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Novartis AG

NVS | US

145.47

USD

-2.01

-1.36%

NVS | US
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About Novartis AG

Sector

Healthcare

Industry

Drug Manufacturers - Major

Earnings date

30/06/2024

As of date

24/04/2026

Close

145.47

Open

146.03

High

146.07

Low

144.05

Novartis AG researches develops manufactures and markets healthcare products in Switzerland and internationally. The company operates through two segments: Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and physicians. It also provides cardiovascular ophthalmology neuroscience immunology hematology and solid tumor products. The Sandoz segment develops manufactures and markets finished dosage forms of small molecule pharmaceuticals to third parties. It also provides protein- or other biotechnology-based products including biosimilars; and biotechnology manufacturing services; and anti-infectives such as active pharmaceutical ingredients and intermediates primarily antibiotics. Novartis AG has a license and collaboration agreement with Alnylam Pharmaceuticals to develop manufacture and commercialize inclisiran a therapy to reduce LDL cholesterol. Novartis AG was incorporated in 1996 and is headquartered in Basel Switzerland.

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NVS | US

Risk
19.0
Sharpe
1.45
Luna's Score
64/100
Recommendation
Hold

Luna says (NVS | US)

What's Working

Low 6-Month Volatility (<30%)

Megacap (>200B USD)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Low Market Beta (-0.4 to 0.8)

Strong Operating Margin (> 25%)

Strong Sharpe Ratio (> 1.2)

What's not Working

Negative Momentum (Declining Price)

Price Below SMA10D

Weak P/E, and PEG ratio indicator

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

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10 days

15.2%

1 month

19.0%

3 months

20.9%

6 months

21.2%

Returns

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Fundamental Ratios

PE

23.96

Fwd. PE

14.35

Price to book

5.65

Debt to equity

0.69

Debt to assets

0.30

Ent. to EBITDA

13.53

Ent. to rev.

5.25

PEG

4.22

Other Fundamentals

EBITDA

19.30B

MarketCap

294.52B

MarketCap(USD)

294.52B

Div. yield

3.22

Op. margin

33.41

Erngs. growth

43.00

Rev. growth

9.60

Ret. on equity

21.50

Short ratio

5.21

Short perc.

0.28

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

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Range10D

12.41

Range1M

12.41

Range3M

26.41

Volumes: Market Activity

Volume Averages

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Rel. volume

0.87

Price X volume

178.23M

Peers

Name
Ticker
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Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Merck & Co. IncMRKDrug Manufacturers - Major111.9283.65B-2.37%20.1386.71%
Pfizer IncPFEDrug Manufacturers - Major27153.00B1.24%n/a79.19%
Bristol-Myers Squibb CompanyBMYDrug Manufacturers - Major58.71119.03B-0.53%n/a317.39%
SanofiSNYDrug Manufacturers - Major46.78117.28B-1.58%30.1832.67%
GlaxoSmithKline plcGSKDrug Manufacturers - Major54.44111.97B-2.14%13.16117.89%
Hutchison China MediTech LimitedHCMDrug Manufacturers - Major142.39B0.94%n/a11.09%
Rockwell Medical IncRMTIDrug Manufacturers - Major0.872727.08M1.99%n/a61.18%
TherapeuticsMD IncTXMDDrug Manufacturers - Major2.1925.26M0.46%n/a27.44%
NanoViricides IncNNVCDrug Manufacturers - Major1.2618.49M-3.08%n/a0.00%
China Pharma Holdings IncCPHIDrug Manufacturers - Major0.629310.80M6.64%n/a54.76%
  • 1

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KE Holdings IncBEKEReal Estate Services16.1820.57B2.41%42.2028.64%
Jones Lang LaSalle IncorporatedJLLReal Estate Services338.5616.07B0.28%33.6258.74%
CoStar Group IncCSGPReal Estate Services36.4414.93B-2.51%152.4014.68%
Advanced Energy Industries IncAEISElectronic Components387.2414.59B1.25%44.7287.62%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA13.5321.06Cheaper
Ent. to Revenue5.255.64Par
PE Ratio23.9641.17Cheaper
Price to Book5.6511.46Cheaper
Dividend Yield3.223.27Par
Std. Deviation (3M)20.9239.12Lower Risk
Debt to Equity0.691.72Cheaper
Debt to Assets0.300.31Par
Market Cap294.52B200.67BMarket Leader
  • 1

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