NVO vs. NVS
Compare and contrast key facts about Novo Nordisk A/S (NVO) and Novartis AG (NVS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVO or NVS.
Key characteristics
NVO | NVS | |
---|---|---|
YTD Return | 27.65% | 19.78% |
1Y Return | 38.10% | 30.56% |
3Y Return (Ann) | 37.94% | 15.21% |
5Y Return (Ann) | 38.22% | 11.03% |
10Y Return (Ann) | 19.46% | 8.21% |
Sharpe Ratio | 1.27 | 1.84 |
Daily Std Dev | 30.53% | 16.48% |
Max Drawdown | -51.96% | -41.72% |
Current Drawdown | -10.57% | -3.64% |
Fundamentals
NVO | NVS | |
---|---|---|
Market Cap | $585.30B | $236.66B |
EPS | $2.97 | $4.89 |
PE Ratio | 44.07 | 23.82 |
PEG Ratio | 1.98 | 4.22 |
Total Revenue (TTM) | $258.00B | $48.21B |
Gross Profit (TTM) | $218.09B | $35.72B |
EBITDA (TTM) | $130.97B | $19.10B |
Correlation
The correlation between NVO and NVS is 0.39, 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
NVO vs. NVS - Performance Comparison
In the year-to-date period, NVO achieves a 27.65% return, which is significantly higher than NVS's 19.78% return. Over the past 10 years, NVO has outperformed NVS with an annualized return of 19.46%, while NVS has yielded a comparatively lower 8.21% 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
NVO vs. NVS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Novo Nordisk A/S (NVO) 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
NVO vs. NVS - Dividend Comparison
NVO's dividend yield for the trailing twelve months is around 0.90%, less than NVS's 3.24% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NVO Novo Nordisk A/S | 0.90% | 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 | 3.24% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% | 3.37% |
Drawdowns
NVO vs. NVS - Drawdown Comparison
The maximum NVO drawdown since its inception was -51.96%, which is greater than NVS's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for NVO and NVS. For additional features, visit the drawdowns tool.
Volatility
NVO vs. NVS - Volatility Comparison
Novo Nordisk A/S (NVO) has a higher volatility of 14.23% compared to Novartis AG (NVS) at 4.32%. This indicates that NVO'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.
Financials
NVO vs. NVS - Financials Comparison
This section allows you to compare key financial metrics between Novo Nordisk A/S 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