Novartis Ag Adr Stock Performance
| NVS Stock | USD 97.28 2.16 2.27% |
The company secures a Beta (Market Risk) of 0.57, 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 has an expected return of -0.0865%. Please make sure to verify Novartis AG ADR 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 comparatively stable basic indicators, Novartis is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Actual Historical Performance (%)
One Day Return 2.37 | Five Day Return 4.87 | Year To Date Return (3.59) | Ten Year Return 35.07 | All Time Return 519.01 |
Forward Dividend Yield 0.0397 | Payout Ratio 0.5474 | Last Split Factor 1116:1000 | Forward Dividend Rate 3.78 | Dividend Date 2024-04-19 |
1 | NeuroVigil, Worlds Most Valuable Neurotech, Launches iBrain in US | 04/05/2024 |
2 | Novartis pauses some trials of cancer drug Kisqali to fix manufacturing | 04/10/2024 |
3 | New Novartis Fabhalta data show clinically meaningful and statistically significant proteinuria reduction of 38.3 percent versus placebo for patients with IgA n... | 04/15/2024 |
4 | The Nomination Committees proposal for the election of Board members and Chairperson of the Board in BioArctic AB | 04/16/2024 |
5 | Novartis Kesimpta six-year efficacy data show substantial benefits in recently diagnosed treatment- nave people with relapsing multiple sclerosis | 04/17/2024 |
6 | Exploring Analyst Estimates for Novartis Q1 Earnings, Beyond Revenue and EPS | 04/18/2024 |
| Novartis dividend paid on 19th of April 2024 | 04/19/2024 |
| 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 10,305 in Novartis AG ADR on January 25, 2024 and sell it today you would lose (577.00) from holding Novartis AG ADR or give up 5.6% of portfolio value over 90 days. Novartis AG ADR is generating negative expected returns assuming volatility of 1.1353% on return distribution over 90 days investment horizon. In other words, 10% 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 = -0.0762
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| Negative Returns | NVS |
Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 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 | 0.16 | ||||
| Return On Asset | 0.0727 | ||||
| Profit Margin | 0.32 % | ||||
| Operating Margin | 0.25 % | ||||
| Current Valuation | 206.88 B | ||||
| Shares Outstanding | 2.04 B | ||||
| Price To Earning | 9.22 X | ||||
| Price To Book | 4.10 X | ||||
| Price To Sales | 4.14 X | ||||
| Revenue | 46.66 B | ||||
| Gross Profit | 36.74 B | ||||
| EBITDA | 18.47 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 | 22.83 X | ||||
| Cash Flow From Operations | 14.46 B | ||||
| Earnings Per Share | 4.10 X | ||||
| Market Capitalization | 195.98 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
To evaluate Novartis AG ADR Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Novartis generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Novartis Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Novartis AG ADR market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Novartis's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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 | 0.30 | 0.31 | |
| 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 | |
| On 19th of April 2024 Novartis paid $ 3.777 per share dividend to its current shareholders | |
| Latest headline from seekingalpha.com: FDA requires changes to CAR-T cell therapy boxed warning |
- 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.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Novartis AG ADR. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Complementary 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.
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Is Novartis' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Novartis. If investors know Novartis will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Novartis listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 4.987 | Dividend Share 3.919 | Earnings Share 4.1 | Revenue Per Share 22.467 | Quarterly Revenue Growth 0.074 |
The market value of Novartis AG ADR is measured differently than its book value, which is the value of Novartis that is recorded on the company's balance sheet. Investors also form their own opinion of Novartis' value that differs from its market value or its book value, called intrinsic value, which is Novartis' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Novartis' market value can be influenced by many factors that don't directly affect Novartis' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Novartis' value and its price as these two are different measures arrived at by different means. Investors typically determine if Novartis is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Novartis' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.