Novartis (Mexico) Performance
| NVSN Stock | MXN 2,004 134.33 6.28% |
The company secures a Beta (Market Risk) of 0.47, 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. At this point, Novartis AG has a negative expected return of -0.0927%. Please make sure to verify Novartis' daily balance of power, day median price, and the relationship between the kurtosis and rate of daily change , to decide if Novartis AG 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 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Novartis is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 12.4 B |
Novartis |
Novartis Relative Risk vs. Return Landscape
If you would invest 212,700 in Novartis AG on September 20, 2024 and sell it today you would lose (12,283) from holding Novartis AG or give up 5.77% of portfolio value over 90 days. Novartis AG is generating negative expected returns and assumes 0.9761% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than Novartis, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading 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, 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 = -0.0949
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| Negative Returns | NVSN |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 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 | 0.11 | |||
| Return On Asset | 0.0645 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.25 % | |||
| Current Valuation | 4.12 T | |||
| Shares Outstanding | 2.12 B | |||
| Price To Earning | 24.95 X | |||
| Price To Book | 2.82 X | |||
| Price To Sales | 74.58 X | |||
| Revenue | 51.83 B | |||
| EBITDA | 16.39 B | |||
| Cash And Equivalents | 11.4 B | |||
| Cash Per Share | 5.05 X | |||
| Total Debt | 20.24 B | |||
| Debt To Equity | 0.67 % | |||
| Book Value Per Share | 28.00 X | |||
| Cash Flow From Operations | 14.24 B | |||
| Earnings Per Share | 59.56 X | |||
| Total Asset | 117.45 B | |||
About Novartis Performance
Evaluating Novartis' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Novartis has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Novartis has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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 Mexico and is traded on Mexico Stock Exchange. It employs 105794 people.Things to note about Novartis AG 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 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Novartis AG generated a negative expected return over the last 90 days | |
| Novartis AG has accumulated 20.24 B in total debt with debt to equity ratio (D/E) of 0.67, which is about average as compared to similar companies. Novartis AG has a current ratio of 0.88, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become 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 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. |
- 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.
Additional 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.