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Novartis AG researches (NVS) Fair Value & Analysis

Healthcare · CA · Market cap C$387B (≈ $280B)

What is Novartis AG researches really worth?

NA Novartis AG researches NVS · NEO
Price from Jul 3, 2026C$30.64
Fair ValueC$21.43
Upside−30.1%
Quality83/100

A strong business, but trading 43% above our fair value of C$21.43.

As of Aug 19, 2026, the fair value of Novartis AG researches is C$21.43 per share against a price of C$30.64, so the fair value sits 30% below the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Strengths

Healthy Growth (revenue 3y +9.3 %/yr)
Highly profitable · 24.7% net margin
Moderate debt · generates free cash flow
Ranks above peers (9/15)
Wide moat 88/100

For context

·12.60% dividend yield
Evidence: High Range C$15.22 – C$27.21

Fair value as of: Aug 19, 2026

From 24 valuation models · updated 17 days ago

Share price +12.8% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • A high-quality business (quality 83/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The price sits above even our optimistic bull case (C$27.21). The favourable scenario is already priced in.

Price vs Fair Value (16 months)

C$30.64 C$19.72 Fair Value C$21.43 Feb 2025 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.

How to read this chart

16‑month range C$19.72 – C$30.64 · fair‑value band C$15.22 – C$27.21 · the C$30.64 price screens above the C$21.43 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.

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Analysis

Novartis AG researches (NVS) currently trades at C$30.64, while our model-based Fair Value estimate is C$21.43, implying the stock looks roughly 43.0% overvalued today. The Quality Score stands at 83/100 (high quality), in the Healthcare sector. Bull case: the DCF Models group reads highest at a median of C$25.11 per share, and 0 of the 24 models we run sit above the C$30.64 price. Bear case: the Asset-Based group reads lowest at C$2.38, and 24 of the 24 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Novartis AG researches generated revenue of C$55.2B at a net margin of 24.7%. Revenue grew 15.3% year over year. It earns a return on equity of 32.5%. Net debt stands at C$22.0B. Fundamentals as of Aug 19, 2026

Our scenario range runs from C$15.22 (bear case) to C$27.21 (bull case); at C$30.64, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 44% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at −18% fair-value upside, at −30%, NVS screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence C$13.88 C$25.11 C$44.50 74
Growth DCF C$13.98 C$24.92 C$43.89 72
EPV C$9.47 C$11.37 C$13.06 71
All 24 models by family
DCF Models
FCF DCF best evidence C$13.88 C$25.11 C$44.50 74
Owner Earnings C$14.04 C$25.40 C$44.99 70
5Y Revenue Exit C$9.66 C$16.39 C$25.18 68
5Y EBITDA Exit C$15.09 C$27.15 C$41.84 70
5Y P/E Exit C$14.59 C$26.16 C$38.94 67
10Y Revenue Exit C$10.63 C$17.44 C$27.12 63
10Y EBITDA Exit C$14.57 C$25.32 C$40.84 64
10Y P/E Exit C$14.24 C$24.60 C$38.45 60
Earnings-Based
Graham-Dodd C$7.33 C$29.22 C$39.71 61
Lynch FV C$7.25 C$10.36 C$13.47 58
PEG = 1.0 C$7.25 C$10.36 C$13.47 55
EPV C$9.47 C$11.37 C$13.06 71
Multiples
P/E Multiple C$17.79 C$23.72 C$29.65 63
P/S Multiple C$11.47 C$15.29 C$19.12 58
P/B Multiple C$12.00 C$16.00 C$20.00 55
EV/EBIT C$16.07 C$21.85 C$27.63 66
EV/EBITDA C$17.32 C$23.52 C$29.72 67
EV/Revenue C$7.90 C$11.84 C$15.77 53
Asset-Based
NCAV (Graham) C$1.78 C$2.38 C$3.56 54
Growth DCF
Growth DCF C$13.98 C$24.92 C$43.89 72
Rev-Margin DCF C$9.66 C$16.38 C$24.68 69
Economic Profit
Residual Income C$7.89 C$10.98 C$88.03 61
ROIC Compounder C$10.75 C$14.76 C$19.89 68
Growth Earnings
Growth-Adj P/E C$13.14 C$18.77 C$24.40 65

Widest divergence: DCF Models (C$25.11) versus Asset-Based (C$2.38). Highest evidence: FCF DCF (74).

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Key figures & financial health

P/E ratio 18.8 as of Jun 18, 2026
P/S ratio 4.64 P/E × margin
EPS (TTM) C$1.44 price ÷ EPS = P/E 18.8
Dividend yield 12.6%
Net margin 24.7% FY2025
Return on equity 32.5% TTM
More key figures
Profitability
Return on assets (EBIT) 11.7% avg 4y
Operating margin 36.8% TTM
Growth
Revenue (TTM) C$55.2B TTM
Revenue growth (YoY) +15.3% 3y avg +9.3%
EPS growth (YoY) +29.6%
Balance sheet & cash flow
Free cash flow C$15.2B FY2025
Net debt C$22.0B FY2025 · ≈ 1.4 yrs of FCF

Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 83/100

Of which business quality 78 · Market factors (momentum, volatility) 76

Profitability 75
Margins and returns on capital today
Quality Growth 54
Are margins and returns improving?
Cashflow 83
Earnings quality: real cash, not paper profit
Fin. Strength 71
Balance sheet, leverage, solvency risk
Investment 91
Disciplined investing over empire-building
Low Volatility 88
Calm price path (market factor)
Momentum 60
Price trend over the last 3–12 months (market factor)
52W Momentum 88
Distance to the 52-week high (market factor)
Net Issuance 100
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Novartis AG researches, develops, manufactures, distributes, markets, and sells pharmaceutical medicines in Switzerland and internationally.

Full company description

Novartis AG researches, develops, manufactures, distributes, markets, and sells pharmaceutical medicines in Switzerland and internationally. The company offers Entresto, an angiotensin receptorneprilysin inhibitor to treat symptomatic chronic heart failure with reduced ejection fraction (HFrEF); Cosentyx to treat plaque psoriasis, pso riatic arthritis, ankylosing spondylitis, and nonradiographic axial spondy loarthritis; Kisqali, a selective oral cyclin dependent inhibitor of kinases 4 and 6 (CDK4/6); Promacta/Revolade to treat immune thrombocytopenia (ITP), thrombocytopenia, and patients with severe aplastic anemia (SAA); Tafinlar+Mekinist, an oral combination therapy to treat patients with certain types of cancers; and Jakavi for the treatment of myelofibrosis, polycythemia vera, and acute or chronic graftversushost disease (GvHD). It also provides Tasigna to treat philadelphia chromosomepositive chronic myeloid leukemia in the chronic and/or accelerated phase; Xolair for the treatment of allergic asthma and nasal polyps or severe chronic rhinosi nusitis with nasal polyps; Ilaris to treat fever syndromes, Still's disease, and acute gouty arthritis; Pluvicto to treat prostatespecific membrane anti genpositive metastatic castrationresistant prostate cancer; Sandostatin SC and Sandostatin LAR to treat acromegaly carcinoid tumors and other types of functional gastro intestinal and pancreatic neuroendocrine tumors; Zolgensma for the treatment of genetic root cause of spinal muscular atrophy; Lucentis; Leqvio to reduce LDL cholesterol; Lutathera; Scemblix; and Fabhalta. The company focuses on therapeutic areas, such as cardiovascular, renal and metabolic, immunology, neuroscience, oncology, and hematology. It has a license and collaboration agreement with Alnylam Pharmaceuticals, Inc. to develop, manufacture, and commercialize Leqvio (inclisiran), a therapy to reduce LDL cholesterol. Novartis AG was incorporated in 1996 and is headquartered in Basel, Switzerland.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Novartis AG researches reported revenue of $56.7B in FY2025 versus $43.5B in FY2022, a compound +9.3%/yr. Reported net income was $14.0B in FY2025, compounding +26.2%/yr from FY2022.

Growth Quality 89/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
C$56.7B
Latest YoY
+9.6%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.3%
Value creation/yr (3Y) Earnings growth per share (CAGR 3 years) plus dividend yield: value created per share and year.
+24.2% · in CAD
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+11.6%
Dividend yield12.6%
Operating margin (EBIT) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.18.3% (2022) → 31.1% (2025) · rising
Worst earnings drop17% (2024) · in CAD
Revenue +9.3%/yr
FY22 $43.5B
FY23 $46.7B
FY24 $51.7B
FY25 $56.7B
Net income +26.2%/yr
FY22 $7.0B
FY23 $14.9B
FY24 $11.9B
FY25 $14.0B

NVS screens 43% overvalued. Compare with Eli Lilly and Company →

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Cite: Fair Value Calculator (2026). "Novartis AG researches Fair Value". https://www.fairvalue-calculator.com/stock/NVS.NEO

Peer Group

Drug Manufacturers - General · 75 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 83 · Top 25%
Fair Value upside −30% · Below median
Return on equity (TTM) 32% · Top 25%
Return on assets 12% · Top 25%
Net margin (TTM) 25% · Top 25%
Operating margin (TTM) 37% · Top 25%
Revenue growth 15% · Above median
Dividend yield (TTM) 12.6% · Top 25%
Debt / equity 0.61× · Higher than 75% of peers

Valuation Multiples vs Drug Manufacturers - General median · lower = cheaper

P/E (TTM) 18.8× · Cheaper than median
P/B 6.06× · Pricier than median
P/S (TTM) 5.07× · Pricier than median
P/FCF 18.3× · Pricier than median
EV/EBITDA 12.6× · Cheaper than median
PEG 3.71× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE77 · sector 29
PAST100 · sector 49
HEALTH70 · sector 94
DIVIDEND100 · sector 42

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Drug Manufacturers - General stocks, each showing price versus our Fair Value estimate (as of Aug 19, 2026).

Stock Price Fair Value vs Fair Value
Eli Lilly and Company LLY $1,176 $389.47 −67%
Johnson & Johnson, JNJ $275.23 $169.04 −39%
AbbVie Inc ABBV $256.46 $67.72 −74%
Roche Holding RO CHF 374.60 CHF 306.54 −18%
Merck & Co MRK €131.98 €101.38 −23%
Novo Nordisk A/S NOVOB kr 295.50 kr 409.46 +39%
Amgen Inc AMGN $437.23 $252.02 −42%
Gilead Sciences, Inc GILD $151.00 $146.50 −3%
Pfizer Inc PFE $28.02 $24.87 −11%
Bristol-Myers Squibb Company BMY $66.58 $75.98 +14%

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Frequently asked questions

Is Novartis AG researches (NVS) overvalued or undervalued?
As of Aug 19, 2026, our model estimates a fair value of C$21.43 versus the last price from Jul 3, 2026 of C$30.64, about −30% upside (overvalued).
What is the fair value of NVS?
Our model-based fair value for Novartis AG researches is C$21.43 (as of Aug 19, 2026), built from audited fundamentals. Last price (from Jul 3, 2026): C$30.64.
What is the quality score of NVS?
Novartis AG researches has a Quality Score of 83/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Novartis AG researches (NVS)?
Our model-based price target is the fair value of C$21.43 (as of Aug 19, 2026) from 24 valuation models. Cautious scenario C$15.22, optimistic scenario C$27.21. It is a calculation from audited fundamentals, not an analyst target.
What is the Novartis AG researches stock forecast for 2026?
Our models put fair value at C$21.43, about −30% upside versus the last price from Jul 3, 2026 of C$30.64 (overvalued). Cautious scenario C$15.22, optimistic scenario C$27.21. The calculation is refreshed regularly with new filings.
What is the revenue of Novartis AG researches (NVS)?
Novartis AG researches reported trailing-twelve-month revenue of about C$55.2B (latest available figure, as of Aug 19, 2026).
What is the net profit margin of NVS?
The net profit margin of Novartis AG researches is about 24.7%, meaning it keeps roughly 24.7% of revenue as net income. Based on the latest reported figures.
Does Novartis AG researches pay a dividend?
Novartis AG researches currently shows a dividend yield of about 12.60% relative to its recent price (as of Aug 19, 2026).
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