NVS vs. O
Compare and contrast key facts about Novartis AG (NVS) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVS or O.
Correlation
The correlation between NVS and O is 0.45, 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. O - Performance Comparison
Key characteristics
NVS:
1.04
O:
0.63
NVS:
1.47
O:
0.98
NVS:
1.21
O:
1.12
NVS:
1.01
O:
0.47
NVS:
2.19
O:
1.27
NVS:
9.22%
O:
9.17%
NVS:
19.43%
O:
18.44%
NVS:
-41.72%
O:
-48.45%
NVS:
-3.09%
O:
-11.71%
Fundamentals
NVS:
$225.73B
O:
$50.80B
NVS:
$6.38
O:
$0.98
NVS:
17.91
O:
58.12
NVS:
1.36
O:
5.52
NVS:
4.24
O:
9.62
NVS:
5.88
O:
1.31
NVS:
$52.86B
O:
$5.40B
NVS:
$39.86B
O:
$4.60B
NVS:
$21.88B
O:
$4.13B
Returns By Period
In the year-to-date period, NVS achieves a 20.39% return, which is significantly higher than O's 9.18% return. Over the past 10 years, NVS has underperformed O with an annualized return of 6.90%, while O has yielded a comparatively higher 7.38% annualized return.
NVS
20.39%
6.83%
6.00%
20.44%
11.44%
6.90%
O
9.18%
3.73%
-1.20%
8.95%
8.18%
7.38%
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Risk-Adjusted Performance
NVS vs. O — Risk-Adjusted Performance Rank
NVS
O
NVS vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Novartis AG (NVS) and Realty Income Corporation (O). 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. O - Dividend Comparison
NVS's dividend yield for the trailing twelve months is around 3.53%, less than O's 5.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVS Novartis AG | 3.53% | 3.84% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% |
O Realty Income Corporation | 5.58% | 5.37% | 5.33% | 4.68% | 6.95% | 4.65% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
NVS vs. O - Drawdown Comparison
The maximum NVS drawdown since its inception was -41.72%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for NVS and O. For additional features, visit the drawdowns tool.
Volatility
NVS vs. O - Volatility Comparison
Novartis AG (NVS) has a higher volatility of 9.35% compared to Realty Income Corporation (O) at 7.91%. This indicates that NVS's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NVS vs. O - Financials Comparison
This section allows you to compare key financial metrics between Novartis AG and Realty Income Corporation. 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
NVS vs. O - Profitability Comparison
NVS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Novartis AG reported a gross profit of 10.39B and revenue of 13.62B. Therefore, the gross margin over that period was 76.3%.
O - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a gross profit of 1.38B and revenue of 1.38B. Therefore, the gross margin over that period was 100.0%.
NVS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Novartis AG reported an operating income of 4.66B and revenue of 13.62B, resulting in an operating margin of 34.2%.
O - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported an operating income of 1.34B and revenue of 1.38B, resulting in an operating margin of 96.8%.
NVS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Novartis AG reported a net income of 3.61B and revenue of 13.62B, resulting in a net margin of 26.5%.
O - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a net income of 249.82M and revenue of 1.38B, resulting in a net margin of 18.1%.