Novartis Ag Adr Stock Performance
| NVS Stock | USD 104.87 1.06 1.02% |
The company secures a Beta (Market Risk) of 0.17, which conveys not very significant fluctuations relative to the market. 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. At this point, Novartis AG ADR has a negative expected return of -0.22%. Please make sure to verify Novartis' value at risk and rate of daily change , to decide if Novartis AG ADR performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Novartis AG ADR has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unfluctuating performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in December 2024. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Actual Historical Performance (%)
One Day Return 1.02 | Five Day Return 0.41 | Year To Date Return 3.83 | Ten Year Return 29.69 | All Time Return 566.69 |
Forward Dividend Yield 0.0364 | Payout Ratio 0.5132 | Last Split Factor 1116:1000 | Forward Dividend Rate 3.78 | Dividend Date 2024-04-19 |
1 | Novartis Releases Quarterly Earnings Results, Beats Estimates By 0.12 EPS | 10/31/2024 |
2 | We Think Novartis Robust Earnings Are Conservative | 11/05/2024 |
3 | Nektar Q3 Loss Narrower Than Expected, Pipeline Development in Focus | 11/08/2024 |
4 | Dry Eye Syndrome Treatment Market Trends Analysis Report 2024-2030 New Product Launches, Strategic Initiatives by Key Players, and Innovations Bolster Growth | 11/19/2024 |
5 | Idiopathic Pulmonary Fibrosis Treatment Market Revenue to Hit USD 7.81 Billion by 2034, Driven by 6.9 percent Growth Rate PMR | 11/20/2024 |
6 | Patient Chart Audit Reveals Changing Paroxysmal Nocturnal Hemoglobinuria Market Dynamics As New Competition Challenges AlexionAstra Zenecas Soliris and Ultomiri... | 11/21/2024 |
7 | Novartis Raises Sales Outlook for Mid-Term, Acquires Kate Therapeutics | 11/22/2024 |
8 | AI in Action ParkourSC to Spotlight Real-Time Supply Chain Decision Intelligence at Gartner Supply Chain Planning Summit North America 2024 | 11/25/2024 |
9 | Pyxis Oncology CFO acquires shares worth 174,364 | 11/27/2024 |
| Begin Period Cash Flow | 7.5 B | |
| Total Cashflows From Investing Activities | 5.6 B |
Novartis |
Novartis Relative Risk vs. Return Landscape
If you would invest 12,089 in Novartis AG ADR on August 30, 2024 and sell it today you would lose (1,602) from holding Novartis AG ADR or give up 13.25% of portfolio value over 90 days. Novartis AG ADR is generating negative expected returns assuming volatility of 0.991% on return distribution over 90 days investment horizon. In other words, 8% 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 = -0.2225
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| Negative Returns | NVS |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.22 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Novartis is not performing at its full potential. However, 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 Novartis 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 | 0.29 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.35 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | 227.34 B | ||||
| Shares Outstanding | 2 B | ||||
| Price To Earning | 9.22 X | ||||
| Price To Book | 4.84 X | ||||
| Price To Sales | 4.20 X | ||||
| Revenue | 46.66 B | ||||
| Gross Profit | 36.74 B | ||||
| EBITDA | 18.29 B | ||||
| Net Income | 8.57 B | ||||
| Cash And Equivalents | 4.64 B | ||||
| Cash Per Share | 8.84 X | ||||
| Total Debt | 26.35 B | ||||
| Debt To Equity | 0.47 % | ||||
| Current Ratio | 1.31 X | ||||
| Book Value Per Share | 21.67 X | ||||
| Cash Flow From Operations | 14.46 B | ||||
| Earnings Per Share | 5.73 X | ||||
| Market Capitalization | 209.66 B | ||||
| Total Asset | 99.94 B | ||||
| Retained Earnings | 49.65 B | ||||
| Working Capital | 4.09 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 | 173.05 | 184.62 | |
| Return On Tangible Assets | 0.27 | 0.28 | |
| Return On Capital Employed | 0.13 | 0.14 | |
| Return On Assets | 0.15 | 0.11 | |
| Return On Equity | 0.32 | 0.33 |
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 generated a negative expected return over the last 90 days | |
| Novartis AG ADR has a strong financial position based on the latest SEC filings | |
| Latest headline from investing.com: Pyxis Oncology CFO acquires shares worth 174,364 |
- 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.