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Novartis AG (NVS) Stock Verdict & Ratings | Investment Bastion

02Growth

Is it actually growing, and how fast?

NVSNovartis

Revenue FY25$56.7B

GROWTH RATING↗

AVERAGE38 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%7

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+24%8

EPS growth, FY27E+9%6

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 9%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 38% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 9%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

NVSNovartis

Total return Current226%

Price return Current137%

MOMENTUM RATING↗

STRONG67 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return-8%4

YTD return+6%6

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+10%6

3-year return+58%6

5-year return+106%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +58% over three years and +106% over five, ahead of 60% of the market.

It's up 10% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+4%).

WATCH

Returns sit at the market level over three months (-8%) and so far this year (+6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Novartis. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

NVSNovartis

Revenue FY25$56.7B

GROWTH RATING↗

AVERAGE38 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%7

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+24%8

EPS growth, FY27E+9%6

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 9%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 38% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 9%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

NVSNovartis

Total return Current226%

Price return Current137%

MOMENTUM RATING↗

STRONG67 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return-8%4

YTD return+6%6

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+10%6

3-year return+58%6

5-year return+106%8

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +58% over three years and +106% over five, ahead of 60% of the market.

It's up 10% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+4%).

WATCH

Returns sit at the market level over three months (-8%) and so far this year (+6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Novartis. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Novartis AG

01Key Ratings

02Growth

03Price Momentum

04Value

Stop guessing on Novartis. Get the full investment case.

Premium

02Growth

03Price Momentum

04Value

Stop guessing on Novartis. Get the full investment case.

Premium