InnovAge Holding Corp (INNV)vsNovartis AG ADR (NVS)
INNV
InnovAge Holding Corp
$8.85
-0.78%
HEALTHCARE · Cap: $1.30B
NVS
Novartis AG ADR
$161.52
-1.40%
HEALTHCARE · Cap: $303.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Novartis AG ADR generates 5696% more annual revenue ($57.36B vs $989.71M). NVS leads profitability with a 17.5% profit margin vs -0.3%. NVS earns a higher WallStSmart Score of 48/100 (D+).
INNV
Avoid26
out of 100
Grade: F
NVS
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.6%
Fair Value
$6.84
Current Price
$8.85
$2.01 premium
Margin of Safety
-68.3%
Fair Value
$95.56
Current Price
$161.52
$65.96 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
18.3% revenue growth
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Strong operational efficiency at 34.3%
Generating 5.6B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
ROE of -9.7% — below average capital efficiency
Earnings declined 87.8%
Currently unprofitable
Premium valuation, high expectations priced in
Trading at 8.2x book value
4.7% revenue growth
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : INNV
The strongest argument for INNV centers on Revenue Growth. Revenue growth of 18.3% demonstrates continued momentum.
Bull Case : NVS
The strongest argument for NVS centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.5% and operating margin at 34.3%.
Bear Case : INNV
The primary concerns for INNV are Market Cap, Return on Equity, EPS Growth.
Bear Case : NVS
The primary concerns for NVS are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
INNV profiles as a growth stock while NVS is a value play — different risk/reward profiles.
NVS carries more volatility with a beta of 0.47 — expect wider price swings.
INNV is growing revenue faster at 18.3% — sustainability is the question.
NVS generates stronger free cash flow (5.6B), providing more financial flexibility.
Bottom Line
NVS scores higher overall (48/100 vs 26/100), backed by strong 17.5% margins. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
InnovAge Holding Corp
HEALTHCARE · MEDICAL CARE FACILITIES · USA
InnovAge Holding Corp. The company is headquartered in Denver, Colorado.
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 MEDICAL CARE FACILITIES Stocks
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