NVS
Novartis AG
Healthcare · Pharmaceuticals · NYSE (ADR)
✓ ETHICAL PASS
Unknown MOAT
HIGH
Data Confidence: 100.0%
Market Regime
Analysis pending
Today's Read
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-03
Full Daily Analysis
Key Metrics
How this company measures up on the fundamentals that matter
Market Cap
$292.1B
Total market value of the company
15.41
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
$151.58
-1% 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 (CD
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
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
10% below the year high
52W Low
$112.34
36% above the year low
Avg Volume
1,578,606
Average daily shares traded — higher means easier to buy and sell
3.6
Days it would take all short sellers to cover — higher means more crowded
Short % Float
0.2%
Low short interest — limited bearish positioning
310.0%
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
120.73
Heavy leverage — higher financial risk if revenues decline
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
What If You'd Bought NVS?
| Period |
Price Then |
Price Return |
Divs/Share |
$1,000 Became |
Total Return |
| 1 Month |
$145.23 |
+2.1% |
— |
$1,021 |
+2.1% |
| 2 Months |
$154.05 |
-3.8% |
— |
$962 |
-3.8% |
| 3 Months |
$154.25 |
-3.9% |
— |
$961 |
-3.9% |
| 6 Months |
$128.45 |
+15.4% |
$4.77 |
$1,191 |
+19.1% |
| 1 Year |
$115.08 |
+28.8% |
$4.77 |
$1,330 |
+33.0% |
| 2 Years |
$98.62 |
+50.3% |
$8.77 |
$1,592 |
+59.2% |
| 3 Years |
$90.99 |
+62.9% |
$12.51 |
$1,766 |
+76.6% |
| 5 Years |
$76.87 |
+92.8% |
$19.33 |
$2,180 |
+118.0% |
Dividends Collected Per Share
1 Year: $4.7730
3 Years: $12.5070
5 Years: $19.3330
$1,000 invested 1 year ago = 8.7 shares = $41.48 in dividends collected
Historical returns. Past performance does not guarantee future results. Prices from market close data.
Framework Review History
Timestamped framework reads — tracking how the analysis evolves over time
2026-07-03
MARKUP $153.07
+0.0% Review #2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02
MARKUP $153.07
Review #1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
Latest Analysis — NVS
Timestamped intelligence from our daily research pipeline
Uncategorized
NVS — Deep Ticker Analysis | Framework Read 3 July 2026
Novartis (NVS) — Markup at $153.07 with 70.0 Ethical Score body { background: #0a0e14; color: #e0e0e0; font-family: 'Segoe UI', Arial, sans-serif; margin: 0; padding: 0; line-height: 1.7; } .container {...
Uncategorized
NVS — Deep Ticker Analysis | Framework Read 3 July 2026
Novartis (NVS) — Markup at $153.07 with 70.0 Ethical Score body { background: #0a0e14; color: #e0e0e0; font-family: 'Segoe UI', Arial, sans-serif; margin: 0; padding: 0; line-height: 1.7; } .container {...
Uncategorized
NVS — Deep Ticker Analysis | Framework Read 3 July 2026
Novartis (NVS) — Markup at $153.07 with 70.0 Ethical Score body { background: #0a0e14; color: #e0e0e0; font-family: 'Segoe UI', Arial, sans-serif; margin: 0; padding: 0; line-height: 1.7; } .container {...
Uncategorized
NVS — Deep Ticker Analysis | Framework Read 3 July 2026
Novartis (NVS) — Markup at $153.07 with 70.0 Ethical Score body { background: #0a0e14; color: #e0e0e0; font-family: 'Segoe UI', Arial, sans-serif; margin: 0; padding: 0; line-height: 1.7; } .container {...
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Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-06-14