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AMGN vs NVS
Which Stock Would AI Choose? Amgen (AMGN) vs. Novartis (NVS) Stock Comparison
Key Takeaways
- Novartis (NVS) has delivered stronger year-to-date returns of 8.06% compared to Amgen (AMGN)'s 6.00%.
- NVS offers a higher dividend yield at 3.26% versus AMGN's 2.93%, appealing to income-focused investors.
- Both stocks maintain low betas—NVS at 0.52 and AMGN at 0.47—indicating relative market stability.
- NVS benefits from recent positive regulatory developments, such as CHMP recommendations for therapies like Itvisma for spinal muscular atrophy (SMA).
- AMGN faces near-term pressure ahead of Q1 earnings, with consensus EPS expected to decline to $4.75.
- NVS boasts a larger market capitalization of $281 billion compared to AMGN's $186 billion.
Introduction
Amgen (AMGN) and Novartis (NVS) represent two pillars of the biotechnology and pharmaceutical sectors, both delivering innovative therapies in oncology, immunology, and rare diseases. This comparison is particularly relevant for healthcare sector investors and traders navigating current market dynamics, including regulatory approvals, earnings anticipation, and macroeconomic pressures on drug pricing. By examining recent performance, financial metrics, and growth drivers, readers can assess relative positioning in a volatile environment favoring stable dividend payers and momentum plays.
AMGN Overview and Recent Performance
Amgen Inc. (AMGN) is a leading biotechnology company focused on biologics for serious illnesses, with key products in inflammation, oncology, and cardiovascular areas. In recent market activity, the stock has experienced fluctuations, trading around $344.55 with a 52-week range of $261.43 to $391.29. Year-to-date returns stand at 6.00%, trailing the broader market amid sessions where shares slid despite rising indices. Sentiment has been influenced by upcoming first-quarter earnings on April 30, with expected EPS of $4.75 reflecting a decline, biosimilar competition, pricing pressures, and leadership changes emphasizing AI integration in drug development. Key metrics include a trailing P/E (price-to-earnings) ratio of 24.21, EPS of $14.23, and market cap of $186 billion.
NVS Overview and Recent Performance
Novartis AG (NVS), a global healthcare leader post its generics spin-off, concentrates on innovative medicines across cardiovascular, immunology, neuroscience, and oncology. Recent weeks have seen steady performance around $145.47, within a 52-week range of $104.93 to $170.46. Year-to-date gains of 8.06% reflect positive momentum, supported by regulatory wins like positive CHMP opinions for Itvisma in SMA and WHO prequalification for Coartem Baby malaria treatment. These developments have bolstered investor confidence amid broader sector challenges. Financial highlights feature a P/E ratio of 20.32, EPS of $7.16, dividend yield of 3.26%, and market cap of $281 billion.
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Head-to-Head Comparison
Amgen (AMGN) and Novartis (NVS) both operate in healthcare but differ in scope: AMGN emphasizes high-margin biologics with U.S.-centric exposure, while NVS leverages a broader global portfolio post-Sandoz divestiture. Growth drivers contrast with NVS's 36% one-year return outpacing AMGN's 27%, fueled by regulatory catalysts versus AMGN's pipeline pressures. Recent momentum favors NVS, with higher YTD gains; risk factors include AMGN's elevated debt-to-equity at 640% compared to NVS's 76%. Market sentiment tilts toward NVS's lower P/E and dividend appeal, though AMGN offers superior ROE (return on equity) at 106%.
Tickeron AI Verdict
Tickeron's AI analysis currently leans toward Novartis (NVS) over Amgen (AMGN), based on stronger trend consistency, recent regulatory catalysts enhancing growth prospects, superior relative returns, and more attractive valuation metrics like lower P/E and higher yield. While AMGN provides stability via low beta and high ROE, NVS's momentum positions it favorably in the near term, though sector risks remain balanced.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMGN is a StrongBuy and NVS is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMGN’s FA Score shows that 3 FA rating(s) are green whileNVS’s FA Score has 3 green FA rating(s).
- AMGN’s FA Score: 3 green, 2 red.
- NVS’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMGN’s TA Score shows that 6 TA indicator(s) are bullish while NVS’s TA Score has 6 bullish TA indicator(s).
- AMGN’s TA Score: 6 bullish, 3 bearish.
- NVS’s TA Score: 6 bullish, 3 bearish.
Price Growth
AMGN (@Pharmaceuticals: Major) experienced а +1.39% price change this week, while NVS (@Pharmaceuticals: Major) price change was +3.51% for the same time period.
The average weekly price growth across all stocks in the @Pharmaceuticals: Major industry was +1.81%. For the same industry, the average monthly price growth was +7.81%, and the average quarterly price growth was +4.81%.
Reported Earning Dates
AMGN is expected to report earnings on Jul 30, 2026.
NVS is expected to report earnings on Jul 21, 2026.
Industries' Descriptions
@Pharmaceuticals: Major (+1.81% weekly)The Major Pharmaceuticals industry includes companies that are involved in various processes of creating drugs to treat/prevent diseases. These companies engage in research, testing and manufacturing, as well as the distribution of pharmaceuticals into markets. Johnson & Johnson, Merck & Co., Inc., Pfizer Inc. and Novartis are among the largest companies in this category.
| AMGN | NVS | AMGN / NVS | |
| Capitalization | 189B | 288B | 66% |
| EBITDA | 16.7B | 22.4B | 75% |
| Gain YTD | 8.651 | 13.252 | 65% |
| P/E Ratio | 24.39 | 21.71 | 112% |
| Revenue | 37.2B | 56.6B | 66% |
| Total Cash | 12B | 6.98B | 172% |
| Total Debt | 57.3B | 47B | 122% |
AMGN | NVS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 28 | 36 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 6 Undervalued | 6 Undervalued | |
PROFIT vs RISK RATING 1..100 | 25 | 6 | |
SMR RATING 1..100 | 12 | 27 | |
PRICE GROWTH RATING 1..100 | 48 | 48 | |
P/E GROWTH RATING 1..100 | 62 | 36 | |
SEASONALITY SCORE 1..100 | 65 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AMGN's Valuation (6) in the Biotechnology industry is in the same range as NVS (6) in the Pharmaceuticals Major industry. This means that AMGN’s stock grew similarly to NVS’s over the last 12 months.
NVS's Profit vs Risk Rating (6) in the Pharmaceuticals Major industry is in the same range as AMGN (25) in the Biotechnology industry. This means that NVS’s stock grew similarly to AMGN’s over the last 12 months.
AMGN's SMR Rating (12) in the Biotechnology industry is in the same range as NVS (27) in the Pharmaceuticals Major industry. This means that AMGN’s stock grew similarly to NVS’s over the last 12 months.
AMGN's Price Growth Rating (48) in the Biotechnology industry is in the same range as NVS (48) in the Pharmaceuticals Major industry. This means that AMGN’s stock grew similarly to NVS’s over the last 12 months.
NVS's P/E Growth Rating (36) in the Pharmaceuticals Major industry is in the same range as AMGN (62) in the Biotechnology industry. This means that NVS’s stock grew similarly to AMGN’s over the last 12 months.
| AMGN | NVS | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 48% | 4 days ago 39% |
| Momentum ODDS (%) | 1 day ago 56% | 4 days ago 49% |
| MACD ODDS (%) | 1 day ago 70% | 4 days ago 56% |
| TrendWeek ODDS (%) | 1 day ago 58% | 4 days ago 53% |
| TrendMonth ODDS (%) | 1 day ago 57% | 4 days ago 48% |
| Advances ODDS (%) | 4 days ago 56% | 11 days ago 51% |
| Declines ODDS (%) | 6 days ago 51% | 14 days ago 45% |
| BollingerBands ODDS (%) | 1 day ago 50% | 4 days ago 54% |
| Aroon ODDS (%) | 1 day ago 52% | 4 days ago 45% |
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NVS and
Correlation & Price change
A.I.dvisor indicates that over the last year, NVS has been loosely correlated with GSK. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if NVS jumps, then GSK could also see price increases.