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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
09/12/2025: NVS (3-star) is a STRONG-BUY. BUY since 19 days. Simulated Profits (0.09%). 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 $120.15
1 Year Target Price $120.15
| 0 | Strong Buy |
| 2 | Buy |
| 9 | Hold |
| 0 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 21.61% | Avg. Invested days 47 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 240.38B USD | Price to earnings Ratio 18.09 | 1Y Target Price 120.15 |
Price to earnings Ratio 18.09 | 1Y Target Price 120.15 | ||
Volume (30-day avg) 13 | Beta 0.56 | 52 Weeks Range 92.72 - 130.46 | Updated Date 09/14/2025 |
52 Weeks Range 92.72 - 130.46 | Updated Date 09/14/2025 | ||
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 - | 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 18.09 | Forward PE 13.44 | Enterprise Value 266012799549 | Price to Sales(TTM) 4.36 |
Enterprise Value 266012799549 | Price to Sales(TTM) 4.36 | ||
Enterprise Value to Revenue 4.82 | Enterprise Value to EBITDA 11.71 | Shares Outstanding 1935849984 | Shares Floating 1843880803 |
Shares Outstanding 1935849984 | Shares Floating 1843880803 | ||
Percent Insiders - | Percent Institutions 7.05 |
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 extend back to the mid-1800s. It evolved from chemical and dye production to pharmaceuticals and healthcare.
Core Business Areas
- Innovative Medicines: Develops and commercializes innovative patented medicines, focusing on therapeutic areas like oncology, cardiovascular, immunology, and neuroscience.
- Sandoz: Sandoz is a global leader in generic pharmaceuticals and biosimilars. The business was spun off into its own company in 2023.
Leadership and Structure
Novartis is led by its CEO, Vas Narasimhan. The organizational structure includes divisions focused on specific therapeutic areas and global operations.
Top Products and Market Share
Key Offerings
- Entresto: A heart failure medication. Generates significant revenue for Novartis. Competitors include generic ACE inhibitors and ARBs.
- Revenue: Generated $6B in 2023.
- Cosentyx: A treatment for psoriasis, psoriatic arthritis, and ankylosing spondylitis. Faces competition from other biologics like Humira and Stelara.
- Revenue: Generated $5B in 2023.
- Kisqali: A CDK4/6 inhibitor for breast cancer. Competitors include Ibrance (Pfizer) and Verzenio (Eli Lilly).
- Revenue: Generated $2B in 2023.
Market Dynamics
Industry Overview
The pharmaceutical industry is characterized by high R&D costs, stringent regulations, and increasing competition from generics and biosimilars.
Positioning
Novartis is a major player in the global pharmaceutical market, with a strong focus on innovative medicines and a diversified portfolio.
Total Addressable Market (TAM)
The global pharmaceuticals market is expected to reach over $1.7 trillion by 2027. Novartis is positioned to capture a significant share through its innovative pipeline.
Upturn SWOT Analysis
Strengths
- Strong R&D pipeline
- Diversified product portfolio
- Global presence
- Established brand reputation
Weaknesses
- Dependence on key products
- Exposure to generic competition
- High R&D costs
- Legal and regulatory risks
Opportunities
- Expanding into emerging markets
- Developing innovative therapies
- Acquiring complementary businesses
- Leveraging digital technologies
Threats
- Increasing pricing pressure
- Patent expirations
- Regulatory changes
- Competition from generics and biosimilars
Competitors and Market Share
Key Competitors
- JNJ
- PFE
- MRK
- ABBV
- BMY
- LLY
Competitive Landscape
Novartis competes with other major pharmaceutical companies on innovation, product quality, and market access.
Major Acquisitions
MorphoSys AG
- Year: 2024
- Acquisition Price (USD millions): 2700
- Strategic Rationale: This acquisition gives Novartis access to pelabresib, a bromodomain and extraterminal domain (BET) inhibitor in Phase 3 development for myelofibrosis.
Growth Trajectory and Initiatives
Historical Growth: Novartis has experienced moderate growth in recent years.
Future Projections: Analysts project continued growth driven by new product launches and expanding market share.
Recent Initiatives: Novartis is focusing on innovative medicines and strategic acquisitions to drive future growth.
Summary
Novartis is a large pharmaceutical company with a diversified portfolio and a strong focus on innovation. It generates healthy revenues through its various drugs and has good financial performance. However, it faces threats such as increasing pricing pressure and patent expirations, so innovation is key. The company is poised for further growth through strategic initiatives and acquisitions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry News
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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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