Fresenius Medical Care Corporation (FMS)vsNovartis AG ADR (NVS)
FMS
Fresenius Medical Care Corporation
$23.39
+0.46%
HEALTHCARE · Cap: $12.67B
NVS
Novartis AG ADR
$148.38
-0.14%
HEALTHCARE · Cap: $289.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Novartis AG ADR generates 192% more annual revenue ($56.58B vs $19.36B). NVS leads profitability with a 23.9% profit margin vs 4.9%. FMS appears more attractively valued with a PEG of 0.84. FMS earns a higher WallStSmart Score of 50/100 (C-).
FMS
Buy50
out of 100
Grade: C-
NVS
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.9%
Fair Value
$77.34
Current Price
$23.39
$53.95 discount
Margin of Safety
-62.6%
Fair Value
$91.58
Current Price
$148.38
$56.80 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Attractively priced relative to earnings
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Strong operational efficiency at 30.5%
Keeps 24 of every $100 in revenue as profit
Generating 2.9B in free cash flow
Areas to Watch
Grey zone — moderate risk
ROE of 7.1% — below average capital efficiency
4.9% margin — thin
Revenue declined 5.5%
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
Revenue declined 0.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : FMS
The strongest argument for FMS centers on Price/Book, PEG Ratio, P/E Ratio. PEG of 0.84 suggests the stock is reasonably priced for its growth.
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 : FMS
The primary concerns for FMS are Altman Z-Score, Return on Equity, Profit Margin. Thin 4.9% margins leave little buffer for downturns.
Bear Case : NVS
The primary concerns for NVS are Altman Z-Score, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
FMS profiles as a value stock while NVS is a declining play — different risk/reward profiles.
FMS carries more volatility with a beta of 0.81 — expect wider price swings.
NVS is growing revenue faster at -0.7% — sustainability is the question.
NVS generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
FMS scores higher overall (50/100 vs 49/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fresenius Medical Care Corporation
HEALTHCARE · MEDICAL CARE FACILITIES · USA
Fresenius Medical Care AG & Co. KGaA provides dialysis care and related dialysis care services in Germany, North America and internationally. The company is headquartered in Bad Homburg, Germany.
Visit Website →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.
Visit Website →Compare with Other MEDICAL CARE FACILITIES Stocks
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