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5-day change | 1st Jan Change | ||
| 2,725.00 MXN | +0.93% |
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+6.32% | +9.00% |
| 06-26 | Swiss pharma at risk of US trade investigation, industry body says | RE |
| 06-26 | Swiss Market Index Snaps Gains; ABB Shares Down | MT |
Company Valuation: Novartis AG
Data adjusted to current consolidation scope
| Fiscal Period: December | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|---|---|---|---|
| Market Cap 1 | 196,458 | 194,448 | 207,167 | 195,514 | 266,003 | 286,017 | - | - |
| Change | - | -1.02% | 6.54% | -5.62% | 36.05% | 7.52% | - | - |
| Enterprise Value (EV) 1 | 204,649 | 203,482 | 219,178 | 213,458 | 289,870 | 318,244 | 314,759 | 309,019 |
| Change | - | -0.57% | 7.71% | -2.61% | 35.8% | 9.79% | -1.1% | -1.82% |
| P/E | 8.2x | 28.3x | 14.1x | 16.5x | 19.2x | 21.7x | 18.4x | 15.9x |
| PBR | 2.9x | 3.23x | 4.41x | 4.52x | 5.73x | 6.52x | 6.1x | 5.48x |
| PEG | - | -0.4x | 0x | -1x | 0.9x | -244.46x | 1x | 1x |
| Capitalization / Revenue | 3.81x | 3.85x | 4.44x | 3.78x | 4.69x | 5.02x | 4.74x | 4.46x |
| EV / Revenue | 3.96x | 4.03x | 4.7x | 4.13x | 5.11x | 5.59x | 5.21x | 4.82x |
| EV / EBITDA | 11.2x | 10.9x | 12.2x | 10.2x | 12.4x | 13.5x | 12.4x | 11.2x |
| EV / EBIT | 12.3x | 12.2x | 13.4x | 10.9x | 13.2x | 14.8x | 13.5x | 12.2x |
| EV / FCF | 15.4x | 17x | 16.6x | 13.1x | 16.5x | 23.5x | 19.4x | 16.6x |
| FCF Yield | 6.49% | 5.87% | 6.01% | 7.61% | 6.07% | 4.25% | 5.16% | 6.04% |
| Dividend per Share 2 | 3.36 | 3.5 | 3.823 | 3.856 | - | 4.418 | 4.563 | 4.751 |
| Rate of return | 3.83% | 3.87% | 3.79% | 3.94% | - | 2.83% | 2.92% | 3.04% |
| EPS 2 | 10.71 | 3.19 | 7.15 | 5.92 | 7.21 | 7.204 | 8.49 | 9.803 |
| Distribution rate | 31.4% | 110% | 53.5% | 65.1% | - | 61.3% | 53.8% | 48.5% |
| Net sales 1 | 51,626 | 50,545 | 46,660 | 51,722 | 56,674 | 56,922 | 60,404 | 64,137 |
| EBITDA 1 | 18,246 | 18,613 | 17,937 | 21,006 | 23,415 | 23,561 | 25,425 | 27,652 |
| EBIT 1 | 16,588 | 16,665 | 16,372 | 19,494 | 21,889 | 21,517 | 23,322 | 25,312 |
| Net income 1 | 24,021 | 6,955 | 14,854 | 11,939 | 13,967 | 14,157 | 15,730 | 17,651 |
| Net Debt 1 | 8,191 | 9,034 | 12,011 | 17,944 | 23,867 | 32,227 | 28,742 | 23,002 |
| Reference price 2 | 87.82 | 90.40 | 100.79 | 97.79 | 138.63 | 156.25 | 156.25 | 156.25 |
| Nbr of stocks (in thousands) | 2,237,092 | 2,150,980 | 2,055,460 | 1,999,270 | 1,918,792 | 1,830,549 | - | - |
| Announcement Date | 2/2/22 A | 2/1/23 A | 1/31/24 A | 1/31/25 A | 2/4/26 A | - | - | - |
1USD in Million2USD
Estimates
P/E, Detailed evolution
| P/E (Y) | EV / Sales (Y) | EV / EBITDA (Y) | Dividend Yield (Y) | Capi.($) | ||
|---|---|---|---|---|---|---|
| 35.2x | 12.84x | 26.1x | 0.57% | 1,077B | ||
| 27.22x | 6.26x | 17.02x | 2.1% | 613B | ||
| 32.17x | 7.47x | 15.29x | 2.73% | 448B | ||
| 17.9x | 4.45x | 10.94x | 2.98% | 332B | ||
| 23.72x | 4.94x | 14x | 1.76% | 293B | ||
| 14.19x | 5.21x | 10.72x | 3.54% | 215B | ||
| 23.3x | 6.21x | 10.84x | 2.81% | 193B | ||
| -45.82x | 5.53x | 30.47x | 2.54% | 159B | ||
| 11.36x | 3.03x | 7.37x | 7.21% | 138B | ||
| Average | 15.47x | 6.21x | 15.86x | 2.92% | 385.39B | |
| Weighted average by Cap. | 24.15x | 7.94x | 18.28x | 2.11% |
Y-o-Y evolution of P/E
Historical PBR trend
Evolution Enterprise Value / Sales
Change in Enterprise Value/EBITDA
Year-on-year evolution of the Yield
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- NOVN Stock
- NVS N Stock
- Valuation Novartis AG
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