WallStSmart

Inogen Inc (INGN)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 15996% more annual revenue ($56.58B vs $351.50M). NVS leads profitability with a 23.9% profit margin vs -7.1%. INGN appears more attractively valued with a PEG of 3.48. NVS earns a higher WallStSmart Score of 49/100 (D+).

INGN

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 2.0Value: 5.7Quality: 8.0
Piotroski: 5/9Altman Z: 1.71

NVS

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 9.0Value: 3.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INGNUndervalued (+88.9%)

Margin of Safety

+88.9%

Fair Value

$55.16

Current Price

$5.98

$49.18 discount

UndervaluedFair: $55.16Overvalued
NVSSignificantly Overvalued (-62.1%)

Margin of Safety

-62.1%

Fair Value

$91.39

Current Price

$148.38

$56.99 premium

UndervaluedFair: $91.39Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INGN3 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

EPS GrowthGrowth
87.3%10/10

Earnings expanding 87.3% YoY

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$273.77B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
35.1%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

INGN4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.4%4/10

3.4% revenue growth

Altman Z-ScoreHealth
1.714/10

Distress zone — elevated risk

Market CapQuality
$173.55M3/10

Smaller company, higher risk/reward

PEG RatioValuation
3.482/10

Expensive relative to growth rate

NVS4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Debt/EquityHealth
1.223/10

Elevated debt levels

PEG RatioValuation
3.932/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : INGN

The strongest argument for INGN centers on Price/Book, EPS Growth, Debt/Equity.

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 : INGN

The primary concerns for INGN are Revenue Growth, Altman Z-Score, Market Cap.

Bear Case : NVS

The primary concerns for NVS are Altman Z-Score, Debt/Equity, PEG Ratio.

Key Dynamics to Monitor

INGN profiles as a turnaround stock while NVS is a declining play — different risk/reward profiles.

INGN carries more volatility with a beta of 1.59 — expect wider price swings.

INGN is growing revenue faster at 3.4% — sustainability is the question.

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

Bottom Line

INGN scores higher overall (49/100 vs 49/100). Both earn "Hold" 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.

Inogen Inc

HEALTHCARE · MEDICAL DEVICES · USA

Inogen, Inc., a medical technology company, develops, manufactures, and markets portable oxygen concentrators for patients, physicians and other physicians, and third-party payers in the United States and internationally. The company is headquartered in Goleta, California.

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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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