ScoreWhy is Novartis AG ?
1
Poor long term growth as Net Sales has grown by an annual rate of -0.09% over the last 5 years
2
With ROE of 39.74%, it has a Very Expensive valuation with a 6.58 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 19.80%, its profits have risen by 17% ; the PEG ratio of the company is 1
Real-Time Research ReportHow much should you sell?
- All quantity irrespective of whether you are making profits or losses
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Pharmaceuticals & Biotechnology)
When to re-enter? - We will constantly monitor the company and review our call based on new data
Is Novartis AG for you?
Low Risk, Medium Return
Absolute
Risk Adjusted
Volatility
Novartis AG
21.78%
0.56
21.28%
Switzerland SMI
10.0%
0.63
15.85%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
-0.09%
EBIT Growth (5y)
9.15%
EBIT to Interest (avg)
14.48
Debt to EBITDA (avg)
0.60
Net Debt to Equity (avg)
0.59
Sales to Capital Employed (avg)
0.60
Tax Ratio
13.85%
Dividend Payout Ratio
67.17%
Pledged Shares
0
Institutional Holding
0.06%
ROCE (avg)
19.87%
ROE (avg)
25.50%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
17
Industry P/E
Price to Book Value
6.58
EV to EBIT
16.13
EV to EBITDA
11.99
EV to Capital Employed
4.55
EV to Sales
5.18
PEG Ratio
0.97
Dividend Yield
NA
ROCE (Latest)
28.21%
ROE (Latest)
39.74%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
Bullish
Bullish
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend
Not enough Data to analyse Financial Trend
Not enough Data to analyse Financial Trend
Here's what is working for Novartis AG
Net Sales - Quarterly
At CHF 10,343 MM has Grown at -7.6 %
over average Net Sales of the previous four periods of CHF 11,193 MMMOJO Watch
Near term sales trend is very positive
Net Sales (CHF MM)
Profit Before Tax less Other Income (PBT) - Quarterly
At CHF 2,980 MM has Grown at 9.7 %
over average PBT of the previous four periods of CHF 2,715 MMMOJO Watch
Near term PBT trend is very positive
PBT less Other Income (CHF MM)
Profit Before Tax less Other Income (PBT) - Quarterly
Highest at CHF 2,980 MM.
in the last five periodsMOJO Watch
Near term PBT trend is positive
PBT less Other Income (CHF MM)
Profit After Tax (PAT) - Quarterly
At CHF 2,552 MM has Grown at -9.2 %
over average PAT of the previous four periods of CHF 2,810 MMMOJO Watch
Near term PAT trend is positive
PAT (CHF MM)
Here's what is not working for Novartis AG
Operating Cash Flow - Annually
Lowest at CHF 12,992.71 MM and Fallen
each year in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (CHF MM)
Profit After Tax (PAT) - Quarterly
Lowest at CHF 2,552 MM.
in the last five periodsMOJO Watch
Near term PAT trend is negative
PAT (CHF MM)
Debt-Equity Ratio - Half Yearly
Highest at 0.41 times
in the last five half yearly periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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