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Upturn AI SWOT - About
NVS 
Novartis AG ADR (NVS)
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Upturn Advisory Summary
07/02/2025: NVS (3-star) is a STRONG-BUY. BUY since 45 days. Profits (9.13%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $113.08
1 Year Target Price $113.08
| 0 | Strong Buy |
| 2 | Buy |
| 9 | Hold |
| 0 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 29.48% | Avg. Invested days 48 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 243.85B USD | Price to earnings Ratio 19.29 | 1Y Target Price 113.08 |
Price to earnings Ratio 19.29 | 1Y Target Price 113.08 | ||
Volume (30-day avg) 13 | Beta 0.53 | 52 Weeks Range 92.72 - 124.45 | Updated Date 07/2/2025 |
52 Weeks Range 92.72 - 124.45 | Updated Date 07/2/2025 | ||
Dividends yield (FY) 3.30% | Basic EPS (TTM) 6.38 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
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 19.29 | Forward PE 14.75 | Enterprise Value 266237170267 | Price to Sales(TTM) 4.58 |
Enterprise Value 266237170267 | Price to Sales(TTM) 4.58 | ||
Enterprise Value to Revenue 5 | Enterprise Value to EBITDA 12.17 | Shares Outstanding 1975090048 | Shares Floating 1867188567 |
Shares Outstanding 1975090048 | Shares Floating 1867188567 | ||
Percent Insiders - | Percent Institutions 7.16 |
Analyst Ratings
Rating 3 | Target Price 113.08 | Buy 2 | Strong Buy - |
Buy 2 | Strong Buy - | ||
Hold 9 | Sell - | Strong Sell 2 | |
Strong Sell 2 |
Upturn AI SWOT
Novartis AG ADR
Company Overview
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.
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 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
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
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://www.novartis.com |
Full time employees 75883 | Website https://www.novartis.com | ||
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.
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