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AZN vs NVS

Comparison between Astrazeneca plc (AZN, Company) and Novartis AG (NVS, Company).

Both AZN and NVS are from the Healthcare sector.

5-Year PerformanceNVS has outperformed AZN, delivering a return of +14.9% compared to +13.8%

AZN vs NVS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AZN
$289B
NVS
$284B
Max Drawdown
AZN
54.44%
Winner
NVS
44.55%
Sharpe Ratio
AZN
1.13
Winner
NVS
1.38
5Y Beta
AZN
0.40
Winner
NVS
0.27
Industry
AZN
Drug Manufacturers - General
NVS
Drug Manufacturers - General
P/E Ratio
AZN
27.77
Winner
NVS
21.25
Forward P/E
AZN
18.02
Winner
NVS
16.58
PEG Ratio
Winner
AZN
0.82
NVS
2.28
Dividend Yield
AZN
1.73%
Winner
NVS
3.25%
5Y Dividends CAGR
Winner
AZN
21.54%
NVS
21.01%
5Y EPS CAGR
Winner
AZN
17.09%
NVS
14.96%
Debt to Equity
Winner
AZN
71.66%
NVS
122.03%
Free Cash Flow Yield
AZN
3.16%
Winner
NVS
5.75%
P/S Ratio
Winner
AZN
4.68
NVS
5.00
P/B Ratio
Winner
AZN
6.06
NVS
7.17

AZN vs NVS - Historical Returns

Returns include dividend reinvestment.

1M
AZN
-10.47%
Winner
NVS
-5.43%
3M
Winner
AZN
-3.28%
NVS
-4.17%
6M
AZN
+10.37%
Winner
NVS
+19.12%
1Y
Winner
AZN
+39.68%
NVS
+36.66%
5Y(CAGR)
AZN
+13.78%
Winner
NVS
+14.87%
10Y(CAGR)
Winner
AZN
+15.62%
NVS
+10.94%
Max(CAGR)
Winner
AZN
+9.13%
NVS
+8.73%

AZN vs NVS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAZNNVS
2026+1.95%+8.64%
2025+42.51%+47.15%
2024-2.14%-0.05%
2023-0.78%+14.25%
2022+19.08%+7.57%
2021+18.39%-3.56%
2020+2.11%+3.07%
2019+36.29%+16.26%
2018+11.60%+5.03%
2017+31.19%+19.42%
2016-14.57%-11.84%
2015+0.44%-4.25%
2014+25.26%+21.64%
2013+30.47%+30.51%
2012+5.30%+13.71%
2011+5.72%+0.66%
2010+2.51%+16.07%
2009+21.76%+14.72%
2008+1.19%-6.02%
2007-18.03%-4.79%
2006+9.45%+9.20%
2005+37.50%+6.25%
2004-24.40%+12.02%
2003+41.48%+26.10%
2002-22.13%+3.81%
2001-7.03%-17.60%
2000+30.40%+27.78%
1999-8.12%-0.50%

AZN vs NVS Drawdown Comparison

The maximum drawdown for AZN was -48.86%, occurring on Mar 9, 2009. Recovery took 1571 trading sessions.

The maximum drawdown for NVS was -41.93%, occurring on Mar 3, 2009. Recovery took 536 trading sessions.

The current AZN drawdown is -12.27%. The current NVS drawdown is -10.74%.

RankAZNNVS
#1-48.86%
Oct 25, 2006 - Jan 24, 2013
-41.93%
Aug 4, 2008 - Sep 20, 2010
#2-43.52%
Mar 1, 2002 - Mar 9, 2004
-33.89%
Jul 20, 2015 - Mar 15, 2019
#3-33.87%
Nov 11, 1999 - Jul 7, 2000
-26.03%
Feb 12, 2020 - Jan 15, 2021
#4-31.26%
Mar 9, 2004 - Dec 19, 2005
-25.86%
Jan 3, 2001 - Dec 3, 2003
#5-29.85%
May 1, 2014 - Jan 2, 2018
-25.15%
Dec 3, 1999 - Jun 30, 2000
#6-27.87%
Aug 30, 2024 - Oct 7, 2025
-21.57%
Mar 29, 2019 - Feb 5, 2020
#7-24.95%
Apr 8, 2022 - Jan 6, 2023
-20.65%
Nov 7, 2006 - Jul 22, 2008
#8-24.83%
Jan 17, 2020 - Apr 20, 2020
-20.42%
Apr 11, 2022 - Mar 27, 2023
#9-20.71%
Jul 17, 2020 - Jun 28, 2021
-19.95%
Aug 30, 2024 - Jun 2, 2025
#10-18.96%
Apr 24, 2023 - Apr 25, 2024
-19.95%
May 31, 2011 - Oct 1, 2012
#11-18.28%
Dec 20, 2000 - Feb 27, 2002
-16.23%
Aug 17, 2021 - Apr 7, 2022
#12-15.37%
Nov 3, 2021 - Mar 17, 2022
-12.76%
Jan 25, 2021 - Aug 17, 2021
#13-14.46%
Nov 13, 2018 - Feb 25, 2019
-12.63%
Feb 27, 2026 - Apr 29, 2026
#14-13.34%
Mar 20, 2019 - Jul 26, 2019
-12.23%
Jul 20, 2023 - Jan 4, 2024
#15-13.05%
Feb 27, 2026 - May 5, 2026
-11.81%
Feb 11, 2004 - Sep 1, 2004

Correlation

Correlation between AZN and NVS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2000 - 2026)

AZN vs NVS dividend yield comparison.

YearAZNNVS
20262.35%3.27%
20251.70%2.90%
20242.27%3.84%
20232.15%3.44%
20222.12%3.70%
20212.35%3.86%
20202.80%3.22%
20192.81%3.03%
20183.69%3.47%
20173.95%3.24%
20165.01%3.73%
20154.06%3.10%
20143.98%2.98%
20134.72%3.02%
20126.03%3.92%
20115.83%4.13%
20105.22%3.31%
20094.45%3.15%
20084.63%3.09%
20074.09%2.02%
20062.63%1.53%
20052.11%1.68%
20042.29%1.55%
20031.50%1.54%
20021.99%1.24%
20011.50%1.15%
20003.49%3.33%

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