WallStSmart

Ardent Health Partners, Inc. (ARDT)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 785% more annual revenue ($56.69B vs $6.41B). NVS leads profitability with a 22.5% profit margin vs 1.2%. ARDT trades at a lower P/E of 19.6x. NVS earns a higher WallStSmart Score of 51/100 (C-).

ARDT

Hold

40

out of 100

Grade: F

Growth: 3.3Profit: 4.5Value: 5.3Quality: 6.5
Piotroski: 4/9Altman Z: 2.05

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 ARDT.

NVSSignificantly Overvalued (-47.0%)

Margin of Safety

-47.0%

Fair Value

$93.29

Current Price

$138.62

$45.33 premium

UndervaluedFair: $93.29Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARDT1 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

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

ARDT4 concerns · Avg: 3.0/10
Market CapQuality
$1.57B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.7%3/10

ROE of 7.7% — below average capital efficiency

Profit MarginProfitability
1.2%3/10

1.2% margin — thin

Operating MarginProfitability
3.4%3/10

Operating margin of 3.4%

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 : ARDT

The strongest argument for ARDT centers on Price/Book.

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 : ARDT

The primary concerns for ARDT are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 1.68 is elevated, increasing financial risk. Thin 1.2% 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

ARDT carries more volatility with a beta of 0.70 — expect wider price swings.

NVS is growing revenue faster at 0.8% — sustainability is the question.

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

Monitor MEDICAL CARE FACILITIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NVS scores higher overall (51/100 vs 40/100), backed by strong 22.5% margins. 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.

Ardent Health Partners, Inc.

HEALTHCARE · MEDICAL CARE FACILITIES · USA

Ardent Health Partners, Inc. is a leading healthcare organization based in Nashville, Tennessee, focused on providing high-quality, patient-driven care through an extensive network of hospitals and outpatient facilities. The company emphasizes innovation and operational excellence, offering a comprehensive range of acute care services tailored to the specific needs of the communities it serves. With a solid financial foundation and a strategic growth plan, Ardent is well-prepared to enhance healthcare access and improve patient outcomes in a dynamic healthcare environment.

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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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