Novartis Ag Stock Performance
| NVSEF Stock | USD 98.25 6.75 6.43% |
The company secures a Beta (Market Risk) of 0.52, 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 -0.25%. Please make sure to verify Novartis' accumulation distribution, as well as the relationship between the day typical price and relative strength index , 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. Despite weak performance in the last few months, the Stock's technical and fundamental indicators remain nearly stable which may send shares a bit higher in December 2024. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
| Begin Period Cash Flow | 12.4 B |
Novartis |
Novartis Relative Risk vs. Return Landscape
If you would invest 11,667 in Novartis AG on August 24, 2024 and sell it today you would lose (1,842) from holding Novartis AG or give up 15.79% of portfolio value over 90 days. Novartis AG is currently producing negative expected returns and takes up 2.1913% volatility of returns over 90 trading days. Put another way, 19% of traded pink sheets are less volatile than Novartis, and 99% of all traded equity instruments are likely to generate higher returns 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 pink sheets, 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 = -0.1135
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| Negative Returns | NVSEF |
Estimated Market Risk
| 2.19 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 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 Pink Sheet 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 Pink Sheet performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0645 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.25 % | |||
| Current Valuation | 207.39 B | |||
| Shares Outstanding | 2.12 B | |||
| Price To Earning | 25.00 X | |||
| Price To Book | 3.22 X | |||
| Price To Sales | 3.82 X | |||
| Revenue | 51.83 B | |||
| EBITDA | 16.39 B | |||
| Cash And Equivalents | 19.1 B | |||
| Cash Per Share | 8.81 X | |||
| Total Debt | 20.24 B | |||
| Debt To Equity | 0.47 % | |||
| Book Value Per Share | 28.00 X | |||
| Cash Flow From Operations | 14.24 B | |||
| Earnings Per Share | 3.17 X | |||
| Total Asset | 117.45 B | |||
| Current Asset | 25.88 B | |||
| Current Liabilities | 24.6 B | |||
About Novartis Performance
By analyzing Novartis' fundamental ratios, stakeholders can gain valuable insights into Novartis' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
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 OTC Exchange. It employs 104323 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. Pink Sheet 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 |
- 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' pink sheet. These opinions can provide insight into Novartis' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Novartis Pink Sheet 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.
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