Valuation Novartis AG Mexican S.E.

Stocks

End-of-day quote Mexican S.E. 01/09/2026			5-day change	1st Jan Change
2,748.00 ^MXN	+6.29%		+1.44%	+9.92%

02/09	Health Care Up on Defensive Bias - Health Care Roundup	DJ
01/09	Swiss Market Index Recovers; Novartis Gains Amid Positive Late-stage Multiple Sclerosis Drug Data	MT

Data adjusted to current consolidation scope

Fiscal Period: December	2021	2022	2023	2024	2025	2026	2027	2028
Market Cap ¹	1,96,458	1,94,448	2,07,167	1,95,514	2,66,003	3,06,772	-	-
Change	-	-1.02%	6.54%	-5.62%	36.05%	15.33%	-	-
Enterprise Value (EV) ¹	2,04,649	2,03,482	2,19,178	2,13,458	2,89,870	3,39,451	3,34,589	3,27,645
Change	-	-0.57%	7.71%	-2.61%	35.8%	17.1%	-1.43%	-2.08%
P/E	8.2x	28.3x	14.1x	16.5x	19.2x	22.9x	19.5x	17x
PBR	2.9x	3.23x	4.41x	4.52x	5.73x	6.45x	6.02x	5.41x
PEG	-	-0.4x	0x	-1x	0.9x	-9.99x	1.1x	1.2x
Capitalization / Revenue	3.81x	3.85x	4.44x	3.78x	4.69x	5.32x	5x	4.71x
EV / Revenue	3.96x	4.03x	4.7x	4.13x	5.11x	5.89x	5.46x	5.03x
EV / EBITDA	11.2x	10.9x	12.2x	10.2x	12.4x	14.6x	13.3x	12x
EV / EBIT	12.3x	12.2x	13.4x	10.9x	13.2x	15.6x	14.1x	12.8x
EV / FCF	15.4x	17x	16.6x	13.1x	16.5x	22.1x	19.8x	16.9x
FCF Yield	6.49%	5.87%	6.01%	7.61%	6.07%	4.53%	5.05%	5.91%
Dividend per Share ²	3.36	3.5	3.823	3.856	-	4.371	4.559	4.741
Rate of return	3.83%	3.87%	3.79%	3.94%	-	2.71%	2.82%	2.94%
EPS ²	10.71	3.19	7.15	5.92	7.21	7.045	8.281	9.485
Distribution rate	31.4%	110%	53.5%	65.1%	-	62%	55.1%	50%
Net sales ¹	51,626	50,545	46,660	51,722	56,674	57,649	61,309	65,194
EBITDA ¹	18,246	18,613	17,937	21,006	23,415	23,251	25,200	27,207
EBIT ¹	16,588	16,665	16,372	19,494	21,889	21,800	23,654	25,653
Net income ¹	24,021	6,955	14,854	11,939	13,967	13,951	15,502	17,368
Net Debt ¹	8,191	9,034	12,011	17,944	23,867	32,680	27,818	20,873
Reference price ²	87.82	90.40	100.79	97.79	138.63	161.40	161.40	161.40
Nbr of stocks (in thousands)	22,37,092	21,50,980	20,55,460	19,99,270	19,18,792	19,00,715	-	-
Announcement Date	02/02/22	01/02/23	31/01/24	31/01/25	04/02/26	-	-	-

¹USD in Million²USD

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
ELI LILLY AND COMPANY	32.93x	11.96x	24.23x	0.6%	1,03100Cr
JOHNSON & JOHNSON	29.57x	-	-	2.02%	64TCr
ABBVIE INC.	32.73x	7.6x	15.79x	2.67%	45TCr
ROCHE HOLDING AG	19.66x	4.67x	11.58x	2.83%	35TCr
NOVARTIS AG	21.66x	5.59x	13.87x	2.87%	29TCr
ASTRAZENECA PLC	20.88x	4.29x	12.24x	2.06%	25TCr
AMGEN INC.	27.19x	7.03x	12.5x	2.35%	23TCr
NOVO NORDISK A/S	13.11x	4.72x	9.86x	3.87%	20TCr
GILEAD SCIENCES, INC.	-44.72x	6.46x	25.22x	2.25%	18TCr
Average	17.00x	6.54x	15.66x	2.39%	40.33TCr
Weighted average by Cap.	23.95x	7.98x	17.64x	1.98%