This week, I'm looking for the fifth healthcare representative of six for my Ivy portfolio.

The healthcare sector includes ten industries all related to testing, diagnosing and treating what ails us. Healthcare industries include: biotechnology; diagnostics & research; drug manufacturers - major and - specialty & generic; healthcare plans; long-term care facilities; medical care; medical devices; medical distribution; medical supplies.

Today I'm reviewing a large-cap drug manufacturer - a major company named Novartis AG. Its trading ticker symbol is NVS.

Novartis AG develops and manufactures healthcare products through two segments: Innovative Medicines and Sandoz.

It generates the vast majority of its revenue from Innovative Medicines segment consisting of global business franchises in ophthalmology, neuroscience, immunology, respiratory, cardio-metabolic, and established medicines.

The company sells its products globally, with the United States representing close to one-third of total sales.

Novartis AG has collaboration agreements with Xencor; Surface Oncology; Ligand Pharmaceuticals, Inc.; Amgen; University of California, Berkeley; Bristol-Myers Squibb; IBM Watson Health; Allergan plc; Science 37, Inc.; Bill & Melinda Gates Foundation; PEAR Therapeutics; Pfizer; Conatus Pharmaceuticals Inc.; TRIO; and Verily.

The company was founded in 1895 and is headquartered in Basel, Switzerland.

I use three key data points to gauge the value of any dividend equity-like Novartis AG:

(1) Price

(2) Dividends

(3) Returns

Besides those three, several other keys will finally unlock an equity or fund in which to invest.

Those first three primary keys, however, best tell whether a company has made, is making, and will make money.

NVS Price

Novartis's price per share closed at $85.51 yesterday. A year ago its price was $75.73. Price rose $9.78 or nearly 13% in the past year.

Assuming Novartis's stock trades in the range of $75.00 to $95.00 this year, Novartis's recent $85.51 price could rise by $4.49 and go to $90.00 by late-May, 2020.

NVS Dividends

Novartis's most recent paid annual dividend was $2.83 declared January 31st and paid, March 13th.

That $2.83 Annual payout produces a yield of 3.31% based on yesterday's $85.51 closing price.

Gains For NVS?

Adding the $2.83 annual estimated dividend to my $4.49 estimate of Novartis's price upside shows a $7.32 potential gross annual gain, per share, which will be reduced by costs to trade those shares.

Say we pay a little over $1,000.00 today at the $85.51 recent stock price would buy us 12 Novartis AG shares.

A $10 broker fee paid half at purchase and half at sale will cost us $0.83 per share.

Subtract that $0.83 brokerage cost from the estimated $7.32 gross annual gain leaves a net gain of $6.49 X 12 shares = $77.88 or a 7.7% net gain on a $1.026.12 investment.

Therefore, Novartis AG whose trading ticker symbol is NVS now shows a possible net gain of 7.7% including a 3.31% dividend yield.

Five brokers track Novartis AG stock:

Four say "buy" NVS.

One says NVS will "underperform" peers.

The consensus score is 1.6 or "outperform".

Therefore, you can look at Novartis AG and see it has made money, is making money, and could net a 7.7% gain including a 3.31% dividend yield. It could be more, it could be less.

The above speculation is based on past year performance. The actual results remain to be seen to determine if Novartis AG is worth your time and money.