NVS vs DELL

Comparison between Novartis AG (NVS, Company) and Dell Technologies Inc - Class C (DELL, Company).

NVS is from the Healthcare sector, while DELL is from the Technology sector.

5-Year PerformanceDELL has outperformed NVS, delivering a return of +57.9% compared to +15.3%

NVS vs DELL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NVS(COMPANY)	DELL(COMPANY)
Market Cap	$293B	$287B
Max Drawdown	44.55%	60.03%
Sharpe Ratio	1.42	2.13
5Y Beta	0.24	1.85
Industry	Drug Manufacturers - General	Computer Hardware
P/E Ratio	23.10	34.51
Forward P/E	17.42	22.03
PEG Ratio	4.15	0.07
Dividend Yield	3.10%	0.55%
5Y Dividends CAGR	21.01%	N/A
5Y EPS CAGR	10.90%	19.26%
Debt to Equity	117.99%	-2219.44%
Free Cash Flow Yield	5.40%	3.29%
P/S Ratio	5.13	2.13
P/B Ratio	7.59	4.39

Market Cap

Winner

NVS

$293B

DELL

$287B

Max Drawdown

Winner

NVS

44.55%

DELL

60.03%

Sharpe Ratio

NVS

1.42

Winner

DELL

2.13

5Y Beta

Winner

NVS

0.24

DELL

1.85

Industry

NVS

Drug Manufacturers - General

DELL

Computer Hardware

P/E Ratio

Winner

NVS

23.10

DELL

34.51

Forward P/E

Winner

NVS

17.42

DELL

22.03

PEG Ratio

NVS

4.15

Winner

DELL

0.07

Dividend Yield

Winner

NVS

3.10%

DELL

0.55%

5Y Dividends CAGR

NVS

21.01%

DELL

N/A

5Y EPS CAGR

NVS

10.90%

Winner

DELL

19.26%

Debt to Equity

NVS

117.99%

Winner

DELL

-2219.44%

Free Cash Flow Yield

Winner

NVS

5.40%

DELL

3.29%

P/S Ratio

NVS

5.13

Winner

DELL

2.13

P/B Ratio

NVS

7.59

Winner

DELL

4.39

NVS vs DELL - Historical Returns

Returns include dividend reinvestment.

Period	NVS	DELL
1 month	+1.23%	+0.88%
3 months	+6.56%	+102.63%
6 months	+8.58%	+280.46%
1 year	+36.01%	+244.98%
5 years(CAGR)	+15.32%	+57.92%
10 years(CAGR)	+10.34%	N/A
Max(CAGR)	+8.90%	+50.73%

Winner

NVS

+1.23%

DELL

+0.88%

NVS

+6.56%

Winner

DELL

+102.63%

NVS

+8.58%

Winner

DELL

+280.46%

NVS

+36.01%

Winner

DELL

+244.98%

5Y(CAGR)

NVS

+15.32%

Winner

DELL

+57.92%

10Y(CAGR)

NVS

+10.34%

DELL

N/A

Max(CAGR)

NVS

+8.90%

Winner

DELL

+50.73%

NVS vs DELL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NVS	DELL
2026	+15.32%	+245.26%
2025	+47.15%	+9.96%
2024	-0.05%	+56.51%
2023	+14.25%	+92.59%
2022	+7.57%	-27.71%
2021	-3.56%	+52.88%
2020	+3.07%	+40.16%
2019	+16.26%	+9.06%
2018	+5.03%	+15.88%
2017	+19.42%	N/A
2016	-11.84%	N/A
2015	-4.25%	N/A
2014	+21.64%	N/A
2013	+30.51%	N/A
2012	+13.71%	N/A
2011	+0.66%	N/A
2010	+16.07%	N/A
2009	+14.72%	N/A
2008	-6.02%	N/A
2007	-4.79%	N/A
2006	+9.20%	N/A
2005	+6.25%	N/A
2004	+12.02%	N/A
2003	+26.10%	N/A
2002	+3.81%	N/A
2001	-17.60%	N/A
2000	+27.78%	N/A
1999	-0.50%	N/A

NVS vs DELL Drawdown Comparison

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

The maximum drawdown for DELL was -59.58%, occurring on Apr 4, 2025. Recovery took 455 trading sessions.

The current NVS drawdown is -5.26%. The current DELL drawdown is -6.03%.

Rank	NVS	DELL
#1	-41.93% Aug 4, 2008 - Sep 20, 2010	-59.58% May 29, 2024 - Mar 24, 2026
#2	-33.89% Jul 20, 2015 - Mar 15, 2019	-58.64% May 16, 2019 - Oct 13, 2020
#3	-26.03% Feb 12, 2020 - Jan 15, 2021	-43.63% Feb 9, 2022 - Sep 1, 2023
#4	-25.86% Jan 3, 2001 - Dec 3, 2003	-20.63% Jun 1, 2026 - Jun 10, 2026
#5	-25.15% Dec 3, 1999 - Jun 30, 2000	-14.71% Oct 14, 2020 - Dec 3, 2020
#6	-21.57% Mar 29, 2019 - Feb 5, 2020	-14.56% Mar 1, 2024 - Apr 3, 2024
#7	-20.65% Nov 7, 2006 - Jul 22, 2008	-13.45% Apr 5, 2024 - May 10, 2024
#8	-20.42% Apr 11, 2022 - Mar 27, 2023	-12.79% Dec 31, 2018 - Feb 1, 2019
#9	-19.95% Aug 30, 2024 - Jun 2, 2025	-11.24% Jun 11, 2021 - Sep 27, 2021
#10	-19.95% May 31, 2011 - Oct 1, 2012	-10.86% Nov 30, 2023 - Dec 26, 2023
#11	-16.23% Aug 17, 2021 - Apr 7, 2022	-10.80% Mar 25, 2026 - Apr 8, 2026
#12	-12.76% Jan 25, 2021 - Aug 17, 2021	-10.10% Sep 11, 2023 - Nov 6, 2023
#13	-12.63% Feb 27, 2026 - Apr 29, 2026	-9.68% May 8, 2026 - May 22, 2026
#14	-12.23% Jul 20, 2023 - Jan 4, 2024	-9.02% Apr 19, 2021 - Jun 4, 2021
#15	-11.81% Feb 11, 2004 - Sep 1, 2004	-9.01% Dec 7, 2021 - Jan 10, 2022

Correlation

Correlation between NVS and DELL is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2000 - 2026)

NVS vs DELL dividend yield comparison.

Year	NVS	DELL
2026	3.08%	0.41%
2025	2.90%	1.60%
2024	3.84%	1.48%
2023	3.44%	1.88%
2022	3.70%	2.46%
2021	3.86%	0.00%
2020	3.22%	0.00%
2019	3.03%	0.00%
2018	3.47%	0.00%
2017	3.24%	0.00%
2016	3.73%	0.00%
2015	3.10%	0.00%
2014	2.98%	0.00%
2013	3.02%	0.00%
2012	3.92%	0.00%
2011	4.13%	0.00%
2010	3.31%	0.00%
2009	3.15%	0.00%
2008	3.09%	0.00%
2007	2.02%	0.00%
2006	1.53%	0.00%
2005	1.68%	0.00%
2004	1.55%	0.00%
2003	1.54%	0.00%
2002	1.24%	0.00%
2001	1.15%	0.00%
2000	3.33%	0.00%