WallStSmart

Deciphera Pharmaceuticals LLC (DCPH)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 32247% more annual revenue ($56.58B vs $174.91M). NVS leads profitability with a 23.9% profit margin vs -108.9%. NVS earns a higher WallStSmart Score of 49/100 (D+).

DCPH

Avoid

30

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 6.7Quality: 6.5
Piotroski: 3/9Altman Z: -2.92

NVS

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 9.0Value: 3.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DCPHUndervalued (+45.4%)

Margin of Safety

+45.4%

Fair Value

$46.85

Current Price

$25.59

$21.26 discount

UndervaluedFair: $46.85Overvalued
NVSSignificantly Overvalued (-62.1%)

Margin of Safety

-62.1%

Fair Value

$91.39

Current Price

$148.38

$56.99 premium

UndervaluedFair: $91.39Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DCPH2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
34.5%10/10

Revenue surging 34.5% year-over-year

Debt/EquityHealth
0.0810/10

Conservative balance sheet, low leverage

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$273.77B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
35.1%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

DCPH4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-60.3%2/10

ROE of -60.3% — below average capital efficiency

Free Cash FlowQuality
$-54.73M2/10

Negative free cash flow — burning cash

NVS4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Debt/EquityHealth
1.223/10

Elevated debt levels

PEG RatioValuation
3.932/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : DCPH

The strongest argument for DCPH centers on Revenue Growth, Debt/Equity. Revenue growth of 34.5% demonstrates continued momentum.

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 : DCPH

The primary concerns for DCPH are EPS Growth, Piotroski F-Score, Return on Equity.

Bear Case : NVS

The primary concerns for NVS are Altman Z-Score, Debt/Equity, PEG Ratio.

Key Dynamics to Monitor

DCPH profiles as a hypergrowth 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.

DCPH is growing revenue faster at 34.5% — sustainability is the question.

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

Bottom Line

NVS scores higher overall (49/100 vs 30/100), backed by strong 23.9% margins. DCPH offers better value entry with a 45.4% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Deciphera Pharmaceuticals LLC

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Deciphera Pharmaceuticals, Inc., a biopharmaceutical company, develops drugs to improve the lives of cancer patients by addressing key drug resistance mechanisms that limit the rate and durability of response to existing cancer therapies. The company is headquartered in Waltham, Massachusetts.

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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