WallStSmart

Haleon plc (HLN)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 414% more annual revenue ($56.69B vs $11.03B). NVS leads profitability with a 22.5% profit margin vs 15.1%. HLN appears more attractively valued with a PEG of 2.60. HLN earns a higher WallStSmart Score of 63/100 (C+).

HLN

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 4.3Quality: 5.5
Piotroski: 6/9Altman Z: 1.89

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

Intrinsic value data unavailable for HLN.

NVSSignificantly Overvalued (-68.7%)

Margin of Safety

-68.7%

Fair Value

$92.54

Current Price

$155.01

$62.47 premium

UndervaluedFair: $92.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLN4 strengths · Avg: 8.5/10
EPS GrowthGrowth
92.0%10/10

Earnings expanding 92.0% YoY

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.2%8/10

Strong operational efficiency at 23.2%

Free Cash FlowQuality
$1.26B8/10

Generating 1.3B in free cash flow

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

HLN3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.6%4/10

0.6% revenue growth

Altman Z-ScoreHealth
1.894/10

Grey zone — moderate risk

PEG RatioValuation
2.602/10

Expensive relative to growth rate

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 : HLN

The strongest argument for HLN centers on EPS Growth, Price/Book, Operating Margin. Profitability is solid with margins at 15.1% and operating margin at 23.2%.

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 : HLN

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

Bear Case : NVS

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

Key Dynamics to Monitor

NVS carries more volatility with a beta of 0.49 — 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.

Monitor DRUG MANUFACTURERS - SPECIALTY & GENERIC industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HLN scores higher overall (63/100 vs 51/100), backed by strong 15.1% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Haleon plc

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Haleon plc (HLN) is a prominent global consumer health company formed from a spin-off of GlaxoSmithKline, focusing on delivering innovative health solutions across a diverse portfolio of trusted brands, including Sensodyne, Panadol, and Voltaren. By concentrating on key segments such as oral care, pain relief, and dietary supplements, Haleon effectively addresses the dynamic needs of consumers while capitalizing on strong brand equity. The company's dedication to sustainability and relentless innovation, combined with strategic investments in product development, positions it advantageously for sustained long-term growth, thereby enhancing health outcomes and maximizing shareholder value.

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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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