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NVS

NEUTRAL
$147.85 Live
Novartis AG · NYSE
Target $153.56 (+3.9%)
$104.93 52W Range $170.46
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$282.11B
P/E
21.18
ROE
34.9%
Profit margin
23.9%
Debt/Equity
1.21
Dividend yield
3.21%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
Novartis exhibits a stable financial foundation with a Piotroski F-Score of 6/9, yet it faces significant valuation headwinds. The stock is trading at a massive premium compared to its Graham Number ($61.62) and Intrinsic Value ($48.86), while current growth metrics are negative across both revenue (-0.70%) and earnings (-9.30%). While profitability remains elite with an ROE of 34.93%, the combination of a bearish technical trend (0/100) and deteriorating quarterly earnings surprises suggests limited near-term upside.

Key Strengths

Exceptional profitability with a 34.93% ROE and 75.55% gross margin
Strong historical price performance (106.4% 5-year change)
Stable financial health as indicated by a 6/9 Piotroski F-Score
Consistent dividend yield of 3.21%
Strong operating margin of 30.48% reflecting efficient core operations

Key Risks

Severe overvaluation relative to deterministic fair value models
Negative YoY revenue and earnings growth indicating a stagnation phase
Liquidity concerns with a Current Ratio of 0.85 and Quick Ratio of 0.53
Bearish technical trend (0/100) suggesting a potential price correction
High PEG ratio (2.53) indicating the price is not supported by growth
AI Fair Value Estimate
Based on comprehensive analysis
$72.45
-51.0% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
50
Moderate
Value
20
Future
30
Past
85
Health
60
Dividend
55
AI Verdict
Overvalued Stability
Key drivers: High ROE, Negative Growth, Valuation Gap, Liquidity Ratios
Confidence
90%
Value
20/100

Ref P/E, PEG, Graham Number

Positives
  • Forward P/E (15.07) is lower than trailing P/E
Watchpoints
  • Price ($147.85) is >2x the Graham Number ($61.62)
  • Price is ~3x the Intrinsic Value ($48.86)
  • High PEG ratio of 2.53
Future
30/100

Ref Growth rates

Positives
  • Analyst target price ($153.56) is slightly above current price
Watchpoints
  • Negative YoY Revenue Growth (-0.70%)
  • Negative YoY Earnings Growth (-9.30%)
  • Recent quarterly earnings misses (1/4 beats)
Past
85/100

Ref Historical trends

Positives
  • Strong 1Y (+34.2%) and 5Y (+106.4%) returns
  • Consistent historical earnings delivery over 25 quarters
Watchpoints
  • Recent 1-month price decline (-3.2%)
Health
60/100

Ref Altman Z-Score, Piotroski F-Score

Positives
  • Piotroski F-Score of 6/9 indicates stability
  • Strong ROA of 10.54%
Watchpoints
  • Current Ratio (0.85) and Quick Ratio (0.53) are below healthy thresholds
  • Debt/Equity of 1.21 is moderate but requires monitoring
Dividend
55/100

Ref Yield, Payout

Positives
  • Reliable 3.21% yield
Watchpoints
  • Payout ratio of 67.91% limits significant dividend growth potential

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$147.85
Analyst Target
$153.56
Upside/Downside
+3.9%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for NVS and closest competitors.

Updated 2026-04-30
NVS
Novartis AG
Primary
5Y
+106.4%
3Y
+59.9%
1Y
+34.2%
6M
+24.3%
1M
-3.2%
1W
+0.2%
AZN
AstraZeneca PLC
Peer
5Y
+92.9%
3Y
+49.4%
1Y
+38.4%
6M
+28.8%
1M
+0.5%
1W
-1.5%
MRK
Merck & Co., Inc.
Peer
5Y
+82.7%
3Y
+4.5%
1Y
+35.7%
6M
+30.2%
1M
-6.0%
1W
-1.7%
UNH
UnitedHealth Group Incorporated
Peer
5Y
-11.6%
3Y
-29.1%
1Y
-21.8%
6M
-10.0%
1M
+17.4%
1W
+3.4%
TMO
Thermo Fisher Scientific Inc.
Peer
5Y
+6.7%
3Y
-9.7%
1Y
+18.7%
6M
-9.2%
1M
+7.5%
1W
-3.3%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
21.18
Forward P/E
15.07
PEG Ratio
2.53
P/B Ratio
6.12
P/S Ratio
4.99
EV/Revenue
5.7
EV/EBITDA
14.07
Market Cap
$282.11B

Profitability

Profit margins and return metrics

Profit Margin 23.92%
Operating Margin 30.48%
Gross Margin 75.55%
ROE 34.93%
ROA 10.54%

Growth

Revenue and earnings growth rates

Revenue Growth -0.7%
Earnings Growth -9.3%
Q/Q Revenue Growth -0.7%
Q/Q Earnings Growth -12.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.21
Moderate
Current Ratio
0.85
Weak
Quick Ratio
0.53
Poor
Cash/Share
$3.61

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q1 2026

Revenue
$13.5B
Gross Margin
74.4%
Op. Margin
31.3%
Net Margin
23.3%
Total Assets
$118.5B
Liabilities
$79.6B
Equity
$38.5B
Debt/Equity
2.07x
Operating CF
$3.7B
CapEx
$-0.8B
Free Cash Flow
$2.9B
FCF Yield
78%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-21
$N/A
2026-04-27
$1.99
-3.7% surprise
2026-02-04
$2.03
+1.3% surprise
2025-10-28
$2.25
-2.6% surprise

Healthcare Sector Comparison

Comparing NVS against 582 companies in the Healthcare sector (37 bullish, 181 neutral, 364 bearish)
P/E Ratio
21.18
This Stock
vs
71.85
Sector Avg
-70.5% (Discount)
Return on Equity (ROE)
34.93%
This Stock
vs
-87.12%
Sector Avg
-140.1% (Below Avg)
Profit Margin
23.92%
This Stock
vs
-16.02%
Sector Avg
-249.4% (Weaker)
Debt to Equity
1.21
This Stock
vs
2.6
Sector Avg
-53.6% (Less Debt)
Revenue Growth
-0.7%
This Stock
vs
120.93%
Sector Avg
-100.6% (Slower)
Current Ratio
0.85
This Stock
vs
4.39
Sector Avg
-80.7% (Weaker)

Similar Companies

Peer comparison within the same industry

NVS Novartis AG
NEUTRAL
Mkt Cap
$282.1B
P/E
21.2
ROE
34.9%
Price
$147.85
AZN AstraZeneca PLC
NEUTRAL
Mkt Cap
$288.2B
P/E
30.5
ROE
21.7%
Price
$92.95
 Compare with NVS
MRK Merck & Co., Inc.
BEARISH
Mkt Cap
$274.0B
P/E
15.2
ROE
36.9%
Price
$110.95
 Compare with NVS
UNH UnitedHealth...
NEUTRAL
Mkt Cap
$293.6B
P/E
24.4
ROE
12.5%
Price
$323.48
 Compare with NVS
TMO Thermo Fisher...
NEUTRAL
Mkt Cap
$191.0B
P/E
29.0
ROE
13.0%
Price
$513.98
 Compare with NVS

SEC Filings

Recent regulatory filings from the SEC EDGAR database

20-F
20-F
2026-02-04

Novartis (NVS) filed its 20-F annual report on February 4, 2026. Due to the absence of detailed excerpts, specific financial highlights and risk factors cannot be determined from the provided metadata.

20-F
20-F
2025-01-31

Novartis (NVS) filed its 20-F annual report on January 31, 2025. This filing contains the company's comprehensive annual financial results and detailed disclosures regarding its operational risks and strategic outlook.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
HOLD
10 analysts
Morgan Stanley
2026-03-26
Maintains
Overweight Overweight
Barclays
2026-01-06
up
Underweight Equal-Weight
JP Morgan
2025-12-08
up
Neutral Overweight

Past News Coverage

Recent headlines mentioning NVS from our newsroom.

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