Novartis Ag Adr Stock Performance
| NVS Stock | USD 105.43 2.28 2.12% |
Novartis has a performance score of 2 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.56, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Novartis' returns are expected to increase less than the market. However, during the bear market, the loss of holding Novartis is expected to be smaller as well. Novartis AG ADR right now secures a risk of 1.24%. Please verify Novartis AG ADR value at risk, rate of daily change, as well as the relationship between the Rate Of Daily Change and relative strength index , to decide if Novartis AG ADR will be following its current price movements.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Novartis AG ADR are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Novartis is not utilizing all of its potentials. The recent stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Actual Historical Performance (%)
One Day Return (2.12) | Five Day Return (1.06) | Year To Date Return 8.53 | Ten Year Return 23.24 | All Time Return 570.25 |
Forward Dividend Yield 0.0355 | Payout Ratio | Last Split Factor 1116:1000 | Forward Dividend Rate 3.74 | Dividend Date 2024-04-19 |
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| Begin Period Cash Flow | 13.4 B |
Novartis |
Novartis Relative Risk vs. Return Landscape
If you would invest 10,327 in Novartis AG ADR on November 19, 2024 and sell it today you would earn a total of 216.00 from holding Novartis AG ADR or generate 2.09% return on investment over 90 days. Novartis AG ADR is generating 0.0415% of daily returns assuming volatility of 1.2444% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Novartis, and above 99% of all equities are expected to generate higher returns over the next 90 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 ADR, 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 = 0.0334
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NVS |
Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Novartis is performing at about 2% 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 | 0.26 | ||||
| Return On Asset | 0.1 | ||||
| Profit Margin | 0.23 % | ||||
| Operating Margin | 0.30 % | ||||
| Current Valuation | 226.38 B | ||||
| Shares Outstanding | 1.98 B | ||||
| Price To Earning | 9.22 X | ||||
| Price To Book | 4.73 X | ||||
| Price To Sales | 4.03 X | ||||
| Revenue | 51.72 B | ||||
| Gross Profit | 38.91 B | ||||
| EBITDA | 20.71 B | ||||
| Net Income | 11.94 B | ||||
| Cash And Equivalents | 4.64 B | ||||
| Cash Per Share | 8.84 X | ||||
| Total Debt | 31.26 B | ||||
| Debt To Equity | 0.47 % | ||||
| Current Ratio | 1.31 X | ||||
| Book Value Per Share | 22.30 X | ||||
| Cash Flow From Operations | 17.62 B | ||||
| Earnings Per Share | 5.87 X | ||||
| Market Capitalization | 208.47 B | ||||
| Total Asset | 102.25 B | ||||
| Retained Earnings | 49.65 B | ||||
| Working Capital | 1.01 B | ||||
| Current Asset | 22.84 B | ||||
| Current Liabilities | 23.71 B | ||||
About Novartis Performance
Assessing Novartis' fundamental ratios provides investors with valuable insights into Novartis' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Novartis is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 162.85 | 184.43 | |
| Return On Tangible Assets | 0.24 | 0.13 | |
| Return On Capital Employed | 0.20 | 0.14 | |
| Return On Assets | 0.12 | 0.11 | |
| Return On Equity | 0.27 | 0.14 |
Things to note about Novartis AG ADR 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 ADR help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Novartis AG ADR has a strong financial position based on the latest SEC filings | |
| Latest headline from finance.yahoo.com: CRISPR Therapeutics Stock Upgrade Following Analyst Reassessment |
- 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.