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[NVS] Novartis AG - Shareholder Equity / Assets
Data updated 2023-Aug-12 (Saturday)Note: Detailed Statistics for Shareholder Equity / Assets in Balance Sheet for Novartis AG [NYSE:NVS] with frequency distribution chart that analyze trends & history . Total Shareholder Equity / Total Assets is expressed as a %. View Balance Sheet for broader context
Share
Quarterly Shareholder Equity / Assets values for Novartis AG are rounded to enhance readability
| 2023-Jun | 2023-Mar | 2022-Dec | 2022-Sep | 2022-Jun | 2022-Mar | |
|---|---|---|---|---|---|---|
| Shareholder Equity / Assets | 46.7% | 46.4% | 48.7% | 51.3% | 51.2% | 49.2% |
| Sequential Quarter Growth | +0.7% | -4.8% | -5.1% | +0.3% | +4.2% | -1.3% |
| Quarter-on Quarter Growth | -8.8% | -5.6% | -2.1% | +9.6% | +17.5% | +18.4% |
Annual Shareholder Equity / Assets values for Novartis AG are rounded to enhance readability
| 2022-Dec | 2022-Jan | 2021-Jan | 2020-Jan | 2019-Jan | 2018-Jan | |
|---|---|---|---|---|---|---|
| Shareholder Equity / Assets | 48.7% | 48.7% | 49.8% | 42.8% | 46.9% | 54.0% |
| Year-on-Year Growth | 0.0% | -2.1% | +16.3% | -8.6% | -13.2% | -5.9% |
| 2-yr CAGR | -1.1% | +6.7% | +3.1% | -10.9% | -9.6% | |
| 3-yr CAGR | +4.4% | +1.3% | -2.7% | -9.3% | ||
| 4-yr CAGR | +1.0% | -2.5% | -3.5% | |||
| 5-yr CAGR | -2.0% | -3.2% |
Frequency distribution of quarterly Shareholder Equity / Assets values from 2015-Dec-31 grouped into buckets. Latest Shareholder Equity / Assets value is 46.7 as of 2023-Jun-30
Subsequent stock performance post earnings date till next announcement for Novartis AG mapped with quarterly Shareholder Equity / Assets values reported at that time. Most recent value denoted with star
Select frequency and calculation type for Shareholder Equity / Assets above for vertical axis in scatter chart. Additionally choose type of performance for horizontal axis
Bayesian (Conditional Probability) analysis for Novartis AG with subsequent post-earnings performance given Shareholder Equity / Assets values. Analysis uses quarterly data and subsequent relative performance benchmarked to S&P 500 index. Most recent quarter is denoted with a star and corresponding partial performance is excluded from calculations
| Underperform (relative perf.) | Outperform (relative perf.) | |
|---|---|---|
| Shareholder Equity / Assets - Low | 60% | 40% |
| Shareholder Equity / Assets - Medium | 30% | 70% |
| Shareholder Equity / Assets - High | 60% | 40% |
| Shareholder Equity / Assets (Sequential growth %) - Low | 30% | 70% |
| Shareholder Equity / Assets (Sequential growth %) - Medium | 60% | 40% |
| Shareholder Equity / Assets (Sequential growth %) - High | 56% | 44% |
| Shareholder Equity / Assets (QoQ growth %) - Low | 44% | 56% |
| Shareholder Equity / Assets (QoQ growth %) - Medium | 56% | 44% |
| Shareholder Equity / Assets (QoQ growth %) - High | 38% | 63% |
Related to Novartis AG
Information for Novartis AG
Current Detail : Recent daily/monthly performance & benchmark comparison
Historical Detail : Historical performance & related information using Time Machine
Financial Statements : Analyze Income Statement, Balance Sheet & Cashflow Statement and also compare with peers Currently Viewing
Bayesian Statement Classifier : Investigate historical financial statements to make probabalistic predictions using Artificial Intelligence
Anomaly Detection : Investigate unusual recent performance & technicals with historical context using AI
Historical Seasonality : Seasonal performance by calendar months
Dividend History : History of Dividend Yield
Technical History : Popular Technical indicator trends (RSI, MACD etc.)
Metric Deciles : Contextualizing recent performance & technical levels into historical decile buckets
Dollar Cost Averaging : Dollar Cost Average (DCA) over time in your portfolio
Moving Averages : Key Simple & Exponential Moving Averages
Historical Analogues : Insights from closest historical matches to recent performance using Artificial Intelligence
Chart Pattern Matching : Insights from similar historical charts to recent chart using Artificial Intelligence
News Stories : News stories on 2025-Apr-30 on Google
SEC Reports : Quarterly reports around 2025-Apr-30 on SEC Edgar
Compare Novartis AG with other assets
Market Performance : Recent performance across covered assets
Historical Performance : Prior & Subsequent performance across assets on a historical date
Market Technicals : Technical indicator levels across covered assets
Market Seasonality : Seasonal performance by calendar months across covered assets
Pair Correlations : Performance Correlations with other assets
Beta : Volatility relative to the broad market
Performance Comparison : Visually compare/benchmark performance with other assets over time
Side-by-Side Comparison : Contrast with other assets over time in a side-by-side presentation
Sector : Health Care sector performance which includes Novartis AG
Industry : Pharmaceuticals industry performance which includes Novartis AG