Novartis Ag Adr Stock Performance
| NVS Stock | USD 162.67 1.25 0.76% |
On a scale of 0 to 100, Novartis holds a performance score of 28. The company secures a Beta (Market Risk) of 0.59, 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. Please check Novartis' semi variance, as well as the relationship between the rate of daily change and relative strength index , to make a quick decision on whether Novartis' current price movements will revert.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Novartis AG ADR are ranked lower than 28 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady basic indicators, Novartis unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.76) | Five Day Return (2.46) | Year To Date Return 17.42 | Ten Year Return 161.95 | All Time Return 934.14 |
Forward Dividend Yield 0.0293 | Payout Ratio | Last Split Factor 1116:1000 | Forward Dividend Rate 4.77 | Dividend Date 2026-03-16 |
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| Begin Period Cash Flow | 11.5 B | |
| Total Cashflows From Investing Activities | -4.9 B |
Novartis Relative Risk vs. Return Landscape
If you would invest 12,654 in Novartis AG ADR on November 23, 2025 and sell it today you would earn a total of 3,613 from holding Novartis AG ADR or generate 28.55% return on investment over 90 days. Novartis AG ADR is generating 0.4264% of daily returns assuming volatility of 1.1857% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Novartis, and above 92% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Novartis Target Price Odds to finish over Current Price
The tendency of Novartis Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 162.67 | 90 days | 162.67 | roughly 2.91 |
Based on a normal probability distribution, the odds of Novartis to move above the current price in 90 days from now is roughly 2.91 (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 Price Density |
| Price |
Predictive Modules for Novartis
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Novartis AG ADR. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Novartis' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Novartis Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Novartis is not an exception. The market had few large corrections towards the Novartis' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Novartis AG ADR, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Novartis within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.28 | |
β | Beta against Dow Jones | 0.59 | |
σ | Overall volatility | 11.00 | |
Ir | Information ratio | 0.20 |
Novartis Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Novartis for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Novartis AG ADR can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Novartis AG ADR has a strong financial position based on the latest SEC filings | |
| Latest headline from finance.yahoo.com: Trump Says Tariffs Drove Novartis 23 Billion US Expansion |
Novartis Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Novartis Stock often depends not only on the future outlook of the current and potential Novartis' investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Novartis' indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 2 B | |
| Cash And Short Term Investments | 11.6 B |
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 | 0.31 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.25 % | ||||
| Operating Margin | 0.28 % | ||||
| Current Valuation | 334.09 B | ||||
| Shares Outstanding | 1.91 B | ||||
| Price To Earning | 9.22 X | ||||
| Price To Book | 6.75 X | ||||
| Price To Sales | 5.55 X | ||||
| Revenue | 54.81 B | ||||
| Gross Profit | 43.05 B | ||||
| EBITDA | 22.99 B | ||||
| Net Income | 14.06 B | ||||
| Cash And Equivalents | 8.87 B | ||||
| Cash Per Share | 8.84 X | ||||
| Total Debt | 37.03 B | ||||
| Debt To Equity | 0.47 % | ||||
| Current Ratio | 1.31 X | ||||
| Book Value Per Share | 24.18 X | ||||
| Cash Flow From Operations | 19.24 B | ||||
| Earnings Per Share | 7.16 X | ||||
| Market Capitalization | 314.45 B | ||||
| Total Asset | 115.57 B | ||||
| Retained Earnings | 44.72 B | ||||
| Working Capital | 3.18 B | ||||
| Current Asset | 22.84 B | ||||
| Current Liabilities | 23.71 B | ||||
About Novartis Performance
Assessing Novartis' fundamental ratios provides investors with valuable insights into Novartis' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Novartis is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 160.27 | 195.01 | |
| Return On Tangible Assets | 0.24 | 0.13 | |
| Return On Capital Employed | 0.20 | 0.14 | |
| Return On Assets | 0.13 | 0.08 | |
| Return On Equity | 0.32 | 0.33 |
Things to note about Novartis AG ADR 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 ADR help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Novartis AG ADR has a strong financial position based on the latest SEC filings | |
| Latest headline from finance.yahoo.com: Trump Says Tariffs Drove Novartis 23 Billion US Expansion |
- 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.