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| Date | Value |
|---|---|
| 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 |