WallStSmart

Alkermes Plc (ALKS)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 3300% more annual revenue ($56.69B vs $1.67B). NVS leads profitability with a 22.5% profit margin vs 4.0%. ALKS appears more attractively valued with a PEG of 1.96. NVS earns a higher WallStSmart Score of 51/100 (C-).

ALKS

Hold

46

out of 100

Grade: D+

Growth: 5.3Profit: 6.0Value: 5.3Quality: 7.0
Piotroski: 4/9Altman Z: 2.77

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

ALKSUndervalued (+54.4%)

Margin of Safety

+54.4%

Fair Value

$76.49

Current Price

$45.97

$30.52 discount

UndervaluedFair: $76.49Overvalued
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

ALKS1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
27.0%8/10

Revenue surging 27.0% year-over-year

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

ALKS4 concerns · Avg: 2.8/10
PEG RatioValuation
1.964/10

Expensive relative to growth rate

Profit MarginProfitability
4.0%3/10

4.0% margin — thin

P/E RatioValuation
119.7x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-99.4%2/10

Earnings declined 99.4%

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 : ALKS

The strongest argument for ALKS centers on Revenue Growth. Revenue growth of 27.0% 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 : ALKS

The primary concerns for ALKS are PEG Ratio, Profit Margin, P/E Ratio. A P/E of 119.7x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.

Bear Case : NVS

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

Key Dynamics to Monitor

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

NVS carries more volatility with a beta of 0.49 — expect wider price swings.

ALKS is growing revenue faster at 27.0% — 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 46/100), backed by strong 22.5% margins. ALKS offers better value entry with a 54.4% margin of safety. Both earn "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.

Alkermes Plc

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Alkermes plc, a biopharmaceutical company, researches, develops and markets pharmaceutical products to address the unmet medical needs of patients in various therapeutic areas in the United States, Ireland and internationally. The company is headquartered in Dublin, Ireland.

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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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