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 49/100 (D+).

FBIOP

Avoid

28

out of 100

Grade: F

Growth: 4.0Profit: 5.0Value: 5.3Quality: 6.0
Piotroski: 4/9Altman Z: -4.86

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

FBIOPUndervalued (+13.2%)

Margin of Safety

+13.2%

Fair Value

$13.03

Current Price

$20.43

$7.40 discount

UndervaluedFair: $13.03Overvalued
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

FBIOP1 strengths · Avg: 10.0/10
Return on EquityProfitability
78.8%10/10

Every $100 of equity generates 79 in profit

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

FBIOP4 concerns · Avg: 3.3/10
Price/BookValuation
12.8x4/10

Trading at 12.8x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$77.81M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-4.862/10

Distress zone — elevated risk

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 : FBIOP

The strongest argument for FBIOP centers on Return on Equity.

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 Altman Z-Score, Debt/Equity, PEG Ratio.

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 1.16 — 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 (49/100 vs 28/100), backed by strong 23.9% margins. 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.

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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