WallStSmart

Fortrea Holdings Inc. (FTRE)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 1993% more annual revenue ($56.69B vs $2.71B). NVS leads profitability with a 22.5% profit margin vs -16.5%. FTRE appears more attractively valued with a PEG of 0.34. NVS earns a higher WallStSmart Score of 51/100 (C-).

FTRE

Hold

40

out of 100

Grade: F

Growth: 2.0Profit: 2.5Value: 5.7Quality: 2.5
Piotroski: 3/9Altman Z: -0.64

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

FTRESignificantly Overvalued (-39.5%)

Margin of Safety

-39.5%

Fair Value

$8.31

Current Price

$20.40

$12.09 premium

UndervaluedFair: $8.31Overvalued
NVSSignificantly Overvalued (-68.7%)

Margin of Safety

-68.7%

Fair Value

$92.54

Current Price

$159.85

$67.31 premium

UndervaluedFair: $92.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FTRE1 strengths · Avg: 10.0/10
PEG RatioValuation
0.3410/10

Growing faster than its price suggests

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$290.96B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
35.1%10/10

Every $100 of equity generates 35 in profit

Operating MarginProfitability
31.8%10/10

Strong operational efficiency at 31.8%

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

Free Cash FlowQuality
$2.87B8/10

Generating 2.9B in free cash flow

Areas to Watch

FTRE4 concerns · Avg: 2.8/10
Market CapQuality
$1.69B3/10

Smaller company, higher risk/reward

Operating MarginProfitability
0.5%3/10

Operating margin of 0.5%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-85.0%2/10

ROE of -85.0% — 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
1.223/10

Elevated debt levels

PEG RatioValuation
4.152/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : FTRE

The strongest argument for FTRE centers on PEG Ratio. PEG of 0.34 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 22.5% and operating margin at 31.8%.

Bear Case : FTRE

The primary concerns for FTRE are Market Cap, Operating Margin, Piotroski F-Score. Debt-to-equity of 2.13 is elevated, increasing financial risk.

Bear Case : NVS

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

Key Dynamics to Monitor

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

FTRE carries more volatility with a beta of 2.01 — expect wider price swings.

NVS is growing revenue faster at 0.8% — 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 40/100), backed by strong 22.5% margins. 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.

Fortrea Holdings Inc.

HEALTHCARE · BIOTECHNOLOGY · USA

Fortrea Holdings Inc. provides clinical development and patient access solutions to the life sciences industry. The company is headquartered in Durham, North Carolina.

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 →

Want to dig deeper into these stocks?