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74.36 (1y: +42%)
Market Cap 181.39 B P/E(ttm) 18.80
Enterprise Value 196.3 B P/B 2.57
NVS- NYSE (USA)
Novartis AG
  • Currently 4/5
Business Predictability Rank: 4-Star
Back Testing Results:
Average gain of all 4-Star stocks: 9.8% per year.
% of Stocks that are in still loss if held for 10yrs: 8%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$74.36
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry		 vs
history
Cash to Debt 0.412
NVS's Cash to Debt is ranked lower than
82% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 3.28 vs. NVS: 0.412 )
NVS' s 10-Year Cash to Debt Range
Min: 0.25   Max: 3.39
Current: 0.41
0.25
3.39
Equity to Asset 0.062
NVS's Equity to Asset is ranked lower than
88% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 0.56 vs. NVS: 0.062 )
NVS' s 10-Year Equity to Asset Range
Min: -0.01   Max: 0.53
Current: 0.06
-0.01
0.53
Interest Coverage 15.9
NVS's Interest Coverage is ranked lower than
52% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 17.90 vs. NVS: 15.9 )
NVS' s 10-Year Interest Coverage Range
Min: 15   Max: No Debt
Current: 15.9
F-Score: 7
Z-Score: 2.81
M-Score: -2.67
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry		 vs
history
Operating margin (%) 20.00
NVS's Operating margin (%) is ranked higher than
81% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 7.80 vs. NVS: 20.00 )
NVS' s 10-Year Operating margin (%) Range
Min: 17.8   Max: 24.3
Current: 20
17.8
24.3
Net-margin (%) 16.5
NVS's Net-margin (%) is ranked higher than
81% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 6.20 vs. NVS: 16.5 )
NVS' s 10-Year Net-margin (%) Range
Min: 15.3   Max: 31.4
Current: 16.5
15.3
31.4
ROE (%) 13.8
NVS's ROE (%) is ranked higher than
81% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 6.20 vs. NVS: 13.8 )
NVS' s 10-Year ROE (%) Range
Min: 13.8   Max: 24.3
Current: 13.8
13.8
24.3
ROA (%) 7.7
NVS's ROA (%) is ranked higher than
75% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 3.70 vs. NVS: 7.7 )
NVS' s 10-Year ROA (%) Range
Min: 7.7   Max: 15.8
Current: 7.7
7.7
15.8
ROC (Joel Greenblatt) (%) 60.70
NVS's ROC (Joel Greenblatt) (%) is ranked higher than
91% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 11.40 vs. NVS: 60.70 )
NVS' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 34.2   Max: 67.8
Current: 60.7
34.2
67.8
Revenue Growth (%) 4.3
NVS's Revenue Growth (%) is ranked higher than
59% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 1.70 vs. NVS: 4.3 )
NVS' s 10-Year Revenue Growth (%) Range
Min: 4.3   Max: 56.3
Current: 4.3
4.3
56.3
EBITDA Growth (%) 8
NVS's EBITDA Growth (%) is ranked higher than
79% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 0.00 vs. NVS: 8 )
NVS' s 10-Year EBITDA Growth (%) Range
Min: -2.7   Max: 56.7
Current: 8
-2.7
56.7
EPS Growth (%) 1.3
NVS's EPS Growth (%) is ranked higher than
70% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 0.00 vs. NVS: 1.3 )
NVS' s 10-Year EPS Growth (%) Range
Min: -4.5   Max: 60.2
Current: 1.3
-4.5
60.2
» NVS's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

NVS Guru Trades in Q2 2012

Manning & Napier Advisors, Inc 282,879 sh (+111.87%)
John Buckingham 88,108 sh (+0.63%)
Tweedy Browne 319,537 sh (+0.25%)
Vanguard Health Care Fund 1,461,400 sh (unchged)
John Hussman 515,000 sh (unchged)
Tom Russo 125 sh (unchged)
Jean-Marie Eveillard 13,060 sh (unchged)
Murray Stahl 32,900 sh (unchged)
Vanguard Health Care Fund 4,969,880 sh (unchged)
Pioneer Investments 196,600 sh (unchged)
Jim Simons Sold Out
Irving Kahn 38,568 sh (-0.77%)
Chris Davis 33,140 sh (-0.78%)
Dodge & Cox 45,713,359 sh (-1.03%)
HOTCHKIS & WILEY 2,286,119 sh (-1.16%)
Mario Gabelli 11,240 sh (-4.26%)
PRIMECAP Management 29,424,706 sh (-7.05%)
Steven Cohen 7,921 sh (-83.55%)
» More
Q3 2012

NVS Guru Trades in Q3 2012

Ken Fisher 5,086,362 sh (New)
Sarah Ketterer 27,348 sh (New)
Steven Cohen 34,590 sh (+336.69%)
Manning & Napier Advisors, Inc 300,045 sh (+6.07%)
HOTCHKIS & WILEY 2,360,408 sh (+3.25%)
Dodge & Cox 47,187,759 sh (+3.23%)
Jean-Marie Eveillard 13,060 sh (unchged)
Murray Stahl 32,900 sh (unchged)
Tom Russo 125 sh (unchged)
Vanguard Health Care Fund 4,969,880 sh (unchged)
John Hussman 515,000 sh (unchged)
Vanguard Health Care Fund 1,461,400 sh (unchged)
Pioneer Investments Sold Out
Chris Davis 33,131 sh (-0.03%)
Irving Kahn 38,368 sh (-0.52%)
Mario Gabelli 10,940 sh (-2.67%)
PRIMECAP Management 28,585,729 sh (-2.85%)
John Buckingham 83,405 sh (-5.34%)
Tweedy Browne 301,666 sh (-5.59%)
» More
Q4 2012

NVS Guru Trades in Q4 2012

Sarah Ketterer 46,351 sh (+69.49%)
Irving Kahn 42,368 sh (+10.43%)
Dodge & Cox 48,438,459 sh (+2.65%)
Manning & Napier Advisors, Inc 300,728 sh (+0.23%)
Tom Russo 125 sh (unchged)
Mario Gabelli 10,940 sh (unchged)
Jean-Marie Eveillard 13,060 sh (unchged)
Vanguard Health Care Fund 4,969,880 sh (unchged)
Steven Cohen Sold Out
Chris Davis 33,100 sh (-0.09%)
Tweedy Browne 301,399 sh (-0.09%)
John Buckingham 82,901 sh (-0.6%)
PRIMECAP Management 28,407,954 sh (-0.62%)
Ken Fisher 5,038,879 sh (-0.93%)
HOTCHKIS & WILEY 2,313,613 sh (-1.98%)
John Hussman 480,900 sh (-6.62%)
Murray Stahl 29,600 sh (-10.03%)
Vanguard Health Care Fund 1,461,400 sh (-70.59%)
» More
Q1 2013

NVS Guru Trades in Q1 2013

Pioneer Investments 85,400 sh (New)
Lee Ainslie 531,689 sh (New)
Bill Frels 4,653 sh (New)
Steven Cohen 8,688 sh (New)
Manning & Napier Advisors, Inc 318,055 sh (+5.76%)
Sarah Ketterer 48,484 sh (+4.6%)
Ken Fisher 5,268,791 sh (+4.56%)
John Buckingham 83,072 sh (+0.21%)
Tweedy Browne 301,934 sh (+0.18%)
Tom Russo 125 sh (unchged)
Jean-Marie Eveillard 13,060 sh (unchged)
Mario Gabelli 10,940 sh (unchged)
Chris Davis 33,100 sh (unchged)
Murray Stahl 29,600 sh (unchged)
Dodge & Cox 47,505,272 sh (-1.93%)
HOTCHKIS & WILEY 2,256,535 sh (-2.47%)
PRIMECAP Management 27,436,729 sh (-3.42%)
John Hussman 416,900 sh (-13.31%)
Irving Kahn 33,456 sh (-21.03%)
Vanguard Health Care Fund 726,200 sh (-85.39%)
» More
» Details

Insider Trades

Latest Guru Trades with NVS

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Vanguard Health Care Fund 2013-03-31 Reduce -85.39%0.71%$63.3 - $71.32 $ 74.3610%726200
Lee Ainslie 2013-03-31 New Buy0.49%$63.3 - $71.32 $ 74.3610%531689
Dodge & Cox 2012-12-31 Add 2.65%0.11%$58.97 - $63.96 $ 74.3620%48438459
Dodge & Cox 2012-09-30 Add 3.23%0.12%$55.24 - $61.51 $ 74.3627%47187759
Michael Price 2012-03-31 Sold Out 1.3%$53.31 - $58.33 $ 74.3642%0
John Hussman 2012-03-31 Reduce -22.44%0.14%$53.31 - $58.33 $ 74.3642%515000
Mario Gabelli 2012-03-31 Reduce -37.42%$53.31 - $58.33 $ 74.3642%11740
Michael Price 2011-06-30 New Buy1.29%$54.23 - $64.52 $ 74.3625%144969
Vanguard Health Care Fund 2011-06-30 Add 30.01%0.45%$54.23 - $64.52 $ 74.3625%4869880
Mario Gabelli 2011-06-30 Add 65.83%$54.23 - $64.52 $ 74.3625%20215
Mario Gabelli 2011-03-31 Reduce -95.51%$52.75 - $59.24 $ 74.3632%12190
Vanguard Health Care Fund 2010-12-31 Reduce -21.07%0.42%$53.41 - $59.77 $ 74.3630%4869880
John Hussman 2010-12-31 Reduce -35.87%0.34%$53.41 - $59.77 $ 74.3630%643500
Mario Gabelli 2010-09-30 New Buy0.07%$47.85 - $58.09 $ 74.3644%272290
Mario Gabelli 2010-06-30 Sold Out $43.78 - $53.83 $ 74.3652%0
John Hussman 2010-03-31 New Buy0.96%$51.91 - $55.52 $ 74.3638%1002250
Vanguard Health Care Fund 2010-03-31 Reduce -27.16%0.49%$51.91 - $55.52 $ 74.3638%6169880
Premium More recent guru trades are included for Premium Members only!!

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Ratios

vs
industry		 vs
history
P/E(ttm) 18.80
NVS's P/E(ttm) is ranked higher than
70% of the 336 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 26.80 vs. NVS: 18.80 )
NVS' s 10-Year P/E(ttm) Range
Min: 2.41   Max: 132.8
Current: 18.8
2.41
132.8
P/B 2.57
NVS's P/B is ranked lower than
53% of the 420 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 2.53 vs. NVS: 2.57 )
NVS' s 10-Year P/B Range
Min: 1.38   Max: 9.07
Current: 2.57
1.38
9.07
P/S 3.12
NVS's P/S is ranked lower than
55% of the 432 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 2.81 vs. NVS: 3.12 )
NVS' s 10-Year P/S Range
Min: 0.26   Max: 13
Current: 3.12
0.26
13
PFCF 17.34
NVS's PFCF is ranked higher than
70% of the 243 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 32.36 vs. NVS: 17.34 )
NVS' s 10-Year PFCF Range
Min: 1.92   Max: 129.54
Current: 17.34
1.92
129.54
EV-to-EBIT 16.9
NVS's EV-to-EBIT is ranked higher than
60% of the 366 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 20.62 vs. NVS: 16.9 )
NVS' s 10-Year EV-to-EBIT Range
Min: 3.1   Max: 188.1
Current: 16.9
3.1
188.1
PEG 3.84
NVS's PEG is ranked lower than
69% of the 165 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 2.01 vs. NVS: 3.84 )
NVS' s 10-Year PEG Range
Min: 0.39   Max: 1697
Current: 3.84
0.39
1697
Shiller P/E 15.58
NVS's Shiller P/E is ranked lower than
100% of the Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: vs. NVS: 15.58 )
NVS' s 10-Year Shiller P/E Range
Min: 9.82   Max: 36.35
Current: 15.58
9.82
36.35

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 3.40
NVS's Dividend Yield is ranked higher than
88% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 0.21 vs. NVS: 3.40 )
NVS' s 10-Year Dividend Yield Range
Min: 0.26   Max: 4.13
Current: 3.4
0.26
4.13
Dividend Payout 0.5
NVS's Dividend Payout is ranked lower than
127% of the 193 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 0.32 vs. NVS: 0.5 )
NVS' s 10-Year Dividend Payout Range
Min: 0.04   Max: 0.48
Current: 0.5
0.04
0.48
Dividend growth (3y) -1.2
NVS's Dividend growth (3y) is ranked lower than
89% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 0.00 vs. NVS: -1.2 )
NVS' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 79.1
Current: -1.2
0
79.1
Yield on cost (5-Year) 3.43
NVS's Yield on cost (5-Year) is ranked higher than
85% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 0.21 vs. NVS: 3.43 )
NVS' s 10-Year Yield on cost (5-Year) Range
Min: 0.26   Max: 4.17
Current: 3.43
0.26
4.17
Share Buyback Rate -1.9
NVS's Share Buyback Rate is ranked lower than
70% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 0.00 vs. NVS: -1.9 )
NVS' s 10-Year Share Buyback Rate Range
Min: 34   Max: -1.9
Current: -1.9

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 16.3
NVS's Price/Net Current Asset Value is ranked lower than
63% of the 391 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 14.80 vs. NVS: 16.3 )
NVS' s 10-Year Price/Net Current Asset Value Range
Min: 3.3   Max: 43.8
Current: 16.3
3.3
43.8
Price/Tangible Book 23.2
NVS's Price/Tangible Book is ranked lower than
97% of the 388 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 3.10 vs. NVS: 23.2 )
NVS' s 10-Year Price/Tangible Book Range
Min: 0.6   Max: 34
Current: 23.2
0.6
34
Price/DCF (Projected) 1
NVS's Price/DCF (Projected) is ranked lower than
153% of the 160 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 2.30 vs. NVS: 1 )
NVS' s 10-Year Price/DCF (Projected) Range
Min: 0.8   Max: 1.7
Current: 1
0.8
1.7
Price/Median PS Value 0.7
NVS's Price/Median PS Value is ranked higher than
77% of the 410 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 1.10 vs. NVS: 0.7 )
NVS' s 10-Year Price/Median PS Value Range
Min: 0.1   Max: 2
Current: 0.7
0.1
2
Price/Peter Lynch Fair Value 2.2
NVS's Price/Peter Lynch Fair Value is ranked lower than
295% of the 83 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 1.70 vs. NVS: 2.2 )
NVS' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.7   Max: 2.3
Current: 2.2
0.7
2.3
Price/Graham Number 4.3
NVS's Price/Graham Number is ranked lower than
80% of the 308 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 2.10 vs. NVS: 4.3 )
NVS' s 10-Year Price/Graham Number Range
Min: 0.3   Max: 4.6
Current: 4.3
0.3
4.6
Earnings Yield (Greenblatt) 5.90
NVS's Earnings Yield (Greenblatt) is ranked higher than
68% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 3.70 vs. NVS: 5.90 )
NVS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.5   Max: 31.8
Current: 5.9
0.5
31.8
Forward Rate of Return (Yacktman) 6.21
NVS's Forward Rate of Return (Yacktman) is ranked higher than
78% of the 433 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 0.00 vs. NVS: 6.21 )
NVS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 7.1   Max: 60.8
Current: 6.21
7.1
60.8

Business Description

Novartis AG was incorporated on February 29, 1996 under the laws of Switzerland. On December 20, 1996, the Company's predecessor companies, Ciba-Geigy and Sandoz, merged into this new entity, creating Novartis. The Company provides healthcare solutions that address the evolving needs of patients and societies worldwide with a portfolio that includes innovative medicines, preventive vaccines and diagnostic tools, generic pharmaceuticals and consumer health products. The Group's businesses are divided on a worldwide basis into the following four operating divisions: Pharmaceuticals, Vaccines and Diagnostics, Sandoz and Consumer Health. Pharmaceuticals Division researches, develops, manufactures, distributes and sells branded prescription medicines in the following therapeutic areas: Cardiovascular and Metabolism; Oncology; Neuroscience and Ophthalmics; Respiratory; Immunology and Infectious Diseases; and Other. Vaccines and Diagnostics Division researches, develops, manufactures, distributes and sells preventive vaccines and diagnostic tools. Its Sandoz Division is a global generic pharmaceuticals company that develops, manufactures, distributes and sells prescription medicines, as well as pharmaceutical and biotechnological active substances. It has activities in Retail Generics, Anti-Infectives and Biopharmaceuticals. Consumer Health Division consists of three business units: OTC, Animal Health and CIBA Vision. Each has its own research, development, manufacturing, distribution and selling capabilities. Each has manufacturing, distribution and selling capabilities. In global pharmaceutical market it competes against other international corporations which sell branded prescription pharmaceutical products. Novartis generally sells its prescription drugs mainly to wholesale and retail drug distributors, hospitals, clinics, government agencies and managed healthcare providers. The international pharmaceutical industry is regulated. Regulatory authorities around the world administer numerous laws and regulations regarding the testing, approval, manufacturing, importing, labeling and marketing of drugs, and also review the safety and efficacy of pharmaceutical products.
Company Website
Industry: Drug Manufacturers - Major
Compare:GSK, JNJ, PFE, RHHBY, ABT
Traded in other countries:0HKE.UK, NOVN.Switzerland, NVSEF.USA, NOT.Germany, NOTA.Germany
» More Articles for NYSE:NVS

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