WallStSmart

Novartis AG ADR (NVS)vsAlpha Teknova Inc (TKNO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 139530% more annual revenue ($56.58B vs $40.52M). NVS leads profitability with a 23.9% profit margin vs -42.6%. NVS earns a higher WallStSmart Score of 51/100 (C-).

NVS

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 9.0Value: 4.0Quality: 5.5
Piotroski: 4/9Altman Z: 1.96

TKNO

Avoid

28

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: 0.16
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NVSSignificantly Overvalued (-52.5%)

Margin of Safety

-52.5%

Fair Value

$109.60

Current Price

$147.85

$38.25 premium

UndervaluedFair: $109.60Overvalued
TKNOUndervalued (+34.3%)

Margin of Safety

+34.3%

Fair Value

$3.24

Current Price

$3.55

$0.31 discount

UndervaluedFair: $3.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$282.11B10/10

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

TKNO2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

NVS4 concerns · Avg: 3.0/10
PEG RatioValuation
2.484/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

TKNO4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$175.31M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-22.8%2/10

ROE of -22.8% — below average capital efficiency

Free Cash FlowQuality
$-710,0002/10

Negative free cash flow — burning cash

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 : TKNO

The strongest argument for TKNO centers on Debt/Equity, Price/Book.

Bear Case : NVS

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

Bear Case : TKNO

The primary concerns for TKNO are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

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

NVS carries more volatility with a beta of 0.52 — expect wider price swings.

TKNO is growing revenue faster at 7.8% — 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 28/100), backed by strong 23.9% margins. TKNO offers better value entry with a 34.3% margin of safety. 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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Alpha Teknova Inc

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Alpha Teknova Inc (TKNO) is a prominent player in the synthetic biology sector, providing essential biological reagents and supplements that support life sciences research and biomanufacturing. The company meets critical demands in areas such as vaccine development, cell and gene therapy, and diagnostic testing, driven by a dedication to quality and outstanding customer service. Leveraging its strong biotechnology foundation and an unwavering focus on innovation, Alpha Teknova is strategically positioned to seize growth opportunities in the rapidly evolving life sciences market, thereby enhancing value for its investors.

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