Novartis AG (NVS)

NYSE: NVS · USD

$156

-0.93 (-0.6%)· Recorded snapshot

Market cap	291.7B
Revenue (ttm)	57.4B
Net income (ttm)	10B
EPS (ttm)	$5.26
Shares out	1.9B
P/E (trailing)	29.7x
P/E (forward)	16.1x
Dividend	$3.08 (1.98%)
Volume	1,818,332
Beta	0.47

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 57.4B
Net income (ttm): 10B
EPS (ttm): $5.26
P/E (trailing): 29.7x
P/E (forward): 16.1x
Market cap: 291.7B

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
EXAS	Exact Sciences Corp	—	—	—	—	—	—	Halten

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E16.1

P25 n/aP50 n/aP75 n/a

Trailing P/E29.7

P25 n/aP50 n/aP75 n/a

ROE24.3

P25 n/aP50 n/aP75 n/a

ROIC19.3

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All NVS indicators

Market & fundamental data

Available fields

284

Groups with data

Currency

USD

Showing 284 of 284 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001114448
Company name	Novartis AG
Country	Switzerland
Country code	US
CUSIP number	66987V109
Earnings date	2026-10-27
Earnings time	bmo
Employees	75,267
Employees change	-616
Employees growth	-0.81%
Enterprise value	$331.8B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-05-09
Fiscal year end	December
Founded	1895
Industry	Drug Manufacturers - General
IPO date	1991-11-18
Is primary listing	No
Is SPAC	No
ISIN number	US66987V1098
Last 10-K release date	2026-02-04
Last earnings date	2026-10-27
Last refreshed	2026-10-28
Last stock split date	2000-05-11
Last stock split type	Forward
Market cap	$291.7B
Market cap category	Mega-Cap
Next earnings date	2027-02-03
Options	Yes
Price	$155.93
Price currency	USD
Sector	Healthcare
SIC code	2834
Stock price date	2026-10-28
Symbol	NVS
Website	https://www.novartis.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	17.54x
Average P/E ratio (10Y)	19.87x
Average P/E ratio (3Y)	17.62x
Average P/E ratio (5Y)	17.8x
Earnings yield	3.37%
EV/Earnings	33.25x
EV/EBIT	17.11x
EV/EBITDA	13.86x
EV/FCF	21.3x
EV/Sales	5.81x
FCF / EV yield	4.69%
FCF yield	5.33%
Forward EV/Sales	5.45x
Forward P/E	16.08x
Forward P/S	4.8x
Graham number	49.34996
Graham upside	-68.63%
Industry forward P/E	18.59x
Industry P/E	36.43x
Lynch fair value	$26.88
Lynch upside	-82.91%
P/(FCF - SBC) ratio	20.21x
P/(OCF - SBC) ratio	18.13x
P/B ratio	7.81x
P/E ratio	29.65x
P/FCF ratio	18.74x
P/OCF ratio	16.94x
P/S ratio	5.12x
Price/EBITDA ratio	12.2x
Sector forward P/E	23.56x
Sector P/E	50.08x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	33.98%
EBITDA margin	41.94%
Effective tax rate	20.8%
FCF margin	27.29%
Gross margin	75.21%
Operating margin	33.98%
Pretax margin	22.04%
Profit margin	17.49%
Profit per employee	$133,272
Profitable quarters	67
Profitable years	26
Revenue per employee	$762,140
ROA	10.86%
ROA (5Y)	7.4%
ROCE	23.04%
ROE	24.33%
ROE (5Y)	23.91%
ROIC	19.26%
ROIC (5Y)	17.5%
SBC / revenue	1.98%
Tax / revenue	4.58%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	-28.31%
EPS growth (Q)	-68.81%
EPS growth (QoQ)	-63.16%
EPS growth 10Y	6.32%
EPS growth 3Y	12.03%
EPS growth 5Y	3.87%
EPS growth years	1
FCF growth	-20.02%
FCF growth (Q)	-17.79%
FCF growth (QoQ)	-8.09%
FCF growth 3Y	1.3%
FCF growth 5Y	2.63%
Gross profit growth	0.4%
Gross profit growth (Q)	5.89%
Gross profit growth 3Y	8.64%
Gross profit growth 5Y	3.12%
Net income growth	-30.31%
Net income growth (Q)	-69.4%
Net income growth (QoQ)	-63.17%
Net income growth 3Y	8.58%
Net income growth 5Y	0.45%
Net income growth years	1
OCF growth	-17.79%
OCF growth (Q)	-16.25%
OCF growth (QoQ)	-6.44%
OCF growth 10Y	3.71%
OCF growth 3Y	2.64%
OCF growth 5Y	2.66%
Operating income growth	1.26%
Operating income growth (Q)	16.25%
Operating income growth 3Y	19.41%
Operating income growth 5Y	7.48%
Revenue growth	1.76%
Revenue growth (Q)	4.67%
Revenue growth (QoQ)	0.52%
Revenue growth 10Y	1.46%
Revenue growth 3Y	7.75%
Revenue growth 5Y	1.83%
Revenue growth quarters	1
Revenue growth years	3

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-1.7B
Depreciation and amortization	$4.6B
EBIT	$19.5B
EBITDA	$24.1B
EPS	$5.26
FCF per share	$8.29
Financing cash flow	$778M
Free cash flow	$15.7B
Free cash flow minus SBC	$14.5B
Gross profit	$43.1B
Income taxes	$2.6B
Investing cash flow	$-18.7B
Net borrowing	$16.2B
Net cash flow	$-686M
Net income	$10B
Operating cash flow minus SBC	$16.2B
Operating income	$19.5B
Revenue	$57.4B
Stock-based compensation	$1.1B

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	3.56
Book value per share	$19.71
Debt / EBITDA	1.98
Debt / equity	1.29
Debt / FCF	3.09
Goodwill	$27.2B
Interest coverage	12.36
Long-term assets	$88.4B
Long-term liabilities	$47.1B
Net cash (debt)	$-39.4B
Net cash / market cap	-13.44%
Net debt / EBITDA	1.64
Net debt / equity	1.05
Net debt / FCF	2.52
Piotroski F-Score	5
Property, plant and equipment	$12.3B
Shareholders' equity	$37.6B
Tangible book value	$-29.8B
Tangible book value per share	$-15.76
Total assets	$117.1B
Total cash	$8.9B
Total debt	$48.3B
Total liabilities	$79.6B
WACC	6.22%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.51
Current assets	$28.7B
Current liabilities	$32.5B
Current ratio	0.88
Inventory turnover	2.27
Net working capital	$-2.7B
Quick ratio	0.58
Working capital	$-3.8B
Working capital turnover	-15.14

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	2.76%
Dividend growth	18.68%
Dividend growth (10Y)	5.72%
Dividend growth (3Y)	10.65%
Dividend growth (5Y)	8.18%
Dividend growth years	6
Dividend payment date	2026-03-16
Dividend payment years	35
Dividend payout frequency	Annual
Dividend per share	$3.08
Dividend yield	1.98%
Ex-dividend date	2026-03-11
FCF payout ratio	34.94%
Last dividend	$3.08
Payout ratio	47.28%
Shareholder yield	4.72%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	117.75%
10Y return CAGR	12.11%
10Y total return	213.55%
150-day SMA	$150.42
15Y price change	166.55%
15Y return CAGR	10.67%
15Y total return	357.77%
1D price change	-0.59%
1M price change	7.2%
1M total return	7.2%
1W price change	1.3%
1W total return	1.3%
1Y price change	20.75%
1Y return CAGR	24.46%
1Y total return	24.44%
20-day SMA	$147.99
200-day SMA	$151.64
20Y price change	157.27%
20Y return CAGR	8.63%
20Y total return	423.66%
3M price change	-0.12%
3M total return	-0.12%
3Y price change	68.99%
3Y return CAGR	23.27%
3Y total return	87.33%
50-day SMA	$148.29
50-day SMA vs 200-day SMA	50under200
52-week high	$170.46
52-week high date	2026-02-27
52-week low	$121.57
52-week low date	2025-10-29
5Y price change	88.48%
5Y return CAGR	17.83%
5Y total return	127.13%
6M price change	8.14%
6M total return	8.14%
All-time high	$170.46
All-time high date	2026-02-27
All-time low	$25.94
All-time low date	1997-01-21
Average true range (ATR)	$3.02
Average volume	2M
Beta (5Y)	0.47
Change from 52-week high	-8.52%
Change from 52-week low	28.26%
Change from all-time high	-8.52%
Change from all-time low	501.12%
Change from open	0.68%
Day's gap	-1.26%
Dollar volume	$283.5M
High price	$157.24
Low price	$154.16
Monthly RSI	62.22
Open price	$154.88
Position in 52-week range	57.47%
Premarket change	-1.11%
Premarket close	$156.86
Premarket price	$155.12
Premarket volume	42K
Previous close	$156.86
Price vs 150-day SMA	3.66%
Price vs 20-day SMA	5.37%
Price vs 200-day SMA	2.83%
Price vs 50-day SMA	5.15%
Relative volume	0.92
RSI	63.09
Sharpe ratio	0.8
Sharpe ratio (3Y)	0.85
Sharpe ratio (5Y)	0.68
Sortino ratio	1.28
Sortino ratio (3Y)	1.43
Sortino ratio (5Y)	1.26
Volume	1.8M
Weekly RSI	55.78
YTD price change	13.1%
YTD total return	16.56%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	1.9B
Float percentage	98.29%
Shares change (QoQ)	-0.47%
Shares change (YoY)	-2.76%
Shares held by insiders	0.11%
Shares held by institutions	36.29%
Shares outstanding	1.9B
Short % of shares	0.3%
Short ratio	2.2 days

Deeper analysis on NVS

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Frequently asked questions

About this NVS report

Is a complete NVS research report available?

No complete published report is available for Novartis AG (NVS) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Novartis AG (NVS)

Price

Financial snapshot

Fair-value bridge

Latest news · NVS

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All NVS indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on NVS

Frequently asked questions