NVS
Novartis AG
Health Care · Pharmaceuticals · NYSE (ADR)
$149.16
Data: 2026-05-15
✓ ETHICAL PASS

Unknown MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$282.5B
Total market value of the company
21.21
Premium valuation
14.87
Based on estimated future earnings — lower means cheaper
Rev Growth
-0.7%
Year-over-year revenue change
Profit Margin
23.9%
How much profit the company keeps from each dollar of revenue
34.9%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$153.87
+3% from current price — median analyst estimate
Recommendation
HOLD
Consensus view from 10 analysts covering this stock
About Novartis AG

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.

https://www.novartis.com

Country: Switzerland Employees: 75,267 Industry: Drug Manufacturers - General
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
31.9% PASS
Debt must be below 33% of total assets
Cash Ratio
10.3% PASS
Interest-bearing cash below 33% of assets
Receivables
1.2% PASS
Receivables below 49% of assets
Revenue Purity
1.7% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$119.45
What our model estimates this business is worth per share
-24.9%
Trading above fair value — no margin of safety
Rating
OPPORTUNITY
Overall assessment combining ethics, valuation, and quality
98.4th
Ranks in the top 2% of our 13,571 screened universe
Ethical Score
79.4
Valuation Score
65.5
Quality Score
78.3
Combined
N/A

Trading at $148, 24% above fair value of $119. 24% profit margins. Passes all ethical screens. Ranks better than 91% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

MARKUP
Price trending up with increasing momentum
1.307
Excellent risk-adjusted returns
0.0991
Suggested allocation is meaningful — the edge justifies a position
1.373
Returns exceed worst-case losses — strong risk profile
Annual Return
27.4%
Historical annualised return based on price data
-20.0%
Largest peak-to-trough decline — the worst it has been
BULL
Statistical model sees bullish momentum
Days in State
3
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

0.49
Very low correlation to market moves
52W High
$170.46
12% below the year high
52W Low
$107.97
38% above the year low
Avg Volume
1,978,061
Average daily shares traded — higher means easier to buy and sell
2.9
Days it would take all short sellers to cover — higher means more crowded
Short % Float
0.2%
Low short interest — limited bearish positioning
3.2%
Annual dividend as a percentage of the share price
$6.98
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

1.21
Meaningful debt load — monitor closely
0.85
Below 1 means short-term obligations exceed liquid assets — risk flag
Quick Ratio
0.53
Like current ratio but excludes inventory — stricter test
Gross Margin
75.6%
Revenue left after cost of goods — higher means pricing power
Operating Margin
30.5%
Profit from core operations before interest and tax
$12.0B
Positive — the business generates more cash than it spends
Revenue (TTM)
$56.6B
Total revenue over the last 12 months
Net Income
$13.5B
Profitable — the bottom line is positive
Analyst Coverage
Analysts
10
Target High
$180.00
Target Median
$153.87
Target Low
$123.00
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15

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