Top line decelerating.
+6.0% YoY versus +10.8% prior. 3y CAGR +8.0%.
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All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
2 of 3 legendary models say BUY NVS — but Charlie Munger disagrees.
What would legendary investors pay for NVS?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Yes — Novartis AG's 30.5% ROE ranks above the S&P 500 median, and D/E 1.50 stays within healthy bounds.
Financial story
Yes — Novartis AG's 30.5% ROE shows strong capital efficiency, and its 1.50 debt-to-equity stays within healthy bounds.
Bottom line: NVS is rated BUY by all 3 legendary models, 56% below avg fair value $346, but earns a C sector grade (53/100) in Healthcare. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
Average fair value across qualifying models: $346. See the per-investor fair-value table in the valuation tab.
NVS trades at 21.4x earnings. Sector context and per-investor signals are in the valuation tab.
NVS and MRK differ on P/E, ROE, and revenue growth. See the full NVS vs MRK compare matrix.
Buffett, Lynch, and Munger evaluate NVS against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
NVS's P/E ratio is 21.4x. 5-year P/E history is in the financials tab.
2 of 3 legendary models say BUY. Full breakdown by investor and signal is in the valuation tab
P/E 21.4x — 15% above the 5y median of 18.6x. Forward 17.1x hints at EPS expansion next year.
21.4xHow does NVS compare?
See exactly where NVS ranks
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Sign in to see the rankingNVS sits at #43 in Healthcare with a C grade (53/100).