WallStSmart

Alkermes Plc (ALKS)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 3521% more annual revenue ($56.58B vs $1.56B). NVS leads profitability with a 23.9% profit margin vs 9.8%. ALKS appears more attractively valued with a PEG of 1.96. NVS earns a higher WallStSmart Score of 49/100 (D+).

ALKS

Hold

44

out of 100

Grade: D

Growth: 5.3Profit: 5.0Value: 6.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.77

NVS

Hold

49

out of 100

Grade: D+

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALKSUndervalued (+52.3%)

Margin of Safety

+52.3%

Fair Value

$73.21

Current Price

$42.80

$30.41 discount

UndervaluedFair: $73.21Overvalued
NVSSignificantly Overvalued (-62.1%)

Margin of Safety

-62.1%

Fair Value

$91.39

Current Price

$148.38

$56.99 premium

UndervaluedFair: $91.39Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALKS1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
28.2%8/10

Revenue surging 28.2% year-over-year

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$273.77B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
35.1%10/10

Every $100 of equity generates 35 in profit

Operating MarginProfitability
30.5%10/10

Strong operational efficiency at 30.5%

Profit MarginProfitability
23.9%9/10

Keeps 24 of every $100 in revenue as profit

Free Cash FlowQuality
$2.87B8/10

Generating 2.9B in free cash flow

Areas to Watch

ALKS4 concerns · Avg: 2.5/10
PEG RatioValuation
1.964/10

Expensive relative to growth rate

P/E RatioValuation
49.2x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-67.0%2/10

Earnings declined 67.0%

Free Cash FlowQuality
$-169.83M2/10

Negative free cash flow — burning cash

NVS4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Debt/EquityHealth
1.223/10

Elevated debt levels

PEG RatioValuation
3.932/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : ALKS

The strongest argument for ALKS centers on Revenue Growth. Revenue growth of 28.2% 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 23.9% and operating margin at 30.5%.

Bear Case : ALKS

The primary concerns for ALKS are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 49.2x leaves little room for execution misses.

Bear Case : NVS

The primary concerns for NVS are Altman Z-Score, Debt/Equity, PEG Ratio.

Key Dynamics to Monitor

ALKS profiles as a growth stock while NVS is a declining 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 28.2% — sustainability is the question.

NVS generates stronger free cash flow (2.9B), providing more financial flexibility.

Bottom Line

NVS scores higher overall (49/100 vs 44/100), backed by strong 23.9% margins. ALKS offers better value entry with a 52.3% margin of safety. Both earn "Hold" 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.

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 →

Want to dig deeper into these stocks?