WallStSmart

Hologic Inc (HOLX)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 1271% more annual revenue ($56.58B vs $4.13B). NVS leads profitability with a 23.9% profit margin vs 13.2%. HOLX appears more attractively valued with a PEG of 1.66. NVS earns a higher WallStSmart Score of 51/100 (C-).

HOLX

Buy

51

out of 100

Grade: C-

Growth: 2.7Profit: 6.5Value: 4.7Quality: 8.0
Piotroski: 5/9Altman Z: 2.37

NVS

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 9.0Value: 4.0Quality: 5.5
Piotroski: 4/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HOLXUndervalued (+5.3%)

Margin of Safety

+5.3%

Fair Value

$79.30

Current Price

$76.01

$3.29 discount

UndervaluedFair: $79.30Overvalued
NVSSignificantly Overvalued (-52.5%)

Margin of Safety

-52.5%

Fair Value

$109.60

Current Price

$147.85

$38.25 premium

UndervaluedFair: $109.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HOLX1 strengths · Avg: 8.0/10
Operating MarginProfitability
23.0%8/10

Strong operational efficiency at 23.0%

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$282.11B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
34.9%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

HOLX4 concerns · Avg: 3.5/10
PEG RatioValuation
1.664/10

Expensive relative to growth rate

P/E RatioValuation
31.5x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.5%4/10

2.5% revenue growth

EPS GrowthGrowth
-9.2%2/10

Earnings declined 9.2%

NVS4 concerns · Avg: 3.0/10
PEG RatioValuation
2.484/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : HOLX

The strongest argument for HOLX centers on Operating Margin.

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 : HOLX

The primary concerns for HOLX are PEG Ratio, P/E Ratio, Revenue Growth.

Bear Case : NVS

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

Key Dynamics to Monitor

HOLX profiles as a value stock while NVS is a declining play — different risk/reward profiles.

HOLX carries more volatility with a beta of 0.70 — expect wider price swings.

HOLX is growing revenue faster at 2.5% — sustainability is the question.

NVS generates stronger free cash flow (2.9B), providing more financial flexibility.

Bottom Line

HOLX scores higher overall (51/100 vs 51/100). 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.

Hologic Inc

HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA

Hologic, Inc. is a medical technology company primarily focused on women's health; it sells medical devices for diagnostics, surgery, and medical imaging.

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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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