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Novartis AG
Buy, Hold or Sell?

Let's analyse Novartis together

PenkeI guess you are interested in Novartis AG. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Novartis AG. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

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Quick analysis of Novartis (30 sec.)










What can you expect buying and holding a share of Novartis? (30 sec.)

What is your share worth?

Current worth
£0.00
Expected worth in 1 year
£0.00
How sure are you?

+ What do you gain per year?

Total Gains per Share
£0.00
Return On Investment
0.0%

For what price can you sell your share?

Current Price per Share
£86.64
Expected price per share
£84.00 - £94.23
How sure are you?
50%

1. Valuation of Novartis (5 min.)




Live pricePrice per Share (EOD)

£86.64

2. Growth of Novartis (5 min.)




Is Novartis growing?

Current yearPrevious yearGrowGrow %
How rich?$85.3b$85.3b0.000.0%

How much money is Novartis making?

Current yearPrevious yearGrowGrow %
Making money$8.7b$30.3b-$21.5b-245.4%
Net Profit Margin0.0%45.4%--

How much money comes from the company's main activities?

3. Financial Health of Novartis (5 min.)




What can you expect buying and holding a share of Novartis? (5 min.)

Welcome investor! Novartis's management wants to use your money to grow the business. In return you get a share of Novartis.

What can you expect buying and holding a share of Novartis?

First you should know what it really means to hold a share of Novartis. And how you can make/lose money.

Speculation

The Price per Share of Novartis is £86.64. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Novartis.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Novartis, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is £0.00.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash.
Based on historical numbers we can estimate the returns while holding a share of Novartis.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 £% of Price per Share£% of Price per Share£% of Price per Share£% of Price per Share£% of Price per Share
Usd Eps0.000.0%0.000.0%0.000.0%0.000.0%0.000.0%
Usd Book Value Change Per Share
Usd Dividend Per Share
Usd Total Gains Per Share
Usd Price Per Share100.81-100.81-101.57-83.49-84.14-
Price to Earnings Ratio0.00-0.00-0.00-0.00-0.00-
Price-to-Total Gains Ratio
Price to Book Ratio0.00-0.00-0.00-0.00-0.00-
Price-to-Total Gains Ratio

When do you get the money?

Usd Investment
$.00
Usd Price Per Share109.316043
Number of shares9
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share--
Usd Book Value Change Per Share--
Usd Total Gains Per Share--
Gains per Quarter (9 shares)--
Gains per Year (9 shares)--
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1---10---10
2---10---10
3---10---10
4---10---10
5---10---10
6---10---10
7---10---10
8---10---10
9---10---10
10---10---10

Fundamentals of Novartis

About Novartis AG

Novartis AG researches, develops, manufactures, and markets healthcare products in Switzerland and internationally. It offers prescription medicines for patients and physicians. It focuses on therapeutic areas, such as cardiovascular, renal and metabolic, immunology, neuroscience, and oncology, as well as ophthalmology and hematology. Novartis AG has a license and collaboration agreement with Alnylam Pharmaceuticals to develop, manufacture, and commercialize inclisiran, a therapy to reduce LDL cholesterol. The company was incorporated in 1996 and is headquartered in Basel, Switzerland.

Fundamental data was last updated by Penke on 2024-03-27 09:02:05.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
Using its assets, the company is efficient in making profit.
Using its investors money, the company is less efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
Liquidity Details
 Compared to previous yearCompared to industry
The company is just able to pay all its short-term debts.
The company is just not able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry

1.1. Profitability of Novartis AG.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Novartis earns for each £1 of revenue.

  • Above 10% is considered healthy but always compare Novartis to the  industry mean.
  • A Net Profit Margin of 0.0% means that £0.00 for each £1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Novartis AG:

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.0%
TTM-YOY45.4%-45.4%
TTM-5Y22.6%-22.6%
5Y22.6%10Y21.8%+0.8%
1.1.2. Return on Assets

Shows how efficient Novartis is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Novartis to the  industry mean.
  • 5.3% Return on Assets means that Novartis generated £0.05 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Novartis AG:

  • The MRQ is 5.3%. Using its assets, the company is efficient in making profit. +1
  • The TTM is 5.3%. Using its assets, the company is efficient in making profit. +1
Trends
Current periodCompared to+/- 
MRQ5.3%TTM5.3%0.0%
TTM5.3%YOY18.2%-12.9%
TTM5.3%5Y9.7%-4.4%
5Y9.7%10Y9.0%+0.6%
1.1.3. Return on Equity

Shows how efficient Novartis is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Novartis to the  industry mean.
  • 10.3% Return on Equity means Novartis generated £0.10 for each £1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Novartis AG:

  • The MRQ is 10.3%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 10.3%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ10.3%TTM10.3%0.0%
TTM10.3%YOY35.5%-25.2%
TTM10.3%5Y19.4%-9.2%
5Y19.4%10Y17.9%+1.5%

1.2. Operating Efficiency of Novartis AG.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Novartis is operating .

  • Measures how much profit Novartis makes for each £1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Novartis to the  industry mean.
  • An Operating Margin of 0.0% means the company generated £0.00  for each £1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Novartis AG:

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.0%
TTM-YOY24.3%-24.3%
TTM-5Y16.5%-16.5%
5Y16.5%10Y13.8%+2.8%
1.2.2. Operating Ratio

Measures how efficient Novartis is keeping operating costs low.

  • Below 1 is considered healthy (always compare to  industry mean).
  • An Operation Ratio of 0.00 means that the operating costs are £0.00 for each £1 in net sales.

Let's take a look of the Operating Ratio trends of Novartis AG:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY0.292-0.292
TTM-5Y0.232-0.232
5Y0.23210Y0.245-0.013

1.3. Liquidity of Novartis AG.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Novartis is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to  industry mean).
  • A Current Ratio of 1.29 means the company has £1.29 in assets for each £1 in short-term debts.

Let's take a look of the Current Ratio trends of Novartis AG:

  • The MRQ is 1.288. The company is just able to pay all its short-term debts.
  • The TTM is 1.288. The company is just able to pay all its short-term debts.
Trends
Current periodCompared to+/- 
MRQ1.288TTM1.2880.000
TTM1.288YOY1.513-0.225
TTM1.2885Y1.189+0.099
5Y1.18910Y1.192-0.003
1.3.2. Quick Ratio

Measures if Novartis is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Novartis to the  industry mean.
  • A Quick Ratio of 0.34 means the company can pay off £0.34 for each £1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Novartis AG:

  • The MRQ is 0.342. The company is just not able to pay all its short-term debts with the most liquid assets. -1
  • The TTM is 0.342. The company is just not able to pay all its short-term debts with the most liquid assets. -1
Trends
Current periodCompared to+/- 
MRQ0.342TTM0.3420.000
TTM0.342YOY1.767-1.425
TTM0.3425Y0.910-0.568
5Y0.91010Y0.889+0.020

1.4. Solvency of Novartis AG.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Novartis assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Novartis to industry mean.
  • A Debt to Asset Ratio of 0.49 means that Novartis assets are financed with 48.7% credit (debt) and the remaining percentage (100% - 48.7%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Novartis AG:

  • The MRQ is 0.487. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.487. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.487TTM0.4870.000
TTM0.487YOY0.4870.000
TTM0.4875Y0.504-0.018
5Y0.50410Y0.494+0.010
1.4.2. Debt to Equity Ratio

Measures if Novartis is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Novartis to the  industry mean.
  • A Debt to Equity ratio of 94.8% means that company has £0.95 debt for each £1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Novartis AG:

  • The MRQ is 0.948. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.948. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.948TTM0.9480.000
TTM0.948YOY0.9480.000
TTM0.9485Y1.028-0.080
5Y1.02810Y0.989+0.039

2. Market Valuation of Novartis AG

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every £1 in earnings Novartis generates.

  • Above 15 is considered overpriced but always compare Novartis to the  industry mean.
  • A PE ratio of 0.00 means the investor is paying £0.00 for every £1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Novartis AG:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY-0.000
TTM-5Y-0.000
5Y-10Y-0.000
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Novartis AG:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY-0.000
TTM-5Y-0.000
5Y-10Y-0.000
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Novartis is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to industry mean).
  • A PB ratio of 0.00 means the investor is paying £0.00 for each £1 in book value.

Let's take a look of the Price to Book Ratio trends of Novartis AG:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY-0.000
TTM-5Y-0.000
5Y-10Y-0.000
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of Novartis AG compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Per Share----0%-0%-0%-0%
Current Ratio--1.2881.2880%1.513-15%1.189+8%1.192+8%
Debt To Asset Ratio--0.4870.4870%0.4870%0.504-4%0.494-1%
Debt To Equity Ratio--0.9480.9480%0.9480%1.028-8%0.989-4%
Eps----0%-0%-0%-0%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Market Cap----0%-0%-0%-0%
Net Profit Margin----0%0.454-100%0.226-100%0.218-100%
Operating Margin----0%0.243-100%0.165-100%0.138-100%
Operating Ratio----0%0.292-100%0.232-100%0.245-100%
Pb Ratio----0%-0%-0%-0%
Pe Ratio----0%-0%-0%-0%
Price Per Share86.635+8%79.89179.8910%80.500-1%66.167+21%66.686+20%
Price To Free Cash Flow Ratio----0%-0%-0%-0%
Quick Ratio--0.3420.3420%1.767-81%0.910-62%0.889-62%
Return On Assets--0.0530.0530%0.182-71%0.097-45%0.090-42%
Return On Equity--0.1030.1030%0.355-71%0.194-47%0.179-43%
Usd Book Value--85367079000.00085367079000.0000%85367079000.0000%82268350560.000+4%84154489200.000+1%
Usd Book Value Per Share----0%-0%-0%-0%
Usd Eps----0%-0%-0%-0%
Usd Free Cash Flow----0%-0%-0%-0%
Usd Market Cap----0%-0%-0%-0%
Usd Price Per Share109.316+8%100.807100.8070%101.575-1%83.490+21%84.145+20%
Usd Profit--8775819000.0008775819000.0000%30309697800.000-71%15997352760.000-45%14951068200.000-41%
Usd Revenue----0%66720198600.000-100%49819901760.000-100%50635403100.000-100%
 EOD+1 -1MRQTTM+0 -0YOY+2 -95Y+6 -810Y+6 -8

3.2. Fundamental Score

Let's check the fundamental score of Novartis AG based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Net Profit Margin (MRQ)Greater than00.000
Operating Margin (MRQ)Greater than00.000
Quick Ratio (MRQ)Greater than10.342
Current Ratio (MRQ)Greater than11.288
Debt to Asset Ratio (MRQ)Less than10.487
Debt to Equity Ratio (MRQ)Less than10.948
Return on Equity (MRQ)Greater than0.150.103
Return on Assets (MRQ)Greater than0.050.053
Total4/8 (50.0%)

3.3. Technical Score

Let's check the technical score of Novartis AG based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5042.802
Ma 20Greater thanMa 5087.639
Ma 50Greater thanMa 10089.480
Ma 100Greater thanMa 20087.869
OpenGreater thanClose86.450
Total2/5 (40.0%)



Latest Balance Sheet

Balance Sheet of 2022-12-31. Currency in GBP. All numbers in thousands.

Summary
 As reported
Total Liabilities -
Total Stockholder Equity+ -
Total Assets = -

Assets

Total Assets-
Total Current Assets36,910,000
Long-term Assets-
Total Current Assets
Net Receivables 9,801,000
Inventory 7,175,000
Other Current Assets 297,000
Total Current Assets  (as reported)36,910,000
Total Current Assets  (calculated)17,273,000
+/- 19,637,000
Long-term Assets
Property Plant Equipment 12,195,000
Long-term Assets  (as reported)0
Long-term Assets  (calculated)12,195,000
+/- 12,195,000

Liabilities & Shareholders' Equity

Total Current Liabilities28,656,000
Long-term Liabilities-
Total Stockholder Equity-
Total Current Liabilities
Accounts payable 5,146,000
Other Current Liabilities 11,941,000
Total Current Liabilities  (as reported)28,656,000
Total Current Liabilities  (calculated)17,087,000
+/- 11,569,000
Long-term Liabilities
Deferred Long Term Liability 4,421,000
Long-term Liabilities  (as reported)0
Long-term Liabilities  (calculated)4,421,000
+/- 4,421,000
Total Stockholder Equity
Common Stock890,000
Other Stockholders Equity -4,996,000
Total Stockholder Equity (as reported)0
Total Stockholder Equity (calculated)-4,106,000
+/- 4,106,000
Other
Net Tangible Assets 2,818,000



Balance Sheet

Currency in GBP. All numbers in thousands.

 Trend2022-12-312021-12-312020-12-312019-12-312018-12-312017-12-31
> Total Assets 
133,079,000
145,563,000
118,370,000
127,778,000
131,795,000
0
0131,795,000127,778,000118,370,000145,563,000133,079,000
   > Total Current Assets 
28,208,000
35,563,000
29,504,000
29,673,000
45,718,000
36,910,000
36,910,00045,718,00029,673,00029,504,00035,563,00028,208,000
       Cash And Cash Equivalents 
5,890,000
10,150,000
7,865,000
5,908,000
9,011,000
0
09,011,0005,908,0007,865,00010,150,0005,890,000
       Short-term Investments 
487,000
2,447,000
122,000
1,635,000
15,706,000
0
015,706,0001,635,000122,0002,447,000487,000
       Net Receivables 
8,601,000
10,925,000
10,229,000
9,963,000
9,563,000
9,801,000
9,801,0009,563,0009,963,00010,229,00010,925,0008,601,000
       Inventory 
6,867,000
6,956,000
5,982,000
7,131,000
6,666,000
7,175,000
7,175,0006,666,0007,131,0005,982,0006,956,0006,867,000
       Other Current Assets 
137,000
1,036,000
1,051,000
232,000
163,000
297,000
297,000163,000232,0001,051,0001,036,000137,000
   > Long-term Assets 000000
       Property Plant Equipment 
16,464,000
15,696,000
13,746,000
13,939,000
13,106,000
12,195,000
12,195,00013,106,00013,939,00013,746,00015,696,00016,464,000
       Goodwill 
31,750,000
35,294,000
26,524,000
29,999,000
29,595,000
0
029,595,00029,999,00026,524,00035,294,00031,750,000
       Intangible Assets 
29,997,000
38,719,000
28,787,000
36,809,000
34,182,000
0
034,182,00036,809,00028,787,00038,719,00029,997,000
> Total Liabilities 
58,911,000
66,949,000
62,896,000
71,180,000
64,140,000
0
064,140,00071,180,00062,896,00066,949,00058,911,000
   > Total Current Liabilities 
23,403,000
29,607,000
28,264,000
33,059,000
30,208,000
28,656,000
28,656,00030,208,00033,059,00028,264,00029,607,00023,403,000
       Short-term Debt 
4,842,000
6,430,000
4,844,000
7,319,000
3,606,000
0
03,606,0007,319,0004,844,0006,430,0004,842,000
       Accounts payable 
0
5,556,000
5,424,000
5,403,000
5,553,000
5,146,000
5,146,0005,553,0005,403,0005,424,0005,556,0000
       Other Current Liabilities 
0
9,210,000
10,383,000
12,082,000
12,936,000
11,941,000
11,941,00012,936,00012,082,00010,383,0009,210,0000
   > Long-term Liabilities 000000
       Other Liabilities 
0
14,794,000
12,499,000
10,075,000
9,242,000
7,592,000
7,592,0009,242,00010,075,00012,499,00014,794,0000
       Deferred Long Term Liability 
0
15,047,000
5,424,000
4,700,000
5,499,000
4,421,000
4,421,0005,499,0004,700,0005,424,00015,047,0000
> Total Stockholder Equity
74,168,000
78,614,000
55,474,000
56,598,000
67,655,000
0
067,655,00056,598,00055,474,00078,614,00074,168,000
   Common Stock
969,000
944,000
936,000
913,000
901,000
890,000
890,000901,000913,000936,000944,000969,000
   Retained Earnings 
77,639,000
82,191,000
59,275,000
57,157,000
70,989,000
63,540,000
63,540,00070,989,00057,157,00059,275,00082,191,00077,639,000
   Capital Surplus 000000
   Treasury Stock0-48,000-53,000-80,000-69,000-100,000
   Other Stockholders Equity -4,996,000-4,187,000-1,419,000-4,657,000-4,452,000-4,726,000



Balance Sheet

Currency in GBP. All numbers in thousands.




Cash Flow

Currency in GBP. All numbers in thousands.




Income Statement

Currency in GBP. All numbers in thousands.


Latest Income Statement (annual, 2022-12-31)

Gross Profit (+$)
totalRevenue-
Cost of Revenue--
Gross Profit-0
 
Operating Income (+$)
Gross Profit-
Operating Expense--
Operating Income-0
 
Operating Expense (+$)
Research Development-
Selling General Administrative-
Selling And Marketing Expenses-
Operating Expense-0
 
Net Interest Income (+$)
Interest Income-
Interest Expense--
Other Finance Cost-0
Net Interest Income-
 
Pretax Income (+$)
Operating Income-
Net Interest Income-
Other Non-Operating Income Expenses-
Income Before Tax (EBT)-0
EBIT - interestExpense = 12,859,000
1,416,000
0
Interest Expense-
Earnings Before Interest and Taxes (EBIT)12,859,0000
Earnings Before Interest and Taxes (EBITDA)-
 
After tax Income (+$)
Income Before Tax-
Tax Provision--
Net Income From Continuing Ops-0
Net Income-
Net Income Applicable To Common Shares6,955,000
 
Non-recurring Events
Discontinued Operations-
Extraordinary Items-
Effect of Accounting Charges-
Other Items-
Non Recurring-
Other Operating Expenses449,000
Total Other Income/Expenses Net-0
 

Technical Analysis of Novartis
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Novartis. The general trend of Novartis is BEARISH with 14.3% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Novartis's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (-14.3%) Bearish trend (14.3%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Novartis AG.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is -1/(-1 +1).

  • Around resistance: The price is trading arround resistance levels. This can be considered as a potential exit level. -1

The bullish price targets are: 87.10 < 91.38 < 94.23.

The bearish price targets are: 85.10 > 84.81 > 84.00.

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Novartis AG Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Novartis AG. The current mas is .

The long score for the Moving Averages is 6/14.
The longshort score for the Moving Averages is -2/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close < MA 20: The price is below the MA 20. -1
  • MA 20 < MA 50: The MA 20 is lower than the MA 50. -1
  • MA 20 < MA 100: The MA 20 is lower than the MA 100. -1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending down: The MA 50 is trending down. -1
  • Close < MA 50: The price is below the MA 50. -1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close < MA 100: The price is below the MA 100. -1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close < MA 200: The price is below the MA 200. -1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Novartis AG Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Novartis AG. The current macd is -0.92134832.

The long score for the Moving Average Convergence/Divergence (MACD) is 1/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is -2/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Novartis price going down in the near term. -2
  • MACD < 0: The MACD is below the zero line (centerline), it indicates a bearish signal for Novartis. This means that the short-term moving average is lower than the long-term moving average, signaling negative momentum and suggesting a higher likelihood of the Novartis price continuing to fall in the near future. It indicates that sellers are gaining control, and there is negativism in the market, leading to potential price decreases. -1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
Novartis AG Daily Moving Average Convergence/Divergence (MACD) ChartNovartis AG Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Novartis AG. The current adx is 26.23.

The long score for the Directional Movement Index (DMI) is 0/7.
The longshort score for the Directional Movement Index (DMI) is -3/(-7 +7).

  • PLUS_ID < MINUS_DI: The +DI line is below the -DI line. This indicates a bearish signal in the market, as the negative directional movement is currently stronger than the positive directional movement, showing that sellers have the upper hand. Market psychology suggests that traders are pessimistic, expecting further price decreases, and are more willing to sell Novartis shares, leading to potential downward momentum in its price. -1
  • PLUS_ID < MINUS_DI && ADX > 25 && ADX trending down: The ADX is above 25 and indicates a strong bearish trend. The ADX is declining, the bearish trend is weakening. Could be a potential reversal to the upside. -2
Novartis AG Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Novartis AG. The current sar is 84.00.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Novartis AG Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Novartis AG. The current rsi is 42.80. The current phase is Continuation in bear market.

The long score for the Relative Strength Index (RSI) is 1/13.
The longshort score for the Relative Strength Index (RSI) is -2/(-13 +13).

  • Continuation in bear market: Downtrend continues after a consolidation or pullback. Hold or add to short positions.
  • Trending up: The RSI is trending up. +1
Novartis AG Daily Relative Strength Index (RSI) ChartNovartis AG Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Novartis AG. The current phase is Continuation in bear market.

The long score for the Stochastic Oscillator is 3/6.
The longshort score for the Stochastic Oscillator is 2/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Novartis price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Novartis AG Daily Stochastic Oscillator ChartNovartis AG Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Novartis AG. The current cci is -46.21033324.

Novartis AG Daily Commodity Channel Index (CCI) ChartNovartis AG Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Novartis AG. The current cmo is -11.99764064.

The long score for the Chande Momentum Oscillator (CMO) is 0/1.
The longshort score for the Chande Momentum Oscillator (CMO) is -1/(-1 +1).

  • CMO < 0: The CMO is below 0, the momentum of the price is negative, indicating a potential downtrend in the price. -1
Novartis AG Daily Chande Momentum Oscillator (CMO) ChartNovartis AG Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Novartis AG. The current willr is -50.56285178.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is 0/(-1 +1).

  • WILLR between -80 and -20: The Williams %R is between -80 and -20. This indicates that Novartis is trading in a neutral price range, neither oversold nor overbought, suggesting a balanced market condition without any extreme price signals.
Novartis AG Daily Williams %R ChartNovartis AG Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Novartis AG.

Novartis AG Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Novartis AG. The current atr is 1.20076846.

Novartis AG Daily Average True Range (ATR) ChartNovartis AG Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Novartis AG. The current obv is -24,932,542.

Novartis AG Daily On-Balance Volume (OBV) ChartNovartis AG Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Novartis AG. The current mfi is 12.26.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -2/(-2 +2).

  • MFI < 50: -1
  • MFI < 20: -1
Novartis AG Daily Money Flow Index (MFI) ChartNovartis AG Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Novartis AG.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-09STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-13STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-14MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2023-11-15MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2023-11-16WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2023-11-17MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-21CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-22DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-11-27STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-28DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2023-11-29CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-12-01DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-12-05DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-12-06SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2023-12-07MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2023-12-08WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2023-12-11STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-12MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2023-12-13DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-14DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-15CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-12-18STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-12-19MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-12-20SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2023-12-21WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2023-12-22STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-27STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-28WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-03MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-08STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-10STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-11STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-12STOCH SHORT EXITThe %K line crosses above the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-01-17STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-19STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-23STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-25SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2024-01-26MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-01-29STOCH SHORT EXITThe %K line crosses above the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-01-30STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-31DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-02STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-08STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-12BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-13STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-15STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-16STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-19SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-20DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-22MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-23ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-26STOCH LONG EXITThe %K line crosses below the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-02-29CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-01STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-04CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-05CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-07MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-08CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-03-11STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-12STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-03-13CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-03-15BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2024-03-19STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-21ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-22MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-03-25STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-26STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-27SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.

6.3. Candlestick Patterns

Novartis AG Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Novartis AG based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5042.802
Ma 20Greater thanMa 5087.639
Ma 50Greater thanMa 10089.480
Ma 100Greater thanMa 20087.869
OpenGreater thanClose86.450
Total2/5 (40.0%)
Penke

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