WallStSmart

Novartis AG ADR (NVS)vsPerrigo Company PLC (PRGO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 1254% more annual revenue ($56.58B vs $4.18B). NVS leads profitability with a 23.9% profit margin vs -43.5%. PRGO appears more attractively valued with a PEG of 1.14. NVS earns a higher WallStSmart Score of 49/100 (D+).

NVS

Hold

49

out of 100

Grade: D+

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

PRGO

Hold

45

out of 100

Grade: D+

Growth: 2.0Profit: 3.0Value: 7.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NVSSignificantly Overvalued (-62.1%)

Margin of Safety

-62.1%

Fair Value

$91.39

Current Price

$148.38

$56.99 premium

UndervaluedFair: $91.39Overvalued
PRGOUndervalued (+75.4%)

Margin of Safety

+75.4%

Fair Value

$59.32

Current Price

$10.83

$48.49 discount

UndervaluedFair: $59.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

PRGO1 strengths · Avg: 10.0/10
Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Areas to Watch

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%

PRGO4 concerns · Avg: 3.0/10
Market CapQuality
$1.53B3/10

Smaller company, higher risk/reward

Operating MarginProfitability
3.5%3/10

Operating margin of 3.5%

Debt/EquityHealth
1.523/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 23.9% and operating margin at 30.5%.

Bull Case : PRGO

The strongest argument for PRGO centers on Price/Book. PEG of 1.14 suggests the stock is reasonably priced for its growth.

Bear Case : NVS

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

Bear Case : PRGO

The primary concerns for PRGO are Market Cap, Operating Margin, Debt/Equity. Debt-to-equity of 1.52 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

PRGO carries more volatility with a beta of 0.54 — 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.

Bottom Line

NVS scores higher overall (49/100 vs 45/100), backed by strong 23.9% margins. PRGO offers better value entry with a 75.4% margin of safety. 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.

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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Perrigo Company PLC

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Perrigo Company plc is an American Irish registered manufacturer of private label over-the-counter pharmaceuticals.

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