Boston Scientific Corp (BSX)vsNovartis AG ADR (NVS)
BSX
Boston Scientific Corp
$42.75
-4.23%
HEALTHCARE · Cap: $60.84B
NVS
Novartis AG ADR
$161.93
+0.38%
HEALTHCARE · Cap: $303.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Novartis AG ADR generates 172% more annual revenue ($57.36B vs $21.07B). NVS leads profitability with a 17.5% profit margin vs 16.6%. BSX appears more attractively valued with a PEG of 0.63. BSX earns a higher WallStSmart Score of 62/100 (C+).
BSX
Buy62
out of 100
Grade: C+
NVS
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.2%
Fair Value
$39.17
Current Price
$42.75
$3.58 premium
Margin of Safety
-68.3%
Fair Value
$95.56
Current Price
$161.93
$66.37 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.2%
Generating 1.3B in free cash flow
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Strong operational efficiency at 34.3%
Generating 5.6B in free cash flow
Areas to Watch
1.4% revenue growth
Distress zone — elevated risk
Earnings declined 21.5%
Premium valuation, high expectations priced in
Trading at 8.2x book value
4.7% revenue growth
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BSX
The strongest argument for BSX centers on Market Cap, PEG Ratio, P/E Ratio. Profitability is solid with margins at 16.6% and operating margin at 20.2%. PEG of 0.63 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 17.5% and operating margin at 34.3%.
Bear Case : BSX
The primary concerns for BSX are Revenue Growth, Altman Z-Score, EPS Growth.
Bear Case : NVS
The primary concerns for NVS are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
BSX carries more volatility with a beta of 0.57 — expect wider price swings.
NVS is growing revenue faster at 4.7% — sustainability is the question.
NVS generates stronger free cash flow (5.6B), providing more financial flexibility.
Monitor MEDICAL DEVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BSX scores higher overall (62/100 vs 48/100), backed by strong 16.6% 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.
Boston Scientific Corp
HEALTHCARE · MEDICAL DEVICES · USA
Boston Scientific Corporation, doing business as Boston Scientific, is a manufacturer of medical devices used in interventional medical specialties, including interventional radiology, interventional cardiology, peripheral interventions, neuromodulation, neurovascular intervention, electrophysiology, cardiac surgery, vascular surgery, endoscopy, oncology, urology and gynecology.
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 →Compare with Other MEDICAL DEVICES Stocks
Want to dig deeper into these stocks?