The whole industry is still under pressure due
to the patent cliff but there are also big opportunities due to an aging
population. The risks are cost pressure by the government. Politicians want a
cheap care for the population. However, below is an overview of the largest
drug makers and their dividend payments. I've only published those stocks with
a market cap above USD 100 billion. What do you think - who has the best position to create big shareholder values?
The biggest pharma stocks are...
Johnson & Johnson (NYSE:JNJ) has a market capitalization of $282.89 billion. The company employs 128,100 people, generates revenue of $71.312 billion and has a net income of $13.831 billion. Johnson & Johnson’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $23.741 billion. The EBITDA margin is 33.29 percent (the operating margin is 21.69 percent and the net profit margin 19.40 percent).
The biggest pharma stocks are...
Financial Analysis: The total debt represents 13.70 percent of Johnson & Johnson’s assets and the total debt in relation to the equity amounts to 24.55 percent. Due to the financial situation, a return on equity of 19.92 percent was realized by Johnson & Johnson. Twelve trailing months earnings per share reached a value of $5.23. Last fiscal year, Johnson & Johnson paid $2.59 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 19.12, the P/S ratio is 3.97 and the P/B ratio is finally 3.81. The dividend yield amounts to 2.64 percent and the beta ratio has a value of 0.59.
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| Long-Term Stock Price Chart Of Johnson & Johnson (JNJ) |
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| Long-Term Dividend Payment History of Johnson & Johnson (JNJ) |
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| Long-Term Dividend Yield History of Johnson & Johnson (JNJ) |
Roche Holding (OTCMKTS:RHHBY) has a market capitalization of $251.94 billion. The company employs 81,769 people, generates revenue of $52.858 billion and has a net income of $12.850 billion. Roche Holding’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $22.163 billion. The EBITDA margin is 41.93 percent (the operating margin is 34.99 percent and the net profit margin 24.31 percent).
Financial Analysis: The total debt represents 29.99 percent of Roche Holding’s assets and the total debt in relation to the equity amounts to 96.63 percent. Due to the financial situation, a return on equity of 66.04 percent was realized by Roche Holding. Twelve trailing months earnings per share reached a value of $1.83. Last fiscal year, Roche Holding paid $0.24 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 19.94, the P/S ratio is 4.71 and the P/B ratio is finally 11.56. The dividend yield amounts to 3.04 percent and the beta ratio has a value of 0.68.
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| Long-Term Stock Price Chart Of Roche Holding (RHHBY) |
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| Long-Term Dividend Payment History of Roche Holding (RHHBY) |
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| Long-Term Dividend Yield History of Roche Holding (RHHBY) |
Novartis (NYSE:NVS) has a market capitalization of $207.33 billion. The company employs 135,696 people, generates revenue of $58.831 billion and has a net income of $9.292 billion. Novartis’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $16.455 billion. The EBITDA margin is 27.97 percent (the operating margin is 18.52 percent and the net profit margin 15.79 percent).
Financial Analysis: The total debt represents 14.19 percent of Novartis’s assets and the total debt in relation to the equity amounts to 24.10 percent. Due to the financial situation, a return on equity of 12.79 percent was realized by Novartis. Twelve trailing months earnings per share reached a value of $3.70. Last fiscal year, Novartis paid $2.43 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 23.09, the P/S ratio is 3.90 and the P/B ratio is finally 2.79. The dividend yield amounts to 3.23 percent and the beta ratio has a value of 0.58.
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| Long-Term Stock Price Chart Of Novartis (NVS) |
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| Long-Term Dividend Payment History of Novartis (NVS) |
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| Long-Term Dividend Yield History of Novartis (NVS) |
Pfizer (NYSE:PFE) has a market capitalization of $197.30 billion. The company employs 77,700 people, generates revenue of $51.584 billion and has a net income of $11.410 billion. Pfizer’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $23.623 billion. The EBITDA margin is 45.80 percent (the operating margin is 31.32 percent and the net profit margin 22.12 percent).
Financial Analysis: The total debt represents 21.20 percent of Pfizer’s assets and the total debt in relation to the equity amounts to 47.82 percent. Due to the financial situation, a return on equity of 14.45 percent was realized by Pfizer. Twelve trailing months earnings per share reached a value of $1.65. Last fiscal year, Pfizer paid $0.96 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 18.70, the P/S ratio is 3.82 and the P/B ratio is finally 2.59. The dividend yield amounts to 3.37 percent and the beta ratio has a value of 0.74.
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| Long-Term Stock Price Chart Of Pfizer (PFE) |
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| Long-Term Dividend Payment History of Pfizer (PFE) |
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| Long-Term Dividend Yield History of Pfizer (PFE) |
Merck (NYSE:MRK) has a market capitalization of $168.35 billion. The company employs 76,000 people, generates revenue of $44.033 billion and has a net income of $4.517 billion. Merck’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $22.603 billion. The EBITDA margin is 51.33 percent (the operating margin is 13.53 percent and the net profit margin 10.26 percent).
Financial Analysis: The total debt represents 23.72 percent of Merck’s assets and the total debt in relation to the equity amounts to 50.36 percent. Due to the financial situation, a return on equity of 8.57 percent was realized by Merck. Twelve trailing months earnings per share reached a value of $1.48. Last fiscal year, Merck paid $1.72 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 38.79, the P/S ratio is 3.82 and the P/B ratio is finally 3.37. The dividend yield amounts to 3.07 percent and the beta ratio has a value of 0.48.
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| Long-Term Stock Price Chart Of Merck (MRK) |
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| Long-Term Dividend Payment History of Merck (MRK) |
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| Long-Term Dividend Yield History of Merck (MRK) |
GlaxoSmithKline (NYSE:GSK) has a market capitalization of $129.01 billion. The company employs 99,488 people, generates revenue of $44.50 billion and has a net income of $9.449 billion. GlaxoSmithKline’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $15.833 billion. The EBITDA margin is 35.58 percent (the operating margin is 27.58 percent and the net profit margin 21.23 percent).
Financial Analysis: The total debt represents 43.35 percent of GlaxoSmithKline’s assets and the total debt in relation to the equity amounts to 260.75 percent. Due to the financial situation, a return on equity of 84.96 percent was realized by GlaxoSmithKline. Twelve trailing months earnings per share reached a value of $3.74. Last fiscal year, GlaxoSmithKline paid $2.62 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 14.22, the P/S ratio is 2.86 and the P/B ratio is finally 10.98. The dividend yield amounts to 4.65 percent and the beta ratio has a value of 0.63.
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| Long-Term Stock Price Chart Of GlaxoSmithKline (GSK) |
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| Long-Term Dividend Payment History of GlaxoSmithKline (GSK) |
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| Long-Term Dividend Yield History of GlaxoSmithKline (GSK) |
Novo Nordisk (NYSE:NVO) has a market capitalization of $118.28 billion. The company employs 37,978 people, generates revenue of $15.439 billion and has a net income of $4.652 billion. Novo Nordisk’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $6.335 billion. The EBITDA margin is 41.03 percent (the operating margin is 37.68 percent and the net profit margin 30.13 percent).
Financial Analysis: The total debt represents 0.31 percent of Novo Nordisk’s assets and the total debt in relation to the equity amounts to 0.51 percent. Due to the financial situation, a return on equity of 60.54 percent was realized by Novo Nordisk. Twelve trailing months earnings per share reached a value of $1.73. Last fiscal year, Novo Nordisk paid $0.62 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 25.74, the P/S ratio is 6.24 and the P/B ratio is finally 14.99. The dividend yield amounts to 1.86 percent and the beta ratio has a value of 0.99.
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| Long-Term Stock Price Chart Of Novo Nordisk (NVO) |
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| Long-Term Dividend Payment History of Novo Nordisk (NVO) |
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| Long-Term Dividend Yield History of Novo Nordisk (NVO) |
Sanofi (NYSE:SNY) has a market capitalization of $139.44 billion. The company employs 112,128 people, generates revenue of $49.588 billion and has a net income of $6.541 billion. Sanofi’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $17.131 billion. The EBITDA margin is 34.55 percent (the operating margin is 17.54 percent and the net profit margin 13.19 percent).
Financial Analysis: The total debt represents 14.47 percent of Sanofi’s assets and the total debt in relation to the equity amounts to 25.34 percent. Due to the financial situation, a return on equity of 8.75 percent was realized by Sanofi. Twelve trailing months earnings per share reached a value of $1.60. Last fiscal year, Sanofi paid $1.91 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 32.73, the P/S ratio is 2.78 and the P/B ratio is finally 1.75. The dividend yield amounts to 3.65 percent and the beta ratio has a value of 1.12.
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| Long-Term Stock Price Chart Of Sanofi (SNY) |
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| Long-Term Dividend Payment History of Sanofi (SNY) |
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| Long-Term Dividend Yield History of Sanofi (SNY) |
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*I am long JNJ. I receive
no compensation to write about these specific stocks, sector or theme. I don't
plan to increase or decrease positions or obligations within the next 72 hours.
For the other stocks: I
have no positions in any stocks mentioned, and no plans to initiate any
positions within the next 72 hours. I receive no compensation to write about
any specific stock, sector or theme.
