Aclaris Therapeutics Inc (ACRS)vsNovartis AG ADR (NVS)
ACRS
Aclaris Therapeutics Inc
$5.20
-2.26%
HEALTHCARE · Cap: $794.69M
NVS
Novartis AG ADR
$156.15
-1.45%
HEALTHCARE · Cap: $290.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Novartis AG ADR generates 677479% more annual revenue ($56.69B vs $8.37M). NVS leads profitability with a 22.5% profit margin vs 0.0%. NVS earns a higher WallStSmart Score of 51/100 (C-).
ACRS
Avoid30
out of 100
Grade: F
NVS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.7%
Fair Value
$7.02
Current Price
$5.20
$1.82 discount
Margin of Safety
-70.9%
Fair Value
$92.73
Current Price
$156.15
$63.42 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 37.2% year-over-year
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Strong operational efficiency at 31.8%
Keeps 23 of every $100 in revenue as profit
Generating 5.6B in free cash flow
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
0.8% revenue growth
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ACRS
The strongest argument for ACRS centers on Revenue Growth, Debt/Equity. Revenue growth of 37.2% demonstrates continued momentum.
Bull Case : NVS
The strongest argument for NVS centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 22.5% and operating margin at 31.8%.
Bear Case : ACRS
The primary concerns for ACRS are EPS Growth, Market Cap, Profit Margin.
Bear Case : NVS
The primary concerns for NVS are Revenue Growth, Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
ACRS profiles as a hypergrowth stock while NVS is a value play — different risk/reward profiles.
ACRS carries more volatility with a beta of 0.77 — expect wider price swings.
ACRS is growing revenue faster at 37.2% — sustainability is the question.
NVS generates stronger free cash flow (5.6B), providing more financial flexibility.
Bottom Line
NVS scores higher overall (51/100 vs 30/100), backed by strong 22.5% margins. ACRS offers better value entry with a 51.7% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aclaris Therapeutics Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Aclaris Therapeutics, Inc. is a clinical-stage biopharmaceutical company developing a line of novel small molecule therapeutics to address the needs of patients with immuno-inflammatory diseases. The company is headquartered in Wayne, Pennsylvania.
Visit Website →Novartis AG ADR
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Novartis AG researches, develops, manufactures and markets medical devices worldwide. The company is headquartered in Basel, Switzerland.
Visit Website →Compare with Other BIOTECHNOLOGY Stocks
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