Novartis Ag Adr Stock Fundamentals
NVS Stock | USD 96.73 0.85 0.89% |
Novartis AG ADR fundamentals help investors to digest information that contributes to Novartis' financial success or failures. It also enables traders to predict the movement of Novartis Stock. The fundamental analysis module provides a way to measure Novartis' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Novartis stock.
At this time, Novartis' Net Income From Continuing Ops is comparatively stable compared to the past year. Tax Provision is likely to gain to about 1.7 B in 2024, whereas Interest Expense is likely to drop slightly above 550.6 M in 2024. Novartis | Select Account or Indicator |
Novartis Beta Analysis
Novartis' Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Novartis Beta | 0.46 |
Most of Novartis' fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Novartis AG ADR is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Competition |
In accordance with the recently published financial statements, Novartis AG ADR has a Beta of 0.461. This is 46.4% lower than that of the Pharmaceuticals sector and significantly higher than that of the Health Care industry. The beta for all United States stocks is notably lower than that of the firm.
Novartis AG ADR Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Novartis's current stock value. Our valuation model uses many indicators to compare Novartis value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Novartis competition to find correlations between indicators driving Novartis's intrinsic value. More Info.Novartis AG ADR is considered to be number one stock in working capital category among related companies. It is considered to be number one stock in retained earnings category among related companies reporting about 12.14 of Retained Earnings per Working Capital. At this time, Novartis' Retained Earnings are comparatively stable compared to the past year.. Comparative valuation analysis is a catch-all model that can be used if you cannot value Novartis by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Novartis' Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Novartis' earnings, one of the primary drivers of an investment's value.Novartis Shares Owned By Institutions Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Novartis' direct or indirect competition against its Shares Owned By Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Novartis could also be used in its relative valuation, which is a method of valuing Novartis by comparing valuation metrics of similar companies.Novartis is currently under evaluation in shares owned by institutions category among related companies.
Novartis Fundamentals
Return On Equity | 0.16 | ||||
Return On Asset | 0.0727 | ||||
Profit Margin | 0.32 % | ||||
Operating Margin | 0.25 % | ||||
Current Valuation | 208.38 B | ||||
Shares Outstanding | 2.04 B | ||||
Shares Owned By Institutions | 6.93 % | ||||
Number Of Shares Shorted | 4.53 M | ||||
Price To Earning | 9.22 X | ||||
Price To Book | 4.20 X | ||||
Price To Sales | 4.25 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 | ||||
Short Ratio | 2.77 X | ||||
Earnings Per Share | 4.10 X | ||||
Price To Earnings To Growth | 5.22 X | ||||
Target Price | 113.01 | ||||
Number Of Employees | 76.06 K | ||||
Beta | 0.46 | ||||
Market Capitalization | 198.19 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 | ||||
Z Score | 6.33 | ||||
Annual Yield | 0.04 % | ||||
Five Year Return | 3.53 % | ||||
Net Asset | 99.94 B | ||||
Last Dividend Paid | 3.92 |
About Novartis Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Novartis AG ADR's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Novartis using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Novartis AG ADR based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Last Reported | Projected for 2024 | ||
Current Deferred Revenue | 98 M | 135.9 M | |
Total Revenue | 46.7 B | 46.2 B | |
Cost Of Revenue | 12.5 B | 13.9 B | |
Ebit Per Revenue | 0.21 | 0.18 |
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Try AI Portfolio ArchitectCheck out Novartis Piotroski F Score and Novartis Altman Z Score analysis. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
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.