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Also traded in: Argentina, Germany, Mexico, Switzerland, UK, USA

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Business Description

Industry: Drug Manufacturers » Drug Manufacturers - Major    NAICS: 325412 
Compare:NYSE:MRK, NYSE:PFE, OTCPK:RHHBY, NYSE:SNY, OTCPK:GLAXF, NYSE:ABBV, OTCPK:BAYZF, NYSE:LLY, NYSE:BMY, NYSE:AZN, OTCPK:SZUKF, OTCPK:ALPMF, OTCPK:OTSKY, OTCPK:CHGCY, OTCPK:DSNKY, OTCPK:OPHLY, NYSE:JNJ, OTCPK:KYKOF, OTCPK:PTKFY, OTCPK:SNPHF » details
Traded in other countries:NVS.Argentina, NOT.Germany, NVS N.Mexico, NOVN.Switzerland, 0HKE.UK, NVSEF.USA,
Headquarter Location:Switzerland
Novartis AG is in the research, development, manufacturing and marketing of healthcare products and pharmaceuticals. Its portfolio includes pharmaceuticals and oncology medicines, generic and biosimilar medicines and eye care devices.

Novartis develops and manufactures health-care products in four main operating segments: branded drugs, generic pharmaceuticals, eye care products, and consumer products. The company sells its products globally with the U.S. representing close to a third of total sales.

Guru Investment Theses on Novartis AG

Jerome Dodson Comments on Novartis - Apr 26, 2017

With the market at all-time highs, it’s difficult to find undervalued stocks with attractive prospects. However, we uncovered a few that we believe are hidden gems. Our first new addition is Novartis (NYSE:NVS), the Swiss pharmaceutical giant. Management is focused on turning around Alcon, its leading eye-care franchise, whose sales have been soft the past few years. We recently met with Mike Ball, the CEO of Alcon, and we’re impressed with his vision to reinvigorate this great business. Meanwhile, investors are giving the company little credit for its enviable portfolio of innovative therapies that should drive revenue growth, including Entresto, an exciting new treatment that provides hope for chronic heart failure patients.

Jerome Dodson (Trades, Portfolio)'s first quarter 2017 Parnassus Funds commentary.

Check out Jerome Dodson latest stock trades

Top Ranked Articles about Novartis AG

Novartis Releases 1st-Quarter Earnings The Swiss company reported a solid quarter with a substantial increase in cash flow
Novartis AG (NYSE:NVSreleased its first-quarter 2017 financial results on April 25.  Read more...
Jerome Dodson Comments on Novartis Guru stock highlight
With the market at all-time highs, it’s difficult to find undervalued stocks with attractive prospects. However, we uncovered a few that we believe are hidden gems. Our first new addition is Novartis (NYSE:NVS), the Swiss pharmaceutical giant. Management is focused on turning around Alcon, its leading eye-care franchise, whose sales have been soft the past few years. We recently met with Mike Ball, the CEO of Alcon, and we’re impressed with his vision to reinvigorate this great business. Meanwhile, investors are giving the company little credit for its enviable portfolio of innovative therapies that should drive revenue growth, including Entresto, an exciting new treatment that provides hope for chronic heart failure patients. Read more...
Jerome Dodson Buys 2 Stocks, Sells 2 in 1st Quarter Guru invests in IT and pharmaceutical companies
Jerome Dodson (Trades, Portfolio)’s Parnassus Fund established two new positions and sold out of two others in the first quarter of the year. He bought Cognizant Technology Solutions Corp. (NASDAQ:CTSH) and Novartis AG (NYSE:NVS). He sold Qualcomm Inc. (NASDAQ:QCOM) and Applied Materials Inc. (NASDAQ:AMAT). Read more...
Novartis Is Surviving Restructuring leads to promising future business developments
On July 19, the $188 billion Swiss multinational pharmaceutical company delivered its first half fiscal year 2016 results. The company delivered constant currency sales and profit growth of 1% to $24 billion and -2% to $3.8 billion, respectively. Novartis (NYSE:NVS) shares closed -0.62% that day, while the broader S&P 500 index closed -0.14%. Read more...
» More Articles for NVS

Ratios

vs
industry
vs
history
PE Ratio 29.33
NVS's PE Ratio is ranked higher than
53% of the 556 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 28.48 vs. NVS: 29.33 )
Ranked among companies with meaningful PE Ratio only.
NVS' s PE Ratio Range Over the Past 10 Years
Min: 5.7  Med: 15.85 Max: 29.97
Current: 29.33
5.7
29.97
Forward PE Ratio 16.21
NVS's Forward PE Ratio is ranked higher than
94% of the 202 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 16.39 vs. NVS: 16.21 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 29.33
NVS's PE Ratio without NRI is ranked higher than
52% of the 544 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 27.85 vs. NVS: 29.33 )
Ranked among companies with meaningful PE Ratio without NRI only.
NVS' s PE Ratio without NRI Range Over the Past 10 Years
Min: 10.63  Med: 18.13 Max: 31.15
Current: 29.33
10.63
31.15
Price-to-Owner-Earnings 16.06
NVS's Price-to-Owner-Earnings is ranked higher than
78% of the 293 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 33.45 vs. NVS: 16.06 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
NVS' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 7.18  Med: 15.34 Max: 22.01
Current: 16.06
7.18
22.01
PB Ratio 2.68
NVS's PB Ratio is ranked higher than
62% of the 770 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 3.03 vs. NVS: 2.68 )
Ranked among companies with meaningful PB Ratio only.
NVS' s PB Ratio Range Over the Past 10 Years
Min: 1.69  Med: 2.43 Max: 3.74
Current: 2.68
1.69
3.74
PS Ratio 3.76
NVS's PS Ratio is ranked lower than
57% of the 721 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 2.90 vs. NVS: 3.76 )
Ranked among companies with meaningful PS Ratio only.
NVS' s PS Ratio Range Over the Past 10 Years
Min: 1.89  Med: 3.26 Max: 5.04
Current: 3.76
1.89
5.04
Price-to-Free-Cash-Flow 20.47
NVS's Price-to-Free-Cash-Flow is ranked higher than
54% of the 226 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 23.83 vs. NVS: 20.47 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
NVS' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 7.05  Med: 16.77 Max: 26.68
Current: 20.47
7.05
26.68
Price-to-Operating-Cash-Flow 15.55
NVS's Price-to-Operating-Cash-Flow is ranked higher than
58% of the 288 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 17.62 vs. NVS: 15.55 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
NVS' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 5.77  Med: 13.06 Max: 19.3
Current: 15.55
5.77
19.3
EV-to-EBIT 24.85
NVS's EV-to-EBIT is ranked higher than
93% of the 776 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 20.99 vs. NVS: 24.85 )
Ranked among companies with meaningful EV-to-EBIT only.
NVS' s EV-to-EBIT Range Over the Past 10 Years
Min: 8.5  Med: 15.6 Max: 26.8
Current: 24.85
8.5
26.8
EV-to-EBITDA 15.70
NVS's EV-to-EBITDA is ranked higher than
97% of the 797 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 15.26 vs. NVS: 15.70 )
Ranked among companies with meaningful EV-to-EBITDA only.
NVS' s EV-to-EBITDA Range Over the Past 10 Years
Min: 7.3  Med: 12.15 Max: 18.3
Current: 15.7
7.3
18.3
Shiller PE Ratio 16.03
NVS's Shiller PE Ratio is ranked higher than
91% of the 161 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 43.67 vs. NVS: 16.03 )
Ranked among companies with meaningful Shiller PE Ratio only.
NVS' s Shiller PE Ratio Range Over the Past 10 Years
Min: 9.68  Med: 14.75 Max: 21.57
Current: 16.03
9.68
21.57
Current Ratio 0.98
NVS's Current Ratio is ranked lower than
86% of the 700 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 2.55 vs. NVS: 0.98 )
Ranked among companies with meaningful Current Ratio only.
NVS' s Current Ratio Range Over the Past 10 Years
Min: 0.83  Med: 1.35 Max: 2.83
Current: 0.98
0.83
2.83
Quick Ratio 0.73
NVS's Quick Ratio is ranked lower than
83% of the 699 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 1.85 vs. NVS: 0.73 )
Ranked among companies with meaningful Quick Ratio only.
NVS' s Quick Ratio Range Over the Past 10 Years
Min: 0.59  Med: 1.08 Max: 2.48
Current: 0.73
0.59
2.48
Days Inventory 137.66
NVS's Days Inventory is ranked lower than
59% of the 689 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 117.29 vs. NVS: 137.66 )
Ranked among companies with meaningful Days Inventory only.
NVS' s Days Inventory Range Over the Past 10 Years
Min: 117.82  Med: 150.76 Max: 183.45
Current: 137.66
117.82
183.45
Days Sales Outstanding 61.48
NVS's Days Sales Outstanding is ranked higher than
61% of the 636 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 75.05 vs. NVS: 61.48 )
Ranked among companies with meaningful Days Sales Outstanding only.
NVS' s Days Sales Outstanding Range Over the Past 10 Years
Min: 56.31  Med: 63.6 Max: 70.59
Current: 61.48
56.31
70.59
Days Payable 96.74
NVS's Days Payable is ranked higher than
70% of the 586 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 70.53 vs. NVS: 96.74 )
Ranked among companies with meaningful Days Payable only.
NVS' s Days Payable Range Over the Past 10 Years
Min: 95.93  Med: 116.45 Max: 135.35
Current: 96.74
95.93
135.35

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 3.53
NVS's Dividend Yield % is ranked higher than
91% of the 673 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 1.58 vs. NVS: 3.53 )
Ranked among companies with meaningful Dividend Yield % only.
NVS' s Dividend Yield % Range Over the Past 10 Years
Min: 1.49  Med: 3.41 Max: 5.11
Current: 3.53
1.49
5.11
Dividend Payout Ratio 1.02
NVS's Dividend Payout Ratio is ranked higher than
69% of the 410 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 0.35 vs. NVS: 1.02 )
Ranked among companies with meaningful Dividend Payout Ratio only.
NVS' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.4  Med: 0.64 Max: 1.02
Current: 1.02
0.4
1.02
3-Year Dividend Growth Rate 7.60
NVS's 3-Year Dividend Growth Rate is ranked lower than
52% of the 285 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 7.70 vs. NVS: 7.60 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
NVS' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -70.6  Med: 7.85 Max: 18.5
Current: 7.6
-70.6
18.5
Forward Dividend Yield % 3.56
NVS's Forward Dividend Yield % is ranked higher than
86% of the 658 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 1.59 vs. NVS: 3.56 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 4.55
NVS's 5-Year Yield-on-Cost % is ranked higher than
89% of the 786 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 2.09 vs. NVS: 4.55 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
NVS' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.92  Med: 4.39 Max: 6.58
Current: 4.55
1.92
6.58
3-Year Average Share Buyback Ratio 0.70
NVS's 3-Year Average Share Buyback Ratio is ranked higher than
90% of the 442 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: -4.30 vs. NVS: 0.70 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
NVS' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -2.1  Med: 1.05 Max: 2.4
Current: 0.7
-2.1
2.4

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 37.39
NVS's Price-to-Tangible-Book is ranked lower than
88% of the 705 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 3.61 vs. NVS: 37.39 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
NVS' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 2.68  Med: 4.41 Max: 12455
Current: 37.39
2.68
12455
Price-to-Intrinsic-Value-Projected-FCF 1.27
NVS's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
82% of the 288 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 2.56 vs. NVS: 1.27 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
NVS' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.66  Med: 1.16 Max: 2.52
Current: 1.27
0.66
2.52
Price-to-Median-PS-Value 1.16
NVS's Price-to-Median-PS-Value is ranked higher than
52% of the 645 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 1.13 vs. NVS: 1.16 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
NVS' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.64  Med: 1.14 Max: 3.11
Current: 1.16
0.64
3.11
Price-to-Graham-Number 6.98
NVS's Price-to-Graham-Number is ranked lower than
76% of the 408 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 2.35 vs. NVS: 6.98 )
Ranked among companies with meaningful Price-to-Graham-Number only.
NVS' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 1.27  Med: 2.05 Max: 81.67
Current: 6.98
1.27
81.67
Earnings Yield (Greenblatt) % 4.02
NVS's Earnings Yield (Greenblatt) % is ranked higher than
95% of the 1046 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 3.36 vs. NVS: 4.02 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
NVS' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 3.7  Med: 6.4 Max: 11.8
Current: 4.02
3.7
11.8
Forward Rate of Return (Yacktman) % 3.57
NVS's Forward Rate of Return (Yacktman) % is ranked lower than
61% of the 369 Companies
in the Global Drug Manufacturers - Major industry.

( Industry Median: 10.72 vs. NVS: 3.57 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
NVS' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 1  Med: 13.6 Max: 56
Current: 3.57
1
56

More Statistics

Revenue (TTM) (Mil) $49,411
EPS (TTM) $ 2.66
Beta0.75
Short Percentage of Float0.17%
52-Week Range $66.93 - 83.58
Shares Outstanding (Mil)2,365.60

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 49,490 52,030 55,361
EPS ($) 4.71 5.19 5.88
EPS without NRI ($) 4.71 5.19 5.88
EPS Growth Rate
(Future 3Y To 5Y Estimate)
4.23%
Dividends per Share ($) 2.80 2.98 3.18
» More Articles for NVS

Headlines

Articles On GuruFocus.com
Jerome Dodson Comments on Novartis Apr 26 2017 
Novartis Releases 1st-Quarter Earnings Apr 26 2017 
Jerome Dodson Buys 2 Stocks, Sells 2 in 1st Quarter Apr 17 2017 
Gilead Sciences Raises Dividend by Double Digits Feb 22 2017 
Novartis Has Bright Future Feb 01 2017 
2 Top Health Care Dividend Stocks Jan 12 2017 
7 Stocks With Low P/S Ratios Jan 11 2017 
Robust Pipeline Supports 5.5% Dividend Yield Dec 05 2016 
Leith Wheeler Investment Funds 3rd Quarter Review Nov 01 2016 
Eli Lily Leaps Over Patent Hurdles Oct 18 2016 

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Novartis’s 1Q17 Earnings: Recent Developments Apr 28 2017
1Q17 Earnings for Novartis’s Alcon, Its Eye Care Business Apr 28 2017
Pharma Stock Roundup: Lilly, Bristol-Myers, Novartis Q1 Earnings & More Apr 28 2017
1Q17 Earnings for Novartis’s Sandoz, Its Generics Business Apr 28 2017
Novartis’s 1Q17 Earnings: Innovative Medicines Segment Apr 27 2017
Novartis’s 1Q17 Earnings: Segment Performances Apr 27 2017
Why Novartis’s 1Q17 Revenues Missed Analysts’ Estimates Apr 27 2017
U.S. top court grapples over making copycat biologics available sooner Apr 26 2017
Jerome Dodson Comments on Novartis Apr 26 2017
Glaxo (GSK) Beats Earnings and Revenues in Q1 Apr 26 2017
GlaxoSmithKline’s 1Q17 Estimates: Vaccines Business Apr 26 2017
Novartis Earnings Top, But Sales Dip Despite New Blockbuster Drug Apr 25 2017
Novartis, Amgen Divvy Global Marketing of New Migraine Drug Apr 25 2017
Novartis Tops Q1 Earnings: Cosentyx, Entresto Boost Sales Apr 25 2017
Novartis to speed up bid for MS drug approval, changes target Apr 25 2017
Novartis sets sights on return to growth in 2018 Apr 25 2017
GlaxoSmithKline’s 1Q17 Estimates: Revenues Expected to Grow Apr 25 2017

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