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Company Analysis

Novartis AG NVS

A comprehensive view of key metrics, scores, and financial health for Novartis AG

Overview of Novartis AG

NVS NYQ
Healthcare Drug Manufacturers - General Mega Cap
Novartis AG (NVS), is a Mega Cap company, in the Drug Manufacturers - General industry, last closed at $153.44, about 53.7% overvalued vs fair value, +36.7% 1Y return, placing in the top 10% of its sector.
$153.44
-0.53%
As of March 13, 2026
Previous close • Vol 90d: 21.4%
52-Week Range
Market Cap
$305.53B
Enterprise Value
$329.47B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.novartis.com
HQ Basel
Employees 75,267
Fiscal year Dec 31

Next Events

Dividend Mar 16
Earnings Apr 28

Fair Value Snapshot

Bear Base Bull
$65
$71
$77
Current: $153.44 -54% vs base

Engine Room Money Flow™

Mega Cap

Pharmaceutical / Mature Biotech - Where revenue goes and how value is created

Flow Steps
Total Revenue
$56.7B
9.6%%
Gross Profit
$43.0B
10.5%%
R&D Expense
$11.2B
11.8%%
Operating Income (EBIT)
$17.5B
19.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Pharmaceutical / Mature Biotech

Quality & Reliability Indicators

Cash Conversion
109.4%
Excellent

Strong cash conversion - profit becomes cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$17.0B
111.7% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
1
Active Leaks
1/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Novartis AG's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
69
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
65
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing NVS's balance between Growth (36.7%), Profitability (36.9%), and Safety (26.4%). Growth 37% Safety 26% Profitability 37%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

72th percentile vs peers
72
Key Signals
Rev Growth YoY 9.6% 78p Revenue CAGR 3Y 9.2% 68p EPS CAGR 3Y 31.2% 87p EPS Growth YoY 21.9% 52p TSR 45.9% 80p
Strengths
  • Eps Cagr 3Y in top 20% of peers (31.2%, 87th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Growth above peer median with strong metric coverage (100%)
  • Tsr in top 20% of peers (45.9%, 80th percentile)
Risks

No significant risks identified for this axis.

Profitability

72th percentile vs peers
73
Key Signals
Strengths
Risks
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Safety

52th percentile vs peers
52
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Novartis AG.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$71.00
- - -
-53.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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