Stock Scorecard
Stock Summary for Novartis AG (NVS) - $103.09 as of 11/20/2024 8:30:54 PM EST
Total Score
15 out of 30
Currently on the following lists
None
Tim's Recommendation
Possible Buy
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 (66 out of 90)
| 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) | 2 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| 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 |
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 | 9/30/2024 |
| Next Earnings Date | 1/31/2025 |
Stock Price History |
|
| Last Day Price | 103.09 |
| Price 4 Years Ago | 80.48 |
| Last Day Price Updated | 11/20/2024 8:30:54 PM EST |
| Last Day Volume | 1,048,562 |
| Average Daily Volume | 1,190,559 |
| 52-Week High | 120.92 |
| 52-Week Low | 92.15 |
| Last Price to 52 Week Low | 11.87% |
Valuation Measures |
|
| Trailing PE | 17.98 |
| Industry PE | 22.60 |
| Sector PE | 40.32 |
| 5-Year Average PE | 14.76 |
| Free Cash Flow Ratio | 15.14 |
| Industry Free Cash Flow Ratio | 12.03 |
| Sector Free Cash Flow Ratio | 27.97 |
| Current Ratio Most Recent Quarter | 1.11 |
| Total Cash Per Share | 6.81 |
| Book Value Per Share Most Recent Quarter | 21.67 |
| Price to Book Ratio | 4.76 |
| Industry Price to Book Ratio | 5.31 |
| Sector Price to Book Ratio | 20.88 |
| Price to Sales Ratio Twelve Trailing Months | 4.13 |
| Industry Price to Sales Ratio Twelve Trailing Months | 11.82 |
| Sector Price to Sales Ratio Twelve Trailing Months | 7.11 |
| Analyst Buy Ratings | 1 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 1,999,270,000 |
| Market Capitalization | 206,104,744,300 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 3/9/2023 |
| Last Dividend Amount | 3.33 |
| Current Dividend Amount | 3.50 |
| Total Years Dividend Increasing | 4 |
| Trailing Annual Dividend Rate | 3.78 |
| Trailing Annual Dividend Yield | 3.66% |
| Forward Annual Dividend Rate | 3.98 |
| Forward Annual Dividend Yield | 3.86% |
| 5-Year Dividend Payments Count | 5 |
| 3-Year Average Dividend Yield | 3.73% |
| 5-Year Average Dividend Yield | 3.56% |
| 1-Year Dividend Growth Rate Percentage | 5.22% |
| 3-Year Dividend Growth Rate Percentage | 4.58% |
| 5-Year Dividend Growth Rate Percentage | 5.41% |
| All-Time Dividend Growth Rate Percentage | 7.71% |
| Dividend Payout Ratio | 65.92% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 84.60% |
| Annual Earnings Growth | 113.52% |
| Reported EPS 12 Trailing Months | 5.73 |
| Reported EPS Past Year | 5.83 |
| Reported EPS Prior Year | 6.90 |
| Net Income Twelve Trailing Months | 17,603,000,000 |
| Net Income Past Year | 14,850,000,000 |
| Net Income Prior Year | 6,955,000,000 |
| Quarterly Revenue Growth YOY | 8.90% |
| 5-Year Revenue Growth | -2.58% |
| Operating Margin Twelve Trailing Months | 0.34 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 13,609,000,000 |
| Total Cash Past Year | 13,393,000,000 |
| Total Cash Prior Year | 7,517,000,000 |
| Net Cash Position Most Recent Quarter | -10,141,000,000 |
| Net Cash Position Past Year | -5,043,000,000 |
| Long Term Debt Past Year | 18,436,000,000 |
| Long Term Debt Prior Year | 20,244,000,000 |
| Total Debt Most Recent Quarter | 23,750,000,000 |
| Equity to Debt Ratio Past Year | 0.72 |
| Equity to Debt Ratio Most Recent Quarter | 0.65 |
| Total Stockholder Equity Past Year | 46,667,000,000 |
| Total Stockholder Equity Prior Year | 59,342,000,000 |
| Total Stockholder Equity Most Recent Quarter | 43,317,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 12,507,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 6.26 |
| Free Cash Flow Past Year | 11,705,000,000 |
| Free Cash Flow Prior Year | 11,565,000,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -2.73 |
| MACD Signal | -2.10 |
| 20-Day Bollinger Lower Band | 104.13 |
| 20-Day Bollinger Middle Band | 112.97 |
| 20-Day Bollinger Upper Band | 121.81 |
| Beta | 0.50 |
| RSI | 23.24 |
| 50-Day SMA | 104.91 |
| 150-Day SMA | 91.57 |
| 200-Day SMA | 88.03 |
System |
|
| Modified | 11/19/2024 8:41:48 AM EST |