Ratings Novartis AG

Equities

NOVN

CH0012005267

Market Closed - Swiss Exchange Other stock markets 11:30:49 2024-04-23 am EDT			5-day change	1st Jan Change
88.94 ^CHF	+1.81%		+2.82%	+4.80%

Apr. 23	US Equity Markets Close Higher Tuesday	MT
Apr. 23	Novartis Wins FDA Approval of Pancreatic Tumor Therapy in Children	MT

Summary

From a short-term investment perspective, the company presents a deteriorated fundamental situation
According to Refinitiv, the company's ESG score for its industry is good.

Strengths

Before interest, taxes, depreciation and amortization, the company's margins are particularly high.
The group's activity appears highly profitable thanks to its outperforming net margins.

Weaknesses

With relatively low growth outlooks, the group is not among those with the highest revenue growth potential.
The company's currently anticipated earnings per share (EPS) growth for the next few years is a notable weakness.
Based on current prices, the company has particularly high valuation levels.
In relation to the value of its tangible assets, the company's valuation appears relatively high.
For the last twelve months, the trend in sales revisions has been clearly going down, which emphasizes downgraded expectations from the analysts.
For the last few months, analysts have been revising downwards their earnings forecast.
The group usually releases earnings worse than estimated.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Pharmaceuticals

	1st Jan change	Capi.	ESG Refinitiv
NOVARTIS AG	+4.80%	210B	B-
ELI LILLY AND COMPANY	+27.92%	659B	C+
NOVO NORDISK A/S	+27.68%	557B	B
JOHNSON & JOHNSON	-4.59%	359B	C+
MERCK & CO., INC.	+16.38%	322B	B-
ABBVIE INC.	+9.39%	297B	C+
ASTRAZENECA PLC	+6.30%	215B	B+
ROCHE HOLDING AG	-6.05%	200B	A+
PFIZER, INC.	-8.58%	149B	C+
AMGEN INC.	-4.99%	146B	C+

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes