Stock Scorecard
Stock Summary for Novartis AG (NVS) - $130.97 as of 10/3/2025 3:13:13 PM EST
Total Score
10 out of 30
Safety Score
67 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for NVS
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for NVS
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for NVS
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for NVS
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for NVS (67 out of 100)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 9 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 7 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 0 |
| Analyst Strong Buy Ratings (Max of 5) | 3 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 6 |
| Trading Volume (Max of 10) | 9 |
| Price to Earnings (Max of 10) | 8 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for NVS
Financial Details for NVS
Company Overview |
|
|---|---|
| Ticker | NVS |
| Company Name | Novartis AG |
| Country | USA |
| Description | Novartis AG is a leading global healthcare company based in Basel, Switzerland, focused on the research, development, manufacturing, and marketing of innovative pharmaceuticals and medical devices. With a strong portfolio of patented medicines across various therapeutic areas, including oncology, cardiology, and immunology, Novartis is committed to improving patient outcomes through cutting-edge science and technology. The company's emphasis on research and development, coupled with strategic collaborations, positions it as a key player in the evolving healthcare landscape, making it an attractive investment option for institutional investors. |
| Sector Name | HEALTHCARE |
| Industry Name | DRUG MANUFACTURERS - GENERAL |
| Most Recent Quarter | 6/30/2025 |
| Next Earnings Date | 10/28/2025 |
Stock Price History |
|
| Last Day Price | 130.97 |
| Price 4 Years Ago | 74.81 |
| Last Day Price Updated | 10/3/2025 3:13:13 PM EST |
| Last Day Volume | 1,414,864 |
| Average Daily Volume | 1,201,745 |
| 52-Week High | 133.37 |
| 52-Week Low | 92.72 |
| Last Price to 52 Week Low | 41.25% |
Valuation Measures |
|
| Trailing PE | 19.09 |
| Industry PE | 26.58 |
| Sector PE | 41.81 |
| 5-Year Average PE | 15.64 |
| Free Cash Flow Ratio | 38.07 |
| Industry Free Cash Flow Ratio | 38.57 |
| Sector Free Cash Flow Ratio | 30.43 |
| Current Ratio Most Recent Quarter | 0.82 |
| Total Cash Per Share | 3.44 |
| Book Value Per Share Most Recent Quarter | 21.69 |
| Price to Book Ratio | 6.04 |
| Industry Price to Book Ratio | 10.68 |
| Sector Price to Book Ratio | 32.30 |
| Price to Sales Ratio Twelve Trailing Months | 4.59 |
| Industry Price to Sales Ratio Twelve Trailing Months | 3.95 |
| Sector Price to Sales Ratio Twelve Trailing Months | 20.26 |
| Analyst Buy Ratings | 0 |
| Analyst Strong Buy Ratings | 1 |
Share Statistics |
|
| Total Shares Outstanding | 1,935,853,000 |
| Market Capitalization | 253,538,667,410 |
| Institutional Ownership | 7.05% |
Dividends |
|
| Ex-Dividend Date | 3/12/2025 |
| Previous Dividend Amount | 3.7395 |
| Current Dividend Amount | 3.9940 |
| Total Years Dividend Increasing | 5 |
| Trailing Annual Dividend Rate | 3.99 |
| Trailing Annual Dividend Yield | 3.05% |
| Forward Annual Dividend Rate | 3.99 |
| Forward Annual Dividend Yield | 3.05% |
| 5-Year Dividend Payments Count | 5 |
| 3-Year Average Dividend Yield | 3.86% |
| 5-Year Average Dividend Yield | 4.03% |
| 1-Year Dividend Growth Rate Percentage | 6.80% |
| 3-Year Dividend Growth Rate Percentage | 6.84% |
| 5-Year Dividend Growth Rate Percentage | 5.71% |
| All-Time Dividend Growth Rate Percentage | 7.66% |
| Dividend Payout Ratio | 58.22% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 29.60% |
| Annual Earnings Growth | -19.59% |
| Reported EPS 12 Trailing Months | 6.86 |
| Reported EPS Past Year | 4.70 |
| Reported EPS Prior Year | 7.81 |
| Net Income Twelve Trailing Months | 9,617,024,000 |
| Net Income Past Year | 11,941,000,000 |
| Net Income Prior Year | 14,850,000,000 |
| Quarterly Revenue Growth YOY | 15.30% |
| 5-Year Revenue Growth | 1.22% |
| Operating Margin Twelve Trailing Months | 36.80% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 6,656,000,000 |
| Total Cash Past Year | 11,459,000,000 |
| Total Cash Prior Year | 13,393,000,000 |
| Net Cash Position Most Recent Quarter | -15,814,000,000 |
| Net Cash Position Past Year | -9,907,000,000 |
| Long Term Debt Past Year | 21,366,000,000 |
| Long Term Debt Prior Year | 18,436,000,000 |
| Total Debt Most Recent Quarter | 22,470,000,000 |
| Equity to Debt Ratio Past Year | 0.67 |
| Equity to Debt Ratio Most Recent Quarter | 0.65 |
| Total Stockholder Equity Past Year | 44,046,000,000 |
| Total Stockholder Equity Prior Year | 46,667,000,000 |
| Total Stockholder Equity Most Recent Quarter | 41,985,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 16,806,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 8.68 |
| Free Cash Flow Past Year | 13,805,000,000 |
| Free Cash Flow Prior Year | 11,705,000,000 |
Options |
|
| Put/Call Ratio | 0.49 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.00 |
| MACD Signal | 0.00 |
| 20-Day Bollinger Lower Band | 0.00 |
| 20-Day Bollinger Middle Band | 0.00 |
| 20-Day Bollinger Upper Band | 0.00 |
| Beta | 0.57 |
| RSI | 0.00 |
| 50-Day SMA | 0.00 |
| 150-Day SMA | 0.00 |
| 200-Day SMA | 0.00 |
System |
|
| Modified | 10/4/2025 5:50:32 AM EST |