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:
0.13
NVO:
0.15
NVS:
0.29
NVO:
0.44
NVS:
1.04
NVO:
1.05
NVS:
0.11
NVO:
0.14
NVS:
0.32
NVO:
0.35
NVS:
7.02%
NVO:
12.98%
NVS:
16.66%
NVO:
30.53%
NVS:
-41.72%
NVO:
-71.30%
NVS:
-19.95%
NVO:
-29.32%
Fundamentals
NVS:
$198.38B
NVO:
$486.49B
NVS:
$5.73
NVO:
$2.99
NVS:
17.29
NVO:
36.12
NVS:
2.95
NVO:
1.61
NVS:
$49.29B
NVO:
$270.58B
NVS:
$36.69B
NVO:
$229.07B
NVS:
$19.76B
NVO:
$135.97B
Returns By Period
In the year-to-date period, NVS achieves a -0.50% return, which is significantly lower than NVO's 1.09% return. Over the past 10 years, NVS has underperformed NVO with an annualized return of 5.99%, while NVO has yielded a comparatively higher 19.11% annualized return.
NVS
-0.50%
-6.29%
-8.48%
3.43%
5.91%
5.99%
NVO
1.09%
0.79%
-26.36%
3.23%
31.11%
19.11%
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Risk-Adjusted Performance
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 3.90%, more than NVO's 1.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVS Novartis AG | 3.90% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% | 3.37% |
NVO Novo Nordisk A/S | 1.40% | 1.00% | 1.20% | 1.34% | 1.86% | 2.14% | 2.47% | 2.12% | 3.93% | 1.31% | 1.96% | 1.72% |
Drawdowns
NVS vs. NVO - Drawdown Comparison
The maximum NVS drawdown since its inception was -41.72%, smaller than the maximum NVO drawdown of -71.30%. 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 4.69%, while Novo Nordisk A/S (NVO) has a volatility of 7.70%. 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