Novartis Ag NVS
NYSE NVS
$158.86 +2.62 (+1.68%)
At close: Aug 21, 2026 · 4:00 PM EDT

Novartis Ag (NVS) Invested Capital (2009 - 2026)

Novartis Ag (NVS) posted Invested Capital of $9.6 billion for Q2 2026, up 50563.16% sequentially from -$19.0 million in Q1 2026, and up 15.32% YoY from $8.3 billion in Q2 2025.

Novartis Ag (NVS) Invested Capital (2009 - 2026) Analysis & Trends

Novartis Ag has reported Invested Capital for 18 years, with the latest figure at $9.6 billion in Q2 2026.

  • Quarterly Invested Capital rose 15.32% year-over-year to $9.6 billion in Q2 2026, while the trailing twelve-month figure through Jun 2026 was $47.5 billion (up 12.12% YoY) and the FY2025 annual result came in at $37.9 billion, up 11.42% from the prior year.
  • Invested Capital advanced to $9.6 billion in Q2 2026 per NVS's latest filing, from -$19.0 million in the prior quarter.
  • Over five years, Invested Capital peaked at $37.9 billion in Q4 2025 and troughed at -$19.0 million in Q1 2026.
  • A 5-year average of $17.3 billion and a median of $9.6 billion in 2026 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2023 and 2024: Invested Capital tumbled 64.88% in 2023, then advanced 15.56% in 2024.
  • Over 5 years, Invested Capital stood at $31.3 billion in 2022, then decreased by 5.82% to $29.4 billion in 2023, then rose by 15.56% to $34.0 billion in 2024, then increased by 11.42% to $37.9 billion in 2025, then sank by 74.71% to $9.6 billion in 2026.
  • According to Business Quant data, Invested Capital over the past three periods registered $9.6 billion, -$19.0 million, and $37.9 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Johnson & Johnson 652.20 Bn 631.44 Bn 17.26 Bn 11.69 Bn
2 AbbVie 469.51 Bn 462.94 Bn 12.70 Bn 8.34 Bn
3 Merck 376.81 Bn 369.67 Bn 12.21 Bn 2.83 Bn
4 Novartis Ag 303.04 Bn 295.35 Bn 11.24 Bn 9.59 Bn
5 Astrazeneca 257.61 Bn 252.71 Bn 12.86 Bn 32.24 Bn
6 Amgen 237.37 Bn 223.38 Bn 7.24 Bn 5.45 Bn
7 Gilead Sciences 181.73 Bn 178.55 Bn 6.22 Bn 2.41 Bn
8 Pfizer 159.66 Bn 147.96 Bn 10.94 Bn 2.70 Bn
9 Gsk 106.24 Bn 102.07 Bn 8.24 Bn -7.25 Bn
10 Sanofi 55.07 Bn 47.69 Bn 10.79 Bn 25.45 Bn

Historic Data

Download Data
DateValue
Jun 30, 2026 9.59 Bn
Mar 31, 2026 -19.00 Mn
Dec 31, 2025 37.91 Bn
Sep 30, 2025 -9.00 Mn
Jun 30, 2025 8.31 Bn
Dec 31, 2024 34.03 Bn
Jun 30, 2024 7.53 Bn
Dec 31, 2023 29.45 Bn
Jun 30, 2023 8.29 Bn
Dec 31, 2022 31.27 Bn
Jun 30, 2022 23.60 Bn
Dec 31, 2021 37.49 Bn
Jun 30, 2021 26.40 Bn
Dec 31, 2020 43.02 Bn
Jun 30, 2020 25.20 Bn
Dec 31, 2019 32.62 Bn
Jun 30, 2019 22.30 Bn
Dec 31, 2018 38.91 Bn
Jun 30, 2018 25.40 Bn
Dec 31, 2017 34.63 Bn