NVS vs. AZN
Compare and contrast key facts about Novartis AG (NVS) and AstraZeneca PLC (AZN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVS or AZN.
Correlation
The correlation between NVS and AZN is 0.41, 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
NVS vs. AZN - Performance Comparison
Key characteristics
NVS:
1.01
AZN:
0.01
NVS:
1.43
AZN:
0.16
NVS:
1.20
AZN:
1.02
NVS:
0.97
AZN:
0.01
NVS:
2.11
AZN:
0.01
NVS:
9.21%
AZN:
15.06%
NVS:
19.17%
AZN:
22.68%
NVS:
-41.72%
AZN:
-48.94%
NVS:
-3.90%
AZN:
-19.49%
Fundamentals
NVS:
$221.49B
AZN:
$215.69B
NVS:
$5.86
AZN:
$2.25
NVS:
19.14
AZN:
30.92
NVS:
1.30
AZN:
0.99
NVS:
4.28
AZN:
3.99
NVS:
5.03
AZN:
6.19
NVS:
$39.24B
AZN:
$41.39B
NVS:
$29.47B
AZN:
$33.41B
NVS:
$16.05B
AZN:
$12.65B
Returns By Period
In the year-to-date period, NVS achieves a 19.39% return, which is significantly higher than AZN's 7.67% return. Over the past 10 years, NVS has underperformed AZN with an annualized return of 6.93%, while AZN has yielded a comparatively higher 10.77% annualized return.
NVS
19.39%
-0.38%
2.10%
19.23%
10.56%
6.93%
AZN
7.67%
-5.72%
-6.00%
-5.58%
8.93%
10.77%
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Risk-Adjusted Performance
NVS vs. AZN — Risk-Adjusted Performance Rank
NVS
AZN
NVS vs. AZN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Novartis AG (NVS) and AstraZeneca PLC (AZN). 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
NVS vs. AZN - Dividend Comparison
NVS's dividend yield for the trailing twelve months is around 3.56%, more than AZN's 2.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVS Novartis AG | 3.56% | 3.84% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% |
AZN AstraZeneca PLC | 2.20% | 2.27% | 2.15% | 2.14% | 2.40% | 2.80% | 2.81% | 3.61% | 3.95% | 5.01% | 4.06% | 3.98% |
Drawdowns
NVS vs. AZN - Drawdown Comparison
The maximum NVS drawdown since its inception was -41.72%, smaller than the maximum AZN drawdown of -48.94%. Use the drawdown chart below to compare losses from any high point for NVS and AZN. For additional features, visit the drawdowns tool.
Volatility
NVS vs. AZN - Volatility Comparison
The current volatility for Novartis AG (NVS) is 9.15%, while AstraZeneca PLC (AZN) has a volatility of 11.25%. This indicates that NVS experiences smaller price fluctuations and is considered to be less risky than AZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NVS vs. AZN - Financials Comparison
This section allows you to compare key financial metrics between Novartis AG and AstraZeneca PLC. 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