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TRP vs. NVS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TRP vs. NVS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TC Energy Corporation (TRP) and Novartis AG (NVS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TRP achieves a 27.41% return, which is significantly higher than NVS's 14.40% return. Over the past 10 years, TRP has outperformed NVS with an annualized return of 12.24%, while NVS has yielded a comparatively lower 11.14% annualized return.


TRP

1D
0.12%
1M
3.47%
YTD
27.41%
6M
29.66%
1Y
45.12%
3Y*
30.95%
5Y*
14.55%
10Y*
12.24%

NVS

1D
-0.55%
1M
2.22%
YTD
14.40%
6M
18.98%
1Y
30.60%
3Y*
19.57%
5Y*
14.77%
10Y*
11.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TRP vs. NVS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TRP
TC Energy Corporation
27.41%24.02%39.88%6.09%-7.83%20.99%-19.09%56.30%-22.64%13.51%
NVS
Novartis AG
14.40%46.95%0.02%16.14%8.06%-3.65%3.34%13.92%5.95%19.42%

Correlation

The correlation between TRP and NVS is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.29

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Nov 7, 1996

0.27

Fundamentals

Market Cap

TRP:

$72.30B

NVS:

$293.28B

EPS

TRP:

CA$3.31

NVS:

$6.99

PE Ratio

TRP:

29.33

NVS:

21.90

PEG Ratio

TRP:

0.40

NVS:

1.48

PS Ratio

TRP:

6.40

NVS:

5.29

PB Ratio

TRP:

3.99

NVS:

7.62

Total Revenue (TTM)

TRP:

CA$15.76B

NVS:

$56.05B

Gross Profit (TTM)

TRP:

CA$8.07B

NVS:

$42.19B

EBITDA (TTM)

TRP:

CA$10.90B

NVS:

$22.40B

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Return for Risk

TRP vs. NVS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TRP
TRP Risk / Return Rank: 9393
Overall Rank
TRP Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
TRP Sortino Ratio Rank: 9595
Sortino Ratio Rank
TRP Omega Ratio Rank: 9191
Omega Ratio Rank
TRP Calmar Ratio Rank: 9292
Calmar Ratio Rank
TRP Martin Ratio Rank: 9393
Martin Ratio Rank

NVS
NVS Risk / Return Rank: 8080
Overall Rank
NVS Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
NVS Sortino Ratio Rank: 7979
Sortino Ratio Rank
NVS Omega Ratio Rank: 7777
Omega Ratio Rank
NVS Calmar Ratio Rank: 8080
Calmar Ratio Rank
NVS Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TRP vs. NVS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TC Energy Corporation (TRP) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TRPNVSDifference
Sharpe ratioReturn per unit of total volatility

+1.09

Sortino ratioReturn per unit of downside risk

+1.67

Omega ratioGain probability vs. loss probability

1.42

1.26

+0.17

Calmar ratioReturn relative to maximum drawdown

4.70

2.43

+2.27

Martin ratioReturn relative to average drawdown

14.42

5.88

+8.54

TRP vs. NVS - Sharpe Ratio Comparison

The current TRP Sharpe Ratio is 2.56, which is higher than the NVS Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of TRP and NVS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TRP vs. NVS - Drawdown Comparison

The maximum TRP drawdown since its inception was -62.52%, which is greater than NVS's maximum drawdown of -42.10%. Use the drawdown chart below to compare losses from any high point for TRP and NVS.


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Drawdown Indicators


TRPNVSDifference

Max Drawdown

Largest peak-to-trough decline

-62.52%

-42.10%

-20.42%

Max Drawdown (1Y)

Largest decline over 1 year

-9.65%

-12.65%

+3.00%

Max Drawdown (3Y)

Largest decline over 3 years

-17.00%

-19.95%

+2.95%

Max Drawdown (5Y)

Largest decline over 5 years

-37.05%

-20.42%

-16.63%

Max Drawdown (10Y)

Largest decline over 10 years

-41.64%

-26.03%

-15.61%

Current Drawdown

Current decline from peak

-2.14%

-6.46%

+4.32%

Average Drawdown

Average peak-to-trough decline

-11.72%

-10.92%

-0.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

5.23%

-1.97%

Volatility

TRP vs. NVS - Volatility Comparison

The current volatility for TC Energy Corporation (TRP) is 5.62%, while Novartis AG (NVS) has a volatility of 7.18%. This indicates that TRP experiences smaller price fluctuations and is considered to be less risky than NVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TRPNVSDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.62%

7.18%

-1.56%

Volatility (6M)

Calculated over the trailing 6-month period

13.27%

14.96%

-1.69%

Volatility (1Y)

Calculated over the trailing 1-year period

17.71%

21.02%

-3.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.86%

18.89%

+2.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.83%

19.64%

+5.19%

Dividends

TRP vs. NVS - Dividend Comparison

TRP's dividend yield for the trailing twelve months is around 3.58%, more than NVS's 3.12% yield.


PositionTTM20252024202320222021202020192018201720162015
NVS
Novartis AG
3.12%2.90%3.84%3.44%3.70%3.86%3.22%3.03%3.47%3.24%3.73%3.10%
TRP
TC Energy Corporation
3.58%4.45%5.93%7.73%8.52%5.94%5.92%4.25%5.85%5.14%5.01%6.38%

Financials

TRP vs. NVS - Financials Comparison

This section allows you to compare key financial metrics between TC Energy Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B4.00B6.00B8.00B10.00B12.00B14.00B20222023202420252026
4.24B
13.52B
(TRP) Total Revenue
(NVS) Total Revenue
Please note, different currencies. TRP values in CAD, NVS values in USD

TRP vs. NVS - Profitability Comparison

The chart below illustrates the profitability comparison between TC Energy Corporation and Novartis AG over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%20222023202420252026
56.7%
74.4%
Portfolio components
TRP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, TC Energy Corporation reported a gross profit of 2.41B and revenue of 4.24B. Therefore, the gross margin over that period was 56.7%.

NVS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Novartis AG reported a gross profit of 10.07B and revenue of 13.52B. Therefore, the gross margin over that period was 74.4%.

TRP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, TC Energy Corporation reported an operating income of 2.21B and revenue of 4.24B, resulting in an operating margin of 52.1%.

NVS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Novartis AG reported an operating income of 4.24B and revenue of 13.52B, resulting in an operating margin of 31.3%.

TRP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, TC Energy Corporation reported a net income of 929.40M and revenue of 4.24B, resulting in a net margin of 21.9%.

NVS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Novartis AG reported a net income of 3.16B and revenue of 13.52B, resulting in a net margin of 23.3%.


Frequently Asked Questions


TRP and NVS have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NVS has higher volatility (7.18%) compared to TRP (5.62%). In terms of maximum drawdown, TRP dropped -62.52% vs NVS's -42.10%.

TRP currently has the higher Sharpe Ratio (2.56 vs 1.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for TRP and NVS

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