Is Novartis AG (NVS) Overvalued?
We dive into why Novartis AG (NVS) could be considered overvalued on 2026-07-14, based on AAII’s Value Score and Grade.Tudor Pop
A+ Stock Grade Summary:
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| GROWTH: |
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| MOMENTUM: |
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| EPS REVISIONS: |
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| QUALITY: |
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Tudor Pop
Michael Rose
Jenna Brashear
Michael Rose
Rosalio Madrigal
| Share Statistics | NVS | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $295,432.7 | $569.9 | 99% |
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| Shares Out (Mil) | 1,914.0 | 44.8 | 97% |
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| Institutional Ownership | 99.7% | 84.6% | 93% |
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| Float (Mil) | 1,856.4 | 45.1 | 95% |
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| Beta | 0.49 | 0.67 | 27% |
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| Avg Daily Volume (000s) | 1,950 | 294 | 82% |
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| Price Change (52-week) |
35.2% | 65.2% | 73% |
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| Growth | NVS | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 2.6% | 6.7% | 25% |
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| Net Income (5yr) | 11.6% | (2.0%) | 57% |
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| EPS (5yr) | 15.2% | 14.9% | 57 |
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| Dividends (5yr) | 6.6% | 0.0% | 97% |
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| Cash Flow (5yr) | 56.5% | (14.9%) | 95% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 2 | 7 | 8 | |
| Current EPS | $2.230 | $8.824 | $9.873 | |
| Month Ago EPS | $2.229 | $8.821 | $9.896 | |
| # Rev Up | 0 | 1 | 0 | |
| # Rev Down | 1 | 0 | 1 | |
| Three Months Ago EPS | $2.189 | $9.008 | $9.871 | |
| Year/Year Chg | 30.4% | 23.4% | 53.5% | |
| Financials | NVS | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $56,693 | $230 | 97% |
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| Net Income (TTM) (Mil) | $12,757 | ($11) | 99% |
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| EPS (TTM) | $6.669 | ($0.600) | 90% |
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| Operating Cash Flow (TTM) (Mil) | $18,393 | ($6) | 99% |
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| Net Cash Flow (TTM) (Mil) | $960 | $4 | 95% |
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| Long-Term Debt (Q1) (Mil) | $39,152 | $7 | 98% |
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| Enterprise Value (Q1) (Mil) | $334,681 | $493 | 99% |
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| Valuation | NVS | Industry Median |
Percentile (All Stocks) |
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| P/B | 7.25 | 2.89 | 85% |
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| P/E | 24.0 | 20.6 | 59% |
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| Dividend Yield | 3.0% | 0.0% | 85% |
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| PEG (5yr hist) | 1.6 | 1.1 | 60% |
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| Ratios | NVS | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 75.0% | 65.9% | 85% |
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| Net Margin | 22.5% | (0.2%) | 82% |
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| ROA | 11.3% | (25.5%) | 89% |
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| ROE | 30.5% | (21.4%) | 88% |
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| Liabilities to Assets | 65.6% | 35.5% | 61% |
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| F-Score | 5 | 3 | 51% |
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Novartis AG did not pass any screens on 7/30/2026.
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors