Company Overview
Novartis AG researches, develops, manufactures, distributes, markets, and sells pharmaceutical medicines in Switzerland and internationally. The company offers Entresto, an angiotensin receptorneprilysin inhibitor to treat symptomatic chronic heart failure with reduced ejection fraction (HFrEF); Cosentyx to treat plaque psoriasis, pso riatic arthritis, ankylosing spondylitis, and nonradiographic axial spondy loarthritis; Kisqali, a selective oral cyclin dependent inhibitor of kinases 4 and 6 (CDK4/6); Promacta/Revolade to treat immune thrombocytopenia (ITP), thrombocytopenia, and patients with severe aplastic anemia (SAA); Tafinlar+Mekinist, an oral combination therapy to treat patients with certain types of cancers; and Jakavi for the treatment of myelofibrosis, polycythemia vera, and acute or chronic graftversushost disease (GvHD). It also provides Tasigna to treat philadelphia chromosomepositive chronic myeloid leukemia in the chronic and/or accelerated phase; Xolair for the treatment of allergic asthma and nasal polyps or severe chronic rhinosi nusitis with nasal polyps; Ilaris to treat fever syndromes, Still's disease, and acute gouty arthritis; Pluvicto to treat prostatespecific membrane anti genpositive metastatic castrationresistant prostate cancer; Sandostatin SC and Sandostatin LAR to treat acromegaly carcinoid tumors and other types of functional gastro intestinal and pancreatic neuroendocrine tumors; Zolgensma for the treatment of genetic root cause of spinal muscular atrophy; Lucentis; Leqvio to reduce LDL cholesterol; Lutathera; Scemblix; and Fabhalta. The company focuses on therapeutic areas, such as cardiovascular, renal and metabolic, immunology, neuroscience, oncology, and hematology. It has a license and collaboration agreement with Alnylam Pharmaceuticals, Inc. to develop, manufacture, and commercialize Leqvio (inclisiran), a therapy to reduce LDL cholesterol. Novartis AG was incorporated in 1996 and is headquartered in Basel, Switzerland.
Why Investors Should Care
Generates a return on equity of 30.3%, reflecting efficient use of shareholder capital.
Return on capital employed stands at 21.1%.
Net profit has compounded at 26.2% per year over the last five years.
Trades at a P/E of 20.8, below the sector median of 24.8.
Maintains a net profit margin of 22.5%.
Offers a dividend yield of 3.36%.
Recent Developments
- Dec 2025 Revenue of $56.67B (+9.6% YoY); net profit $13.98B.
- Trailing 12 Months Year-on-year growth — revenue +0.8%, earnings -17.0%.
- 5-Year Trend Long-term compounding — revenue CAGR 9.2%, profit CAGR 26.2%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 9.25% |
| 1 Year: | 0.80% |
Compounded Profit Growth
| 5 Years: | 26.22% |
| 1 Year: | -17.00% |
Stock Price Performance
| 1 Year: | +17.07% |
| 6 Months: | -12.84% |
| 3 Months: | -5.96% |
| 1 Month: | -11.92% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)31.88 · Neutral
P/E of 20.80 is below the sector median of 24.83 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 30.3%.
- Healthy ROCE of 21.1%.
- Excellent profit margin of 22.5%.
- Profit CAGR of 26.2% over 5 years.
- Attractive dividend yield of 3.36%.
- Generates positive free cash flow.
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Healthcare).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVS Novartis AG PHARMA | 137.70 | 20.80 | $261.73B | 3.36% | 21.09% | 30.35% | 9.25% | 26.22% |
| 2 | LLY Eli Lilly and Company SPXR3KPHARMA | 1,123.91 | 37.80 | $1.00T | 0.60% | - | 102.29% | 7.20% | 11.41% |
| 3 | JNJ Johnson & Johnson SPXR3KPHARMA | 269.12 | 31.22 | $648.55B | 1.98% | 14.88% | 25.74% | 2.43% | 4.76% |
| 4 | ABBV AbbVie Inc. SPXR3KPHARMA | 248.78 | 70.48 | $439.62B | 2.78% | 10.47% | -129.24% | 1.75% | -29.06% |
| 5 | MRK Merck & Co., Inc. SPXR3KPHARMA | 148.46 | 118.77 | $366.28B | 2.31% | - | 6.96% | 5.64% | 10.01% |
| 6 | UNH UnitedHealth Group Incorporated SPXR3KPHARMA | 400.84 | 25.74 | $359.79B | 2.47% | 9.74% | 14.15% | 10.40% | 5.43% |
| 7 | AZN AstraZeneca PLC NDXPHARMA | 160.04 | 23.99 | $248.20B | 2.00% | 15.97% | 21.96% | 9.82% | 45.96% |
| 8 | TMO Thermo Fisher Scientific Inc. SPXR3KPHARMA | 603.02 | 32.49 | $222.97B | 0.29% | 8.14% | 13.51% | 8.81% | 12.95% |
| 9 | AMGN Amgen Inc. NDXSPXR3KPHARMA | 393.17 | 24.45 | $212.56B | 2.31% | 13.95% | 91.47% | 5.51% | 5.55% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|
| Revenue | 14.84B | 14.36B | 13.86B | 13.52B | 14.95B |
| Cost of Revenue | 3.32B | 3.54B | 3.61B | 3.46B | 3.71B |
| Gross Profit | 11.51B | 10.82B | 10.25B | 10.06B | 11.24B |
| Operating Expenses | 6.65B | 6.32B | 6.63B | 5.83B | 6.49B |
| Operating Income | 4.86B | 4.50B | 3.62B | 4.24B | 4.75B |
| EBITDA | 6.08B | 5.84B | 5.07B | 5.41B | 6.13B |
| Interest Expense | 289.00M | 281.00M | 304.00M | 343.00M | 462.00M |
| Pretax Income | 4.53B | 4.20B | 3.22B | 3.84B | 4.27B |
| Tax Provision | 507.00M | 266.00M | 814.00M | 683.00M | 1.01B |
| Net Income | 4.04B | 3.93B | 2.41B | 3.16B | 3.26B |
| Diluted EPS | 2.06 | 2.02 | 1.25 | 1.65 | 1.71 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | 43.46B | 46.66B | 51.72B | 56.67B |
| Cost of Revenue | - | 11.58B | 12.47B | 12.83B | 13.70B |
| Gross Profit | - | 31.88B | 34.19B | 38.90B | 42.98B |
| Operating Expenses | - | 23.93B | 24.42B | 24.35B | 25.33B |
| Operating Income | - | 7.95B | 9.77B | 14.54B | 17.64B |
| EBITDA | - | 14.68B | 18.25B | 20.71B | 22.82B |
| Interest Expense | - | 800.00M | 855.00M | 1.01B | 1.14B |
| Pretax Income | - | 7.18B | 9.12B | 13.64B | 16.35B |
| Tax Provision | - | 1.13B | 551.00M | 1.70B | 2.38B |
| Net Income | - | 6.96B | 14.85B | 11.94B | 13.98B |
| Diluted EPS | - | 3.17 | 7.10 | 5.87 | 7.15 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | 117.45B | 99.94B | 102.25B | 110.95B |
| Current Assets | - | 36.91B | 30.48B | 29.70B | 30.46B |
| Cash & Equivalents | - | 7.52B | 13.39B | 11.46B | 11.44B |
| Inventory | - | 7.17B | 5.91B | 5.72B | 6.27B |
| Receivables | - | 8.07B | 7.11B | 7.42B | 8.94B |
| Total Liabilities | - | 58.03B | 53.20B | 58.12B | 64.40B |
| Current Liabilities | - | 28.66B | 26.39B | 28.69B | 27.28B |
| Long Term Debt | - | 20.24B | 18.44B | 21.37B | 27.93B |
| Total Debt | - | 27.91B | 26.35B | 31.26B | 35.38B |
| Total Equity | - | 59.34B | 46.67B | 44.05B | 46.13B |
| Shares Outstanding | - | 2.40B | 2.28B | 2.19B | 2.11B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 14.24B | 14.46B | 17.62B | 19.14B |
| Investing Cash Flow | - | 1.47B | 5.60B | -7.51B | -4.88B |
| Financing Cash Flow | - | -20.56B | -14.28B | -11.74B | -14.87B |
| Capital Expenditure | - | -2.24B | -2.75B | -3.81B | -3.90B |
| Free Cash Flow | - | 12.00B | 11.71B | 13.80B | 15.24B |
| Net Change in Cash | - | -4.86B | 5.78B | -1.64B | -600.00M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | 73.4% | 73.3% | 75.2% | 75.8% |
| Operating Margin % | - | 18.3% | 20.9% | 28.1% | 31.1% |
| Net Margin % | - | 16.0% | 31.8% | 23.1% | 24.7% |
| ROE % | - | 11.7% | 31.8% | 27.1% | 30.3% |
| ROCE % | - | 8.9% | 13.3% | 19.8% | 21.1% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 0.76% | 15.52M | $2.18B |
| 2 | Morgan Stanley | 0.43% | 8.73M | $1.22B |
| 3 | Dimensional Fund Advisors LP | 0.40% | 8.12M | $1.14B |
| 4 | Primecap Management Company | 0.32% | 6.59M | $925.34M |
| 5 | LOOMIS SAYLES & CO L P | 0.26% | 5.24M | $735.44M |
| 6 | Bank of America Corporation | 0.24% | 4.91M | $689.21M |
| 7 | Franklin Resources, Inc. | 0.16% | 3.25M | $456.38M |
| 8 | Blackrock Inc. | 0.15% | 3.05M | $427.85M |
| 9 | Goldman Sachs Group Inc | 0.15% | 2.98M | $418.33M |
| 10 | Northern Trust Corporation | 0.14% | 2.79M | $392.02M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for NVS
Stock Market Today, Sept. 8: Stocks Slide Amid Surging Oil Prices, Persistent Geopolotical Tenisons
Crude oil pushed toward $100 per barrel amid Middle East conflict and U.S.-Canada trade friction, today, Sept. 8, 2026.
How Novartis' Double-Stacked Failures Reverberated Through Biopharma
Novartis and Ionis' high-profile Lp(a) flop on Friday reverberated through biotech stocks on Tuesday, leading to a widespread drop.
Novartis Stock Tanks Following Third Major Pipeline Setback
Following two trial misses and a third clinical setback, analysts fear Novartis may miss its 2030 growth targets without further acquisitions.
NVS Stock Clocks Worst Day In Over 20 Years After Second Trial Failure In A Week — DYN, SRPT Slip In Sympathy
The company said on Tuesday that its experimental drug del-desiran failed in a late-stage trial.
Amgen's Olpasiran May Still Show Heart-Risk Reduction Despite Novartis Miss, UBS Says
Amgen's (AMGN) experimental heart drug olpasiran may still show a meaningful reduction in major card
Novartis Crashes 13.5% After $12 Billion Deal's Lead Drug Fails
Del-desiran missed its primary endpoint, forcing two remaining Avidity programs to defend the takeover's economics.
NVS — Frequently Asked Questions
What is the current share price of Novartis AG (NVS)?
As of 2026-09-19 21:16 PDT, Novartis AG (NVS) trades at $137.70 on NYSE. Its 52-week range is $117.62 to $163.64.
What is the market capitalisation of NVS?
Novartis AG (NVS) has a market capitalisation of $261.73B on NYSE.
What is the P/E ratio of NVS?
NVS trades at a trailing price-to-earnings (P/E) ratio of 20.80. The industry average P/E is 24.83. Its price-to-book (P/B) ratio is 6.42.
Does NVS pay a dividend?
Novartis AG (NVS) currently offers a dividend yield of 3.36%.
What is the return on equity (ROE) of NVS?
NVS has a return on equity (ROE) of 30.35%. Its return on capital employed (ROCE) is 21.09%.
Is NVS a good stock to buy?
This page provides a data-driven analysis of Novartis AG (NVS), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.