Novartis OTC Stock Performance

NVSEF
 Stock
  

USD 84.85  0.84  1.00%   

The company secures a Beta (Market Risk) of 0.4019, which conveys possible diversification benefits within a given portfolio. Let's try to break down what Novartis's beta means in this case. As returns on the market increase, Novartis returns are expected to increase less than the market. However, during the bear market, the loss on holding Novartis will be expected to be smaller as well. Even though it is essential to pay attention to Novartis Ag Basl price patterns, it is always good to be careful when utilizing equity historical price patterns. Our philosophy towards estimating any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Novartis exposes twenty-eight different technical indicators, which can help you to evaluate its performance. Novartis Ag Basl has an expected return of -0.0324%. Please be advised to verify Novartis Ag Basl skewness, and the relationship between the potential upside and rate of daily change to decide if Novartis Ag Basl performance from the past will be repeated at some point in the near future.
  
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Novartis Performance
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Over the last 90 days Novartis Ag Basl has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Novartis is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0424
Payout Ratio
0.58
Last Split Factor
40:1
Forward Annual Dividend Rate
3.35
Dividend Date
2018-03-08
Ex Dividend Date
2022-03-08
Last Split Date
2001-05-07

Novartis Price Channel

Quick Ratio0.92
Fifty Two Week Low78.78
Payout Ratio31.35%
Fifty Two Week High95.00
Trailing Annual Dividend Yield4.31%

Novartis Relative Risk vs. Return Landscape

If you would invest  8,726  in Novartis Ag Basl on March 31, 2022 and sell it today you would lose (241.00)  from holding Novartis Ag Basl or give up 2.76% of portfolio value over 90 days. Novartis Ag Basl is currently producing negative expected returns and takes up 1.6156% volatility of returns over 90 trading days. Put another way, 14% of traded otc stocks are less volatile than Novartis, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Novartis is expected to generate 1.12 times more return on investment than the market. However, the company is 1.12 times more volatile than its market benchmark. It trades about -0.02 of its potential returns per unit of risk. The DOW is currently generating roughly -0.12 per unit of risk.

Novartis Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Novartis' investment risk. Standard deviation is the most common way to measure market volatility of otc stocks, such as Novartis Ag Basl, and traders can use it to determine the average amount a Novartis' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0201

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Negative ReturnsNVSEF
Estimated Market Risk
 1.62
  actual daily
 
 14 %
of total potential
 
1414
Expected Return
 -0.03
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.02
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 0 %
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00
Based on monthly moving average Novartis is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Novartis by adding it to a well-diversified portfolio.

About Novartis Performance

To evaluate Novartis Ag Basl OTC Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Novartis generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Novartis OTC Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Novartis Ag Basl stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Novartis's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company was incorporated in 1996 and is headquartered in Basel, Switzerland. Novartis operates under Drug ManufacturersGeneral classification in the United States and is traded on OTC Exchange. It employs 110000 people.

Things to note about Novartis Ag Basl

Checking the ongoing alerts about Novartis for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Novartis Ag Basl help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Novartis Alerts

Equity Alerts and Improvement Suggestions

Additionally, see Stocks Correlation. 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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

Complementary Tools for Novartis OTC Stock analysis

When running Novartis Ag Basl price analysis, check to measure Novartis' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Novartis is operating at the current time. Most of Novartis' value examination focuses on studying past and present price action to predict the probability of Novartis' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Novartis' price. Additionally, you may evaluate how the addition of Novartis to your portfolios can decrease your overall portfolio volatility.
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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.