PG vs. NVS
Compare and contrast key facts about The Procter & Gamble Company (PG) and Novartis AG (NVS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PG or NVS.
Correlation
The correlation between PG and NVS is 0.46, 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
PG vs. NVS - Performance Comparison
Key characteristics
PG:
-0.08
NVS:
0.75
PG:
0.04
NVS:
1.24
PG:
1.01
NVS:
1.17
PG:
-0.10
NVS:
0.84
PG:
-0.23
NVS:
1.81
PG:
5.05%
NVS:
9.23%
PG:
18.86%
NVS:
19.57%
PG:
-54.23%
NVS:
-41.72%
PG:
-10.61%
NVS:
-5.62%
Fundamentals
PG:
$376.35B
NVS:
$223.34B
PG:
$6.29
NVS:
$6.38
PG:
25.52
NVS:
17.72
PG:
3.91
NVS:
1.36
PG:
4.54
NVS:
4.20
PG:
7.39
NVS:
5.88
PG:
$83.93B
NVS:
$52.86B
PG:
$43.05B
NVS:
$39.86B
PG:
$23.39B
NVS:
$21.88B
Returns By Period
In the year-to-date period, PG achieves a -4.18% return, which is significantly lower than NVS's 17.25% return. Over the past 10 years, PG has outperformed NVS with an annualized return of 10.10%, while NVS has yielded a comparatively lower 6.66% annualized return.
PG
-4.18%
0.81%
-1.69%
-1.52%
9.16%
10.10%
NVS
17.25%
8.01%
6.55%
14.55%
10.95%
6.66%
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Risk-Adjusted Performance
PG vs. NVS — Risk-Adjusted Performance Rank
PG
NVS
PG vs. NVS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Procter & Gamble Company (PG) and Novartis AG (NVS). 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
PG vs. NVS - Dividend Comparison
PG's dividend yield for the trailing twelve months is around 2.57%, less than NVS's 3.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PG The Procter & Gamble Company | 2.57% | 2.36% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.32% | 2.78% |
NVS Novartis AG | 3.63% | 3.84% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% |
Drawdowns
PG vs. NVS - Drawdown Comparison
The maximum PG drawdown since its inception was -54.23%, which is greater than NVS's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for PG and NVS. For additional features, visit the drawdowns tool.
Volatility
PG vs. NVS - Volatility Comparison
The Procter & Gamble Company (PG) and Novartis AG (NVS) have volatilities of 7.15% and 6.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PG vs. NVS - Financials Comparison
This section allows you to compare key financial metrics between The Procter & Gamble Company and Novartis AG. 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
PG vs. NVS - Profitability Comparison
PG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Procter & Gamble Company reported a gross profit of 10.08B and revenue of 19.78B. Therefore, the gross margin over that period was 51.0%.
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%.
PG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Procter & Gamble Company reported an operating income of 4.56B and revenue of 19.78B, resulting in an operating margin of 23.1%.
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%.
PG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Procter & Gamble Company reported a net income of 3.77B and revenue of 19.78B, resulting in a net margin of 19.1%.
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%.