WallStSmart

Novartis AG ADR (NVS)vsRoivant Sciences Ltd (ROIV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 424979% more annual revenue ($56.58B vs $13.31M). NVS leads profitability with a 23.9% profit margin vs 0.0%. NVS earns a higher WallStSmart Score of 51/100 (C-).

NVS

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 9.0Value: 3.3Quality: 5.5
Piotroski: 4/9Altman Z: 1.96

ROIV

Avoid

24

out of 100

Grade: F

Growth: 2.0Profit: 2.5Value: 5.0Quality: 9.0
Piotroski: 5/9Altman Z: 12.89
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NVSSignificantly Overvalued (-51.8%)

Margin of Safety

-51.8%

Fair Value

$110.12

Current Price

$146.03

$35.91 premium

UndervaluedFair: $110.12Overvalued

Intrinsic value data unavailable for ROIV.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$277.42B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
34.9%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

ROIV2 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0510/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
12.8910/10

Safe zone — low bankruptcy risk

Areas to Watch

NVS4 concerns · Avg: 2.5/10
Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

PEG RatioValuation
2.592/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

ROIV4 concerns · Avg: 2.3/10
Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Return on EquityProfitability
-19.1%2/10

ROE of -19.1% — below average capital efficiency

Revenue GrowthGrowth
-77.8%2/10

Revenue declined 77.8%

EPS GrowthGrowth
-96.1%2/10

Earnings declined 96.1%

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 : ROIV

The strongest argument for ROIV centers on Debt/Equity, Altman Z-Score.

Bear Case : NVS

The primary concerns for NVS are Altman Z-Score, PEG Ratio, Revenue Growth.

Bear Case : ROIV

The primary concerns for ROIV are Profit Margin, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

NVS profiles as a declining stock while ROIV is a value play — different risk/reward profiles.

ROIV carries more volatility with a beta of 1.14 — 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 (51/100 vs 24/100), backed by strong 23.9% margins. Both earn "Buy" 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.

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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Roivant Sciences Ltd

HEALTHCARE · BIOTECHNOLOGY · USA

Roivant Sciences Ltd (ROIV) is an innovative biopharmaceutical company dedicated to revolutionizing drug development and commercialization through its unique business model and proprietary technologies. The company boasts a robust and diverse pipeline targeting significant unmet medical needs across neurology, immunology, and rare diseases, aiming to expedite the drug development process while minimizing costs. Roivant's experienced leadership team and strategic collaborations position it well to transform the healthcare landscape, offering compelling value propositions for investors and improving patient outcomes.

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