Novartis AG

NVS

128.050USD

-0.660-0.51%

Close 09/09, 16:00（ET）Quotes delayed by 15 min

Score

Industry at a Glance

Industry Ranking

84 / 686

Overall Ranking

196 / 4730

Industry

Pharmaceuticals & Medical Research

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 8 analysts

Hold

Current Rating

117.433

Target Price

-8.76%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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 19.24% year-on-year.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 71.69.

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 is 18.53, at a medium 3-year percentile range.

Institutional Buying

The latest institutional holdings are 140.71M shares, increasing 1.49% quarter-over-quarter.

Held by Van Duyn Dodge & E. Morris Cox

Star Investor Van Duyn Dodge & E. Morris Cox holds 10.65M shares of this stock.

The company's current financial score is 7.43, which is higher than the Pharmaceuticals & Medical Research industry's average of 6.80. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 13.59B, representing a year-over-year increase of 12.09%, while its net profit experienced a year-over-year increase of 34.15%.

Score

Industry at a Glance

Previous score

7.43

Change

0



Financials

7.75

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

7.24

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

7.55

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

7.26

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.35

Key Metrics

Free cash flow

No Data

The company’s current valuation score is 3.60, which is higher than the Pharmaceuticals & Medical Research industry's average of 1.64. Its current P/E ratio is 18.36, which is 37.10% below the recent high of 25.17 and 22.85% above the recent low of 14.16.

Score

Industry at a Glance

Previous score

3.60

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 84/686

No Data

The company’s current earnings forecast score is 5.60, which is lower than the Pharmaceuticals & Medical Research industry's average of 7.96. The average price target for Novartis AG is 119.00, with a high of 134.00 and a low of 100.00.

Score

Industry at a Glance

Previous score

5.50

Change

0

Support & Resistance

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The company’s current price momentum score is 9.66, which is higher than the Pharmaceuticals & Medical Research industry's average of 6.80. Sideways: Currently, the stock price is trading between the resistance level at 132.50 and the support level at 116.81, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.35

Change

-0.05

Support & Resistance

No Data

Institutional Confidence

Currency: USD Updated：2025-09-09

The company’s current institutional recognition score is 3.00, which is lower than the Pharmaceuticals & Medical Research industry's average of 6.02. The latest institutional shareholding proportion is 7.27%, representing a quarter-over-quarter increase of 0.95%. The largest institutional shareholder is Van Duyn Dodge & E. Morris Cox, holding a total of 10.65M shares, representing 0.55% of shares outstanding, with 11.06% decrease in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

0

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Dodge & Cox

Star Investors

11.82M

-3.25%

PRIMECAP Management Company

Star Investors

10.38M

-5.82%

Dimensional Fund Advisors, L.P.

8.61M

+5.17%

Fisher Investments

Star Investors

6.76M

+237.66%

Loomis, Sayles & Company, L.P.

5.50M

-1.32%

Franklin Mutual Advisers, LLC

4.86M

+14.12%

Morgan Stanley Smith Barney LLC

3.52M

-1.91%

Parametric Portfolio Associates LLC

3.00M

+0.76%

Managed Account Advisors LLC

2.91M

-1.41%

Wellington Management Company, LLP

2.99M

-18.00%

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The U.S. Dollar Index is currently in a neutral state, which has a minor effect on the Pharmaceuticals & Medical Research mixed 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 company’s current risk assessment score is 6.23, which is higher than the Pharmaceuticals & Medical Research industry's average of 3.51. The company's beta value is 0.62. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.