Novartis AG (NVSEF) stock

NVSEFOTCPharmaceutical PreparationsFiscal year ends December 31Also trades as NVS

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 20-F on Feb 4, 2026Score 7/30

$146.46+2.56 (+1.78%)

Close on Oct 19, 2026Market cap $279.46BP/E 20.5Yield –

Novartis statistics

87 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.

Important dates

Next earnings: –
Last ex-dividend date: Mar 11, 2025
Fundamentals through: Jun 30, 2026
Share price as of: Nov 5, 2026

Valuation ratiosIndustry

Market Cap: $308.99B; $263.50M
Enterprise Value: $301.78B; $130.98M
PE Ratio: 22.65; 23.45
PB Ratio: 7.44; 1.99
P/FCF Ratio: 17.56; 19.26
P/OCF Ratio: 16.14; 13.61

Enterprise valuationIndustry

EV / EBITDA: 17.10; 16.09
EV / EBIT: 17.10; 18.76
EV / FCF: 17.15; 22.37

Share statisticsIndustry

Shares Outstanding: 1.91B; 58M
Shares Change (YoY): -3.93%; 10.9%
Float: 1.91B; 49M
Shares Held by Insiders: 0.00%; 11.4%
Shares Held by Institutions: 7.11%; 56.3%

Short sellingIndustry

Short Interest: 6M; –
Short Interest Change: -0.69%; -0.75%
Days to Cover: 3.20; 4.87

Stock price statisticsIndustry

52-Week High: $170.46; –
52-Week Low: $123.24; –
20-Day Moving Average: $153.97; –
50-Day Moving Average: $148.67; –
200-Day Moving Average: $152.17; –
Average True Range (14): $3.40; –
Price Change (1 Week): 0.52%; -6.67%
Price Change (1 Month): 13.0%; -10.8%
Price Change (3 Months): 3.58%; -22.3%
Price Change (6 Months): 11.4%; -23.9%
Price Change (YTD): 17.5%; -21.8%
Price Change (1 Year): 29.5%; -20.8%
Price Change (3 Years): 73.3%; -28.9%
Price Change (5 Years): 93.6%; -79.4%
Price Change (10 Years): 130.5%; -57.4%
Average Volume (10 Days): 3M; –
Average Volume (20 Days): 2M; –
Average Volume (90 Days): 2M; –
Relative Volume: 1.24; 1.06
Relative Strength Index (14): 63.8; 40.8
Volatility (1 Year): 27.3%; 80.1%
Beta (5 Years): 0.42; 1.07

Returns on capitalIndustry

Return on Equity (ROE): 33.5%; -50.8%
Return on Assets (ROA): 12.4%; -40.5%
Return on Invested Capital (ROIC): 43.5%; -32.4%
Return on Capital Employed (ROCE): 19.5%; -38.0%

Financial positionIndustry

Current Ratio: 0.86; 3.31
Quick Ratio: 0.54; 2.39
Interest Coverage: 15.42; -6.23

GrowthIndustry

Net Income Growth (YoY): 17.1%; -22.8%
EPS Growth (YoY): 21.8%; -12.9%
FCF Growth (YoY): 8.26%; 4.66%
EPS Growth (3Y CAGR): 31.1%; -0.17%
EPS Growth (5Y CAGR): 15.2%; 3.69%

EfficiencyIndustry

Inventory Turnover: 2.19; 2.68
Profits Per Employee: $28.48M; -$682.80K
Employee Count: 491; 75
WACC: 7.45%; 10.1%

Income statement (TTM)Industry

Gross Profit: $42.98B; $112.58M
Operating Income: $17.64B; -$20.37M
Pretax Income: $16.35B; -$12.79M
Net Income: $13.98B; -$21.64M
EBITDA: $17.64B; -$16.44M
EPS (Diluted): $7.15; -$0.77

Balance sheetIndustry

Cash & Short-Term Investments: $7.62B; $66.50M
Net Cash (Debt): $7.62B; $15.94M
Net Cash Per Share: $3.99; $0.68
Equity (Book Value): $41.54B; $52.37M
Book Value Per Share: $21.77; $1.47
Tangible Book Value: -$27.30B; $27.17M
Working Capital: -$4.40B; $78.31M

Cash flow (TTM)Industry

Operating Cash Flow: $19.14B; -$12.18M
Capital Expenditures: -$1.55B; -$969.50K
Free Cash Flow: $17.60B; -$18.59M
FCF Per Share: $9.22; -$0.40

Dividends and yieldsIndustry

Earnings Yield: 4.53%; -21.4%
FCF Yield: 5.69%; -8.81%
Buyback Yield: 2.98%; -0.64%
Shareholder Yield: 2.98%; 0.00%
Payout Ratio: 55.9%; 46.5%
FCF Payout Ratio: 44.4%; 43.7%

Taxes and interestIndustry

Interest Expense: $1.14B; $3.07M
Income Tax: $2.39B; $82.50K
Effective Tax Rate: 14.6%; 20.3%

Scores and fair valueIndustry

Graham Number: $59.18; $18.73
Graham Upside: -63.5%; -46.0%
Altman Z-Score: 2.75; 0.25
Piotroski F-Score: 7; 4
Lynch Fair Value: $108.87; –
Lynch Upside: -32.8%; -27.8%

Total return vs. the S&P 500

Price change plus reinvested dividends, to the close on Oct 19, 2026. The S&P 500 is measured by the SPY fund.

Period	NVSEF	S&P 500	Difference	NVSEF per year	S&P 500 per year
1 month	+9.5%	+0.6%	+8.9 pts
3 months	-3.6%	+3.4%	−7.0 pts
Year to date	+6.1%	+13.3%	−7.2 pts
1 year	+11.4%	+16.6%	−5.2 pts
3 years	+68.4%	+86.4%	−18.0 pts	+19.0%	+23.1%
5 years	+119.1%	+81.9%	+37.3 pts	+17.0%	+12.7%
10 years	+184.6%	+318.9%	−134.2 pts	+11.0%	+15.4%

Short interest

Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 15, 2026.

2M NVSEF shares were sold short on Oct 15, 2026, up 3.5% from the previous report. At recent volumes it would take 45.5 days to buy them back.

Settlement date	Shares short	Change	Avg. daily volume	Days to cover
Oct 15, 2026	1,673,811	+3.5%	36,767	45.5
Sep 30, 2026	1,617,976	+41.2%	75,505	21.4
Sep 15, 2026	1,146,050	+6.7%	69,972	16.4
Aug 31, 2026	1,073,700	-9.8%	6,008	178.7
Aug 14, 2026	1,190,984	-1.0%	1,749	681.0
Jul 31, 2026	1,202,677	+5.0%	1,817	661.9
Jul 15, 2026	1,145,278	-16.2%	69,554	16.5
Jun 30, 2026	1,366,455	-7.2%	22,280	61.3
Jun 15, 2026	1,471,712	+28.4%	301,431	4.9
May 29, 2026	1,146,092	+15.4%	16,378	70.0
May 15, 2026	993,169	+64.7%	907	1000.0
Apr 30, 2026	603,081	-85.4%	1,312	459.7

Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.

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