AMT vs. NVS
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
| AMT | NVS | |
|---|---|---|
| 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 | -0.72 | 0.77 |
| Daily Std Dev | 30.72% | 19.76% |
| Max Drawdown | -98.70% | -41.87% |
Fundamentals
| AMT | NVS | |
|---|---|---|
| Market Cap | $87.15B | $199.41B |
| EPS | $3.00 | $2.94 |
| PE Ratio | 34.25 | 21.63 |
| PEG Ratio | 3.57 | 5.77 |
| Revenue (TTM) | $10.82B | $52.22B |
| Gross Profit (TTM) | $7.45B | $36.74B |
| EBITDA (TTM) | $6.62B | $18.59B |
Correlation
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.
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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.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AMT American Tower Corporation | -0.72 | ||||
NVS Novartis AG | 0.77 |
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
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.