(NVS) Novartis - Overview

Sector: Healthcare | Industry: Drug Manufacturers - General | Exchange: NYSE (USA) | Market Cap: 289.381m USD | Total Return: 45.8% in 12m

Stock Pharmaceuticals, Medicines, Treatments, Therapies
Total Rating 68
Risk 90
Buy Signal 0.10
Drug Manufacturers - General +6.3
Pharmaceuticals -0.1
Market Cap: 289,381m
Avg Trading Vol: 303M USD
ATR: 2.06%
Peers RS (IBD): 53.8
Risk 5d forecast
Volatility22.4%
Rel. Tail Risk-1.83%
Reward TTM
Sharpe Ratio1.51
Alpha32.60
Character TTM
Beta0.211
Beta Downside0.117
Drawdowns 3y
Max DD19.95%
CAGR/Max DD1.11
EPS (Earnings per Share) EPS (Earnings per Share) of NVS over the last years for every Quarter: "2021-03": 1.52, "2021-06": 1.66, "2021-09": 1.71, "2021-12": 1.4, "2022-03": 1.46, "2022-06": 1.56, "2022-09": 1.58, "2022-12": 1.52, "2023-03": 1.71, "2023-06": 1.83, "2023-09": 1.74, "2023-12": 1.53, "2024-03": 1.8, "2024-06": 1.97, "2024-09": 2.06, "2024-12": 1.98, "2025-03": 2.28, "2025-06": 2.42, "2025-09": 2.25, "2025-12": 2.03,
EPS CAGR: 9.19%
EPS Trend: 89.2%
Last SUE: 0.27
Qual. Beats: 0
Revenue Revenue of NVS over the last years for every Quarter: 2021-03: 12694, 2021-06: 13294, 2021-09: 13367, 2021-12: 13522, 2022-03: 12814, 2022-06: 13085, 2022-09: 10783, 2022-12: 13087, 2023-03: 11047, 2023-06: 11745, 2023-09: 12092, 2023-12: 11776, 2024-03: 12120, 2024-06: 12872, 2024-09: 13172, 2024-12: 13558, 2025-03: 13620, 2025-06: 14836, 2025-09: 14358, 2025-12: 13334.986,
Rev. CAGR: 1.07%
Rev. Trend: 62.6%
Last SUE: -1.59
Qual. Beats: 0
Description: NVS Novartis

Novartis AG (NVS) is a Swiss pharmaceutical company engaged in the research, development, manufacturing, distribution, marketing, and sale of pharmaceutical medicines globally. The companys product portfolio addresses various therapeutic areas, including cardiovascular, renal and metabolic, immunology, neuroscience, oncology, and hematology.

Key products include Entresto for heart failure, Cosentyx for autoimmune diseases, Kisqali for cancer, and Zolgensma for spinal muscular atrophy. The pharmaceutical sector is characterized by high research and development costs and long product development cycles. Novartis employs a business model that includes both proprietary drug development and strategic collaborations, such as the agreement with Alnylam Pharmaceuticals for Leqvio.

To deepen your understanding of Novartiss market position and financial health, consider exploring its detailed analytics on ValueRay.

Headlines to Watch Out For
  • Entresto sales drive cardiovascular revenue growth
  • Cosentyx sales impact immunology segment performance
  • Oncology pipeline success crucial for future revenue
  • Regulatory approvals for new drugs unlock market access
  • Generic competition erodes established drug profitability
Piotroski VR‑10 (Strict, 0-10) 6.5
Net Income: 13.98b TTM > 0 and > 6% of Revenue
FCF/TA: 0.14 > 0.02 and ΔFCF/TA 0.03 > 1.0
NWC/Revenue: 5.67% < 20% (prev 1.96%; Δ 3.71% < -1%)
CFO/TA 0.17 > 3% & CFO 19.13b > Net Income 13.98b
Net Debt (25.68b) to EBITDA (22.82b): 1.13 < 3
Current Ratio: 1.12 > 1.5 & < 3
Outstanding Shares: last quarter (1.93b) vs 12m ago -3.74% < -2%
Gross Margin: 75.73% > 18% (prev 0.75%; Δ 7.50k% > 0.5%)
Asset Turnover: 51.56% > 50% (prev 50.59%; Δ 0.97% > 0%)
Interest Coverage Ratio: 15.23 > 6 (EBITDA TTM 22.82b / Interest Expense TTM 1.15b)
Altman Z'' 3.22
A: 0.03 (Total Current Assets 30.46b - Total Current Liabilities 27.28b) / Total Assets 115.57b
B: 0.39 (Retained Earnings 44.72b / Total Assets 115.57b)
C: 0.16 (EBIT TTM 17.49b / Avg Total Assets 108.91b)
D: 0.67 (Book Value of Equity 46.18b / Total Liabilities 69.02b)
Altman-Z'' Score: 3.22 = A
Beneish M -2.80
DSRI: 1.23 (Receivables 10.93b/8.21b, Revenue 56.15b/51.72b)
GMI: 0.99 (GM 75.73% / 75.20%)
AQI: 1.04 (AQ_t 0.63 / AQ_t-1 0.60)
SGI: 1.09 (Revenue 56.15b / 51.72b)
TATA: -0.04 (NI 13.98b - CFO 19.13b) / TA 115.57b)
Beneish M-Score: -2.80 (Cap -4..+1) = A
What is the price of NVS shares? As of April 02, 2026, the stock is trading at USD 152.75 with a total of 1,737,205 shares traded.
Over the past week, the price has changed by +2.87%, over one month by -4.24%, over three months by +15.35% and over the past year by +45.79%.
Is NVS a buy, sell or hold? Novartis has received a consensus analysts rating of 2.85. Therefor, it is recommend to hold NVS.
  • StrongBuy: 0
  • Buy: 2
  • Hold: 9
  • Sell: 0
  • StrongSell: 2
What are the forecasts/targets for the NVS price?
ISSUER TARGET UP/DOWN
Wallstreet Target Price 150.3 -1.6%
Analysts Target Price 150.3 -1.6%
NVS Fundamental Data Overview as of 28 March 2026
P/E Trailing = 20.9078
P/E Forward = 16.2338
P/S = 5.1061
P/B = 6.0405
P/EG = 2.5367
Revenue TTM = 56.15b USD
EBIT TTM = 17.49b USD
EBITDA TTM = 22.82b USD
Long Term Debt = 27.93b USD (from longTermDebt, last quarter)
Short Term Debt = 5.78b USD (from shortTermDebt, last quarter)
Debt = 37.11b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 25.68b USD (from netDebt column, last quarter)
Enterprise Value = 315.06b USD (289.38b + Debt 37.11b - CCE 11.44b)
Interest Coverage Ratio = 15.23 (Ebit TTM 17.49b / Interest Expense TTM 1.15b)
EV/FCF = 20.14x (Enterprise Value 315.06b / FCF TTM 15.64b)
FCF Yield = 4.96% (FCF TTM 15.64b / Enterprise Value 315.06b)
FCF Margin = 27.85% (FCF TTM 15.64b / Revenue TTM 56.15b)
Net Margin = 24.90% (Net Income TTM 13.98b / Revenue TTM 56.15b)
Gross Margin = 75.73% ((Revenue TTM 56.15b - Cost of Revenue TTM 13.63b) / Revenue TTM)
Gross Margin QoQ = 73.44% (prev 75.35%)
Tobins Q-Ratio = 2.73 (Enterprise Value 315.06b / Total Assets 115.57b)
Interest Expense / Debt = 0.82% (Interest Expense 304.0m / Debt 37.11b)
Taxrate = 25.30% (813.9m / 3.22b)
NOPAT = 13.07b (EBIT 17.49b * (1 - 25.30%))
Current Ratio = 1.12 (Total Current Assets 30.46b / Total Current Liabilities 27.28b)
Debt / Equity = 0.80 (Debt 37.11b / totalStockholderEquity, last quarter 46.13b)
Debt / EBITDA = 1.13 (Net Debt 25.68b / EBITDA 22.82b)
Debt / FCF = 1.64 (Net Debt 25.68b / FCF TTM 15.64b)
Total Stockholder Equity = 42.70b (last 4 quarters mean from totalStockholderEquity)
RoA = 12.84% (Net Income 13.98b / Total Assets 115.57b)
RoE = 32.75% (Net Income TTM 13.98b / Total Stockholder Equity 42.70b)
RoCE = 24.77% (EBIT 17.49b / Capital Employed (Equity 42.70b + L.T.Debt 27.93b))
RoIC = 17.74% (NOPAT 13.07b / Invested Capital 73.66b)
WACC = 6.03% (E(289.38b)/V(326.49b) * Re(6.72%) + D(37.11b)/V(326.49b) * Rd(0.82%) * (1-Tc(0.25)))
Discount Rate = 6.72% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares Correlation 3-Years: -100.0 | Cagr: -3.35%
[DCF] Terminal Value 87.32% ; FCFF base≈14.91b ; Y1≈16.75b ; Y5≈22.43b
[DCF] Fair Price = 328.5 (EV 652.59b - Net Debt 25.68b = Equity 626.91b / Shares 1.91b; r=6.03% [WACC]; 5y FCF grow 14.32% → 3.0% )
EPS Correlation: 89.23 | EPS CAGR: 9.19% | SUE: 0.27 | # QB: 0
Revenue Correlation: 62.59 | Revenue CAGR: 1.07% | SUE: -1.59 | # QB: 0
EPS next Quarter (2026-06-30): EPS=2.22 | Chg7d=+0.000 | Chg30d=+0.000 | Revisions Net=+0 | Analysts=1
EPS current Year (2026-12-31): EPS=8.98 | Chg7d=+0.002 | Chg30d=-0.080 | Revisions Net=-1 | Growth EPS=-0.1% | Growth Revenue=+1.9%
EPS next Year (2027-12-31): EPS=9.94 | Chg7d=-0.093 | Chg30d=-0.101 | Revisions Net=-1 | Growth EPS=+10.8% | Growth Revenue=+5.0%
[Analyst] Revisions Ratio: -0.33 (1 Up / 2 Down within 30d for Current Year)
[Growth] Implied Growth Rate = 3.1% (Discount Rate 7.9% - Earnings Yield 4.8%)
[Growth] Growth Spread = -5.9% (Analyst -2.7% - Implied 3.1%)
Additional Sources for NVS Stock Fund Manager Positions: Dataroma · Stockcircle