Novartis OTC Stock Buy Hold or Sell Recommendation

NVSEF
 Stock
  

USD 84.85  0.84  1.00%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Novartis Ag Basl is 'Strong Hold'. Macroaxis provides Novartis buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Novartis positions. The advice algorithm takes into account all of Novartis' available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Novartis' buy-and-hold perspective. Additionally, see Novartis Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Novartis and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Novartis Ag Basl.

Execute Novartis Buy or Sell Advice

The Novartis recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Novartis Ag Basl. Macroaxis does not own or have any residual interests in Novartis Ag Basl or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Novartis' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell NovartisBuy Novartis
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

LowDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails

Reporting Quality (M-Score)

UnavailableDetails
For the selected time horizon Novartis Ag Basl has a Risk Adjusted Performance of 0.0126, Jensen Alpha of 0.0728, Total Risk Alpha of 0.1983, Sortino Ratio of 0.087 and Treynor Ratio of 0.0073
Macroaxis provides trade recommendations on Novartis Ag Basl to complement and cross-verify current analyst consensus on Novartis. Our advice engine determines the firm's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Novartis Ag Basl is not overpriced, please verify all Novartis Ag Basl fundamentals, including its ebitda, cash flow from operations, current liabilities, as well as the relationship between the total debt and market capitalization . Given that Novartis Ag Basl has a price to earning of 19.41 X, we recommend you to check Novartis market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your last-minute risk tolerance and investing horizon.

Novartis Trading Alerts and Improvement Suggestions

Novartis Returns Distribution Density

The distribution of Novartis' historical returns is an attempt to chart the future uncertainty of Novartis' future price movements. The chart of the probability distribution of Novartis stock daily returns describes the distribution of returns around its average expected value. We use Novartis Ag Basl price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Novartis returns is essential to provide solid investment advice for Novartis stock.
Mean Return0.013Value At Risk-2.32
Potential Upside1.93Standard Deviation1.59
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Novartis historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Novartis Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Novartis or Healthcare sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Novartis stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Novartis stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.07
β
Beta against DOW0.40
σ
Overall volatility
1.62
Ir
Information ratio 0.11

Novartis Volatility Alert

Novartis Ag Basl currently demonstrates below-average downside deviation. It has Information Ratio of 0.11 and Jensen Alpha of 0.07. However, we advise investors to further question Novartis Ag Basl expected returns to ensure all indicators are consistent with the current outlook about its relatively low value at risk. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Novartis' otc stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Novartis' otc stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Novartis Implied Volatility

Novartis' implied volatility exposes the market's sentiment of Novartis Ag Basl stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Novartis' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Novartis stock will not fluctuate a lot when Novartis' options are near their expiration.

Novartis Fundamentals Vs Peers

Comparing Novartis' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Novartis' direct or indirect competition across all of the common fundamentals between Novartis and the related equities. This way, we can detect undervalued stocks with similar characteristics as Novartis or determine the otc stocks which would be an excellent addition to an existing portfolio. Peer analysis of Novartis' fundamental indicators could also be used in its relative valuation, which is a method of valuing Novartis by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Novartis to competition
FundamentalsNovartisPeer Average
Return On Equity43.06 %(0.31) %
Return On Asset6.51 %(0.14) %
Profit Margin45.63 %(1.27) %
Operating Margin24.28 %(5.51) %
Current Valuation208.42 B16.62 B
Shares Outstanding2.24 B571.82 M
Shares Owned by Insiders3.69 %10.09 %
Shares Owned by Institutions34.10 %39.21 %
Price to Earning19.41 X28.72 X
Price to Book3.31 X9.51 X
Price to Sales3.55 X11.42 X
Revenue53 B9.43 B
Gross Profit37.44 B27.38 B
EBITDA17.97 B3.9 B
Net Income24.18 B570.98 M
Cash and Equivalents18.72 B2.7 B
Cash per Share8.46 X5.01 X
Total Debt31.34 B5.32 B
Debt to Equity0.51 %48.70 %
Current Ratio1.25 X2.16 X
Book Value Per Share25.38 X1.93 K
Cash Flow from Operations14.59 B971.22 M
Earnings Per Share4.33 X3.12 X
Number of Employees110 K18.84 K
Beta0.55-0.15
Market Capitalization188.25 B19.03 B
Total Asset134.01 B29.47 B
Working Capital1.28 B1.48 B
Current Asset25.88 B9.34 B
Current Liabilities24.6 B7.9 B
Z Score3.68.72
Five Year Return3.29 %
Last Dividend Paid3.35

Novartis Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Novartis . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Accumulation Distribution33.09
Daily Balance Of Power0.2989
Rate Of Daily Change1.01
Day Median Price83.51
Day Typical Price83.95
Market Facilitation Index0.0028
Price Action Indicator1.76

About Novartis Buy or Sell Advice

When is the right time to buy or sell Novartis Ag Basl? Buying financial instruments such as Novartis OTC Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Novartis investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Novartis in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Recycling Thematic Idea Now

Recycling
Recycling Theme
West management companies as well as entities specializing in pollution control and recycling. The Recycling theme has 30 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Recycling Theme or any other thematic opportunities.
View All  Next Launch Recycling
Additionally, see Novartis Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Novartis Ag Basl information on this page should be used as a complementary analysis to other Novartis' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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Is Novartis' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Novartis. If investors know Novartis will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Novartis listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.088
Market Capitalization
192.6 B
Quarterly Revenue Growth YOY
0.009
Return On Assets
0.0651
Return On Equity
0.43
The market value of Novartis Ag Basl is measured differently than its book value, which is the value of Novartis that is recorded on the company's balance sheet. Investors also form their own opinion of Novartis' value that differs from its market value or its book value, called intrinsic value, which is Novartis' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Novartis' market value can be influenced by many factors that don't directly affect Novartis' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Novartis' value and its price as these two are different measures arrived at by different means. Investors typically determine Novartis value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Novartis' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.