WallStSmart

Bristol-Myers Squibb Company (BMY)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 18% more annual revenue ($56.67B vs $48.19B). NVS leads profitability with a 24.7% profit margin vs 14.6%. BMY appears more attractively valued with a PEG of 2.26. BMY earns a higher WallStSmart Score of 64/100 (C+).

BMY

Buy

64

out of 100

Grade: C+

Growth: 10.0Profit: 8.5Value: 10.0Quality: 4.5
Piotroski: 6/9Altman Z: 1.42

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

BMYUndervalued (+63.0%)

Margin of Safety

+63.0%

Fair Value

$161.93

Current Price

$57.48

$104.45 discount

UndervaluedFair: $161.93Overvalued
NVSSignificantly Overvalued (-244.2%)

Margin of Safety

-244.2%

Fair Value

$48.55

Current Price

$146.03

$97.48 premium

UndervaluedFair: $48.55Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BMY6 strengths · Avg: 9.2/10
Return on EquityProfitability
40.4%10/10

Every $100 of equity generates 40 in profit

Revenue GrowthGrowth
130.0%10/10

Revenue surging 130.0% year-over-year

EPS GrowthGrowth
1392.0%10/10

Earnings expanding 1392.0% YoY

Market CapQuality
$117.06B9/10

Large-cap with strong market position

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

Operating MarginProfitability
28.2%8/10

Strong operational efficiency at 28.2%

NVS5 strengths · Avg: 9.0/10
Market CapQuality
$286.46B10/10

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

BMY3 concerns · Avg: 2.3/10
PEG RatioValuation
2.264/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.422/10

Distress zone — elevated risk

Debt/EquityHealth
2.551/10

Elevated debt levels

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
2.532/10

Expensive relative to growth rate

EPS GrowthGrowth
-11.6%2/10

Earnings declined 11.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : BMY

The strongest argument for BMY centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 130.0% demonstrates continued momentum.

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 : BMY

The primary concerns for BMY are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.55 is elevated, increasing financial risk.

Bear Case : NVS

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

Key Dynamics to Monitor

BMY profiles as a growth 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.

BMY is growing revenue faster at 130.0% — sustainability is the question.

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

Bottom Line

BMY scores higher overall (64/100 vs 51/100) and 130.0% revenue growth. 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.

Bristol-Myers Squibb Company

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

Bristol Myers Squibb (BMS) is an American multinational pharmaceutical company, headquartered in New York City. Bristol Myers Squibb manufactures prescription pharmaceuticals and biologics in several therapeutic areas, including cancer, AIDS, cardiovascular disease, diabetes, hepatitis, rheumatoid arthritis and psychiatric disorders.

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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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