Viatris (VTRS) is a pharmaceuticals company in the Health Care sector. Listed on the NASDAQ, Viatris is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $15.77.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $15.77 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 9.96% |
| Risk / Std Dev (Annualized) | 33.42% |
| Sharpe Ratio (rf=4.5%) | 0.16 |
S&P 500 Context
- Sector: Health Care
- Sub-Industry: Pharmaceuticals
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 9.96% with an annualized volatility of 33.42%. The Sharpe ratio of 0.16 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 18.36B |
| Enterprise Value | 30.57B |
| Forward P/E | 5.89 |
| Price to Book | 1.23 |
| Price to Sales | 1.26 |
| EV/Revenue | 2.1 |
| EV/EBITDA | 7.41 |
| Profitability | | | Profit Margin | -2.04% | | Operating Margin | 6.78% | | ROE | -1.96% | | ROA | 2.31% |
| Growth | | | Revenue Growth | 8.1% |
| Dividend | | | Dividend Yield | 304.0% | | Payout Ratio | 960.0% | | 5Y Avg Yield | 408.0% |
| Financial Health | | | Total Revenue | 14.56B | | Total Debt | 14.61B | | Total Cash | 2.4B | | Free Cash Flow | 2.24B | | Operating Cash Flow | 2.17B |
| Price & Technical | | | 52W High | $17.53$ | | 52W Low | $8.63$ | | 50-Day Avg | $15.28$ | | 200-Day Avg | $12.77$ | | Beta | 0.9 | | Shares Outstanding | 1.16B | | Float Shares | 1.16B | | Insider Holdings | 0.44% | | Institutional Holdings | 87.27% | | Short Ratio | 3.12 | | Short % of Float | 3.54% |
| Analyst Targets | | | Target High | $23.0$ | | Target Low | $12.0$ | | Target Mean | $18.06$ | | Target Median | $18.0$ | | # of Analysts | 9 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.