Novartis 将来の成長

Future 基準チェック /26

Novartis利益と収益がそれぞれ年間6%と2.2%増加すると予測されています。EPS は年間増加すると予想されています。自己資本利益率は 3 年後に35.8% 7.1%なると予測されています。

主要情報

6.0%

収益成長率

7.06%

EPS成長率

Pharmaceuticals 収益成長	12.3%
収益成長率	2.2%
将来の株主資本利益率	35.84%
アナリストカバレッジ	Good
最終更新日	27 May 2025

今後の成長に関する最新情報

Earnings Beat: Novartis AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

May 02

Recent updates

Novartis' (VTX:NOVN) Performance Is Even Better Than Its Earnings Suggest

May 07

Earnings Beat: Novartis AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

May 02

Novartis (VTX:NOVN) Seems To Use Debt Rather Sparingly

Mar 27

Novartis (VTX:NOVN) Has Announced That It Will Be Increasing Its Dividend To $3.50

Mar 04

Shareholders Will Probably Hold Off On Increasing Novartis AG's (VTX:NOVN) CEO Compensation For The Time Being

Feb 28

業績と収益の成長予測

SWX:NOVN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付	収益	収益	フリー・キャッシュフロー	営業活動によるキャッシュ	平均アナリスト数
12/31/2027	56,054	15,165	15,532	19,145	15
12/31/2026	54,955	14,299	15,934	18,854	16
12/31/2025	54,189	13,702	13,954	18,400	15
3/31/2025	53,222	12,859	14,927	18,999	N/A
12/31/2024	51,722	11,941	13,885	17,619	N/A
9/30/2024	49,940	11,761	12,552	15,973	N/A
6/30/2024	48,860	10,083	13,560	15,065	N/A
3/31/2024	47,733	9,107	12,071	13,766	N/A
12/31/2023	46,660	8,568	13,660	14,458	N/A
9/30/2023	45,850	7,245	15,507	16,022	N/A
6/30/2023	44,541	7,062	13,241	15,365	N/A
3/31/2023	41,694	5,976	14,009	15,544	N/A
12/31/2022	43,461	6,049	12,167	14,236	N/A
9/30/2022	46,017	21,042	11,545	14,009	N/A
6/30/2022	48,601	22,472	11,714	14,213	N/A
3/31/2022	52,997	24,184	12,349	14,590	N/A
12/31/2021	43,974	22,908	13,201	15,071	N/A
9/30/2021	52,385	9,807	13,015	15,192	N/A
6/30/2021	51,556	8,984	11,222	13,423	N/A
3/31/2021	49,884	7,955	10,699	13,252	N/A
12/31/2020	49,898	8,072	11,445	13,650	N/A
9/30/2020	49,584	7,103	11,743	13,185	N/A
6/30/2020	49,528	7,210	13,255	14,591	N/A
3/31/2020	49,930	7,451	13,077	14,240	N/A
12/31/2019	48,677	7,142	12,341	13,625	N/A
9/30/2019	47,858	7,238	12,122	13,851	N/A
6/30/2019	46,762	7,077	11,477	13,339	N/A
3/31/2019	46,391	12,697	11,778	13,671	N/A
12/31/2018	46,099	12,797	N/A	14,272	N/A
9/30/2018	47,366	13,552	N/A	13,914	N/A
6/30/2018	48,672	13,752	N/A	13,450	N/A
3/31/2018	49,513	8,004	N/A	13,090	N/A
12/31/2017	43,404	7,499	N/A	12,621	N/A
9/30/2017	49,527	6,684	N/A	12,804	N/A
6/30/2017	49,176	6,543	N/A	12,449	N/A
3/31/2017	49,361	6,367	N/A	11,978	N/A
12/31/2016	49,386	6,712	N/A	11,475	N/A
9/30/2016	49,606	6,807	N/A	12,041	N/A
6/30/2016	49,750	6,672	N/A	11,936	N/A
3/31/2016	49,967	6,722	N/A	11,735	N/A
12/31/2015	50,387	7,017	N/A	11,897	N/A
9/30/2015	50,635	8,417	N/A	12,945	N/A
6/30/2015	51,450	9,697	N/A	13,830	N/A
3/31/2015	52,503	10,536	N/A	14,260	N/A
12/31/2014	53,634	10,657	N/A	13,897	N/A
9/30/2014	53,908	10,191	N/A	13,142	N/A
6/30/2014	53,514	9,233	N/A	13,510	N/A

アナリストによる今後の成長予測

収入対貯蓄率: NOVNの予測収益成長率 (年間6% ) は貯蓄率 ( 0.4% ) を上回っています。

収益対市場: NOVNの収益 ( 6% ) Swiss市場 ( 10.5% ) よりも低い成長が予測されています。

高成長収益: NOVNの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: NOVNの収益 ( 2.2% ) Swiss市場 ( 4.2% ) よりも低い成長が予測されています。

高い収益成長: NOVNの収益 ( 2.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: NOVNの自己資本利益率は、3年後には高くなると予測されています ( 35.8 %)

成長企業の発掘

企業分析と財務データの現状

データ	最終更新日（UTC時間）
企業分析	2025/05/27 07:08
終値	2025/05/27 00:00
収益	2025/03/31
年間収益	2024/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージ	データ	タイムフレーム	米国ソース例
会社財務	10年	損益計算書キャッシュ・フロー計算書貸借対照表	SECフォーム10-K SECフォーム10-Q
アナリストのコンセンサス予想	+プラス3年	予想財務アナリストの目標株価	アナリストリサーチレポート Blue Matrix
市場価格	30年	株価配当、分割、措置	ICEマーケットデータ SECフォームS-1
所有権	10年	トップ株主インサイダー取引	SECフォーム4 SECフォーム13D
マネジメント	10年	リーダーシップ・チーム取締役会	SECフォーム10-K SECフォームDEF 14A
主な進展	10年	会社からのお知らせ	SECフォーム8-K

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用^。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートの作成に使用した分析モデルの詳細は、Githubページでご覧いただけます。また、レポートの使用方法に関するガイドや、Youtubeでのチュートリアルもご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Novartis AG 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、。アナリストの投稿は一日中更新されます。71

アナリスト	機関
Kamla Singh	AlphaValue
John Eade	Argus Research Company
Fabrizio Spagna	Axia Financial Research

Novartis 将来の成長

Future 基準チェック /26

主要情報

今後の成長に関する最新情報

Earnings Beat: Novartis AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Novartis Raises Earnings Guidance for the Fiscal Year 2024

Novartis AG Revise Earnings Guidance for the Year 2024

Novartis AG Provides Earnings Guidance for the Year 2024

Recent updates

Novartis' (VTX:NOVN) Performance Is Even Better Than Its Earnings Suggest

Earnings Beat: Novartis AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Novartis AG (SWX:NOVN) entered into an agreement and plan of merger to acquire Regulus Therapeutics Inc. (NasdaqCM:RGLS) for approximately $470 million.

New minor risk - Financial position

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

Novartis AG (SWX:NOVN) completed the acquisition of an unknown majority stake in Anthos Therapeutics, Inc. from Blackstone Life Sciences.

Novartis Receives FDA Accelerated Approval for Vanrafia (Atrasentan) for the Reduction of Proteinuria in Adults with Primary Immunoglobulin A Nephropathy

Market Volatility Derails Novartis' Plan to Sell Stake in its India Arm

Novartis Announces Executive Changes

Fda Approves Novartis Radioligand Therapy Pluvicto for Early Use Before Chemotherapy in Psma-Positive Metastatic Castration-Resistant Prostate Cancer

Novartis (VTX:NOVN) Seems To Use Debt Rather Sparingly

New Novartis Phase III Data Demonstrates Meaningful Efficacy and Safety Results of Intriathecal Onasemnogeneabeparvovec in Broad Patient Population with SMA

Novartis AG Approves Dividend for 2024, Payable from March 13, 2025

Novartis (VTX:NOVN) Has Announced That It Will Be Increasing Its Dividend To $3.50

Upcoming dividend of CHF3.50 per share

Novartis Oral Fabhalta (Iptacopan) Receives Positive CHMP Opinion for the Treatment of Adults Living with C3 Glomerulopathy (C3g)

Shareholders Will Probably Hold Off On Increasing Novartis AG's (VTX:NOVN) CEO Compensation For The Time Being

Novartis AG (SWX:NOVN) agreed to acquire an unknown majority stake in Anthos Therapeutics, Inc. from Blackstone Life Sciences for approximately $3.1 billion.

Strong Pipeline With Scemblix And Kisqali Will Strengthen Future Prospects

Novartis (VTX:NOVN) Is Increasing Its Dividend To $3.50

Dividend of CHF3.50 announced

Full year 2024 earnings: EPS exceeds analyst expectations

Novartis AG to Report Q2, 2025 Results on Jul 17, 2025

Novartis Announces Positive Topline Results from the Phase III Steer Study

Novartis (VTX:NOVN) Has A Rock Solid Balance Sheet

Novartis Inc. Announces Results from an Updated Analysis of the Pivotal Phase III Natalee Trial of Kisqali®? (ribociclib)

Novartis Announces Positive, Long-Term Results from the Pivotal Phase III ASC4FIRST Trial with Scemblix (asciminib)

Novartis Announces Positive Topline Results from APPULSE-PNH, a Phase IIIB Study Evaluating the Efficacy and Safety of Two-Daily Oral Monotherapy Fabhalta

Novartis Kisqali Receives European Commission Approval in A Broad Population of Patients with HR+/HER2- Early Breast Cancer at High Risk of Recurrence

Novartis AG (SWX:NOVN) acquired Kate Therapeutics, Inc. in a transaction valued at $1.1 billion.

New minor risk - Earnings quality

We Think Novartis' (VTX:NOVN) Robust Earnings Are Conservative

Novartis' Scemblix® Receives Approval from US Food and Drug Administration

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Novartis Raises Earnings Guidance for the Fiscal Year 2024

Investors Interested In Novartis AG's (VTX:NOVN) Earnings

Novartis Receives Positive CHMP Opinion for Kisqali to Help Reduce Risk of Recurrence in People with HR+/HER2- Early Breast Cancer

Novartis AG, Annual General Meeting, Mar 07, 2025

Alkem Labs Reportedly in Talks to Acquire Novartis India from Its Swiss Parent

Novartis (VTX:NOVN) Has A Rock Solid Balance Sheet

Novartis Announces Positive Topline Results from Twice-Yearly Leqvio (Inclisiran) in the Phase III V-Mono Study

Siemens Healthineers Offers to Buy Novartis Molecular Imaging Business

Novartis Receives FDA Accelerated Approval for Fabhalta (iptacopan)

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

Novartis AG to Report Q4, 2024 Results on Jan 31, 2025

Novartis AG Presents Latest Phase III Fabhalta®? (iptacopan) Data in C3 Glomerulopathy (C3G)

Novartis AG (SWX:NOVN) entered into an agreement to acquire Mariana Oncology, Inc. from Atlas Venture L.P., Access Biotechnology, RA Capital Management, L.P., Deep Track Capital, LP, Forbion Capital Partners B.V. and others for $1.8 billion.

Novartis and Medicines for Malaria Venture Announce Positive Efficacy and Safety Data for A Novel Treatment for Babies

First quarter 2024 earnings: EPS and revenues exceed analyst expectations

Novartis AG Revise Earnings Guidance for the Year 2024

Novartis' Intravenous Formulation of Cosentyx Impacting Prescriber Preferences in Psoriatic Arthritis Treatment, While Pending Launch of UCB’s Bimzelx Poised to Further Disrupt the Market

Novartis Presents Results from Pre-Specified Interim Analysis of the Phase III APPLAUSE-IgAN study of Fabhalta

Novartis Fabhalta Receives Positive CHMP Opinion as First Oral Monotherapy for Adult Patients with Paroxysmal Nocturnal Hemoglobinuria (PNH)

Novartis AG (SWX:NOVN) acquired IFM Due, Inc. from IFM Therapeutics, LLC for approximately $840 million.

Upcoming dividend of CHF3.30 per share

Dr. Reddy's Laboratories Denies in Race to Acquire Novartis' Stake in Novartis India

Dr Reddy's Reportedly May Join Race to Acquire Novartis' India Arm

Novartis AG Announces FDA Approves Xolair® (Omalizumab) as First and Only Medicine for Children and Adults with One or More Food Allergies

Novartis Reportedly in Lead to Acquire MorphoSys

Final dividend of CHF3.30 announced

New minor risk - Earnings quality

Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Novartis AG Provides Earnings Guidance for the Year 2024

Novartis AG Proposes Dividend

Novartis AG Presents Data from the Phase III NETTER-2 Trial

Novartis Pursuit of Cytokinetics Reportedly Cools

Novartis Reportedly in Advanced Talks to Buy Cytokinetics

Novartis AG Announces Positive Results from the Primary Analysis of ASC4FIRST

Novartis AG (SWX:NOVN) acquired SanReno Therapeutics from Pivotal bioVenture Partners China, Versant Venture Management, LLC, Samsara BioCapital LLC, Frazier Healthcare Partners managed by Frazier Management, L.L.C. and Frazier Life Sciences Management, LP.

Novartis Investigational Iptacopan Phase III Study Demonstrates Clinically Meaningful and Statistically Significant Proteinuria Reduction in Patients with C3 Glomerulopathy (C3G)

Latest Novartis Kisqali(R) Natalee Analysis Reinforces 25% Reduction in Risk of Recurrence Across Broad Population of Patients with Early Breast Cancer