Novartis Ag Adr Stock Today

NVS Stock  USD 96.73  0.85  0.89%   

Performance

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Odds Of Distress

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Novartis is selling for under 96.73 as of the 29th of March 2024; that is 0.89 percent increase since the beginning of the trading day. The stock's lowest day price was 96.15. Novartis has under 5 % chance of experiencing financial distress over the next 2 years, but has generated negative returns over the last 90 days. Equity ratings for Novartis AG ADR are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
Business Domain
Pharmaceuticals, Biotechnology & Life Sciences
IPO Date
18th of November 1991
Category
Healthcare
Classification
Health Care
Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company was incorporated in 1996 and is headquartered in Basel, Switzerland. Novartis operates under Drug ManufacturersGeneral classification in the United States and is traded on New York Stock Exchange. The company has 2.04 B outstanding shares of which 4.53 M shares are now shorted by investors with about 2.77 days to cover. More on Novartis AG ADR

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Novartis Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Novartis' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Novartis or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
President CEOChris Ilsley
Thematic Ideas
(View all Themes)
Business ConcentrationPharmaceuticals, Pharmaceuticals, Biotechnology & Life Sciences, Health Care, NYSE Composite, ARCA Pharmaceutical, Healthcare, Compulsion, Health Care, Pharmaceuticals, Drug Manufacturers—General, Healthcare (View all Sectors)
Average Analyst Recommendation
Analysts covering Novartis report their recommendations after researching Novartis' financial statements, talking to executives and customers, or listening in on Novartis' conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Novartis AG ADR. The Novartis consensus assessment is calculated by taking the average forecast from all of the analysts covering Novartis.
Financial Strength
Based on the key indicators related to Novartis' liquidity, profitability, solvency, and operating efficiency, Novartis AG ADR may be sliding down financialy. It has an above-average probability of going through some form of financial hardship next quarter. Financial strength of Novartis AG ADR is based on its profitability, leverage, liquidity, source of funds, and operating efficiency.
Current ValueLast YearChange From Last Year 10 Year Trend
Return On Assets0.110.1486
Way Down
Pretty Stable
Asset Turnover0.520.4669
Moderately Up
Pretty Stable
Gross Profit Margin0.780.7327
Notably Up
Slightly volatile
Net Debt11 B13 B
Fairly Down
Slightly volatile
Total Current Liabilities22 B26.4 B
Fairly Down
Slightly volatile
Non Current Liabilities Total23.6 B26.8 B
Fairly Down
Slightly volatile
Total Assets103.1 B99.9 B
Sufficiently Up
Pretty Stable
Total Current Assets29.9 B30.5 B
Fairly Down
Slightly volatile
Total Cash From Operating Activities11.7 B14.5 B
Significantly Down
Slightly volatile
Novartis' financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Novartis' success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit.
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Novartis' financial leverage. It provides some insight into what part of Novartis' total assets is financed by creditors.
By using current balance sheet information, investors can analyze the liability, assets, and equity on Novartis' books and decide whether to invest or hold. Statistics such as return on equity (ROE), debt to equity (D/E) help investors determine how Novartis deploys its capital and how much of that capital is borrowed.
Liquidity
Novartis cash flow analysis is essential to understand how it generates and spends money over a specific period. It can also help you figure out where your money is going and how much cash you have available at a given moment. The company has 26.35 B in debt with debt to equity (D/E) ratio of 0.47, which is OK given its current industry classification. Novartis AG ADR has a current ratio of 1.28, demonstrating that it may not be capable to disburse its financial commitments when the payables are due. Debt can assist Novartis until it has trouble settling it off, either with new capital or with free cash flow. So, Novartis' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Novartis AG ADR sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Novartis to invest in growth at high rates of return. When we think about Novartis' use of debt, we should always consider it together with cash and equity.

Capital Expenditures

2.59 Billion
Novartis AG ADR (NVS) is traded on New York Stock Exchange in USA. It is located in Lichtstrasse 35, Basel, Switzerland, 4056 and employs 76,057 people. Novartis is listed under Pharmaceuticals category by Fama And French industry classification. The company currently falls under 'Mega-Cap' category with a total capitalization of 198.19 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Novartis's market, we take the total number of its shares issued and multiply it by Novartis's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Novartis AG ADR runs under Pharmaceuticals sector within Health Care industry. The entity has 2.04 B outstanding shares of which 4.53 M shares are now shorted by investors with about 2.77 days to cover. Novartis AG ADR has about 4.64 B in cash with 14.46 B of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 8.84.
Check Novartis Probability Of Bankruptcy
Ownership Allocation
Novartis AG ADR maintains a total of 2.04 Billion outstanding shares. Roughly 93.0 % of Novartis outstanding shares are held by general public with 6.93 % by institutional investors. Please note that no matter how many assets the company has, if the real value of the firm is less than the current market value, you may not be able to make money on it.
Check Novartis Ownership Details

Novartis Stock Price Odds Analysis

Attributed to a normal probability distribution, the odds of Novartis jumping above the current price in 90 days from now is about 81.58%. The Novartis AG ADR probability density function shows the probability of Novartis stock to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Novartis has a beta of 0.4017. This indicates as returns on the market go up, Novartis average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Novartis AG ADR will be expected to be much smaller as well. Additionally, novartis AG ADR has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 96.73HorizonTargetOdds Above 96.73
18.18%90 days
 96.73 
81.58%
Based on a normal probability distribution, the odds of Novartis to move above the current price in 90 days from now is about 81.58 (This Novartis AG ADR probability density function shows the probability of Novartis Stock to fall within a particular range of prices over 90 days) .

Novartis Stock Institutional Holders

Institutional Holdings refers to the ownership stake in Novartis that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Novartis' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Novartis' value.
InstituionRecorded OnShares
Principal Financial Group Inc2023-12-31
2.5 M
Northern Trust Corp2023-12-31
2.1 M
Envestnet Asset Management Inc2023-12-31
M
Wells Fargo & Co2023-12-31
M
Blackrock Inc2023-12-31
1.8 M
State Street Corporation2023-12-31
1.8 M
Ubs Group Ag2023-12-31
1.7 M
Cullen Capital Management, Llc2023-12-31
1.6 M
Grantham, Mayo, Van Otterloo & Co., Llc2023-12-31
1.5 M
Dodge & Cox2023-12-31
13.2 M
Primecap Management Company2023-12-31
12.9 M
View Novartis Diagnostics

Novartis Historical Income Statement

Novartis AG ADR Income Statement is one of the three primary financial statements used for reporting Novartis's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Novartis AG ADR revenue and expense. Novartis Income Statement primarily focuses on the company's revenues and expenses during a particular period.
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. View More Fundamentals

Novartis Stock Against Markets

Picking the right benchmark for Novartis stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Novartis stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Novartis is critical whether you are bullish or bearish towards Novartis AG ADR at a given time. Please also check how Novartis' historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Novartis without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Novartis Corporate Directors

Novartis corporate directors refer to members of a Novartis board of directors. The board of directors generally takes responsibility for the Novartis' affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Novartis' board members must vote for the resolution. The Novartis board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
Ton BuechnerNon-Executive Independent DirectorProfile
Pierre LandoltMember of the Board of DirectorsProfile
Elizabeth DohertyNon-Executive Independent DirectorProfile
Srikant DatarNon-Executive Independent DirectorProfile

How to buy Novartis Stock?

Before investing in Novartis, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Novartis. To buy Novartis stock, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Novartis. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Novartis stock. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Novartis AG ADR stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Novartis AG ADR stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as Novartis AG ADR, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Novartis Stock please use our How to Invest in Novartis guide.

Already Invested in Novartis AG ADR?

The danger of trading Novartis AG ADR is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Novartis is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Novartis. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Novartis AG ADR is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Novartis AG ADR is a strong investment it is important to analyze Novartis' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Novartis' future performance. For an informed investment choice regarding Novartis Stock, refer to the following important reports:
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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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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.