Stock Research: Novartis

Peer-based, data-driven stock research by Obermatt enables quick and easy due diligence for your stock investing.

Novartis

SWX:NOVN CH0012005267
38
  • Value
    20
  • Growth
    55
  • Safety
    Safety
    44
  • Combined
    19
  • Sentiment
    80
  • 360° View
    360° View
    38
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Company Description

Novartis AG is a pharmaceutical company that develops and markets branded and generic prescription drugs. It operates in the pharmaceutical industry, with focus on immunology, dermatology, cancer, and more. Novartis operates globally, with a strong presence in Switzerland. In the last fiscal year, the company had a market cap of $253,332 million, profits of $38,907 million, revenue of $51,722 million, and 75883 employees.

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Analysis

ANALYSIS: With an Obermatt 360° View of 38 (better than 38% compared with alternatives), overall professional sentiment and financial characteristics for the stock Novartis are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for Novartis. The consolidated Growth Rank has a good rank of 55, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. This means that growth is higher than for 55% of competitors in the same industry. The consolidated Sentiment Rank also has a good rank of 80, which means that professional investors are more optimistic about the stock than for 80% of alternative investment opportunities. But the consolidated Value Rank has a less desirable rank of 44, which means that the share price of Novartis is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 56% of alternative stocks in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 20, which means that the company has a financing structure that is riskier than those of 80% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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Index
Dividends Europe
Diversity Europe
Moonshot Tech
SPI
SMI
The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 30-Oct-2025.

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The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

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Metrics Current 2024 2023 2022
Value
44 42 53 74
Growth
55 28 25 39
Safety
Safety
20 9 22 10
Sentiment
80 74 84 68
360° View
360° View
38 17 37 36
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Metrics Current 2024 2023 2022
Analyst Opinions
9 13 34 33
Opinions Change
79 82 87 49
Pro Holdings
n/a 81 70 92
Market Pulse
87 69 61 47
Sentiment
80 74 84 68
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Metrics Current 2024 2023 2022
Value
44 42 53 74
Growth
55 28 25 39
Safety Safety
20 9 22 10
Combined
19 1 8 26
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
66 60 59 75
Price vs. Earnings (P/E)
19 18 24 48
Price vs. Book (P/B)
12 17 26 55
Dividend Yield
78 85 90 90
Value
44 42 53 74
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Metrics Current 2024 2023 2022
Revenue Growth
24 14 6 26
Profit Growth
67 39 48 43
Capital Growth
58 47 31 63
Stock Returns
61 64 62 52
Growth
55 28 25 39
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Metrics Current 2024 2023 2022
Leverage
24 25 40 19
Refinancing
13 13 9 1
Liquidity
62 59 55 54
Safety Safety
20 9 22 10

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