WallStSmart

Novartis AG ADR (NVS)vsStevanato Group SpA (STVN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 4602% more annual revenue ($56.58B vs $1.20B). NVS leads profitability with a 23.9% profit margin vs 11.7%. NVS appears more attractively valued with a PEG of 2.59. 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

STVN

Hold

46

out of 100

Grade: D+

Growth: 5.3Profit: 6.0Value: 5.3Quality: 6.3
Piotroski: 4/9Altman Z: 2.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NVSSignificantly Overvalued (-51.8%)

Margin of Safety

-51.8%

Fair Value

$110.12

Current Price

$145.23

$35.11 premium

UndervaluedFair: $110.12Overvalued
STVNUndervalued (+81.1%)

Margin of Safety

+81.1%

Fair Value

$82.46

Current Price

$18.28

$64.18 discount

UndervaluedFair: $82.46Overvalued

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

STVN1 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

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%

STVN3 concerns · Avg: 3.3/10
P/E RatioValuation
30.5x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
2.9%4/10

2.9% earnings growth

PEG RatioValuation
3.572/10

Expensive relative to growth rate

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 : STVN

The strongest argument for STVN centers on Price/Book.

Bear Case : NVS

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

Bear Case : STVN

The primary concerns for STVN are P/E Ratio, EPS Growth, PEG Ratio.

Key Dynamics to Monitor

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

STVN carries more volatility with a beta of 0.76 — expect wider price swings.

STVN is growing revenue faster at 6.6% — 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 46/100), backed by strong 23.9% margins. STVN offers better value entry with a 81.1% 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.

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Stevanato Group SpA

HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA

Stevanato Group SpA (STVN) is a prominent global leader in advanced drug delivery systems, offering innovative integrated solutions specifically designed for the pharmaceutical and biotechnology industries. The company specializes in the design and production of high-quality glass and polymer packaging for injectable medications, enhancing the efficiency and reliability of drug administration. With a dedicated focus on quality, sustainability, and technological advancement, Stevanato is strategically positioned to capitalize on the increasing demand within the biopharmaceutical sector, making it an appealing investment opportunity for institutional investors seeking exposure to healthcare innovation.

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