WallStSmart

LENSAR Inc (LNSR)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 97949% more annual revenue ($56.58B vs $57.70M). LNSR leads profitability with a 50.9% profit margin vs 23.9%. LNSR earns a higher WallStSmart Score of 53/100 (C-).

LNSR

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 4.0Quality: 6.0
Piotroski: 2/9Altman Z: -3.69

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

LNSRSignificantly Overvalued (-85.1%)

Margin of Safety

-85.1%

Fair Value

$6.71

Current Price

$5.74

$0.97 premium

UndervaluedFair: $6.71Overvalued
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

LNSR4 strengths · Avg: 9.8/10
Return on EquityProfitability
36.2%10/10

Every $100 of equity generates 36 in profit

Profit MarginProfitability
50.9%10/10

Keeps 51 of every $100 in revenue as profit

Operating MarginProfitability
49.2%10/10

Strong operational efficiency at 49.2%

Debt/EquityHealth
0.109/10

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

LNSR4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$67.78M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-5.2%2/10

Revenue declined 5.2%

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 : LNSR

The strongest argument for LNSR centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 50.9% and operating margin at 49.2%.

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 : LNSR

The primary concerns for LNSR are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : NVS

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

Key Dynamics to Monitor

LNSR carries more volatility with a beta of 0.87 — expect wider price swings.

NVS is growing revenue faster at -0.7% — sustainability is the question.

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

Monitor MEDICAL DEVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LNSR scores higher overall (53/100 vs 49/100), backed by strong 50.9% margins. Both earn "Buy" 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.

LENSAR Inc

HEALTHCARE · MEDICAL DEVICES · USA

LENSAR, Inc., a commercial stage medical device company, is focused on designing, developing and marketing an advanced femtosecond laser system for the treatment of cataracts and the management of pre-existing or surgically induced corneal astigmatism. The company is headquartered in Orlando, Florida.

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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