WallStSmart

Ginkgo Bioworks Holdings (DNA)vsNovartis AG ADR (NVS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 42713% more annual revenue ($56.69B vs $132.42M). NVS leads profitability with a 22.5% profit margin vs -219.6%. NVS earns a higher WallStSmart Score of 51/100 (C-).

DNA

Avoid

31

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 4.0Quality: 5.5
Piotroski: 2/9Altman Z: -7.56

NVS

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 9.0Value: 3.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DNASignificantly Overvalued (-28.8%)

Margin of Safety

-28.8%

Fair Value

$7.26

Current Price

$7.88

$0.62 premium

UndervaluedFair: $7.26Overvalued
NVSSignificantly Overvalued (-50.3%)

Margin of Safety

-50.3%

Fair Value

$93.40

Current Price

$140.37

$46.97 premium

UndervaluedFair: $93.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DNA1 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$260.70B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
30.7%10/10

Every $100 of equity generates 31 in profit

Operating MarginProfitability
34.6%10/10

Strong operational efficiency at 34.6%

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

Free Cash FlowQuality
$5.57B8/10

Generating 5.6B in free cash flow

Areas to Watch

DNA4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$454.55M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-69.2%2/10

ROE of -69.2% — below average capital efficiency

NVS4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.8%4/10

0.8% revenue growth

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Debt/EquityHealth
1.183/10

Elevated debt levels

PEG RatioValuation
3.222/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : DNA

The strongest argument for DNA centers on Price/Book.

Bull Case : NVS

The strongest argument for NVS centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 22.5% and operating margin at 34.6%.

Bear Case : DNA

The primary concerns for DNA are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : NVS

The primary concerns for NVS are Revenue Growth, Altman Z-Score, Debt/Equity.

Key Dynamics to Monitor

DNA profiles as a turnaround stock while NVS is a value play — different risk/reward profiles.

DNA carries more volatility with a beta of 1.77 — expect wider price swings.

NVS is growing revenue faster at 0.8% — sustainability is the question.

NVS generates stronger free cash flow (5.6B), providing more financial flexibility.

Bottom Line

NVS scores higher overall (51/100 vs 31/100), backed by strong 22.5% margins. Both earn "Buy" 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.

Ginkgo Bioworks Holdings

HEALTHCARE · BIOTECHNOLOGY · USA

Ginkgo Bioworks Holdings (DNA) is a pioneering force in synthetic biology, leveraging advanced genetic engineering to create customized bioengineered organisms suitable for a wide range of sectors, including pharmaceuticals, agriculture, and industrial biotechnology. The company's innovative platform streamlines cellular design and manufacturing, positioning Ginkgo as a key player in addressing critical global challenges such as climate change and food security. With a strong focus on sustainable biotechnology solutions, Ginkgo is well-equipped to tap into the increasing market demand for bio-based alternatives, highlighting its potential for significant growth and transformative impact across various industries.

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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