Novartis (NVS) Stock Analysis

Company Profile

Novartis (NVS) trades as an ADR rather than ordinary local shares — read it with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Novartis (NVS) posts ROE of 30.35%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.

Novartis (NVS) keeps 22.50% of revenue as net profit on net margin, above the industry benchmark range. That is unusually strong bottom-line conversion, though tax effects, asset sales, or other one-off gains should be checked before treating it as durable.

Novartis (NVS) turns 34.62% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.

Profitability Metrics

Growth

Novartis (NVS) grew revenue 9.57%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

Novartis (NVS) grew earnings per share 21.81%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

Growth Metrics

Financial Strength

Novartis (NVS) has current ratio of 0.86, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.

Novartis (NVS) has debt-to-equity ratio of 1.17, in the higher-leverage quartile for its industry. The heavier reliance on borrowing can make earnings, rates, or refinancing conditions matter more.

Financial Strength Metrics

Dividends

Novartis (NVS) has dividend yield of 3.02%, above the entire industry range. That headline income is large, but yields this far above peers often come from a falling share price or an at-risk payout, so dividend safety matters more than the percentage itself.

Novartis (NVS) has payout ratio of 71.60%, above the peer distribution for its industry. The dividend consumes more reported earnings than peers normally do, leaving unusually thin earnings cover.

Dividend Metrics

Valuation

Novartis (NVS) trades at P/E ratio of 23.38, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

Novartis (NVS) trades at 5.16 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

Novartis (NVS) trades at 7.04 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

Valuation Metrics