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PM vs NVS

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

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

5-Year PerformancePM has outperformed NVS, delivering a return of +17.8% compared to +14.8%

PM vs NVS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PM
$278B
Winner
NVS
$282B
Max Drawdown
PM
51.20%
Winner
NVS
44.55%
Sharpe Ratio
PM
0.04
Winner
NVS
1.40
5Y Beta
PM
0.06
NVS
N/A
Industry
PM
Tobacco
NVS
Drug Manufacturers - General
P/E Ratio
PM
23.85
Winner
NVS
21.06
Forward P/E
PM
20.53
Winner
NVS
16.75
PEG Ratio
Winner
PM
1.20
NVS
2.26
Dividend Yield
Winner
PM
3.23%
NVS
3.22%
5Y Dividends CAGR
PM
3.66%
Winner
NVS
21.01%
5Y EPS CAGR
PM
7.46%
Winner
NVS
14.96%
Debt to Equity
Winner
PM
-61.35%
NVS
122.03%
Free Cash Flow Yield
PM
3.84%
Winner
NVS
5.80%
P/S Ratio
PM
6.70
Winner
NVS
4.96
P/B Ratio
PM
1318.70
Winner
NVS
7.29

PM vs NVS - Historical Returns

Returns include dividend reinvestment.

1M
PM
-5.40%
Winner
NVS
+0.73%
3M
Winner
PM
+9.10%
NVS
+3.03%
6M
PM
+11.93%
Winner
NVS
+13.63%
1Y
PM
+0.36%
Winner
NVS
+32.80%
5Y(CAGR)
Winner
PM
+17.77%
NVS
+14.82%
10Y(CAGR)
Winner
PM
+11.56%
NVS
+11.08%
Max(CAGR)
Winner
PM
+12.43%
NVS
+8.88%

PM vs NVS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPMNVS
2026+12.53%+13.91%
2025+37.15%+47.15%
2024+32.25%-0.05%
2023-1.87%+14.25%
2022+11.50%+7.57%
2021+22.71%-3.56%
2020+3.74%+3.07%
2019+33.87%+16.26%
2018-32.43%+5.03%
2017+20.22%+19.42%
2016+9.71%-11.84%
2015+14.02%-4.25%
2014-0.86%+21.64%
2013+4.62%+30.51%
2012+10.48%+13.71%
2011+39.42%+0.66%
2010+24.21%+16.07%
2009+14.91%+14.72%
2008-9.06%-6.02%
2007N/A-4.79%
2006N/A+9.20%
2005N/A+6.25%
2004N/A+12.02%
2003N/A+26.10%
2002N/A+3.81%
2001N/A-17.60%
2000N/A+27.78%
1999N/A-0.50%

PM vs NVS Drawdown Comparison

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

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

The current PM drawdown is -6.82%. The current NVS drawdown is -6.41%.

RankPMNVS
#1-42.75%
Jun 19, 2017 - Jun 11, 2021
-41.93%
Aug 4, 2008 - Sep 20, 2010
#2-40.87%
Aug 12, 2008 - Mar 19, 2010
-33.89%
Jul 20, 2015 - Mar 15, 2019
#3-22.74%
Feb 17, 2022 - May 9, 2024
-26.03%
Feb 12, 2020 - Jan 15, 2021
#4-20.63%
Jun 23, 2025 - Feb 4, 2026
-25.86%
Jan 3, 2001 - Dec 3, 2003
#5-19.33%
Apr 12, 2013 - Oct 15, 2015
-25.15%
Dec 3, 1999 - Jun 30, 2000
#6-18.53%
Feb 25, 2026 - May 14, 2026
-21.57%
Mar 29, 2019 - Feb 5, 2020
#7-18.47%
Apr 12, 2010 - Aug 9, 2010
-20.65%
Nov 7, 2006 - Jul 22, 2008
#8-17.97%
Sep 3, 2021 - Jan 14, 2022
-20.42%
Apr 11, 2022 - Mar 27, 2023
#9-14.85%
Jul 15, 2016 - Feb 7, 2017
-19.95%
Aug 30, 2024 - Jun 2, 2025
#10-13.61%
Jul 28, 2011 - Oct 28, 2011
-19.95%
May 31, 2011 - Oct 1, 2012
#11-12.11%
Oct 5, 2012 - Feb 21, 2013
-16.23%
Aug 17, 2021 - Apr 7, 2022
#12-10.98%
Nov 29, 2024 - Feb 6, 2025
-12.76%
Jan 25, 2021 - Aug 17, 2021
#13-10.01%
May 14, 2026 - Jun 1, 2026
-12.63%
Feb 27, 2026 - Apr 29, 2026
#14-9.30%
May 2, 2012 - Jul 3, 2012
-12.23%
Jul 20, 2023 - Jan 4, 2024
#15-8.41%
May 31, 2011 - Jul 21, 2011
-11.81%
Feb 11, 2004 - Sep 1, 2004

Correlation

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

0.94
-101

Dividend Comparison (2000 - 2026)

PM vs NVS dividend yield comparison.

YearPMNVS
20260.82%3.12%
20253.52%2.90%
20244.40%3.84%
20235.46%3.44%
20224.98%3.70%
20215.16%3.86%
20205.73%3.22%
20195.43%3.03%
20186.73%3.47%
20173.99%3.24%
20164.50%3.73%
20154.60%3.10%
20144.76%2.98%
20134.11%3.02%
20123.87%3.92%
20113.59%4.13%
20104.17%3.31%
20094.65%3.15%
20083.54%3.09%
20070.00%2.02%
20060.00%1.53%
20050.00%1.68%
20040.00%1.55%
20030.00%1.54%
20020.00%1.24%
20010.00%1.15%
20000.00%3.33%

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