WallStSmart

InfuSystems Holdings Inc (INFU)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 39345% more annual revenue ($56.58B vs $143.44M). NVS leads profitability with a 23.9% profit margin vs 4.6%. INFU appears more attractively valued with a PEG of 1.73. INFU earns a higher WallStSmart Score of 53/100 (C-).

INFU

Buy

53

out of 100

Grade: C-

Growth: 7.3Profit: 5.0Value: 6.0Quality: 5.0

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

INFUUndervalued (+49.4%)

Margin of Safety

+49.4%

Fair Value

$15.03

Current Price

$10.13

$4.90 discount

UndervaluedFair: $15.03Overvalued
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

INFU1 strengths · Avg: 10.0/10
EPS GrowthGrowth
123.9%10/10

Earnings expanding 123.9% YoY

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

INFU4 concerns · Avg: 3.5/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

P/E RatioValuation
34.4x4/10

Premium valuation, high expectations priced in

Market CapQuality
$215.27M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.6%3/10

4.6% margin — thin

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 : INFU

The strongest argument for INFU centers on EPS 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 : INFU

The primary concerns for INFU are PEG Ratio, P/E Ratio, Market Cap. Thin 4.6% margins leave little buffer for downturns.

Bear Case : NVS

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

Key Dynamics to Monitor

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

INFU carries more volatility with a beta of 1.55 — expect wider price swings.

INFU is growing revenue faster at 7.0% — sustainability is the question.

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

Bottom Line

INFU scores higher overall (53/100 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.

InfuSystems Holdings Inc

HEALTHCARE · MEDICAL DEVICES · USA

InfuSystem Holdings, Inc., provides infusion pumps and related products and services in the United States and Canada. The company is headquartered in Rochester Hills, Michigan.

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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