WallStSmart

Novartis AG ADR (NVS)vsXeris Pharmaceuticals Inc (XERS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 17906% more annual revenue ($56.69B vs $314.85M). NVS leads profitability with a 22.5% profit margin vs 3.8%. NVS trades at a lower P/E of 23.1x. NVS earns a higher WallStSmart Score of 51/100 (C-).

NVS

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 9.0Value: 3.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.96

XERS

Avoid

33

out of 100

Grade: F

Growth: 8.0Profit: 4.5Value: 4.0Quality: 4.5
Piotroski: 4/9Altman Z: -1.25
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NVSSignificantly Overvalued (-66.5%)

Margin of Safety

-66.5%

Fair Value

$92.73

Current Price

$156.33

$63.60 premium

UndervaluedFair: $92.73Overvalued

Intrinsic value data unavailable for XERS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$291.32B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
30.7%10/10

Every $100 of equity generates 31 in profit

Operating MarginProfitability
34.6%10/10

Strong operational efficiency at 34.6%

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

Free Cash FlowQuality
$5.57B8/10

Generating 5.6B in free cash flow

XERS1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
38.3%10/10

Revenue surging 38.3% year-over-year

Areas to Watch

NVS4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.8%4/10

0.8% revenue growth

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Debt/EquityHealth
1.183/10

Elevated debt levels

PEG RatioValuation
3.562/10

Expensive relative to growth rate

XERS4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.40B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.8%3/10

3.8% margin — thin

P/E RatioValuation
116.1x2/10

Premium valuation, high expectations priced in

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 22.5% and operating margin at 34.6%.

Bull Case : XERS

The strongest argument for XERS centers on Revenue Growth. Revenue growth of 38.3% demonstrates continued momentum.

Bear Case : NVS

The primary concerns for NVS are Revenue Growth, Altman Z-Score, Debt/Equity.

Bear Case : XERS

The primary concerns for XERS are EPS Growth, Market Cap, Profit Margin. A P/E of 116.1x leaves little room for execution misses. Debt-to-equity of 2.87 is elevated, increasing financial risk.

Key Dynamics to Monitor

NVS profiles as a value stock while XERS is a hypergrowth play — different risk/reward profiles.

XERS carries more volatility with a beta of 0.85 — expect wider price swings.

XERS is growing revenue faster at 38.3% — sustainability is the question.

NVS generates stronger free cash flow (5.6B), providing more financial flexibility.

Bottom Line

NVS scores higher overall (51/100 vs 33/100), backed by strong 22.5% 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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Xeris Pharmaceuticals Inc

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Xeris Pharmaceuticals, Inc., a specialty pharmaceutical company, develops and markets ready-to-use injectable and infusible drug formulations. The company is headquartered in Chicago, Illinois.

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