LON/0K9E (LON/0K9E)

London Stock Exchange: LON/0K9E · USD

$156

-0.43 (-0.3%)· Recorded snapshot

Market cap	220.4B
Revenue (ttm)	43.2B
Net income (ttm)	7.6B
EPS (ttm)	$3.96
P/E (trailing)	29.6x
P/E (forward)	16.1x
Dividend	$3.02 (2.58%)
Volume	315
Beta	0.47

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 43.2B
Net income (ttm): 7.6B
EPS (ttm): $3.96
P/E (trailing): 29.6x
P/E (forward): 16.1x
Market cap: 220.4B

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/E29.6

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 LON/0K9E indicators

Market & fundamental data

Available fields

247

Groups with data

Currency

USD

Showing 247 of 247 available metrics for this ticker.

Profile and market data

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

Metric	Value
Amount currency	GBP
Country	Switzerland
Country code	UK
Earnings date	2026-10-27
Employees	75,267
Employees change	-616
Employees growth	-0.81%
Enterprise value	$250.5B
Exchange	London Stock Exchange
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-05-10
Fiscal year end	December
Founded	1996
Industry	Drug Manufacturers - General
Is primary listing	No
ISIN number	US66987V1098
Last earnings date	2026-10-27
Last refreshed	2026-10-28
Market cap	$220.4B
Next earnings date	2027-02-03
Price	$155.97
Price currency	USD
Sector	Healthcare
SIC code	2834
Stock price date	2026-10-28
Symbol	lon/0K9E
Website	https://www.novartis.com

Valuation

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

Metric	Value
Average P/E ratio (10Y)	19.87x
Average P/E ratio (3Y)	17.62x
Average P/E ratio (5Y)	17.8x
Earnings yield	3.38%
EV/Earnings	33.17x
EV/EBIT	17x
EV/EBITDA	13.61x
EV/FCF	21.25x
EV/Sales	5.78x
FCF / EV yield	4.71%
FCF yield	5.35%
Forward P/E	16.1x
Graham number	48.96109
Graham upside	-68.55%
Lynch fair value	$26.67
Lynch upside	-82.87%
P/(FCF - SBC) ratio	20.16x
P/(OCF - SBC) ratio	18.09x
P/B ratio	7.79x
P/E ratio	29.6x
P/FCF ratio	18.7x
P/OCF ratio	16.9x
P/S ratio	5.1x
Price/EBITDA ratio	12.17x
Sector forward P/E	14.49x
Sector P/E	22.58x

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	27.3%
Gross margin	75.21%
Operating margin	33.98%
Pretax margin	22.04%
Profit margin	17.49%
Profit per employee	$100,385
Profitable quarters	106
Profitable years	28
Revenue per employee	$574,067
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 years	3

Financial statements

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

Metric	Value
Capital expenditures	$-1.3B
Depreciation and amortization	$3.4B
EBIT	$14.7B
EBITDA	$18.1B
EPS	$3.96
Financing cash flow	$586M
Free cash flow	$11.8B
Free cash flow minus SBC	$10.9B
Gross profit	$32.5B
Income taxes	$2B
Investing cash flow	$-14.1B
Net borrowing	$12.2B
Net cash flow	$-516.7M
Net income	$7.6B
Operating cash flow minus SBC	$12.2B
Operating income	$14.7B
Revenue	$43.2B
Stock-based compensation	$855.7M

Financial strength

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

Metric	Value
Altman Z-Score	3.56
Book value per share	$14.85
Debt / EBITDA	1.98
Debt / equity	1.29
Debt / FCF	3.09
Goodwill	$20.5B
Interest coverage	12.36
Long-term assets	$66.6B
Long-term liabilities	$35.5B
Net cash (debt)	$-29.7B
Net cash / market cap	-13.47%
Net debt / EBITDA	1.64
Net debt / equity	1.05
Net debt / FCF	2.52
Piotroski F-Score	5
Property, plant and equipment	$9.2B
Shareholders' equity	$28.3B
Tangible book value	$-22.4B
Tangible book value per share	$-11.87
Total assets	$88.2B
Total cash	$6.7B
Total debt	$36.4B
Total liabilities	$59.9B
WACC	6.22%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.51
Current assets	$21.6B
Current liabilities	$24.5B
Current ratio	0.88
Inventory turnover	2.27
Net working capital	$-2.1B
Quick ratio	0.58
Working capital	$-2.8B
Working capital turnover	-11.4

Dividends and buybacks

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

Metric	Value
Buyback yield / dilution	2.76%
Dividend growth	18.75%
Dividend growth (3Y)	20.88%
Dividend growth (5Y)	14.08%
Dividend growth years	6
Dividend payment date	2026-03-16
Dividend payment years	9
Dividend payout frequency	Annual
Dividend per share	$3.02
Dividend yield	2.58%
Ex-dividend date	2026-03-11
Last dividend	$4.02
Payout ratio	90.4%
Shareholder yield	5.35%

Performance and technicals

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

Metric	Value
150-day SMA	$150.45
1D price change	-0.27%
1M price change	7.87%
1M total return	7.87%
1W price change	1.85%
1W total return	1.85%
1Y price change	20.68%
1Y return CAGR	23.77%
1Y total return	23.76%
20-day SMA	$147.86
200-day SMA	$151.61
3M price change	-0.01%
3M total return	-0.01%
3Y price change	69.03%
3Y return CAGR	22.63%
3Y total return	84.42%
50-day SMA	$148.29
50-day SMA vs 200-day SMA	50under200
52-week high	$170.29
52-week high date	2026-02-27
52-week low	$121.65
52-week low date	2025-10-29
5Y price change	88.42%
5Y return CAGR	16.76%
5Y total return	116.97%
6M price change	8.11%
6M total return	8.11%
All-time high	$170.29
All-time high date	2026-02-27
All-time low	$71.75
All-time low date	2020-03-17
Average true range (ATR)	$3.78
Average volume	5.3K
Beta (5Y)	0.47
Change from 52-week high	-8.41%
Change from 52-week low	28.21%
Change from all-time high	-8.16%
Change from all-time low	117.98%
Change from open	0.03%
Day's gap	-0.3%
Dollar volume	$49,131
High price	$157.35
Low price	$154.38
Monthly RSI	62.38
Open price	$155.93
Position in 52-week range	53.51%
Previous close	$156.40
Price vs 150-day SMA	3.95%
Price vs 20-day SMA	5.78%
Price vs 200-day SMA	3.16%
Price vs 50-day SMA	5.47%
Relative volume	0.06
RSI	62.5
Sharpe ratio	0.72
Sharpe ratio (3Y)	0.8
Sharpe ratio (5Y)	0.66
Sortino ratio	1.17
Sortino ratio (3Y)	1.37
Sortino ratio (5Y)	1.22
Volume	315
Weekly RSI	55.61
YTD price change	13.11%
YTD total return	16%

Ownership and float

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

Metric	Value
Float	1.9B
Shares change (QoQ)	-0.47%
Shares change (YoY)	-2.76%
Shares held by insiders	0.11%
Shares held by institutions	36.29%

Deeper analysis on LON/0K9E

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.

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Risks

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

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

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

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Frequently asked questions

About this LON/0K9E report

Is a complete LON/0K9E research report available?

No complete published report is available for lon/0K9E (LON/0K9E) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

LON/0K9E (LON/0K9E)

Price

Financial snapshot

Fair-value bridge

Latest news · LON/0K9E

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All LON/0K9E 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 LON/0K9E

Frequently asked questions