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Upturn AI SWOT - About
NVS 
Novartis AG ADR (NVS)
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Upturn Advisory Summary
04/07/2025: NVS (3-star) is a WEAK-BUY. BUY since 45 days. Profits (1.04%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 23.08% | Avg. Invested days 48 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/07/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 211.51B USD | Price to earnings Ratio 18.03 | 1Y Target Price 110.1 |
Price to earnings Ratio 18.03 | 1Y Target Price 110.1 | ||
Volume (30-day avg) 2678689 | Beta 0.55 | 52 Weeks Range 89.14 - 116.72 | Updated Date 04/7/2025 |
52 Weeks Range 89.14 - 116.72 | Updated Date 04/7/2025 | ||
Dividends yield (FY) 3.66% | Basic EPS (TTM) 5.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.09% | Operating Margin (TTM) 29.94% |
Management Effectiveness
Return on Assets (TTM) 10.09% | Return on Equity (TTM) 26.28% |
Valuation
Trailing PE 18.03 | Forward PE 12.92 | Enterprise Value 229420691496 | Price to Sales(TTM) 4.09 |
Enterprise Value 229420691496 | Price to Sales(TTM) 4.09 | ||
Enterprise Value to Revenue 4.44 | Enterprise Value to EBITDA 11.08 | Shares Outstanding 1975090048 | Shares Floating 1879297419 |
Shares Outstanding 1975090048 | Shares Floating 1879297419 | ||
Percent Insiders - | Percent Institutions 6.72 |
Analyst Ratings
Rating 3 | Target Price 112.67 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 10 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Novartis AG ADR
Company Overview
History and Background
Novartis AG ADR (NVS) was formed in 1996 through the merger of Ciba-Geigy and Sandoz. Ciba-Geigy and Sandoz were established in 1859 and 1886, respectively. Novartis has grown to become one of the largest pharmaceutical companies globally, with significant milestones in drug development and market expansion.
Core Business Areas
- Innovative Medicines: Develops and commercializes innovative patent-protected medicines for various therapeutic areas.
- Sandoz (Generics): Develops, manufactures, and markets generics and biosimilars.
Leadership and Structure
Novartis is led by CEO Vas Narasimhan. The company has a board of directors and operates through various divisions focused on specific therapeutic areas and geographies.
Top Products and Market Share
Key Offerings
- Competitors: AstraZeneca (Farxiga), Eli Lilly (Jardiance)
- Entresto: Heart failure medication. Competitors include ACE inhibitors, ARBs, and other heart failure drugs. Global sales of $6.08 billion in 2023.
- Competitors: AbbVie (Humira), Amgen (Enbrel), Johnson & Johnson (Stelara)
- Cosentyx: Treatment for psoriasis, psoriatic arthritis, and ankylosing spondylitis. Competitors include other biologics. $4.98 billion in 2023.
- Competitors: Eli Lilly (Verzenio), Pfizer (Ibrance)
- Kisqali: Breast Cancer drug. Competitors include other CDK4/6 inhibitors. $2.05 billion in 2023.
Market Dynamics
Industry Overview
The pharmaceutical industry is characterized by high R&D costs, regulatory hurdles, and intense competition. Innovation, patent protection, and market access are crucial for success.
Positioning
Novartis is a major player in the pharmaceutical industry, with a strong focus on innovative medicines and a growing presence in generics and biosimilars. It has a significant competitive advantage due to its diverse portfolio and global reach.
Total Addressable Market (TAM)
The global pharmaceuticals market is estimated to be over $1.4 trillion. Novartis is well-positioned to capture a significant portion of this market with its diverse product portfolio and strong pipeline. Expected to hit nearly $2 trillion by 2030.
Upturn SWOT Analysis
Strengths
- Diverse product portfolio
- Strong R&D capabilities
- Global presence
- Experienced management team
- Solid financial position
Weaknesses
- Dependence on key products
- Exposure to generic competition
- R&D pipeline risks
- Legal and regulatory challenges
Opportunities
- Expanding into new therapeutic areas
- Growth in emerging markets
- Acquisitions and partnerships
- Development of innovative therapies
- Biosimilar expansion
Threats
- Increasing competition
- Patent expirations
- Pricing pressures
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- Johnson & Johnson (JNJ)
- Pfizer (PFE)
- Roche Holding AG (RHHBY)
- Merck & Co., Inc. (MRK)
- AbbVie Inc. (ABBV)
Competitive Landscape
Novartis faces intense competition from other large pharmaceutical companies. Its competitive advantages include a diverse product portfolio, strong R&D capabilities, and global reach.
Major Acquisitions
MorphoSys AG
- Year: 2024
- Acquisition Price (USD millions): 2.9
- Strategic Rationale: Expand in oncology with pelabresib, a potential treatment for myelofibrosis.
Growth Trajectory and Initiatives
Historical Growth: Novartis has experienced moderate growth in recent years, driven by new product launches and geographic expansion.
Future Projections: Analysts project continued growth for Novartis, driven by its strong pipeline and expansion into new markets. Revenue is expected to grow by 4-6% annually.
Recent Initiatives: Novartis is focusing on developing innovative therapies in areas such as oncology, immunology, and neuroscience. The company is also investing in digital health solutions.
Summary
Novartis is a strong pharmaceutical company with a diverse portfolio and global reach. Its consistent financial performance is driven by key products like Entresto and Cosentyx. The company faces generic competition and R&D risks but can capitalize on growth in emerging markets and innovative therapies. Novartis should carefully manage patent expirations and pricing pressures.
Similar Companies
ABBV
AbbVie Inc
ABBV
AbbVie Inc
BMY
Bristol-Myers Squibb Company
BMY
Bristol-Myers Squibb Company
JNJ
Johnson & Johnson
JNJ
Johnson & Johnson
LLY
Eli Lilly and Company
LLY
Eli Lilly and Company
MRK
Merck & Company Inc
MRK
Merck & Company Inc
PFE
Pfizer Inc
PFE
Pfizer Inc
Sources and Disclaimers
Data Sources:
- Novartis AG Annual Reports
- Company Filings (SEC)
- Analyst Reports
- Market Research Reports
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Novartis AG ADR
Exchange NYSE | Headquaters - | ||
IPO Launch date 1991-11-18 | CEO - | ||
Sector Healthcare | Industry Drug Manufacturers - General | Full time employees 75883 | Website https://www.novartis.com |
Full time employees 75883 | Website https://www.novartis.com | ||
Novartis AG engages in the research, development, manufacture, distribution, marketing, and sale of pharmaceutical medicines in Switzerland and internationally. The company offers Entresto, an angiotensin receptorneprilysin inhibitor for the treatment of 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.
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