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Upturn AI SWOT - About
NVS 
Novartis AG ADR (NVS)
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Upturn Advisory Summary
08/15/2025: NVS (3-star) is currently NOT-A-BUY. Pass it for now.
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 $118.55
1 Year Target Price $118.55
| 0 | Strong Buy |
| 2 | Buy |
| 9 | Hold |
| 0 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 21.5% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 240.45B USD | Price to earnings Ratio 18.11 | 1Y Target Price 118.55 |
Price to earnings Ratio 18.11 | 1Y Target Price 118.55 | ||
Volume (30-day avg) 13 | Beta 0.55 | 52 Weeks Range 92.72 - 124.83 | Updated Date 08/16/2025 |
52 Weeks Range 92.72 - 124.83 | Updated Date 08/16/2025 | ||
Dividends yield (FY) 3.22% | Basic EPS (TTM) 6.86 |
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 2025-07-17 | When Before Market | Estimate 2.37 | Actual 2.42 |
Profitability
Profit Margin 24.74% | Operating Margin (TTM) 36.83% |
Management Effectiveness
Return on Assets (TTM) 11.88% | Return on Equity (TTM) 32.49% |
Valuation
Trailing PE 18.11 | Forward PE 14.06 | Enterprise Value 264044571775 | Price to Sales(TTM) 4.36 |
Enterprise Value 264044571775 | Price to Sales(TTM) 4.36 | ||
Enterprise Value to Revenue 4.78 | Enterprise Value to EBITDA 11.63 | Shares Outstanding 1935849984 | Shares Floating 1843880803 |
Shares Outstanding 1935849984 | Shares Floating 1843880803 | ||
Percent Insiders - | Percent Institutions 7.01 |
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-1800s. It has since evolved into a global healthcare company focused on pharmaceuticals and innovative medicines.
Core Business Areas
- Innovative Medicines: Develops and commercializes prescription medicines, including cardiovascular, renal, metabolism, immunology, neuroscience, and oncology therapies.
- Sandoz: Sandoz is the generics and biosimilars division of Novartis. It researches, develops, manufactures and markets finished dosage form medicines as well as active pharmaceutical ingredients.
Leadership and Structure
The CEO is Vas Narasimhan. The company operates with a board of directors and is structured into global business units, supported by corporate functions.
Top Products and Market Share
Key Offerings
- Entresto: Used to treat heart failure. Generated billions in revenue. Competitors include generic heart failure medications and other branded therapies like Jardiance (Boehringer Ingelheim).
- Cosentyx: A biologic treatment for psoriasis, ankylosing spondylitis, and psoriatic arthritis. Competitors include Humira (AbbVie), Stelara (Johnson & Johnson), and other biologics. Market share approximately 18% in the biologic psoriasis market (estimate).
- Zolgensma: Gene therapy for spinal muscular atrophy (SMA). Highly priced, but effective. Competitors include Spinraza (Biogen) and Evrysdi (Roche).
Market Dynamics
Industry Overview
The pharmaceutical industry is characterized by high R&D costs, strict regulatory oversight, and strong competition. Growth drivers include aging populations, increasing healthcare spending, and technological advancements.
Positioning
Novartis is a major player in the global pharmaceutical industry with a broad portfolio of innovative medicines and generics. Competitive advantages include its R&D capabilities, global reach, and diverse product portfolio.
Total Addressable Market (TAM)
The global pharmaceutical market is expected to reach over $1.7 trillion by 2027. Novartis is positioned to capture a significant share of this market through its innovative product pipeline and strategic initiatives.
Upturn SWOT Analysis
Strengths
- Strong R&D capabilities
- Global presence and distribution network
- Diverse product portfolio
- Strong brand reputation
- Experienced management team
Weaknesses
- High R&D costs
- Dependence on key products
- Exposure to generic competition
- Regulatory risks
- Pricing pressures
Opportunities
- Expanding into emerging markets
- Developing new therapies for unmet medical needs
- Leveraging digital technologies
- Acquiring complementary businesses
- Partnerships and collaborations
Threats
- Patent expirations
- Generic competition
- Pricing pressures
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- JNJ
- MRK
- PFE
- ABBV
- BMY
Competitive Landscape
Novartis competes with other major pharmaceutical companies on the basis of innovation, product quality, and marketing effectiveness.
Major Acquisitions
MorphoSys AG
- Year: 2024
- Acquisition Price (USD millions): 2732
- Strategic Rationale: Acquisition of MorphoSys expands Novartisu2019 oncology pipeline and enhances its capabilities in targeted therapies.
Growth Trajectory and Initiatives
Historical Growth: Novartis has experienced steady growth over the past years, driven by its innovative products and strategic acquisitions.
Future Projections: Analysts expect Novartis to continue to grow in the coming years, driven by its pipeline of new products and expanding presence in emerging markets.
Recent Initiatives: Recent initiatives include focusing on core therapeutic areas, streamlining operations, and investing in digital technologies.
Summary
Novartis AG ADR (NVS) is a major global pharmaceutical company with a strong pipeline and diverse product portfolio. The company faces challenges such as generic competition and pricing pressures. However, its R&D capabilities and global reach position it well for future growth. The recent acquisition of MorphoSys further strengthens their pipeline, specifically in oncology. Focusing on core therapeutic areas and digital innovation will be crucial for continued success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Company Investor Relations
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data are estimates and may vary. Financial data should be verified with official company filings.
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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