Novartis (Brazil) Performance
| N1VS34 Stock | BRL 63.30 0.14 0.22% |
Novartis has a performance score of 5 on a scale of 0 to 100. The company secures a Beta (Market Risk) of -0.37, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Novartis are expected to decrease at a much lower rate. During the bear market, Novartis is likely to outperform the market. Novartis AG right now secures a risk of 2.26%. Please verify Novartis AG value at risk, downside variance, and the relationship between the maximum drawdown and potential upside , to decide if Novartis AG will be following its current price movements.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Novartis AG are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Novartis may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
| Begin Period Cash Flow | 9.7 B | |
| Total Cashflows From Investing Activities | 4.2 B |
Novartis |
Novartis Relative Risk vs. Return Landscape
If you would invest 5,889 in Novartis AG on December 21, 2024 and sell it today you would earn a total of 441.00 from holding Novartis AG or generate 7.49% return on investment over 90 days. Novartis AG is generating 0.1497% of daily returns and assumes 2.2595% volatility on return distribution over the 90 days horizon. Simply put, 20% of stocks are less volatile than Novartis, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Novartis Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Novartis' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Novartis AG, and traders can use it to determine the average amount a Novartis' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0663
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Estimated Market Risk
| 2.26 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.15 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Novartis is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Novartis by adding it to a well-diversified portfolio.
Novartis Fundamentals Growth
Novartis Stock prices reflect investors' perceptions of the future prospects and financial health of Novartis, and Novartis fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Novartis Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0645 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.25 % | |||
| Current Valuation | 1.1 T | |||
| Shares Outstanding | 2.12 B | |||
| Price To Earning | 15.16 X | |||
| Price To Book | 0.33 X | |||
| Price To Sales | 19.86 X | |||
| Revenue | 52.88 B | |||
| EBITDA | 33.06 B | |||
| Cash And Equivalents | 10.69 B | |||
| Cash Per Share | 4.70 X | |||
| Total Debt | 22.9 B | |||
| Debt To Equity | 0.70 % | |||
| Book Value Per Share | 28.00 X | |||
| Cash Flow From Operations | 15.07 B | |||
| Earnings Per Share | 16.38 X | |||
| Total Asset | 131.79 B | |||
About Novartis Performance
By analyzing Novartis' fundamental ratios, stakeholders can gain valuable insights into Novartis' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Novartis has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Novartis has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company was founded in 1895 and is headquartered in Basel, Switzerland. NOVARTIS operates under Drug ManufacturersGeneral classification in Brazil and is traded on Sao Paolo Stock Exchange. It employs 110000 people.Things to note about Novartis AG performance evaluation
Checking the ongoing alerts about Novartis for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Novartis AG help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Novartis AG has accumulated 22.9 B in total debt with debt to equity ratio (D/E) of 0.7, which is about average as compared to similar companies. Novartis AG has a current ratio of 0.89, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Novartis until it has trouble settling it off, either with new capital or with free cash flow. So, Novartis' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Novartis AG sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Novartis to invest in growth at high rates of return. When we think about Novartis' use of debt, we should always consider it together with cash and equity. |
- Analyzing Novartis' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Novartis' stock is overvalued or undervalued compared to its peers.
- Examining Novartis' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Novartis' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Novartis' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Novartis' stock. These opinions can provide insight into Novartis' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Novartis Stock analysis
When running Novartis' price analysis, check to measure Novartis' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Novartis is operating at the current time. Most of Novartis' value examination focuses on studying past and present price action to predict the probability of Novartis' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Novartis' price. Additionally, you may evaluate how the addition of Novartis to your portfolios can decrease your overall portfolio volatility.
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