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NVS vs PM

Comparison between Novartis AG (NVS, Company) and Philip Morris International Inc (PM, Company).

NVS is from the Healthcare sector, while PM is from the Consumer Defensive sector.

5-Year PerformancePM has outperformed NVS, delivering a return of +17.4% compared to +14.9%

NVS vs PM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NVS
$284B
PM
$266B
Max Drawdown
Winner
NVS
44.55%
PM
51.20%
Sharpe Ratio
Winner
NVS
1.38
PM
0.03
5Y Beta
NVS
0.27
Winner
PM
0.10
Industry
NVS
Drug Manufacturers - General
PM
Tobacco
P/E Ratio
Winner
NVS
21.25
PM
22.80
Forward P/E
Winner
NVS
16.58
PM
20.24
PEG Ratio
NVS
2.28
Winner
PM
1.14
Dividend Yield
NVS
3.25%
Winner
PM
3.37%
5Y Dividends CAGR
Winner
NVS
21.01%
PM
3.66%
5Y EPS CAGR
Winner
NVS
14.96%
PM
7.46%
Debt to Equity
NVS
122.03%
Winner
PM
-61.35%
Free Cash Flow Yield
Winner
NVS
5.75%
PM
4.01%
P/S Ratio
Winner
NVS
5.00
PM
6.41
P/B Ratio
Winner
NVS
7.17
PM
1318.70

NVS vs PM - Historical Returns

Returns include dividend reinvestment.

1M
NVS
-5.43%
Winner
PM
+6.24%
3M
Winner
NVS
-4.17%
PM
-5.12%
6M
Winner
NVS
+19.12%
PM
+13.50%
1Y
Winner
NVS
+36.66%
PM
+2.96%
5Y(CAGR)
NVS
+14.87%
Winner
PM
+17.38%
10Y(CAGR)
Winner
NVS
+10.94%
PM
+10.87%
Max(CAGR)
NVS
+8.73%
Winner
PM
+12.24%

NVS vs PM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNVSPM
2026+8.64%+7.63%
2025+47.15%+37.15%
2024-0.05%+32.25%
2023+14.25%-1.87%
2022+7.57%+11.50%
2021-3.56%+22.71%
2020+3.07%+3.74%
2019+16.26%+33.87%
2018+5.03%-32.43%
2017+19.42%+20.22%
2016-11.84%+9.71%
2015-4.25%+14.02%
2014+21.64%-0.86%
2013+30.51%+4.62%
2012+13.71%+10.48%
2011+0.66%+39.42%
2010+16.07%+24.21%
2009+14.72%+14.91%
2008-6.02%-9.06%
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 PM Drawdown Comparison

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

The maximum drawdown for PM was -42.75%, occurring on Mar 23, 2020. Recovery took 1002 trading sessions.

The current NVS drawdown is -10.74%. The current PM drawdown is -9.10%.

RankNVSPM
#1-41.93%
Aug 4, 2008 - Sep 20, 2010
-42.75%
Jun 19, 2017 - Jun 11, 2021
#2-33.89%
Jul 20, 2015 - Mar 15, 2019
-40.87%
Aug 12, 2008 - Mar 19, 2010
#3-26.03%
Feb 12, 2020 - Jan 15, 2021
-22.74%
Feb 17, 2022 - May 9, 2024
#4-25.86%
Jan 3, 2001 - Dec 3, 2003
-20.63%
Jun 23, 2025 - Feb 4, 2026
#5-25.15%
Dec 3, 1999 - Jun 30, 2000
-19.33%
Apr 12, 2013 - Oct 15, 2015
#6-21.57%
Mar 29, 2019 - Feb 5, 2020
-18.53%
Feb 25, 2026 - Apr 21, 2026
#7-20.65%
Nov 7, 2006 - Jul 22, 2008
-18.47%
Apr 12, 2010 - Aug 9, 2010
#8-20.42%
Apr 11, 2022 - Mar 27, 2023
-17.97%
Sep 3, 2021 - Jan 14, 2022
#9-19.95%
Aug 30, 2024 - Jun 2, 2025
-14.85%
Jul 15, 2016 - Feb 7, 2017
#10-19.95%
May 31, 2011 - Oct 1, 2012
-13.61%
Jul 28, 2011 - Oct 28, 2011
#11-16.23%
Aug 17, 2021 - Apr 7, 2022
-12.11%
Oct 5, 2012 - Feb 21, 2013
#12-12.76%
Jan 25, 2021 - Aug 17, 2021
-10.98%
Nov 29, 2024 - Feb 6, 2025
#13-12.63%
Feb 27, 2026 - Apr 29, 2026
-9.30%
May 2, 2012 - Jul 3, 2012
#14-12.23%
Jul 20, 2023 - Jan 4, 2024
-8.41%
May 31, 2011 - Jul 21, 2011
#15-11.81%
Feb 11, 2004 - Sep 1, 2004
-7.92%
Apr 3, 2025 - Apr 17, 2025

Correlation

Correlation between NVS and PM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2000 - 2026)

NVS vs PM dividend yield comparison.

YearNVSPM
20263.27%0.86%
20252.90%3.52%
20243.84%4.40%
20233.44%5.46%
20223.70%4.98%
20213.86%5.16%
20203.22%5.73%
20193.03%5.43%
20183.47%6.73%
20173.24%3.99%
20163.73%4.50%
20153.10%4.60%
20142.98%4.76%
20133.02%4.11%
20123.92%3.87%
20114.13%3.59%
20103.31%4.17%
20093.15%4.65%
20083.09%3.54%
20072.02%0.00%
20061.53%0.00%
20051.68%0.00%
20041.55%0.00%
20031.54%0.00%
20021.24%0.00%
20011.15%0.00%
20003.33%0.00%

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