WallStSmart

Becton Dickinson and Company (BDX)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 158% more annual revenue ($56.58B vs $21.92B). NVS leads profitability with a 23.9% profit margin vs 8.0%. BDX appears more attractively valued with a PEG of 1.12. BDX earns a higher WallStSmart Score of 63/100 (C+).

BDX

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 6.7Quality: 5.5
Piotroski: 6/9Altman Z: 1.49

NVS

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 9.0Value: 3.3Quality: 5.5
Piotroski: 4/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BDXUndervalued (+25.4%)

Margin of Safety

+25.4%

Fair Value

$242.22

Current Price

$149.43

$92.79 discount

UndervaluedFair: $242.22Overvalued
NVSSignificantly Overvalued (-51.8%)

Margin of Safety

-51.8%

Fair Value

$110.12

Current Price

$146.03

$35.91 premium

UndervaluedFair: $110.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BDX2 strengths · Avg: 8.0/10
Price/BookValuation
1.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
28.6%8/10

Earnings expanding 28.6% YoY

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$277.42B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
34.9%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

BDX4 concerns · Avg: 3.3/10
P/E RatioValuation
26.8x4/10

Moderate valuation

Revenue GrowthGrowth
1.6%4/10

1.6% revenue growth

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Altman Z-ScoreHealth
1.492/10

Distress zone — elevated risk

NVS4 concerns · Avg: 2.5/10
Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

PEG RatioValuation
2.592/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : BDX

The strongest argument for BDX centers on Price/Book, EPS Growth. PEG of 1.12 suggests the stock is reasonably priced for its growth.

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 : BDX

The primary concerns for BDX are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : NVS

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

Key Dynamics to Monitor

BDX profiles as a value 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.

BDX is growing revenue faster at 1.6% — sustainability is the question.

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

Bottom Line

BDX scores higher overall (63/100 vs 51/100). Both earn "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.

Becton Dickinson and Company

HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA

Becton, Dickinson and Company, also known as BD, is an American multinational medical technology company that manufactures and sells medical devices, instrument systems, and reagents. BD also provides consulting and analytics services in certain geographies.

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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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