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Novartis AG ADR (NVS)

Upturn stock ratingUpturn stock rating
$120.01
Last Close (24-hour delay)
Profit since last BUY5.78%
upturn advisory
Strong Buy
BUY since 42 days
  • BUY Advisory
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

06/27/2025: NVS (3-star) is a STRONG-BUY. BUY since 42 days. Profits (5.78%). Updated daily EoD!

Upturn Star Rating

ratingratingratingratingrating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

rating

13 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Year Target Price $112.64

Year Target Price $112.64

Analyst’s Price TargetsFor last 52 week
$112.64Target price
Low$92.72
Current$120.01
high$120.92

Analysis of Past Performance

Type Stock
Historic Profit 25.51%
Avg. Invested days 48
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/27/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 237.14B USD
Price to earnings Ratio 18.81
1Y Target Price 113.08
Price to earnings Ratio 18.81
1Y Target Price 113.08
Volume (30-day avg) -
Beta 0.53
52 Weeks Range 92.72 - 120.92
Updated Date 06/29/2025
52 Weeks Range 92.72 - 120.92
Updated Date 06/29/2025
Dividends yield (FY) 3.33%
Basic EPS (TTM) 6.38

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 24.16%
Operating Margin (TTM) 35.4%

Management Effectiveness

Return on Assets (TTM) 11.42%
Return on Equity (TTM) 32.89%

Valuation

Trailing PE 18.81
Forward PE 14.22
Enterprise Value 261214597123
Price to Sales(TTM) 4.46
Enterprise Value 261214597123
Price to Sales(TTM) 4.46
Enterprise Value to Revenue 4.91
Enterprise Value to EBITDA 11.94
Shares Outstanding 1975090048
Shares Floating 1867188567
Shares Outstanding 1975090048
Shares Floating 1867188567
Percent Insiders -
Percent Institutions 7.17

Analyst Ratings

Rating 2.85
Target Price 112.64
Buy 2
Strong Buy -
Buy 2
Strong Buy -
Hold 9
Sell -
Strong Sell 2
Strong Sell 2

ai summary icon Upturn AI SWOT

Novartis AG ADR

stock logo

Company Overview

overview logo History and Background

Novartis AG ADR (NVS) was formed in 1996 through the merger of Ciba-Geigy and Sandoz. Its roots trace back to the mid-19th century, with both predecessor companies having significant contributions to the chemical and pharmaceutical industries. Novartis has evolved into a global leader in pharmaceuticals, generics, and eye care.

business area logo Core Business Areas

  • Innovative Medicines: Focuses on research, development, and commercialization of innovative prescription medicines, including oncology, cardiovascular, immunology, and neuroscience therapies.
  • Sandoz: Develops, manufactures, and markets generic pharmaceuticals and biosimilars. Novartis is spinning off Sandoz in 2023.

leadership logo Leadership and Structure

Novartis is led by CEO Vas Narasimhan. The company has a board of directors overseeing the management. The organizational structure includes global business units aligned by therapeutic areas and geographic regions.

Top Products and Market Share

overview logo Key Offerings

  • Entresto: A heart failure medication. In 2022, Entresto revenue reached $5.17 billion. Competitors include generic heart failure medications and other branded therapies like Jardiance (Boehringer Ingelheim/Eli Lilly).
  • Cosentyx: A treatment for psoriasis, psoriatic arthritis, and ankylosing spondylitis. Cosentyx revenue was $4.78 billion in 2022. Competitors include Humira (AbbVie) and other biologics targeting inflammatory conditions.
  • Gilenya: A multiple sclerosis medication. While facing generic competition, Gilenya generated $2.64 billion in sales in 2022. Competitors include Tecfidera (Biogen) and other MS therapies.
  • Lucentis: An ophthalmology medication for wet AMD. Novartis commercializes this in Europe. Revenue in 2022 was approximately $2.0 billion. Competitors include Eylea (Regeneron/Bayer) and Beovu (Novartis).

Market Dynamics

industry overview logo Industry Overview

The pharmaceutical industry is characterized by high R&D costs, stringent regulations, and intense competition. Key trends include the rise of personalized medicine, biosimilars, and digital health.

Positioning

Novartis is a leading global pharmaceutical company with a strong focus on innovation. Its competitive advantages include a diverse portfolio of innovative medicines, a global presence, and a strong R&D pipeline.

Total Addressable Market (TAM)

The global pharmaceutical market is projected to reach over $1.7 trillion by 2027. Novartis is positioned to capture a significant share of this market through its innovative products and strong market presence.

Upturn SWOT Analysis

Strengths

  • Strong R&D pipeline
  • Diverse product portfolio
  • Global presence
  • Experienced management team
  • Strong financial position

Weaknesses

  • Dependence on key products
  • Exposure to patent expirations
  • High R&D costs
  • Regulatory risks
  • Generic competition

Opportunities

  • Expanding into emerging markets
  • Developing innovative therapies
  • Acquiring new technologies
  • Partnering with other companies
  • Capitalizing on digital health trends

Threats

  • Increasing generic competition
  • Pricing pressures
  • Regulatory changes
  • Economic downturns
  • Product liability claims

Competitors and Market Share

competitor logo Key Competitors

  • JNJ
  • MRK
  • PFE
  • ABBV

Competitive Landscape

Novartis competes with other major pharmaceutical companies on the basis of innovation, product quality, and market access. The company's strong R&D pipeline and global presence provide a competitive advantage.

Major Acquisitions

Advanced Accelerator Applications

  • Year: 2018
  • Acquisition Price (USD millions): 3.9
  • Strategic Rationale: Expanded Novartis' oncology portfolio with radioligand therapies.

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been driven by key products and strategic acquisitions. However, growth has been impacted by patent expirations and increased competition.

Future Projections: Analysts project moderate revenue growth in the coming years, driven by new product launches and expansion into emerging markets.

Recent Initiatives: Recent strategic initiatives include focusing on innovative medicines, streamlining operations, and investing in digital health technologies. Novartis has recently spun off Sandoz, the generics division, and continues to invest heavily in R&D.

Summary

Novartis is a large pharmaceutical company with a diverse portfolio, although reliant on key products. Its robust R&D provides opportunity, but also high costs, and they are susceptible to generic competition after patent expirations. Strategic acquisitions and strong cash flow should help maintain stable growth. Novartis needs to focus on innovative drugs with high margins to compete with others in the market.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Novartis AG ADR annual reports
  • Company press releases
  • Analyst reports
  • SEC filings

Disclaimers:

The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and based on available public information.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Novartis AG ADR

Exchange NYSE
Headquaters -
IPO Launch date 1991-11-18
CEO -
Sector Healthcare
Industry Drug Manufacturers - General
Full time employees 75883
Full time employees 75883

Novartis AG engages in the research, development, manufacture, distribution, marketing, and sale of pharmaceutical medicines in Switzerland and internationally. The company offers Entresto, an angiotensin receptorneprilysin inhibitor for the treatment of symptomatic chronic heart failure with reduced ejection fraction (HFrEF); Cosentyx to treat plaque psoriasis, pso riatic arthritis, ankylosing spondylitis, and nonradiographic axial spondy loarthritis; Kisqali, a selective oral cyclin dependent inhibitor of kinases 4 and 6 (CDK4/6); Promacta/Revolade to treat immune thrombocytopenia (ITP), thrombocytopenia, and patients with severe aplastic anemia (SAA); Tafinlar+Mekinist, an oral combination therapy to treat patients with certain types of cancers; and Jakavi for the treatment of myelofibrosis, polycythemia vera, and acute or chronic graftversushost disease (GvHD). It also provides Tasigna to treat philadelphia chromosomepositive chronic myeloid leukemia in the chronic and/or accelerated phase; Xolair for the treatment of allergic asthma and nasal polyps or severe chronic rhinosi nusitis with nasal polyps; Ilaris to treat fever syndromes, Still's disease, and acute gouty arthritis; Pluvicto to treat prostatespecific membrane anti genpositive metastatic castrationresistant prostate cancer; Sandostatin SC and Sandostatin LAR to treat acromegaly carcinoid tumors and other types of functional gastro intestinal and pancreatic neuroendocrine tumors; Zolgensma for the treatment of genetic root cause of spinal muscular atrophy; Lucentis; Leqvio to reduce LDL cholesterol; Lutathera; Scemblix; and Fabhalta. The company focuses on therapeutic areas, such as cardiovascular, renal and metabolic, immunology, neuroscience, oncology, and hematology. It has a license and collaboration agreement with Alnylam Pharmaceuticals, Inc. to develop, manufacture, and commercialize Leqvio (inclisiran), a therapy to reduce LDL cholesterol. Novartis AG was incorporated in 1996 and is headquartered in Basel, Switzerland.