Novartis (Switzerland) Performance
| NOVN Stock | CHF 99.78 1.54 1.57% |
On a scale of 0 to 100, Novartis holds a performance score of 19. The company secures a Beta (Market Risk) of -0.0246, which conveys not very significant fluctuations relative to the market. 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. Please check Novartis' value at risk, downside variance, and the relationship between the maximum drawdown and potential upside , to make a quick decision on whether Novartis' current price movements will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Novartis AG are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Novartis showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 12.4 B | |
| Total Cashflows From Investing Activities | 1.5 B |
Novartis |
Novartis Relative Risk vs. Return Landscape
If you would invest 8,465 in Novartis AG on December 21, 2024 and sell it today you would earn a total of 1,513 from holding Novartis AG or generate 17.87% return on investment over 90 days. Novartis AG is generating 0.2904% of daily returns and assumes 1.1443% volatility on return distribution over the 90 days horizon. Simply put, 10% of stocks are less volatile than Novartis, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
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 = 0.2538
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Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average Novartis is performing at about 19% 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 | 194.1 B | |||
| Shares Outstanding | 2.12 B | |||
| Price To Earning | 25.40 X | |||
| Price To Book | 3.25 X | |||
| Price To Sales | 3.48 X | |||
| Revenue | 51.83 B | |||
| EBITDA | 16.39 B | |||
| Cash And Equivalents | 4.64 B | |||
| Cash Per Share | 9.00 X | |||
| Total Debt | 21.78 B | |||
| Debt To Equity | 0.49 % | |||
| Book Value Per Share | 28.00 X | |||
| Cash Flow From Operations | 14.24 B | |||
| Earnings Per Share | 2.92 X | |||
| Total Asset | 117.45 B | |||
About Novartis Performance
Evaluating Novartis' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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. Please also refer to our technical analysis and fundamental analysis pages.
Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company was incorporated in 1996 and is headquartered in Basel, Switzerland. NOVARTIS N operates under Drug ManufacturersGeneral classification in Switzerland and is traded on Switzerland Exchange. It employs 108000 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.Evaluating Novartis' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Novartis' stock performance include:- 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.
Additional 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.