Haleon plc (HLN)vsNovartis AG ADR (NVS)
HLN
Haleon plc
$9.12
+1.79%
HEALTHCARE · Cap: $40.34B
NVS
Novartis AG ADR
$148.38
-0.64%
HEALTHCARE · Cap: $273.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Novartis AG ADR generates 413% more annual revenue ($56.58B vs $11.03B). NVS leads profitability with a 23.9% profit margin vs 15.1%. HLN appears more attractively valued with a PEG of 2.35. HLN earns a higher WallStSmart Score of 63/100 (C+).
HLN
Buy63
out of 100
Grade: C+
NVS
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HLN.
Margin of Safety
-57.5%
Fair Value
$91.23
Current Price
$148.38
$57.15 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 92.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 23.2%
Generating 1.3B in free cash flow
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
Expensive relative to growth rate
0.6% revenue growth
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
Revenue declined 0.7%
Comparative Analysis Report
WallStSmart ResearchBull 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 23.9% and operating margin at 30.5%.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio, Revenue Growth.
Bear Case : NVS
The primary concerns for NVS are Altman Z-Score, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
HLN profiles as a value stock while NVS is a declining play — different risk/reward profiles.
NVS carries more volatility with a beta of 0.49 — expect wider price swings.
HLN is growing revenue faster at 0.6% — sustainability is the question.
NVS generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
HLN scores higher overall (63/100 vs 49/100), backed by strong 15.1% 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.
Haleon plc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Haleon plc (HLN) is a leading global consumer health company, formed as a spin-off from GlaxoSmithKline, that specializes in delivering innovative health solutions through its extensive portfolio of trusted brands, including Sensodyne, Panadol, and Voltaren. With a focus on key health segments such as oral care, pain relief, and dietary supplements, Haleon leverages strong brand recognition to meet the evolving needs of consumers. The company's commitment to sustainability and continuous innovation positions it strategically for long-term growth, aimed at enhancing health outcomes and delivering shareholder value through targeted investments and ongoing product development.
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 DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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