Novartis AG NOVN.SW
Composite 52/100; the shares have moved about 22% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Growth ranks 27/100 — a moderate mark against it.
Quality ranks 80/100 — a strong point in its favour. Momentum ranks 67/100 — a moderate point in its favour. Income ranks 65/100 — a moderate point in its favour.
Growth ranks 27/100 — a moderate mark against it. Balance-sheet strength ranks 33/100 — a moderate mark against it. Valuation ranks 41/100 — a slight mark against it.
What the company does Novartis AG is a global leader in pharmaceuticals, marketing blockbusters such as Entresto (heart failure), Cosentyx (autoimmune diseases), and Pluvicto (prostate cancer). Its portfolio spans cardiovascular, oncology, immunology, and rare diseases, with 30.3% ROE and 75.0% gross margins.
Key financials Revenue growth is flat at 0.8%, while EPS fell -17.0%. Operating margin is 34.6% and net margin 22.5%. Debt/equity stands at 1.17x, interest coverage 12.18x, and FCF yield 4.9%. Dividend yield is 3.6% with a 69.9% payout ratio.
Stock health Momentum is strong: +42.94% over 12 months, +14.73% over 6 months, and RSI 63.20. Sideravia scores Quality 74.0 and Momentum 76.6, but Valuation is 43.4. Altman Z 3.16 signals low bankruptcy risk.
Price vs fair value The stock trades at a **PREMIUM** of 4.37% versus the analyst 12-month target of 124.07 and at a **discount** of 12.50% versus our fair-value estimate of 146.02. - Analysts cite pipeline progress and margin resilience (Sideravia). - Recent biotech volatility may be weighing on sentiment (Zacks headlines). - Dividend appeal highlighted in passive-income articles (Motley Fool).
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-03, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.