WallStSmart

Innoviva Inc (INVA)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 13376% more annual revenue ($56.69B vs $420.69M). INVA leads profitability with a 119.9% profit margin vs 22.5%. INVA appears more attractively valued with a PEG of 0.32. INVA earns a higher WallStSmart Score of 85/100 (A-).

INVA

Exceptional Buy

85

out of 100

Grade: A-

Growth: 7.3Profit: 9.0Value: 8.3Quality: 8.5
Piotroski: 3/9Altman Z: 3.20

NVS

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 9.0Value: 3.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for INVA.

NVSSignificantly Overvalued (-68.7%)

Margin of Safety

-68.7%

Fair Value

$92.54

Current Price

$158.83

$66.29 premium

UndervaluedFair: $92.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INVA6 strengths · Avg: 10.0/10
PEG RatioValuation
0.3210/10

Growing faster than its price suggests

P/E RatioValuation
3.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Return on EquityProfitability
37.6%10/10

Every $100 of equity generates 38 in profit

Profit MarginProfitability
119.9%10/10

Keeps 120 of every $100 in revenue as profit

Operating MarginProfitability
40.1%10/10

Strong operational efficiency at 40.1%

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$290.96B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
35.1%10/10

Every $100 of equity generates 35 in profit

Operating MarginProfitability
31.8%10/10

Strong operational efficiency at 31.8%

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

Free Cash FlowQuality
$2.87B8/10

Generating 2.9B in free cash flow

Areas to Watch

INVA2 concerns · Avg: 3.0/10
Market CapQuality
$1.57B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

NVS4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.8%4/10

0.8% revenue growth

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Debt/EquityHealth
1.223/10

Elevated debt levels

PEG RatioValuation
4.152/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : INVA

The strongest argument for INVA centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 119.9% and operating margin at 40.1%. Revenue growth of 10.6% 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 22.5% and operating margin at 31.8%.

Bear Case : INVA

The primary concerns for INVA are Market Cap, Piotroski F-Score.

Bear Case : NVS

The primary concerns for NVS are Revenue Growth, Altman Z-Score, Debt/Equity.

Key Dynamics to Monitor

INVA profiles as a mature stock while NVS is a value play — different risk/reward profiles.

NVS carries more volatility with a beta of 0.49 — expect wider price swings.

INVA is growing revenue faster at 10.6% — sustainability is the question.

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

Bottom Line

INVA scores higher overall (85/100 vs 51/100), backed by strong 119.9% margins and 10.6% revenue growth. Both earn "Exceptional 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.

Innoviva Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Innoviva, Inc. is dedicated to the development and commercialization of pharmaceutical products. The company is headquartered in Burlingame, California.

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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