WallStSmart

Amgen Inc (AMGN)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 54% more annual revenue ($56.67B vs $36.75B). NVS leads profitability with a 24.7% profit margin vs 21.0%. AMGN appears more attractively valued with a PEG of 2.45. AMGN earns a higher WallStSmart Score of 70/100 (B-).

AMGN

Strong Buy

70

out of 100

Grade: B-

Growth: 8.0Profit: 8.5Value: 10.0Quality: 5.0
Piotroski: 4/9

NVS

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 9.0Value: 4.7Quality: 6.5
Piotroski: 4/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMGNUndervalued (+47.5%)

Margin of Safety

+47.5%

Fair Value

$666.90

Current Price

$351.48

$315.42 discount

UndervaluedFair: $666.90Overvalued
NVSSignificantly Overvalued (-243.7%)

Margin of Safety

-243.7%

Fair Value

$48.62

Current Price

$148.19

$99.57 premium

UndervaluedFair: $48.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMGN5 strengths · Avg: 9.6/10
Return on EquityProfitability
106.1%10/10

Every $100 of equity generates 106 in profit

Operating MarginProfitability
30.5%10/10

Strong operational efficiency at 30.5%

EPS GrowthGrowth
112.1%10/10

Earnings expanding 112.1% YoY

Market CapQuality
$197.43B9/10

Large-cap with strong market position

Profit MarginProfitability
21.0%9/10

Keeps 21 of every $100 in revenue as profit

NVS5 strengths · Avg: 9.0/10
Market CapQuality
$296.61B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
30.8%10/10

Every $100 of equity generates 31 in profit

Profit MarginProfitability
24.7%9/10

Keeps 25 of every $100 in revenue as profit

Operating MarginProfitability
27.8%8/10

Strong operational efficiency at 27.8%

Free Cash FlowQuality
$1.64B8/10

Generating 1.6B in free cash flow

Areas to Watch

AMGN3 concerns · Avg: 3.3/10
PEG RatioValuation
2.454/10

Expensive relative to growth rate

P/E RatioValuation
25.7x4/10

Moderate valuation

Price/BookValuation
21.9x2/10

Trading at 21.9x book value

NVS4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.2%4/10

2.2% revenue growth

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

PEG RatioValuation
2.622/10

Expensive relative to growth rate

EPS GrowthGrowth
-11.6%2/10

Earnings declined 11.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : AMGN

The strongest argument for AMGN centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 21.0% and operating margin at 30.5%.

Bull Case : NVS

The strongest argument for NVS centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 24.7% and operating margin at 27.8%.

Bear Case : AMGN

The primary concerns for AMGN are PEG Ratio, P/E Ratio, Price/Book.

Bear Case : NVS

The primary concerns for NVS are Revenue Growth, Altman Z-Score, PEG Ratio.

Key Dynamics to Monitor

AMGN profiles as a mature stock while NVS is a value play — different risk/reward profiles.

NVS carries more volatility with a beta of 0.50 — expect wider price swings.

AMGN is growing revenue faster at 8.6% — sustainability is the question.

NVS generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

AMGN scores higher overall (70/100 vs 51/100), backed by strong 21.0% margins. Both earn "Strong 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.

Amgen Inc

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

Amgen Inc. (formerly Applied Molecular Genetics Inc.) is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California. Focused on molecular biology and biochemistry, its goal is to provide a healthcare business based on recombinant DNA technology.

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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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