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Upturn AI SWOT - About
NVS 
Novartis AG ADR (NVS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/15/2025: NVS (3-star) is a STRONG-BUY. BUY since 42 days. Simulated Profits (4.81%). 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 $122.05
1 Year Target Price $122.05
| 0 | Strong Buy |
| 2 | Buy |
| 9 | Hold |
| 0 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 27.34% | Avg. Invested days 50 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 252.16B USD | Price to earnings Ratio 18.99 | 1Y Target Price 122.05 |
Price to earnings Ratio 18.99 | 1Y Target Price 122.05 | ||
Volume (30-day avg) 13 | Beta 0.57 | 52 Weeks Range 92.72 - 133.55 | Updated Date 10/15/2025 |
52 Weeks Range 92.72 - 133.55 | Updated Date 10/15/2025 | ||
Dividends yield (FY) 3.07% | 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 - | When - | Estimate - | Actual - |
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 18.99 | Forward PE 14.18 | Enterprise Value 278287750628 | Price to Sales(TTM) 4.57 |
Enterprise Value 278287750628 | Price to Sales(TTM) 4.57 | ||
Enterprise Value to Revenue 5.04 | Enterprise Value to EBITDA 12.25 | Shares Outstanding 1935853188 | Shares Floating 1843880803 |
Shares Outstanding 1935853188 | Shares Floating 1843880803 | ||
Percent Insiders - | Percent Institutions 7.04 |
Upturn AI SWOT
Novartis AG ADR
Company Overview
History and Background
Novartis AG ADR was formed in 1996 through the merger of Ciba-Geigy and Sandoz. Both companies have histories dating back more than 250 years. The merger created one of the world's largest pharmaceutical companies, focusing on innovative medicines and eye care.
Core Business Areas
- Innovative Medicines: Develops and commercializes prescription medicines to address unmet medical needs. Focuses on therapeutic areas such as oncology, cardiovascular, immunology, neuroscience, and ophthalmology.
- Sandoz (Generics): Develops, manufactures, and markets generic pharmaceuticals and biosimilars.
Leadership and Structure
The CEO is Vas Narasimhan. Novartis operates with a divisional structure under the supervision of the Executive Committee of Novartis (ECN).
Top Products and Market Share
Key Offerings
- Entresto: A heart failure medication. Reported global sales of ~$5 billion in 2022. Competitors include ACE inhibitors and ARBs made by companies like Pfizer, Merck and Sanofi.
- Cosentyx: A biologic used to treat psoriasis, psoriatic arthritis, and ankylosing spondylitis. Reported global sales of ~$4.8 billion in 2022. Competitors include Humira (AbbVie), Stelara (Johnson & Johnson) and Taltz (Eli Lilly).
- Zolgensma: A gene therapy for spinal muscular atrophy (SMA). Reported global sales of ~$1.4 billion in 2022. Competitors include Spinraza (Biogen) and Evrysdi (Roche).
Market Dynamics
Industry Overview
The pharmaceutical industry is characterized by high R&D costs, stringent regulatory requirements, and intense competition. It is driven by innovation and demographic trends such as an aging global population.
Positioning
Novartis is a leading global pharmaceutical company with a strong pipeline and diverse portfolio. Its competitive advantages include its R&D capabilities, global presence, and established brands.
Total Addressable Market (TAM)
The global pharmaceutical market is expected to reach over $1.7 trillion by 2027. Novartis is well positioned to capture a significant share of this market, with innovative products in key therapeutic areas.
Upturn SWOT Analysis
Strengths
- Strong R&D pipeline
- Diverse product portfolio
- Global presence
- Established brands
- Solid financial performance
Weaknesses
- Reliance on key products
- Exposure to generic competition
- Regulatory challenges
- Pricing pressure
Opportunities
- Expanding into emerging markets
- Developing innovative therapies
- Strategic acquisitions
- Leveraging digital technologies
Threats
- Patent expirations
- Increasing competition
- Healthcare reforms
- Economic downturns
Competitors and Market Share
Key Competitors
- JNJ
- MRK
- PFE
- ABBV
- BMY
Competitive Landscape
Novartis is competing with companies like Johnson & Johnson, Merck, and Pfizer. Novartis has a strong R&D pipeline, but it faces competition from generics and biosimilars.
Major Acquisitions
MorphoSys
- Year: 2024
- Acquisition Price (USD millions): 2900
- Strategic Rationale: MorphoSys gives Novartis access to pelabresib, which it believes has the potential to become the 'backbone' of treatment for myelofibrosis.
Growth Trajectory and Initiatives
Historical Growth: Novartis has experienced growth through organic development and strategic acquisitions. See year-over-year analysis above for revenue information.
Future Projections: Analyst estimates vary, but the company is expected to grow in the low single digits. Check broker sites for details.
Recent Initiatives: Novartis has been divesting some assets in non-core businesses to focus on innovative medicines. It is also investing in R&D and digital technologies.
Summary
Novartis is a strong pharmaceutical company with a diverse portfolio and a solid pipeline. The company is focusing on innovative medicines and strategic acquisitions to drive growth. Novartis needs to navigate regulatory challenges and competition from generics to achieve its long-term goals, but has many blockbuster drugs that provide strong foundations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Novartis Annual Reports
- SEC Filings
- Analyst Reports
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market data is subject to change. Consult a financial advisor before making any investment decisions.
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 researches, develops, manufactures, distributes, markets, and sells pharmaceutical medicines in Switzerland and internationally. The company offers Entresto, an angiotensin receptorneprilysin inhibitor to treat 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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