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NVS vs. EQNR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NVS and EQNR is 0.37, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

NVS vs. EQNR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Novartis AG (NVS) and Equinor ASA (EQNR). The values are adjusted to include any dividend payments, if applicable.

20.00%40.00%60.00%80.00%100.00%120.00%NovemberDecember2025FebruaryMarchApril
127.34%
23.87%
NVS
EQNR

Key characteristics

Sharpe Ratio

NVS:

1.01

EQNR:

-0.28

Sortino Ratio

NVS:

1.43

EQNR:

-0.18

Omega Ratio

NVS:

1.20

EQNR:

0.98

Calmar Ratio

NVS:

0.97

EQNR:

-0.25

Martin Ratio

NVS:

2.11

EQNR:

-0.75

Ulcer Index

NVS:

9.21%

EQNR:

11.48%

Daily Std Dev

NVS:

19.17%

EQNR:

31.10%

Max Drawdown

NVS:

-41.72%

EQNR:

-66.92%

Current Drawdown

NVS:

-3.90%

EQNR:

-31.72%

Fundamentals

Market Cap

NVS:

$219.57B

EQNR:

$62.25B

EPS

NVS:

$5.87

EQNR:

$3.11

PE Ratio

NVS:

18.94

EQNR:

7.37

PEG Ratio

NVS:

1.30

EQNR:

3.57

PS Ratio

NVS:

4.25

EQNR:

0.61

PB Ratio

NVS:

4.99

EQNR:

1.46

Total Revenue (TTM)

NVS:

$39.24B

EQNR:

$77.41B

Gross Profit (TTM)

NVS:

$29.47B

EQNR:

$28.93B

EBITDA (TTM)

NVS:

$16.05B

EQNR:

$30.79B

Returns By Period

In the year-to-date period, NVS achieves a 19.39% return, which is significantly higher than EQNR's -2.90% return.


NVS

YTD

19.39%

1M

1.82%

6M

2.10%

1Y

17.28%

5Y*

10.29%

10Y*

6.70%

EQNR

YTD

-2.90%

1M

-12.75%

6M

-7.48%

1Y

-11.00%

5Y*

19.68%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

NVS vs. EQNR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NVS
The Risk-Adjusted Performance Rank of NVS is 7979
Overall Rank
The Sharpe Ratio Rank of NVS is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of NVS is 7676
Sortino Ratio Rank
The Omega Ratio Rank of NVS is 7777
Omega Ratio Rank
The Calmar Ratio Rank of NVS is 8484
Calmar Ratio Rank
The Martin Ratio Rank of NVS is 7474
Martin Ratio Rank

EQNR
The Risk-Adjusted Performance Rank of EQNR is 3434
Overall Rank
The Sharpe Ratio Rank of EQNR is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of EQNR is 3232
Sortino Ratio Rank
The Omega Ratio Rank of EQNR is 3333
Omega Ratio Rank
The Calmar Ratio Rank of EQNR is 3636
Calmar Ratio Rank
The Martin Ratio Rank of EQNR is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NVS vs. EQNR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Novartis AG (NVS) and Equinor ASA (EQNR). 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.


The chart of Sharpe ratio for NVS, currently valued at 1.01, compared to the broader market-2.00-1.000.001.002.003.00
NVS: 1.01
EQNR: -0.28
The chart of Sortino ratio for NVS, currently valued at 1.43, compared to the broader market-6.00-4.00-2.000.002.004.00
NVS: 1.43
EQNR: -0.18
The chart of Omega ratio for NVS, currently valued at 1.20, compared to the broader market0.501.001.502.00
NVS: 1.20
EQNR: 0.98
The chart of Calmar ratio for NVS, currently valued at 0.97, compared to the broader market0.001.002.003.004.005.00
NVS: 0.97
EQNR: -0.25
The chart of Martin ratio for NVS, currently valued at 2.11, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
NVS: 2.11
EQNR: -0.75

The current NVS Sharpe Ratio is 1.01, which is higher than the EQNR Sharpe Ratio of -0.28. The chart below compares the historical Sharpe Ratios of NVS and EQNR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50NovemberDecember2025FebruaryMarchApril
1.01
-0.28
NVS
EQNR

Dividends

NVS vs. EQNR - Dividend Comparison

NVS's dividend yield for the trailing twelve months is around 3.56%, less than EQNR's 11.85% yield.


TTM20242023202220212020201920182017201620152014
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%
EQNR
Equinor ASA
11.85%12.18%8.85%4.13%2.24%4.32%4.85%2.37%0.00%0.00%0.00%0.00%

Drawdowns

NVS vs. EQNR - Drawdown Comparison

The maximum NVS drawdown since its inception was -41.72%, smaller than the maximum EQNR drawdown of -66.92%. Use the drawdown chart below to compare losses from any high point for NVS and EQNR. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-3.90%
-31.72%
NVS
EQNR

Volatility

NVS vs. EQNR - Volatility Comparison

The current volatility for Novartis AG (NVS) is 9.15%, while Equinor ASA (EQNR) has a volatility of 13.97%. This indicates that NVS experiences smaller price fluctuations and is considered to be less risky than EQNR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
9.15%
13.97%
NVS
EQNR

Financials

NVS vs. EQNR - Financials Comparison

This section allows you to compare key financial metrics between Novartis AG and Equinor ASA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items