Stock Research: Novartis

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

Novartis

VTX:NOVN CH0012005267
26
  • Value
    44
  • Growth
    73
  • Safety
    Safety
    12
  • Combined
    28
  • Sentiment
    57
  • 360° View
    360° View
    26
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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: With an Obermatt 360° View of 22 (better than 22% compared with alternatives), overall professional sentiment and financial characteristics for the stock Novartis are critical, mostly below 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 Value Rank has an attractive rank of 50, which means that the share price of Novartis is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 50% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 73, 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. But the professional market sentiment is below average compared with other stock investment alternatives with a Sentiment Rank of 45. Professional investors are more confident in 55% other stocks. Worryingly, the company has risky financing, with a Safety rank of 10. This means 90% of comparable companies have a safer financing structure than Novartis. ...read more

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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: 26-May-2026.

Make Sense of the Ranks

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.

Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
44 42 53 74
Growth
73 28 25 39
Safety
Safety
12 9 22 10
Sentiment
57 74 84 68
360° View
360° View
26 17 37 36
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Metrics Current 2025 2024 2023
Analyst Opinions
12 13 34 33
Opinions Change
53 82 87 49
Pro Holdings
n/a 81 70 92
Market Pulse
74 69 61 47
Sentiment
57 74 84 68
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Metrics Current 2025 2024 2023
Value
44 42 53 74
Growth
73 28 25 39
Safety Safety
12 9 22 10
Combined
28 1 8 26
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
39 18 24 48
Price vs. Earnings (P/E)
34 60 59 75
Price vs. Book (P/B)
23 17 26 55
Dividend Yield
83 85 90 90
Value
44 42 53 74
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Metrics Current 2025 2024 2023
Revenue Growth
20 14 6 26
Profit Growth
98 39 48 43
Capital Growth
59 47 31 63
Stock Returns
56 64 62 52
Growth
73 28 25 39
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Metrics Current 2025 2024 2023
Leverage
11 25 40 19
Refinancing
20 13 9 1
Liquidity
61 59 55 54
Safety Safety
12 9 22 10

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This is a mixed bag with good value and high growth balanced by risky financing and negative sentiment. This is a risky stock that requires conviction; you should only consider it if you are willing to conduct further research into the underlying sentiment and financial risks.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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