NVS vs. PG
Compare and contrast key facts about Novartis AG (NVS) and The Procter & Gamble Company (PG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVS or PG.
Key characteristics
| NVS | PG | |
|---|---|---|
| YTD Return | -0.13% | 12.80% |
| 1Y Return | 3.93% | 6.90% |
| 3Y Return (Ann) | 10.98% | 9.67% |
| 5Y Return (Ann) | 9.02% | 11.88% |
| 10Y Return (Ann) | 6.96% | 10.25% |
| Sharpe Ratio | 0.23 | 0.50 |
| Daily Std Dev | 17.02% | 14.09% |
| Max Drawdown | -41.72% | -54.23% |
| Current Drawdown | -7.03% | 0.00% |
Fundamentals
| NVS | PG | |
|---|---|---|
| Market Cap | $200.10B | $380.67B |
| EPS | $4.40 | $6.11 |
| PE Ratio | 22.15 | 26.40 |
| PEG Ratio | 5.09 | 3.28 |
| Revenue (TTM) | $47.73B | $84.06B |
| Gross Profit (TTM) | $36.74B | $39.25B |
| EBITDA (TTM) | $18.94B | $24.22B |
Correlation
The correlation between NVS and PG is 0.33, 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. PG - Performance Comparison
In the year-to-date period, NVS achieves a -0.13% return, which is significantly lower than PG's 12.80% return. Over the past 10 years, NVS has underperformed PG with an annualized return of 6.96%, while PG has yielded a comparatively higher 10.25% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NVS vs. PG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Novartis AG (NVS) and The Procter & Gamble Company (PG). 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. PG - Dividend Comparison
NVS's dividend yield for the trailing twelve months is around 3.89%, more than PG's 2.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVS Novartis AG | 3.89% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% | 3.37% |
PG The Procter & Gamble Company | 2.35% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% | 2.78% | 2.91% |
Drawdowns
NVS vs. PG - Drawdown Comparison
The maximum NVS drawdown since its inception was -41.72%, smaller than the maximum PG drawdown of -54.23%. Use the drawdown chart below to compare losses from any high point for NVS and PG. For additional features, visit the drawdowns tool.
Volatility
NVS vs. PG - Volatility Comparison
Novartis AG (NVS) has a higher volatility of 5.67% compared to The Procter & Gamble Company (PG) at 4.01%. This indicates that NVS's price experiences larger fluctuations and is considered to be riskier than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NVS vs. PG - Financials Comparison
This section allows you to compare key financial metrics between Novartis AG and The Procter & Gamble Company. 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