Performance of NOVN Novartis AG | 22.2% in 12m
Compare NOVN with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Novartis AG with its related Sector/Index XLV
Performance Duell NOVN vs XLV
| TimeFrame | NOVN | XLV |
|---|---|---|
| 1 Week | -3.45% | -2.07% |
| 1 Month | 5.69% | 4.37% |
| 3 Months | 3.80% | 5.66% |
| 6 Months | 12.4% | 6.23% |
| 12 Months | 22.2% | 17.65% |
| YTD | 20.6% | 11.77% |
| Rel. Perf. 1m | -0.12 | |
| Rel. Perf. 3m | 0.43 | |
| Rel. Perf. 6m | 0.62 | |
| Rel. Perf. 12m | 0.62 | |
| Spearman 1m | 0.65 | 0.82 |
| Spearman 3m | 0.76 | 0.89 |
Is Novartis AG a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, Novartis AG (SW:NOVN) is currently (September 2024)
ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 58.27 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of NOVN as of September 2024 is 101.43. This means that NOVN is currently overvalued and has a potential downside of 2.87% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of NOVN as of September 2024 is 101.43. This means that NOVN is currently overvalued and has a potential downside of 2.87% (Sold with Premium).
Is NOVN a buy, sell or hold?
Novartis AG has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of 22.23%.
In compare to Health Care Sector SPDR Fund, NOVN made 4.58% more over the last 12 months. Due to the outperformance, it is recommend to buy NOVN.
In compare to Health Care Sector SPDR Fund, NOVN made 4.58% more over the last 12 months. Due to the outperformance, it is recommend to buy NOVN.
Values above 0%: NOVN is performing better - Values below 0%: NOVN is underperforming
Compare NOVN with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.69% | 2.20% | 5.67% | 0.05% |
| US NASDAQ 100 | QQQ | 2.34% | 3.61% | 9.80% | 2.38% |
| US Dow Jones Industrial 30 | DIA | -0.63% | 1.89% | 7.05% | 3.73% |
| German DAX 40 | DBXD | -0.21% | 0.29% | 9.52% | 7.63% |
| UK FTSE 100 | ISFU | -1.20% | -0.58% | 0.03% | 4.07% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.77% | 8.00% | 18.62% | 33.14% |
| Hongkong Hang Seng | HSI | -1.23% | 0.92% | 11.84% | 28.07% |
| Japan Nikkei 225 | EXX7 | 3.67% | 0.01% | 22.48% | 16.37% |
| India NIFTY 50 | INDA | -1.35% | 3.08% | 3.91% | -2.08% |
| Brasil Bovespa | EWZ | -1.74% | -1.19% | 20.86% | 21.99% |
NOVN Novartis AG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.62% | 5.10% | 4.98% | -2.29% |
| Consumer Discretionary | XLY | -0.93% | 0.30% | 10.36% | 16.14% |
| Consumer Staples | XLP | -4.03% | -0.38% | 0.53% | 4.08% |
| Energy | XLE | 2.32% | 6.81% | 12.03% | 24.37% |
| Financial | XLF | -0.28% | -1.03% | 2.45% | -8.51% |
| Health Care | XLV | -1.38% | 1.32% | 6.12% | 4.58% |
| Industrial | XLI | 0.79% | 2.54% | 8.14% | 1.16% |
| Materials | XLB | 1.21% | 4.10% | 10.25% | 10.58% |
| Real Estate | XLRE | -3.63% | 0.68% | 0.58% | -1.14% |
| Technology | XLK | 4.00% | 4.03% | 13.60% | 3.91% |
| Utilities | XLU | -2.95% | 1.52% | -9.77% | -1.53% |
| Aerospace & Defense | XAR | 1.76% | 1.69% | 7.88% | -4.11% |
| Biotech | XBI | 1.23% | 3.49% | 15.83% | -0.38% |
| Homebuilder | XHB | 0.95% | 2.27% | 4.51% | -15.37% |
| Retail | XRT | 1.53% | 6.20% | 15.60% | 3.58% |
Does Novartis AG outperform its market, is NOVN a Sector Leader?
Yes, over the last 12 months Novartis AG (NOVN) made 22.23%, while its related Sector, the Health Care Sector SPDR Fund (XLV) made 17.65%.
Over the last 3 months NOVN made 3.80%, while XLV made 5.66%.
Yes, over the last 12 months Novartis AG (NOVN) made 22.23%, while its related Sector, the Health Care Sector SPDR Fund (XLV) made 17.65%.
Over the last 3 months NOVN made 3.80%, while XLV made 5.66%.
| Period | NOVN | XLV | S&P 500 |
|---|---|---|---|
| 1 Month | 5.69% | 4.37% | 3.49% |
| 3 Months | 3.80% | 5.66% | 1.39% |
| 12 Months | 22.23% | 17.65% | 22.18% |