Alcon AG (ALC)vsSolventum Corp. (SOLV)
ALC
Alcon AG
$75.26
+1.37%
HEALTHCARE · Cap: $37.11B
SOLV
Solventum Corp.
$64.64
+0.95%
HEALTHCARE · Cap: $11.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Alcon AG generates 25% more annual revenue ($10.40B vs $8.32B). SOLV leads profitability with a 18.7% profit margin vs 9.4%. SOLV appears more attractively valued with a PEG of 1.22. SOLV earns a higher WallStSmart Score of 70/100 (B-).
ALC
Hold49
out of 100
Grade: D+
SOLV
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-489.8%
Fair Value
$13.46
Current Price
$75.26
$61.80 premium
Margin of Safety
+80.4%
Fair Value
$415.58
Current Price
$64.64
$350.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 39 in profit
Earnings expanding 100.8% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 4.5% — below average capital efficiency
Earnings declined 22.2%
Elevated debt levels
Weak financial health signals
Revenue declined 3.7%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Debt/Equity, Price/Book.
Bull Case : SOLV
The strongest argument for SOLV centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 18.7% and operating margin at 7.0%. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bear Case : ALC
The primary concerns for ALC are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : SOLV
The primary concerns for SOLV are Debt/Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
ALC profiles as a value stock while SOLV is a declining play — different risk/reward profiles.
ALC is growing revenue faster at 8.6% — sustainability is the question.
ALC generates stronger free cash flow (489M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SOLV scores higher overall (70/100 vs 49/100), backed by strong 18.7% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Alcon AG
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Alcon, Inc., an eye care company, researches, develops, manufactures, distributes and sells eye care products for eye care professionals and their patients around the world. The company is headquartered in Geneva, Switzerland.
Visit Website →Solventum Corp.
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Solventum Corporation, a healthcare company, engages in the developing, manufacturing, and commercializing a portfolio of solutions to address critical customer and patient needs. The company is headquartered in Saint Paul, Minnesota.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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