RHHBY vs NVS Stock Comparison: AI Score, Valuation, Performance and Upside
Roche Holding and Novartis are both major Swiss pharmaceutical companies, but Roche maintains a diversified conglomerate structure combining pharmaceuticals with a substantial diagnostics business, while Novartis has strategically focused on core innovative pharmaceuticals following divestitures of other business units, including a differentiated radioligand therapy platform.
Roche offers exposure to a diversified pharma-diagnostics global conglomerate, while Novartis offers exposure to a more focused, innovation-driven pharmaceutical company with radioligand therapy growth potential. Consider whether you prefer Roche's diversified conglomerate structure or Novartis's focused pharmaceutical strategy.
RHHBY holds the edge across 4 of 5 key metrics in this comparison. RHHBY has delivered stronger 1-year price return (+31.69% vs +19.23%), though NVS has the better forward P/E setup (15.34x vs 17.09x for RHHBY). On fundamentals, NVS is growing revenue faster (0.80%), while RHHBY maintains the higher operating margin (36.20%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for RHHBY (+6.20%) than for NVS (+2.84%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to a unique combination of pharmaceutical and diagnostics businesses
- Value the diversified global geographic revenue footprint beyond reliance on any single region
- Believe long-standing oncology leadership provides durable competitive advantages
- Prefer a diversified pharma-diagnostics conglomerate over a more focused pure-play pharmaceutical business
- Believe a more focused core pharmaceutical strategy following divestitures will sharpen growth and profitability
- See radioligand therapy as a differentiated, high-growth oncology treatment platform
- Value diversified therapeutic area exposure across oncology, cardiovascular, immunology, and neuroscience
- Prefer a more streamlined pharmaceutical business over a diversified pharma-diagnostics conglomerate
| Metric | RHHBY | NVS |
|---|---|---|
| AI scorei | 51.6 | 48.3 |
| AI ranki | N/A | #952 |
| Latest closei | $56.78 | $150.38 |
| 1M returni | +3.33% | +8.48% |
| 3M returni | +10.36% | -1.54% |
| 6M returni | +13.72% | +0.43% |
| 1Y returni | +31.69% | +19.23% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | RHHBY | NVS |
|---|---|---|
| 1Y ago | $13.59K (+35.9%) started 2025-10-15 | $12.29K (+22.9%) started 2025-10-15 |
| 5Y ago | $16.42K (+64.2%) started 2021-10-15 | $26.6K (+166.0%) started 2021-10-15 |
| 10Y ago | $39.47K (+294.7%) started 2016-10-17 | $49.26K (+392.6%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | RHHBY | NVS |
|---|---|---|
| Market capi | $361.92B | $285.83B |
| Trailing P/Ei | 23.56 | 22.72 |
| Forward P/Ei | 17.09 | 15.34 |
| Price/Salesi | 5.75 | 5.04 |
| EV/Revenuei | 6.19 | 5.78 |
| Analyst targeti | $60.30 | $154.65 |
| Target upsidei | +6.20% | +2.84% |
| Metric | RHHBY | NVS |
|---|---|---|
| Revenue growthi | -1.20% | 0.80% |
| Earnings growthi | -7.70% | -17.00% |
| EPS growthi | -7.70% | -17.00% |
| FCF margini | +16.39% | +20.99% |
| Operating margini | 36.20% | 34.62% |
| Profit margini | 19.60% | 22.50% |
| ROIC proxyi | 38.11% | 30.35% |
| Return on equityi | 38.11% | 30.35% |
| Dividend yieldi | 2.73% | 3.15% |
| Payout ratioi | 64.59% | 71.60% |
| Dividend growth streaki | No increase yet | 3 yrs |
| Betai | 0.33 | 0.47 |
| Debt/equityi | 90.72 | 116.85 |
| Current ratioi | 1.23 | 0.86 |
| Quick ratioi | 0.80 | 0.55 |
Over the past year, RHHBY and NVS have moved moderately in the same direction (correlation of 0.50), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | RHHBY | NVS |
|---|---|---|---|
| 1Y | Growthi | +31.69% | +19.23% |
| CAGRi | +31.72% | +19.24% | |
| Volatilityi | 28.47% | 26.53% | |
| Sharpe ratioi | 0.95 | 0.63 | |
| Sortino ratioi | 1.53 | 0.84 | |
| Max drawdowni | 19.30% | 16.18% | |
| Current drawdowni | 3.31% | 8.10% | |
| Avg drawdowni | 7.34% | 5.51% | |
| Ulcer Indexi | 9.23% | 7.05% | |
| Max daily dropi | 6.34% | 13.93% | |
| Max wkly dropi | 9.20% | 15.90% | |
| 5Y | Growthi | +37.38% | +117.61% |
| CAGRi | +6.56% | +16.83% | |
| Volatilityi | 24.04% | 20.67% | |
| Sharpe ratioi | 0.20 | 0.64 | |
| Sortino ratioi | 0.29 | 0.91 | |
| Max drawdowni | 40.81% | 20.42% | |
| Current drawdowni | 3.31% | 8.10% | |
| Avg drawdowni | 19.21% | 5.82% | |
| Ulcer Indexi | 21.97% | 7.56% | |
| Max daily dropi | 9.10% | 13.93% | |
| Max wkly dropi | 12.61% | 15.90% | |
| 10Y | Growthi | +169.46% | +220.10% |
| CAGRi | +10.43% | +12.35% | |
| Volatilityi | 22.94% | 20.06% | |
| Sharpe ratioi | 0.35 | 0.46 | |
| Sortino ratioi | 0.51 | 0.65 | |
| Max drawdowni | 40.81% | 26.03% | |
| Current drawdowni | 3.31% | 8.10% | |
| Avg drawdowni | 12.66% | 6.25% | |
| Ulcer Indexi | 16.48% | 7.90% | |
| Max daily dropi | 9.10% | 13.93% | |
| Max wkly dropi | 17.24% | 15.90% |
| Category | RHHBY | NVS |
|---|---|---|
| Company | Roche Holding AG | Novartis AG |
| Sector | Biotechnology | Biotechnology |
| Industry | Drug Manufacturers - General | Drug Manufacturers - General |
| Core business | A global healthcare company combining pharmaceutical and diagnostics businesses, with a broad portfolio spanning oncology, immunology, neuroscience, and diagnostic testing products and services worldwide. | A global pharmaceutical company focused on innovative medicines spanning oncology, cardiovascular, immunology, and neuroscience, including radioligand therapy and gene therapy treatments following a strategic focus on core pharmaceuticals. |
| Investor focus | Oncology and immunology pharmaceutical pipeline progress, diagnostics division revenue trends, and overall geographic revenue diversification across global markets. | Radioligand therapy and gene therapy pipeline progress, core pharmaceutical segment growth following prior business divestitures, and overall margin performance as a more focused pharmaceutical company. |
- Unique combination of pharmaceutical and diagnostics businesses provides diversified revenue streams and cross-business insights
- Broad global geographic footprint diversifies revenue across international markets beyond reliance on any single region
- Long-standing leadership position in oncology treatment provides deep expertise and physician relationships worldwide
- Strategic focus on core innovative pharmaceuticals following prior divestitures has simplified the business and sharpened management attention
- Radioligand therapy platform provides a differentiated, high-growth oncology treatment approach with expanding pipeline applications
- Diversified therapeutic area exposure spans oncology, cardiovascular, immunology, and neuroscience treatments
- Diversified conglomerate structure spanning pharmaceuticals and diagnostics can make it harder for investors to isolate individual segment performance
- Certain legacy pharmaceutical products face biosimilar and generic competition as patent exclusivity periods expire
- Currency fluctuations affect reported results given the company's substantial international revenue exposure
- Business simplification following divestitures means the company must demonstrate sustained growth from its more focused pharmaceutical portfolio
- Certain legacy pharmaceutical products face biosimilar and generic competition as patent exclusivity periods expire
- Radioligand therapy and gene therapy manufacturing and distribution carry unique logistical and supply chain complexity
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