WallStSmart

Cigna Corp (CI)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cigna Corp generates 385% more annual revenue ($274.90B vs $56.67B). NVS leads profitability with a 24.7% profit margin vs 2.2%. CI appears more attractively valued with a PEG of 0.76. CI earns a higher WallStSmart Score of 63/100 (C+).

CI

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 6.7Quality: 4.8
Piotroski: 2/9

NVS

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 9.0Value: 3.3Quality: 5.5
Piotroski: 4/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CISignificantly Overvalued (-73.6%)

Margin of Safety

-73.6%

Fair Value

$150.89

Current Price

$261.96

$111.07 premium

UndervaluedFair: $150.89Overvalued
NVSSignificantly Overvalued (-243.2%)

Margin of Safety

-243.2%

Fair Value

$48.69

Current Price

$148.18

$99.49 premium

UndervaluedFair: $48.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CI5 strengths · Avg: 8.6/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Market CapQuality
$69.98B9/10

Large-cap with strong market position

PEG RatioValuation
0.768/10

Growing faster than its price suggests

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.83B8/10

Generating 5.8B in free cash flow

NVS5 strengths · Avg: 9.0/10
Market CapQuality
$286.44B10/10

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

CI4 concerns · Avg: 2.8/10
Profit MarginProfitability
2.2%3/10

2.2% margin — thin

Operating MarginProfitability
3.5%3/10

Operating margin of 3.5%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

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
2.542/10

Expensive relative to growth rate

EPS GrowthGrowth
-11.6%2/10

Earnings declined 11.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : CI

The strongest argument for CI centers on P/E Ratio, Market Cap, PEG Ratio. Revenue growth of 10.4% demonstrates continued momentum. PEG of 0.76 suggests the stock is reasonably priced for its growth.

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 : CI

The primary concerns for CI are Profit Margin, Operating Margin, Piotroski F-Score. Thin 2.2% margins leave little buffer for downturns.

Bear Case : NVS

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

Key Dynamics to Monitor

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

CI is growing revenue faster at 10.4% — sustainability is the question.

CI generates stronger free cash flow (5.8B), providing more financial flexibility.

Monitor HEALTHCARE PLANS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CI scores higher overall (63/100 vs 51/100) and 10.4% 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.

Cigna Corp

HEALTHCARE · HEALTHCARE PLANS · USA

Cigna is an American multinational managed healthcare and insurance company based in Bloomfield, Connecticut. Its insurance subsidiaries are major providers of medical, dental, disability, life and accident insurance and related products and services, the majority of which are offered through employers and other groups (e.g. governmental and non-governmental organizations, unions and associations).

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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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