Novartis AG (HAM:NOTA) 1-Year Sharpe Ratio: N/A (As of Aug. 29, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

HAM:NOTA Novartis AG HAM:NOTA
80 GF Score
Price €131.00
GF Value €112.28
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Novartis AG 1-Year Sharpe Ratio?

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-08-29), Novartis AG's 1-Year Sharpe Ratio is Not available.

Novartis AG  (HAM:NOTA) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

Novartis AG 1-Year Sharpe Ratio Related Terms

HAM:NOTA vs LLY, JNJ, ABBV: 1-Year Sharpe Ratio Comparison

For the Drug Manufacturers - General subindustry, Novartis AG's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Novartis AG 1-Year Sharpe Ratio vs Drug Manufacturers Industry

For the Drug Manufacturers industry and Healthcare sector, Novartis AG's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Novartis AG's 1-Year Sharpe Ratio falls into.


HAM:NOTA
80GF Score
Novartis AG HAM:NOTA
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Novartis AG 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Is Novartis AG (HAM:NOTA) Overvalued in 2026?

Based on GuruFocus' analysis, Novartis AG stock appears to be overvalued. The current stock price of €131.00 is trading 16.7% above its estimated GF Value™ of €112.28. GuruFocus considers Novartis AG to be Modestly Overvalued.

Key valuation signals for HAM:NOTA:

  • 1-Year Sharpe Ratio: N/A
  • GF Value™: €112.28 vs. price of €131.00 (16.7% above fair value)
  • GF Score™: 80/100 with 5 warning signs

No single metric tells the full story. See the HAM:NOTA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Novartis AG Business Description

Address Lichtstrasse 35, Basel, CHE, 4056
Novartis develops and manufactures innovative drugs. Key areas of drug development are oncology, immunology, neuroscience, respiratory, and cardiovascular, renal, and metabolic. It also has an established medicines business, which includes off-patent franchises. The company sells its products globally, with the United States constituting close to one-third of total revenue.
80GF Score

Get the complete analysis for HAM:NOTA

1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€131.00
Price
€112.28
GF Value