WallStSmart

Novartis AG ADR (NVS)vsGeneDx Holdings Corp. (WGS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 12681% more annual revenue ($56.58B vs $442.68M). NVS leads profitability with a 23.9% profit margin vs -17.6%. 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

WGS

Avoid

29

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 4.0Quality: 6.5
Piotroski: 6/9Altman 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

$146.03

$35.91 premium

UndervaluedFair: $110.12Overvalued
WGSSignificantly Overvalued (-54.0%)

Margin of Safety

-54.0%

Fair Value

$59.37

Current Price

$40.77

$18.60 premium

UndervaluedFair: $59.37Overvalued

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

WGS1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
17.4%8/10

17.4% 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%

WGS4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.20B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-30.4%2/10

ROE of -30.4% — below average capital efficiency

Free Cash FlowQuality
$-38.86M2/10

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 : WGS

The strongest argument for WGS centers on Revenue Growth. Revenue growth of 17.4% demonstrates continued momentum.

Bear Case : NVS

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

Bear Case : WGS

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

Key Dynamics to Monitor

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

WGS carries more volatility with a beta of 2.07 — expect wider price swings.

WGS is growing revenue faster at 17.4% — 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 29/100), 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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GeneDx Holdings Corp.

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

Sema4 Holdings Corp. The company is headquartered in Stamford, Connecticut.

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