WallStSmart

Novartis AG ADR (NVS)vsOscar Health Inc (OSCR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 270% more annual revenue ($56.69B vs $15.32B). NVS leads profitability with a 22.5% profit margin vs 3.6%. NVS trades at a lower P/E of 20.7x. OSCR earns a higher WallStSmart Score of 66/100 (B-).

NVS

Buy

51

out of 100

Grade: C-

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

OSCR

Strong Buy

66

out of 100

Grade: B-

Growth: 10.0Profit: 4.5Value: 5.3Quality: 5.0
Piotroski: 3/9Altman Z: 0.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NVSSignificantly Overvalued (-47.0%)

Margin of Safety

-47.0%

Fair Value

$93.29

Current Price

$137.16

$43.87 premium

UndervaluedFair: $93.29Overvalued

Intrinsic value data unavailable for OSCR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$260.70B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
30.7%10/10

Every $100 of equity generates 31 in profit

Operating MarginProfitability
34.6%10/10

Strong operational efficiency at 34.6%

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

Free Cash FlowQuality
$5.57B8/10

Generating 5.6B in free cash flow

OSCR4 strengths · Avg: 9.3/10
Revenue GrowthGrowth
70.4%10/10

Revenue surging 70.4% year-over-year

EPS GrowthGrowth
125.6%10/10

Earnings expanding 125.6% YoY

Debt/EquityHealth
0.219/10

Conservative balance sheet, low leverage

Free Cash FlowQuality
$2.04B8/10

Generating 2.0B in free cash flow

Areas to Watch

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
1.183/10

Elevated debt levels

PEG RatioValuation
3.222/10

Expensive relative to growth rate

OSCR4 concerns · Avg: 3.0/10
P/E RatioValuation
25.4x4/10

Moderate valuation

Profit MarginProfitability
3.6%3/10

3.6% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-2.4%2/10

ROE of -2.4% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

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 34.6%.

Bull Case : OSCR

The strongest argument for OSCR centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 70.4% demonstrates continued momentum.

Bear Case : NVS

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

Bear Case : OSCR

The primary concerns for OSCR are P/E Ratio, Profit Margin, Piotroski F-Score. Thin 3.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

NVS profiles as a value stock while OSCR is a hypergrowth play — different risk/reward profiles.

OSCR carries more volatility with a beta of 2.37 — expect wider price swings.

OSCR is growing revenue faster at 70.4% — sustainability is the question.

NVS generates stronger free cash flow (5.6B), providing more financial flexibility.

Bottom Line

OSCR scores higher overall (66/100 vs 51/100) and 70.4% revenue growth. Both earn "Strong 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.

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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Oscar Health Inc

HEALTHCARE · HEALTHCARE PLANS · USA

Oscar Health, Inc. offers health insurance products and services to individuals, families, and businesses in the United States. The company is headquartered in New York, New York.

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