WallStSmart

Fortress Biotech Inc Pref Series A (FBIOP)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 89334% more annual revenue ($56.58B vs $63.26M). NVS leads profitability with a 23.9% profit margin vs 10.8%. NVS earns a higher WallStSmart Score of 51/100 (C-).

FBIOP

Avoid

28

out of 100

Grade: F

Growth: 4.0Profit: 3.0Value: 6.0Quality: 5.0
Piotroski: 5/9Altman Z: -7.16

NVS

Buy

51

out of 100

Grade: C-

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FBIOPUndervalued (+24.6%)

Margin of Safety

+24.6%

Fair Value

$14.99

Current Price

$14.39

$0.60 discount

UndervaluedFair: $14.99Overvalued
NVSSignificantly Overvalued (-52.5%)

Margin of Safety

-52.5%

Fair Value

$109.60

Current Price

$147.85

$38.25 premium

UndervaluedFair: $109.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FBIOP0 strengths · Avg: 0/10

No standout strengths identified

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$282.11B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
34.9%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

FBIOP4 concerns · Avg: 3.5/10
Price/BookValuation
9.1x4/10

Trading at 9.1x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$76.49M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.223/10

Elevated debt levels

NVS4 concerns · Avg: 3.0/10
PEG RatioValuation
2.484/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : FBIOP

FBIOP has a balanced fundamental profile.

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 : FBIOP

The primary concerns for FBIOP are Price/Book, EPS Growth, Market Cap.

Bear Case : NVS

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

Key Dynamics to Monitor

FBIOP profiles as a value stock while NVS is a declining play — different risk/reward profiles.

FBIOP carries more volatility with a beta of 1.45 — expect wider price swings.

FBIOP is growing revenue faster at 6.3% — sustainability is the question.

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

Bottom Line

NVS scores higher overall (51/100 vs 28/100), backed by strong 23.9% margins. FBIOP offers better value entry with a 24.6% margin of safety. 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.

Fortress Biotech Inc Pref Series A

HEALTHCARE · BIOTECHNOLOGY · USA

Fortress Biotech, Inc., a biopharmaceutical company, develops and markets pharmaceutical and biotech products. The company is headquartered in New York, New York.

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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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