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Novartis AG
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals align: quality at a discount to the sector
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4 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
Profitability
4/4
Debt & liquidity
2/3
Efficiency
1/2
Capital efficiency at Novartis AG runs well ahead of the sector: ROIC of 21.8% sits +88% above the sector median 11.6%, and operating margin of 32.4% exceeds the median 19.1% by +69%. Those returns come at a price that is, by sector standards, undemanding — EV/EBITDA of 17.3× lands -28% below the median 24.1×, which is the combination the archetype describes. The F-Score of 7/9 supports that reading: profitability sub-scores are clean across the board, though the current ratio of 1.12 trails the sector median 1.40 by -20%, a modest liquidity gap worth watching. On the forward axis, the picture is more mixed: the beat rate over the last eight quarters is weak, and the forward PEG reads as stretched — meaning the market models growth that the recent track record has not consistently delivered.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| ABBV | AbbVie | 8/9 | 15 367% |
The market prices in earnings growth; analyst sentiment is steady; has not always beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When Novartis reports on 2026-10-27, track operating margin against the current 19.1% and whether ROIC holds above the sector median. A dip in either would test the high-quality, lower-valuation case the F-Score 7/9 and 4/4 profitability signals support.
Focus on disclosures tied to the current ratio of 1.40, which sits 20% below the sector median. Management's discussion should clarify whether near-term liabilities reflect planned capital deployment or a structural liquidity constraint worth monitoring.
Pick two or three companies from the Health Care table in section 06 and line up one metric — EV/EBITDA at 24.1× or ROIC at 11.6% are natural starting points. The table is alphabetical with no ranking, so the comparison is yours to frame without a predetermined conclusion.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 6 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +9% |
| 25% |
| ABT | Abbott | 6/9 | 13% | +6% | 18% |
| AMGN | Amgen | 7/9 | 106% | +10% | 25% |
| BMY | Bristol-Myers Squibb | 8/9 | 41% | -0% | — |
| CVS | CVS Health | 6/9 | 2% | +8% | 1% |
| DHR | Danaher | 5/9 | 7% | +3% | 19% |
| GILD | Gilead Sciences | 8/9 | 40% | +2% | 34% |
| ISRG | Intuitive Surgical | 6/9 | 17% | +21% | 29% |
| JNJ | Johnson & Johnson | 4/9 | 35% | +6% | — |
| LLY | Eli Lilly | 7/9 | 101% | +45% | — |
| MRK | Merck | 4/9 | 37% | +1% | — |
| NVS | Novartis AG | 7/9 | 31% | +8% | 32% |
| PFE | Pfizer | 5/9 | 9% | -2% | — |
| TMO | Thermo Fisher | 5/9 | 13% | +4% | 17% |
| UNH | UnitedHealth | 7/9 | 18% | +12% | 4% |
A sample of 15 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.