EQNR vs. NVS
Compare and contrast key facts about Equinor ASA (EQNR) and Novartis AG (NVS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQNR or NVS.
Key characteristics
| EQNR | NVS | |
|---|---|---|
| YTD Return | -15.41% | 0.25% |
| 1Y Return | 0.86% | 3.32% |
| 3Y Return (Ann) | 14.37% | 11.11% |
| 5Y Return (Ann) | 8.83% | 8.92% |
| 10Y Return (Ann) | 2.80% | 7.00% |
| Sharpe Ratio | -0.10 | 0.25 |
| Daily Std Dev | 28.97% | 17.03% |
| Max Drawdown | -68.34% | -41.72% |
| Current Drawdown | -30.88% | -6.68% |
Fundamentals
| EQNR | NVS | |
|---|---|---|
| Market Cap | $81.03B | $200.10B |
| EPS | $3.93 | $4.40 |
| PE Ratio | 7.05 | 22.15 |
| PEG Ratio | 3.57 | 5.09 |
| Revenue (TTM) | $102.73B | $47.73B |
| Gross Profit (TTM) | $85.59B | $36.74B |
| EBITDA (TTM) | $39.50B | $18.94B |
Correlation
The correlation between EQNR and NVS is 0.31, 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
EQNR vs. NVS - Performance Comparison
In the year-to-date period, EQNR achieves a -15.41% return, which is significantly lower than NVS's 0.25% return. Over the past 10 years, EQNR has underperformed NVS with an annualized return of 2.80%, while NVS has yielded a comparatively higher 7.00% 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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Risk-Adjusted Performance
EQNR vs. NVS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Equinor ASA (EQNR) 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.
Dividends
EQNR vs. NVS - Dividend Comparison
EQNR's dividend yield for the trailing twelve months is around 5.46%, more than NVS's 3.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNR Equinor ASA | 5.46% | 5.83% | 4.13% | 2.24% | 4.32% | 4.85% | 3.13% | 2.99% | 3.54% | 4.85% | 7.34% | 3.56% |
NVS Novartis AG | 3.87% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% | 3.37% |
Drawdowns
EQNR vs. NVS - Drawdown Comparison
The maximum EQNR drawdown since its inception was -68.34%, which is greater than NVS's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for EQNR and NVS. For additional features, visit the drawdowns tool.
Volatility
EQNR vs. NVS - Volatility Comparison
The current volatility for Equinor ASA (EQNR) is 5.11%, while Novartis AG (NVS) has a volatility of 5.42%. This indicates that EQNR experiences smaller price fluctuations and is considered to be less risky than NVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EQNR vs. NVS - Financials Comparison
This section allows you to compare key financial metrics between Equinor ASA 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