WallStSmart

Novartis AG ADR (NVS)vsSIGA Technologies Inc (SIGA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 60232% more annual revenue ($56.58B vs $93.78M). NVS leads profitability with a 23.9% profit margin vs 21.6%. SIGA appears more attractively valued with a PEG of 3.37. SIGA earns a higher WallStSmart Score of 50/100 (C-).

NVS

Hold

49

out of 100

Grade: D+

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

SIGA

Buy

50

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 6.7Quality: 8.5
Piotroski: 3/9Altman Z: 7.36
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
SIGAUndervalued (+75.8%)

Margin of Safety

+75.8%

Fair Value

$27.44

Current Price

$4.30

$23.14 discount

UndervaluedFair: $27.44Overvalued

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

SIGA6 strengths · Avg: 9.2/10
EPS GrowthGrowth
1802.0%10/10

Earnings expanding 1802.0% YoY

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
7.3610/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

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%

SIGA4 concerns · Avg: 2.5/10
Market CapQuality
$314.15M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.372/10

Expensive relative to growth rate

Revenue GrowthGrowth
-11.3%2/10

Revenue declined 11.3%

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 : SIGA

The strongest argument for SIGA centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 21.6% and operating margin at -85.2%.

Bear Case : NVS

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

Bear Case : SIGA

The primary concerns for SIGA are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

SIGA carries more volatility with a beta of 0.85 — 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 DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SIGA scores higher overall (50/100 vs 49/100), backed by strong 21.6% 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.

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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SIGA Technologies Inc

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

SIGA Technologies, Inc., a commercial-stage pharmaceutical company, focuses on the health safety and infectious disease markets in the United States. The company is headquartered in New York, New York.

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