Stock Scorecard
Stock Summary for Novartis AG (NVS) - $112.57 as of 3/28/2025 8:35:16 PM EST
Total Score
10 out of 30
Safety Score
68 out of 100
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for NVS
| Positive 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 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 (68 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) | 10 |
| 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 researches, develops, manufactures and markets medical devices worldwide. The company is headquartered in Basel, Switzerland. |
| Sector Name | LIFE SCIENCES |
| Industry Name | PHARMACEUTICAL PREPARATIONS |
| Most Recent Quarter | 12/31/2024 |
| Next Earnings Date | 4/21/2025 |
Stock Price History |
|
| Last Day Price | 112.57 |
| Price 4 Years Ago | 74.89 |
| Last Day Price Updated | 3/28/2025 8:35:16 PM EST |
| Last Day Volume | 2,537,740 |
| Average Daily Volume | 2,418,760 |
| 52-Week High | 116.72 |
| 52-Week Low | 89.14 |
| Last Price to 52 Week Low | 26.28% |
Valuation Measures |
|
| Trailing PE | 18.76 |
| Industry PE | 37.01 |
| Sector PE | 40.10 |
| 5-Year Average PE | 12.85 |
| Free Cash Flow Ratio | 19.41 |
| Industry Free Cash Flow Ratio | 11.91 |
| Sector Free Cash Flow Ratio | 47.05 |
| Current Ratio Most Recent Quarter | 1.04 |
| Total Cash Per Share | 5.80 |
| Book Value Per Share Most Recent Quarter | 22.30 |
| Price to Book Ratio | 4.94 |
| Industry Price to Book Ratio | 8.86 |
| Sector Price to Book Ratio | 21.92 |
| Price to Sales Ratio Twelve Trailing Months | 4.21 |
| Industry Price to Sales Ratio Twelve Trailing Months | 88.85 |
| Sector Price to Sales Ratio Twelve Trailing Months | 27.78 |
| Analyst Buy Ratings | 0 |
| Analyst Strong Buy Ratings | 1 |
Share Statistics |
|
| Total Shares Outstanding | 1,975,090,000 |
| Market Capitalization | 222,335,881,300 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 3/12/2025 |
| Previous Dividend Amount | 3.4987 |
| Current Dividend Amount | 3.7395 |
| Total Years Dividend Increasing | 5 |
| Trailing Annual Dividend Rate | 3.74 |
| Trailing Annual Dividend Yield | 3.37% |
| Forward Annual Dividend Rate | 3.74 |
| Forward Annual Dividend Yield | 3.37% |
| 5-Year Dividend Payments Count | 5 |
| 3-Year Average Dividend Yield | 3.85% |
| 5-Year Average Dividend Yield | 4.02% |
| 1-Year Dividend Growth Rate Percentage | 3.48% |
| 3-Year Dividend Growth Rate Percentage | 5.17% |
| 5-Year Dividend Growth Rate Percentage | 4.87% |
| All-Time Dividend Growth Rate Percentage | 7.55% |
| Dividend Payout Ratio | 63.71% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -65.60% |
| Annual Earnings Growth | -19.59% |
| Reported EPS 12 Trailing Months | 5.87 |
| Reported EPS Past Year | 7.81 |
| Reported EPS Prior Year | 6.90 |
| Net Income Twelve Trailing Months | 11,941,000,000 |
| Net Income Past Year | 11,941,000,000 |
| Net Income Prior Year | 14,850,000,000 |
| Quarterly Revenue Growth YOY | 15.10% |
| 5-Year Revenue Growth | 1.22% |
| Operating Margin Twelve Trailing Months | 29.90% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 11,459,000,000 |
| Total Cash Past Year | 11,459,000,000 |
| Total Cash Prior Year | 13,393,000,000 |
| Net Cash Position Most Recent Quarter | -9,907,000,000 |
| 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 | 21,366,000,000 |
| Equity to Debt Ratio Past Year | 0.67 |
| Equity to Debt Ratio Most Recent Quarter | 0.67 |
| Total Stockholder Equity Past Year | 44,046,000,000 |
| Total Stockholder Equity Prior Year | 46,667,000,000 |
| Total Stockholder Equity Most Recent Quarter | 44,046,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 13,805,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 6.99 |
| Free Cash Flow Past Year | 13,805,000,000 |
| Free Cash Flow Prior Year | 11,705,000,000 |
Options |
|
| Put/Call Ratio | 0.36 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 1.87 |
| MACD Signal | 2.16 |
| 20-Day Bollinger Lower Band | 89.11 |
| 20-Day Bollinger Middle Band | 101.35 |
| 20-Day Bollinger Upper Band | 113.60 |
| Beta | 0.49 |
| RSI | 59.30 |
| 50-Day SMA | 103.54 |
| 150-Day SMA | 91.54 |
| 200-Day SMA | 87.48 |
System |
|
| Modified | 3/28/2025 3:28:18 AM EST |