any high point along the way for AMT and NVS


-40.00%-30.00%-20.00%-10.00%0.00%2023FebruaryMarchAprilMayJune
-34.28%
-5.72%
AMT
NVS

AMT vs. NVS - Volatility Comparison

American Tower Corporation (AMT) has a higher volatility of 7.87% compared to Novartis AG (NVS) at 4.03%. This indicates that AMT's price experiences larger fluctuations and is considered to be riskier than NVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%2023FebruaryMarchAprilMayJune
7.87%
4.03%
AMT
NVS