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 reviewed stock analysis.

NVS Stock Analysis, Forecast & Valuation

Market cap	303.3B
Revenue (ttm)	56.7B
Net income (ttm)	12.8B
EPS (ttm)	$6.61
Shares out	1.9B
P/E (trailing)	23.8x
P/E (forward)	17.3x
Dividend	$3.08 (1.93%)
Volume	1,685,047

Beta	0.49

Price target	$155	-2.8%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ALNY	Alnylam Pharmaceuticals, Inc.	38.3B	72.6x	8.9x	78.4%	+49.7%	-11.8%	Strong Buy
ARGX	argenx SE	55.2B	32.2x	10.4x	50.6%	+58.8%	+48.3%	Strong Buy
EXAS	Exact Sciences Corp	—	—	—	—	—	—	Hold

All NVS indicators

Market & fundamental data

Available fields

285

Groups with data

Currency

USD

Showing 285 of 285 available metrics for this ticker.

Profile and market data

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

Metric	Value
Cik	0001114448
Company name	Novartis AG
Country	Switzerland
Country code	US
Cusip	66987V109
Employees	75,267
Employees Change	-616%
Employees Change Percent	-0.81
Enterprise value	$344.6B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Drug Manufacturers - General
Industry PE	27.58
Industry PE Fwd	19.22
IPO Date	1991-11-18
Isin	US66987V1098
Last refreshed	2026-07-29
Market cap	$303.3B
Market cap category	Mega-Cap
Price	$160
Price currency	USD
Rev Per Employee	753,225.19x
Sector	Healthcare
Sector PE	45.13
Sector PE Fwd	23.9
Sic	2834
Symbol	NVS
Website	https://www.novartis.com

Valuation

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

Metric	Value
Earnings Yield	4.21%
EV Earnings	27.01x
EV Sales Forward	5.94x
EV/EBIT	20.15x
EV/EBITDA	15.29x
EV/FCF	20.56x
EV/Sales	6.08x
FCF yield	5.53%
Forward P/E	17.29x
P/B ratio	7.23x
P/E ratio	23.77x
P/S ratio	5.35x
PE Ratio10 Y	19.88x
PE Ratio3 Y	17.61x
PE Ratio5 Y	17.37x
PS Forward	5.23x

Profitability

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

Metric	Value
EBIT Margin	30.17%
EBITDA Margin	39.77%
FCF margin	29.57%
Gross margin	74.98%
Gross Profit	$42.5B
Gross Profit Growth	0.99%
Gross Profit Growth Q	-2.09%
Gross Profit Growth3 Y	9.27%
Gross Profit Growth5 Y	3.18%
Net Income	$12.8B
Net Income Growth	-6.57%
Net Income Growth Q	-19.23%
Net Income Growth Years	1%
Net Income Growth3 Y	18.6%
Net Income Growth5 Y	7.26%
Pretax Margin	27.38%
Profit Margin	22.5%
Profit Per Employee	$169,490
Profitable Quarters	$67
Profitable Years	26
ROA	10.25
Roa5y	7.4
ROCE	18.94
ROE	30.35
Roe5y	23.91
ROIC	18.78
Roic5y	17.5

Growth

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

Metric	Value
Cagr10y	10.76%
Cagr15y	10.44%
Cagr1y	40.01%
Cagr20y	9.22%
Cagr3y	19.5%
Cagr5y	16.1%
Div CAGR10	5.72%
Div CAGR3	10.65%
Div CAGR5	8.18%
EPS Growth	-3.43
EPS Growth Q	-16.99
EPS Growth Years	1
EPS Growth3 Y	22.59
EPS Growth5 Y	10.88
FCF Growth	-13.25%
FCF Growth Q	-12.19%
FCF Growth3 Y	5.09%
FCF Growth5 Y	6.81%
OCF Growth	-11.52%
OCF Growth Q	-11.74%
OCF Growth10 Y	4.42%
OCF Growth3 Y	6.18%
OCF Growth5 Y	6.5%
Revenue Growth	2.73x
Revenue Growth Q	0.78x
Revenue Growth Quarters	1x
Revenue Growth Years	3x
Revenue Growth3 Y	8.37x
Revenue Growth5 Y	1.92x

Financial strength

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

Metric	Value
Asset Turnover	$0.5
Assets	$122B
Cash	$7.6B
Current Assets	$27.4B
Current Liabilities	$31.7B
Debt	$49B
Debt EBITDA	$2.17
Debt Equity	$1.17
Debt FCF	$2.92
Equity	$41.9B
Interest Coverage	12.3
Liabilities	$80.1B
Long Term Assets	$94.7B
Long Term Liabilities	$48.3B
Net Cash	$-41.4B
Net Cash By Market Cap	$-13.65
Net Debt EBITDA	$1.84
Net Debt Equity	$0.99
Net Debt FCF	$2.47
Tangible Book Value	$-27.3B
Tangible Book Value Per Share	$-14.36
WACC	6.33

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	0.86
Inventory Turnover	2.27
Net Working Capital	$-2.2B
Quick ratio	0.55
Working Capital	$-4.4B
Working Capital Turnover	$-11.15

Dividends and buybacks

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

Metric	Value
Buyback Yield	3.34%
Dividend Growth	18.68%
Dividend Growth Years	6%
Dividend per share	$3.08
Dividend Years	35
Dividend Yield	1.93%
Ex Div Date	2026-03-11
Last Dividend	$3.08
Payout Frequency	Annual
Payout Ratio	46.58%

Performance and technicals

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

Metric	Value
10Y total return	177.7%
1Y total return	39.97%
200-day SMA	145.9
3Y total return	70.66%
50-day SMA	152
50-day SMA vs 200-day SMA	50over200
5Y total return	110.93%
All Time High	170.5
All Time High Change	-6.22%
All Time High Date	2026-02-27
All Time Low	25.94
All Time Low Change	516.23%
All Time Low Date	1997-01-21
ATR	3.49
Beta	0.5
Ch YTD	15.94
High	160.3
High52	170.5
High52 Date	2026-02-27
High52ch	-6.22%
Low	158
Low52	112.3
Low52 Date	2025-08-01
Low52ch	42.29%
Ma50ch	5.13%
Premarket Change Percent	0.63
Premarket Price	$157
Premarket Volume	29,911
Price vs 200-day SMA	9.6%
RSI	61.06
RSI Monthly	67.5
RSI Weekly	63.52
Sharpe ratio	1.48x
Sortino ratio	2.57
Total Return	5.26%
Tr YTD	19.49
Tr15y	343.22%
Tr1m	2.86%
Tr1w	3.89%
Tr3m	10.86%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	12
Analyst Count Top	4
Analyst Price Target Top	$162
Analyst Ratings	Hold
Analyst Ratings Top	Buy
Earnings EPS Estimate	$2.16
Earnings EPS Estimate Growth	-10.74
Earnings Revenue Estimate	14,123,974,808x
Earnings Revenue Estimate Growth	0.5x
Operating Income	$18.6B
Operating Income Growth	-0.19
Operating Income Growth Q	3.29
Operating Income Growth3 Y	16.86
Operating Income Growth5 Y	8.09
Operating margin	32.75
Price target	$155
Price Target Change	$-2.8
Price Target Change Top	$1.55

Ownership and float

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

Metric	Value
Float	1,856,353,592%
Float Percent	97.67%
Net Borrowing	16,448,000,000
Shares Insiders	0.11%
Shares Institutions	37.29%
Shares Out	1,900,714,840
Shares Qo Q	-0.1%
Shares Yo Y	-3.34%
Short Ratio	2.66
Short Shares	0.3

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$15.6B
Adjusted OCF	17,256,000,000
Average Volume	1,781,821.8x
Bv Per Share	21.86
CAPEX	$-1.6B
Ch10y	92.85
Ch15y	158.1
Ch1m	2.86
Ch1w	3.89
Ch1y	35.81
Ch20y	186.7
Ch3m	10.86
Ch3y	53.95
Ch5y	75.04
Ch6m	5.01
Change	2.4%
Change From Open	1.13
Close	156.1
Days Gap	1.26
Depreciation Amortization	4,530,000,000
Dollar Volume	269,354,763
Earnings Date	2026-07-21
Earnings Time	bmo
EBIT	$17.1B
EBITDA	$22.5B
EPS	$6.61
F Score	5
FCF	$16.8B
FCF EV Yield	4.86x
FCF Per Share	$8.82
Financing CF	453,000,000
Fiscal Year End	December
Founded	1,895
Goodwill	26,767,000,000
Graham Number	57.83266
Graham Upside	-63.82
Income Tax	$2.8B
Investing CF	-17,805,000,000
Is Primary Listing	0
Is Spac	No
Last Earnings Date	2026-07-21
Last Report Date	2026-06-30
Last Split Date	2000-05-11
Last Split Type	Forward
Last10k Filing Date	2026-02-04
Lynch Fair Value	$48.84
Lynch Upside	-69.44
Ma150	151.2
Ma150ch	5.69%
Ma20	154.6
Ma20ch	3.4%
Net CF	960,000,000
Next Earnings Date	2026-10-27
Open	158.1
Optionable	Yes
P FCF Ratio	18.09
P FCF Ratio SBC	19.41
P OCF Ratio	16.49
P OCF Ratio SBC	17.58
Payment Date	2026-03-16
Position In Range	78.79
Post Close	159.9
Postmarket Change Percent	0.26
Postmarket Price	$160
Ppne	12,267,000,000
Pre Close	156.1
Price Date	2026-07-28
Price EBITDA	$13.45
Relative Volume	0.95x
Revenue	56,693,000,000x
SBC By Revenue	2.01x
Share Based Comp	1,137,000,000
Tax By Revenue	4.89x
Tax Rate	17.88%
Tr20y	483.52%
Tr6m	8.23%
Volume	1,685,047
Z Score	3.36

Novartis AG (NVS)

Coverage state: Market snapshot only — no published research

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Profile and market data

Valuation

Profitability

Growth

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Analyst estimates

Ownership and float

Other indicators

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