NVS vs. NVO
Compare and contrast key facts about Novartis AG (NVS) and Novo Nordisk A/S (NVO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVS or NVO.
Correlation
The correlation between NVS and NVO 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
NVS vs. NVO - Performance Comparison
Key characteristics
NVS:
-0.40
NVO:
-0.70
NVS:
-0.43
NVO:
-0.80
NVS:
0.94
NVO:
0.89
NVS:
-0.32
NVO:
-0.55
NVS:
-0.75
NVO:
-1.48
NVS:
8.61%
NVO:
17.13%
NVS:
16.26%
NVO:
36.27%
NVS:
-41.72%
NVO:
-71.31%
NVS:
-19.32%
NVO:
-46.24%
Fundamentals
NVS:
$198.53B
NVO:
$352.92B
NVS:
$5.72
NVO:
$2.93
NVS:
17.05
NVO:
26.86
NVS:
2.90
NVO:
1.28
NVS:
$37.51B
NVO:
$204.72B
NVS:
$27.93B
NVO:
$173.22B
NVS:
$15.56B
NVO:
$108.42B
Returns By Period
In the year-to-date period, NVS achieves a 0.23% return, which is significantly higher than NVO's -8.52% return. Over the past 10 years, NVS has underperformed NVO with an annualized return of 5.41%, while NVO has yielded a comparatively higher 15.65% annualized return.
NVS
0.23%
0.72%
-8.10%
-6.27%
5.71%
5.41%
NVO
-8.52%
-25.74%
-39.95%
-26.03%
22.75%
15.65%
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Risk-Adjusted Performance
NVS vs. NVO — Risk-Adjusted Performance Rank
NVS
NVO
NVS vs. NVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Novartis AG (NVS) and Novo Nordisk A/S (NVO). 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. NVO - Dividend Comparison
NVS's dividend yield for the trailing twelve months is around 3.87%, more than NVO's 1.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVS Novartis AG | 3.87% | 3.88% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% |
NVO Novo Nordisk A/S | 1.83% | 1.68% | 1.00% | 1.20% | 1.34% | 1.86% | 2.14% | 2.47% | 2.12% | 3.93% | 1.31% | 1.96% |
Drawdowns
NVS vs. NVO - Drawdown Comparison
The maximum NVS drawdown since its inception was -41.72%, smaller than the maximum NVO drawdown of -71.31%. Use the drawdown chart below to compare losses from any high point for NVS and NVO. For additional features, visit the drawdowns tool.
Volatility
NVS vs. NVO - Volatility Comparison
The current volatility for Novartis AG (NVS) is 4.22%, while Novo Nordisk A/S (NVO) has a volatility of 21.75%. This indicates that NVS experiences smaller price fluctuations and is considered to be less risky than NVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NVS vs. NVO - Financials Comparison
This section allows you to compare key financial metrics between Novartis AG and Novo Nordisk A/S. 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