Novartis
ISIN US66987V1098
|WKN 907122
Market cap (in EUR)
210 054,80 M
Country
Suisse
Sector
Santé
Dividend yield
2,91%
Overview
Quote
Description
Novartis AG est une société holding qui se consacre au développement, à la fabrication et à la commercialisation de produits de santé. Elle opère à travers les segments suivants : Médicaments innovants, Sandoz et Corporate. Le segment Médicaments innovants recherche, développe, fabrique, distribue et vend des produits pharmaceutiques brevetés et se compose de deux unités d'affaires : Novartis Oncologie et Novartis Pharmaceuticals. Le segment Sandoz développe, fabrique et commercialise des médicaments sous forme de doses finies ainsi que des produits intermédiaires, y compris des ingrédients pharmaceutiques actifs. Le segment Corporate se rapporte à la gestion du groupe et aux services centraux. La société a été fondée le 29 février 1996 et son siège social se trouve à Bâle, en Suisse.
Santé Produits biopharmaceutiques Autres produits biopharmaceutiques Suisse
Financials
Key metrics
| Market capitalisation, EUR | 210 054,80 M |
| EPS, EUR | 5,47 |
| P/B ratio | 5,20 |
| P/E ratio | 19,04 |
| Dividend yield | 2,91% |
Income statement (2024)
| Revenue, EUR | 46 516,81 M |
| Net income, EUR | 11 039,16 M |
| Profit margin | 23,73% |
What ETF is Novartis in?
There are 2 ETFs which contain Novartis. All of these ETFs are listed in the table below. The ETF with the largest weighting of Novartis is the L&G Pharma Breakthrough UCITS ETF.
Performance
Returns overview
| YTD | +4.99% |
| 1 month | -5.94% |
| 3 months | -0.12% |
| 6 months | -2.45% |
| 1 year | +5.58% |
| 3 years | +8.65% |
| 5 years | - |
| Since inception (MAX) | +9.53% |
| 2024 | +5.46% |
| 2023 | +0.02% |
| 2022 | +4.81% |
| 2021 | - |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 19.16% |
| Volatility 3 years | 19.31% |
| Volatility 5 years | - |
| Return per risk 1 year | 0.29 |
| Return per risk 3 years | 0.14 |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -16.72% |
| Maximum drawdown 3 years | -16.72% |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -16.72% |
Rolling 1 year volatility
Latest articles
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.
Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.
Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.
