WallStSmart

Agenus Inc (AGEN)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 42625% more annual revenue ($56.69B vs $132.69M). AGEN leads profitability with a 69.3% profit margin vs 22.5%. AGEN appears more attractively valued with a PEG of 1.44. AGEN earns a higher WallStSmart Score of 58/100 (C).

AGEN

Buy

58

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 7.0Quality: 5.0
Piotroski: 5/9Altman Z: -13.22

NVS

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 9.0Value: 3.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AGEN.

NVSSignificantly Overvalued (-47.0%)

Margin of Safety

-47.0%

Fair Value

$93.29

Current Price

$137.16

$43.87 premium

UndervaluedFair: $93.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGEN5 strengths · Avg: 10.0/10
P/E RatioValuation
2.3x10/10

Attractively priced relative to earnings

Profit MarginProfitability
69.3%10/10

Keeps 69 of every $100 in revenue as profit

Operating MarginProfitability
32.7%10/10

Strong operational efficiency at 32.7%

Revenue GrowthGrowth
34.4%10/10

Revenue surging 34.4% year-over-year

Debt/EquityHealth
-0.2010/10

Conservative balance sheet, low leverage

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$260.70B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
30.7%10/10

Every $100 of equity generates 31 in profit

Operating MarginProfitability
34.6%10/10

Strong operational efficiency at 34.6%

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

Free Cash FlowQuality
$5.57B8/10

Generating 5.6B in free cash flow

Areas to Watch

AGEN4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$310.19M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-1279.0%2/10

ROE of -1279.0% — below average capital efficiency

Free Cash FlowQuality
$-31.20M2/10

Negative free cash flow — burning cash

NVS4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.8%4/10

0.8% revenue growth

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Debt/EquityHealth
1.183/10

Elevated debt levels

PEG RatioValuation
3.222/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : AGEN

The strongest argument for AGEN centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 69.3% and operating margin at 32.7%. Revenue growth of 34.4% 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 34.6%.

Bear Case : AGEN

The primary concerns for AGEN are EPS Growth, Market Cap, Return on Equity.

Bear Case : NVS

The primary concerns for NVS are Revenue Growth, Altman Z-Score, Debt/Equity.

Key Dynamics to Monitor

AGEN profiles as a growth stock while NVS is a value play — different risk/reward profiles.

AGEN carries more volatility with a beta of 1.40 — expect wider price swings.

AGEN is growing revenue faster at 34.4% — sustainability is the question.

NVS generates stronger free cash flow (5.6B), providing more financial flexibility.

Bottom Line

AGEN scores higher overall (58/100 vs 51/100), backed by strong 69.3% margins and 34.4% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Agenus Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Agenus Inc., a clinical-stage immuno-oncology company, discovers and develops immuno-oncology products in the United States and internationally. The company is headquartered in Lexington, Massachusetts.

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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.

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