VZ vs. NVS
VZ (Verizon Communications Inc.) and NVS (Novartis AG) are both stocks. VZ operates in Telecom Services (Communication Services), while NVS operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, VZ returned 4.44%/yr vs 11.14%/yr for NVS. At a 0.31 correlation, their price movements are largely independent.
Performance
VZ vs. NVS - Performance Comparison
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Returns By Period
In the year-to-date period, VZ achieves a 21.97% return, which is significantly higher than NVS's 14.40% return. Over the past 10 years, VZ has underperformed NVS with an annualized return of 4.44%, while NVS has yielded a comparatively higher 11.14% annualized return.
VZ
- 1D
- 2.49%
- 1M
- 1.91%
- YTD
- 21.97%
- 6M
- 21.50%
- 1Y
- 18.98%
- 3Y*
- 18.39%
- 5Y*
- 2.74%
- 10Y*
- 4.44%
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%
VZ vs. NVS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VZ Verizon Communications Inc. | 21.97% | 8.86% | 13.14% | 2.71% | -20.02% | -7.55% | -0.13% | 13.83% | 11.26% | 3.97% |
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 VZ and NVS is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jul 3, 2000 | 0.31 |
Fundamentals
VZ:
$202.54B
NVS:
$293.28B
VZ:
$4.10
NVS:
$6.99
VZ:
11.72
NVS:
21.90
VZ:
1.46
NVS:
5.29
VZ:
1.96
NVS:
7.62
VZ:
$139.15B
NVS:
$56.05B
VZ:
$81.89B
NVS:
$42.19B
VZ:
$48.65B
NVS:
$22.40B
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Return for Risk
VZ vs. NVS — Risk / Return Rank
VZ
NVS
VZ vs. NVS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Verizon Communications Inc. (VZ) 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.
| VZ | NVS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.26 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 2.43 | -1.00 |
| Martin ratioReturn relative to average drawdown | 3.06 | 5.88 | -2.83 |
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Drawdowns
VZ vs. NVS - Drawdown Comparison
The maximum VZ drawdown since its inception was -50.66%, which is greater than NVS's maximum drawdown of -42.10%. Use the drawdown chart below to compare losses from any high point for VZ and NVS.
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Drawdown Indicators
| VZ | NVS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.66% | -42.10% | -8.56% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -12.65% | -0.67% |
Max Drawdown (3Y)Largest decline over 3 years | -14.93% | -19.95% | +5.02% |
Max Drawdown (5Y)Largest decline over 5 years | -38.38% | -20.42% | -17.96% |
Max Drawdown (10Y)Largest decline over 10 years | -41.21% | -26.03% | -15.18% |
Current DrawdownCurrent decline from peak | -4.96% | -6.46% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -14.82% | -10.92% | -3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.23% | 5.23% | +1.00% |
Volatility
VZ vs. NVS - Volatility Comparison
Verizon Communications Inc. (VZ) and Novartis AG (NVS) have volatilities of 6.87% and 7.18%, 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.
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Volatility by Period
| VZ | NVS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 7.18% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 17.91% | 14.96% | +2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 21.02% | +1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.66% | 18.89% | +2.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 19.64% | +0.72% |
Dividends
VZ vs. NVS - Dividend Comparison
VZ's dividend yield for the trailing twelve months is around 5.75%, more than NVS's 3.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VZ Verizon Communications Inc. | 5.75% | 6.68% | 6.68% | 6.96% | 6.53% | 4.85% | 4.21% | 3.95% | 4.22% | 4.39% | 4.26% | 4.79% |
Financials
VZ vs. NVS - Financials Comparison
This section allows you to compare key financial metrics between Verizon Communications Inc. 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
VZ vs. NVS - Profitability Comparison
VZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported a gross profit of 20.77B and revenue of 34.44B. Therefore, the gross margin over that period was 60.3%.
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%.
VZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported an operating income of 8.24B and revenue of 34.44B, resulting in an operating margin of 23.9%.
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%.
VZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Verizon Communications Inc. reported a net income of 5.05B and revenue of 34.44B, resulting in a net margin of 14.7%.
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
VZ and NVS have a correlation of 0.21, 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 VZ (6.87%). In terms of maximum drawdown, VZ dropped -50.66% vs NVS's -42.10%.
NVS currently has the higher Sharpe Ratio (1.47 vs 0.84), 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.
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