AZN vs. NVS
Compare and contrast key facts about AstraZeneca PLC (AZN) and Novartis AG (NVS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AZN or NVS.
Correlation
The correlation between AZN and NVS is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AZN vs. NVS - Performance Comparison
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Key characteristics
AZN:
-0.38
NVS:
0.53
AZN:
-0.36
NVS:
0.80
AZN:
0.95
NVS:
1.11
AZN:
-0.32
NVS:
0.50
AZN:
-0.56
NVS:
1.06
AZN:
15.80%
NVS:
9.31%
AZN:
23.25%
NVS:
19.97%
AZN:
-48.94%
NVS:
-41.72%
AZN:
-20.37%
NVS:
-6.08%
Fundamentals
AZN:
$210.70B
NVS:
$214.22B
AZN:
$2.49
NVS:
$6.38
AZN:
27.29
NVS:
17.00
AZN:
0.91
NVS:
1.29
AZN:
3.83
NVS:
4.03
AZN:
5.13
NVS:
5.58
AZN:
$54.98B
NVS:
$52.86B
AZN:
$44.75B
NVS:
$39.86B
AZN:
$17.70B
NVS:
$21.88B
Returns By Period
In the year-to-date period, AZN achieves a 6.49% return, which is significantly lower than NVS's 16.67% return. Over the past 10 years, AZN has outperformed NVS with an annualized return of 10.61%, while NVS has yielded a comparatively lower 6.47% annualized return.
AZN
6.49%
2.62%
10.35%
-8.87%
7.66%
10.61%
NVS
16.67%
0.01%
10.16%
10.56%
11.07%
6.47%
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Risk-Adjusted Performance
AZN vs. NVS — Risk-Adjusted Performance Rank
AZN
NVS
AZN vs. NVS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AstraZeneca PLC (AZN) 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
AZN vs. NVS - Dividend Comparison
AZN's dividend yield for the trailing twelve months is around 2.22%, less than NVS's 3.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 2.22% | 2.27% | 2.15% | 2.14% | 2.40% | 2.80% | 2.81% | 3.61% | 3.95% | 5.01% | 4.06% | 3.98% |
NVS Novartis AG | 3.64% | 3.84% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% |
Drawdowns
AZN vs. NVS - Drawdown Comparison
The maximum AZN drawdown since its inception was -48.94%, which is greater than NVS's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for AZN and NVS. For additional features, visit the drawdowns tool.
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Volatility
AZN vs. NVS - Volatility Comparison
AstraZeneca PLC (AZN) has a higher volatility of 8.42% compared to Novartis AG (NVS) at 6.94%. This indicates that AZN'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.
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Financials
AZN vs. NVS - Financials Comparison
This section allows you to compare key financial metrics between AstraZeneca PLC 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.
Total Revenue: Total amount of money received from sales and other business activities
AZN vs. NVS - Profitability Comparison
AZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, AstraZeneca PLC reported a gross profit of 11.35B and revenue of 13.59B. Therefore, the gross margin over that period was 83.5%.
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%.
AZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, AstraZeneca PLC reported an operating income of 3.67B and revenue of 13.59B, resulting in an operating margin of 27.0%.
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%.
AZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, AstraZeneca PLC reported a net income of 2.92B and revenue of 13.59B, resulting in a net margin of 21.5%.
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%.