WallStSmart

Novartis AG ADR (NVS)vsSTAAR Surgical Company (STAA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 23529% more annual revenue ($56.58B vs $239.44M). NVS leads profitability with a 23.9% profit margin vs -33.6%. STAA appears more attractively valued with a PEG of 0.76. 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

STAA

Hold

37

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 7.7Quality: 8.0
Piotroski: 2/9Altman Z: 2.81
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
STAAUndervalued (+40.5%)

Margin of Safety

+40.5%

Fair Value

$29.00

Current Price

$26.69

$2.31 discount

UndervaluedFair: $29.00Overvalued

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

STAA3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.768/10

Growing faster than its price suggests

Revenue GrowthGrowth
18.1%8/10

18.1% revenue growth

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%

STAA4 concerns · Avg: 2.5/10
Market CapQuality
$1.36B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-21.7%2/10

ROE of -21.7% — below average capital efficiency

EPS GrowthGrowth
-10.5%2/10

Earnings declined 10.5%

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 : STAA

The strongest argument for STAA centers on Debt/Equity, PEG Ratio, Revenue Growth. Revenue growth of 18.1% demonstrates continued momentum. PEG of 0.76 suggests the stock is reasonably priced for its growth.

Bear Case : NVS

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

Bear Case : STAA

The primary concerns for STAA are Market Cap, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

NVS profiles as a declining stock while STAA is a growth play — different risk/reward profiles.

STAA carries more volatility with a beta of 1.20 — expect wider price swings.

STAA is growing revenue faster at 18.1% — 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 37/100), backed by strong 23.9% margins. STAA offers better value entry with a 40.5% margin of safety. 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.

Visit Website →

STAAR Surgical Company

HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA

STAAR Surgical Company designs, develops, manufactures, markets and sells implantable eye lenses and supplemental delivery systems for placing the lenses in the eye. The company is headquartered in Lake Forest, California.

Visit Website →

Want to dig deeper into these stocks?