Company Analysis Novartis AG
1. Summary
Advantages
- Dividends (3.39%) are higher than the sector average (2.28%).
- The company's current efficiency (ROE=26.33%) is higher than the sector average (ROE=12.46%)
Disadvantages
- Price (118 $) is higher than fair price (75.05 $)
- The stock's return over the last year (2.16%) is lower than the sector average (5.15%).
- Current debt level 30.57% has increased over 5 years from 22.98%.
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Novartis AG | Healthcare | Index | |
|---|---|---|---|
| 7 days | 0.3% | 0.6% | -0.6% |
| 90 days | 20.1% | -1.2% | 5.7% |
| 1 year | 2.2% | 5.2% | 9% |
NVSEF vs Sector: Novartis AG has slightly underperformed the "Healthcare" sector by -2.99% over the past year.
NVSEF vs Market: Novartis AG has significantly underperformed the market by -6.81% over the past year.
Stable price: NVSEF is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: NVSEF with weekly volatility of 0.0416% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (118 $) is higher than the fair price (75.05 $).
Price is higher than fair: The current price (118 $) is 36.4% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (16.38) is lower than that of the sector as a whole (54.24).
P/E vs Market: The company's P/E (16.38) is lower than that of the market as a whole (59.87).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (4.43) is higher than that of the sector as a whole (4.2).
P/BV vs Market: The company's P/BV (4.43) is higher than that of the market as a whole (3.17).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (3.78) is lower than that of the sector as a whole (4.62).
P/S vs Market: The company's P/S indicator (3.78) is higher than that of the market as a whole (3.43).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (10.4) is lower than that of the sector as a whole (14.71).
EV/Ebitda vs Market: The company's EV/Ebitda (10.4) is lower than that of the market as a whole (40.12).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 9.59% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (9.59%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (0.5351%).
5.4. ROE
ROE vs Sector: The company's ROE (26.33%) is higher than that of the sector as a whole (12.46%).
ROE vs Market: The company's ROE (26.33%) is lower than that of the market as a whole (41.73%).
5.5. ROA
ROA vs Sector: The company's ROA (11.81%) is higher than that of the sector as a whole (6.23%).
ROA vs Market: The company's ROA (11.81%) is lower than that of the market as a whole (29.55%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (27.51%) is higher than that of the sector as a whole (15.34%).
ROIC vs Market: The company's ROIC (27.51%) is higher than that of the market as a whole (10.99%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.39% is higher than the average for the sector '2.28%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.39% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 3.39% has been growing weakly or stagnant over the past 5 years. Growth over only 2 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (63.85%) are at a comfortable level.
Pay for your subscription
More functionality and data for company and portfolio analysis is available by subscription
