Indicators
Indicators
Value
Direction
MACD(12,26,9)
-3.546
Sell
RSI(14)
36.766
Neutral
STOCH(KDJ)(9,3,3)
23.171
Buy
ATR(14)
3.551
Low Volatility
CCI(14)
-99.310
Neutral
Williams %R
81.361
Oversold
TRIX(12,20)
-0.265
Sell
StochRSI(14)
100.000
Buy
Novartis AG
NVS148.610USD
+0.520+0.35%
Close 03/24, 16:00（ET）Quotes delayed by 15 min
285.15BMarket Cap
20.61P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Novartis AG
Currency: USD Updated: 2026-03-24Key Insights
Novartis AG's fundamentals are relatively healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 48 out of 157 in the Pharmaceuticals industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 139.55.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Novartis AG's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Neutral
Novartis AG Highlights
StrengthsRisks
Novartis AG is a Swiss multinational pharmaceutical corporation headquartered in Basel, Switzerland. It stands as one of the largest pharmaceutical companies globally and ranked eighth by revenue in 2024.
The company manufactures various medications, including clozapine, diclofenac, carbamazepine, valsartan, imatinib mesylate, cyclosporine, letrozole, methylphenidate, terbinafine, deferasirox, among others.
Founded in 1996 through the merger of Ciba-Geigy and Sandoz, it was regarded as the largest corporate merger at that time. The pharmaceutical and agrochemical divisions from both companies combined to create Novartis as an independent entity. The name "Novartis" is derived from the Latin words translating to "new arts."
Following the merger, several businesses from Ciba-Geigy and Sandoz were sold or spun off as independent entities, like Ciba Specialty Chemicals. Although the Sandoz brand vanished for three years, it was reintroduced in 2003 when Novartis merged its generic drug divisions into a single subsidiary named Sandoz. In 2000, Novartis divested its agrochemical and genetically modified crops sector by spinning out Syngenta in collaboration with AstraZeneca, which also shed its agrochemical division. The company has since pursued multiple acquisitions to bolster its core businesses.
Novartis is a full member of various notable organizations, including the European Federation of Pharmaceutical Industries and Associations, the Biotechnology Innovation Organization, the International Federation of Pharmaceutical Manufacturers and Associations, and the Pharmaceutical Research and Manufacturers of America. Presently, Novartis ranks as the third most valuable pharmaceutical company in Europe, following Novo Nordisk and Roche.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 20.72% year-on-year.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 68.10%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 68.10%.
Fairly Valued
The company’s latest PE is 20.61, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 136.09M shares, decreasing 6.59% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 46.63K shares of this stock.
Analyst Rating
Based on
9
analysts
Hold
Current Rating
139.554
Target Price
-4.43%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-03-24The current financial score of Novartis AG is 8.72, ranking 28 out of 157 in the Pharmaceuticals industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 13.86B, representing a year-over-year increase of 2.23%, while its net profit experienced a year-over-year increase of 14.51%.
Score
Financials
6.55
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
8.12
Operational Efficiency
10.00
Growth Potential
9.37
Shareholder Returns
9.57
Novartis AG's Company Valuation
Currency: USD Updated: 2026-03-24The current valuation score of Novartis AG is 7.95, ranking 37 out of 157 in the Pharmaceuticals industry. Its current P/E ratio is 20.61, which is 47.02% below the recent high of 30.29 and 45.33% above the recent low of 11.26.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 48/157
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-03-24The current earnings forecast score of Novartis AG is 6.22, ranking 132 out of 157 in the Pharmaceuticals industry. The average price target is 118.00, with a high of 147.42 and a low of 102.36.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
9
analysts
Hold
Current Rating
139.554
Target Price
-4.43%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
174
Total
6
Median
8
Average
Company name
Ratings
Analysts
Novartis AG
NVS
9
Biogen Inc
BIIB
37
Amgen Inc
AMGN
37
Eli Lilly and Co
LLY
35
Vertex Pharmaceuticals Inc
VRTX
34
Gilead Sciences Inc
GILD
33
1
2
3
...
35
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2026-03-24The current price momentum score of Novartis AG is 6.88, ranking 43 out of 157 in the Pharmaceuticals industry. Currently, the stock price is trading between the resistance level at 164.28 and the support level at 139.12, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
148.146
Buy
MA10
151.394
Sell
MA20
157.832
Sell
MA50
155.101
Sell
MA100
143.669
Buy
MA200
133.420
Buy
Institutional Confidence
Currency: USD Updated: 2026-03-24The current institutional shareholding score of Novartis AG is 3.00, ranking 93 out of 157 in the Pharmaceuticals industry. The latest institutional shareholding proportion is 7.09%, representing a quarter-over-quarter increase of 0.37%. The largest institutional shareholder is Van Duyn Dodge & E. Morris Cox, holding a total of 9.01M shares, representing 0.47% of shares outstanding, with 21.68% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Dimensional Fund Advisors, L.P.
Loomis, Sayles & Company, L.P.
Franklin Mutual Advisers, LLC
Morgan Stanley Smith Barney LLC
Parametric Portfolio Associates LLC
GQG Partners, LLC
Managed Account Advisors LLC
1
2
Risk Assessment
Currency: USD Updated: 2026-03-24The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Pharmaceuticals domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Novartis AG is 9.85, ranking 5 out of 157 in the Pharmaceuticals industry. The company's beta value is 0.55. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.
Score
Beta vs S&P 500 index
0.55
VaR
+1.84%
240-Day Maximum Drawdown
+13.40%
240-Day Volatility
+21.26%
Return
Best Daily Return
60 days
+3.21%
120 days
+3.34%
5 years
+8.00%
Worst Daily Return
60 days
-3.58%
120 days
-4.42%
5 years
-5.71%
Sharpe Ratio
60 days
+1.34
120 days
+1.85
5 years
+0.85
Risk Assessment
Maximum Drawdown
240 days
+13.40%
3 years
+19.95%
5 years
+21.58%
Return-to-Drawdown Ratio
240 days
+3.42
3 years
+0.84
5 years
+0.64
Skewness
240 days
-0.22
3 years
-0.29
5 years
+0.15
Volatility
Realised Volatility
240 days
+21.26%
5 years
+18.99%
Standardised True Range
240 days
+1.47%
5 years
+0.98%
Downside Risk-Adjusted Return
120 days
+261.18%
240 days
+261.18%
Maximum Daily Upside Volatility
60 days
+20.56%
Maximum Daily Downside Volatility
60 days
+21.56%
Liquidity
Average Turnover Rate
60 days
+0.08%
120 days
+0.10%
5 years
--
Turnover Deviation
20 days
-16.92%
60 days
-0.67%
120 days
+22.30%
Peer Comparison
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Novartis AG
NVS
7.28 /10
Score
Financial Health
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Earnings Forecast
Price Momentum
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United Therapeutics Corp
UTHR
8.83 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
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Mckesson Corp
MCK
8.43 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Jazz Pharmaceuticals PLC
JAZZ
8.35 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ligand Pharmaceuticals Inc
LGND
8.33 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Gilead Sciences Inc
GILD
8.32 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
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