Stock Research: Novartis

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

Novartis

VTX:NOVN CH0012005267
23
  • Value
    44
  • Growth
    61
  • Safety
    Safety
    10
  • Combined
    19
  • Sentiment
    61
  • 360° View
    360° View
    23
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Company Description

Novartis AG is a pharmaceutical company that develops and markets branded and generic prescription drugs. It operates in the pharmaceutical industry, with focus on immunology, dermatology, cancer, and more. Novartis operates globally, with a strong presence in Switzerland. In the last fiscal year, the company had a market cap of $253,332 million, profits of $38,907 million, revenue of $51,722 million, and 75883 employees.

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ANALYSIS: With an Obermatt 360° View of 23 (better than 23% compared with alternatives), overall professional sentiment and financial characteristics for the stock Novartis are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for Novartis. The consolidated Growth Rank has a good rank of 61, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. This means that growth is higher than for 61% of competitors in the same industry. The consolidated Sentiment Rank also has a good rank of 61, which means that professional investors are more optimistic about the stock than for 61% of alternative investment opportunities. But the consolidated Value Rank has a less desirable rank of 44, which means that the share price of Novartis is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. This means the stock price is higher than for 56% of alternative stocks in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 10, which means that the company has a financing structure that is riskier than those of 90% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 20-May-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
44 42 53 74
Growth
61 28 25 39
Safety
Safety
10 9 22 10
Sentiment
61 74 84 68
360° View
360° View
23 17 37 36
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Metrics Current 2025 2024 2023
Analyst Opinions
13 13 34 33
Opinions Change
53 82 87 49
Pro Holdings
n/a 81 70 92
Market Pulse
74 69 61 47
Sentiment
61 74 84 68
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Metrics Current 2025 2024 2023
Value
44 42 53 74
Growth
61 28 25 39
Safety Safety
10 9 22 10
Combined
19 1 8 26
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
37 18 24 48
Price vs. Earnings (P/E)
34 60 59 75
Price vs. Book (P/B)
23 17 26 55
Dividend Yield
83 85 90 90
Value
44 42 53 74
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Metrics Current 2025 2024 2023
Revenue Growth
20 14 6 26
Profit Growth
98 39 48 43
Capital Growth
58 47 31 63
Stock Returns
56 64 62 52
Growth
61 28 25 39
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Metrics Current 2025 2024 2023
Leverage
11 25 40 19
Refinancing
20 13 9 1
Liquidity
61 59 55 54
Safety Safety
10 9 22 10

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Frequently Asked
Questions

This is a classic, high-risk growth play: high growth and positive sentiment outweigh low Value Rank (expensive) and risky financing. This is for aggressive growth investors who are comfortable with the high price and risk, believing the growth story justifies the expense.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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