WallStSmart

Agenus Inc (AGEN)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 49445% more annual revenue ($56.58B vs $114.20M). NVS leads profitability with a 23.9% profit margin vs 0.1%. AGEN appears more attractively valued with a PEG of 1.44. NVS earns a higher WallStSmart Score of 51/100 (C-).

AGEN

Hold

48

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 5.3Quality: 5.0
Piotroski: 4/9Altman Z: -14.23

NVS

Buy

51

out of 100

Grade: C-

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AGEN.

NVSSignificantly Overvalued (-52.5%)

Margin of Safety

-52.5%

Fair Value

$109.60

Current Price

$147.85

$38.25 premium

UndervaluedFair: $109.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGEN3 strengths · Avg: 9.3/10
Operating MarginProfitability
42.1%10/10

Strong operational efficiency at 42.1%

Debt/EquityHealth
-0.1710/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
27.5%8/10

Revenue surging 27.5% year-over-year

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

Areas to Watch

AGEN4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$147.45M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.1%3/10

0.1% margin — thin

Return on EquityProfitability
-1279.0%2/10

ROE of -1279.0% — below average capital efficiency

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%

Comparative Analysis Report

WallStSmart Research

Bull Case : AGEN

The strongest argument for AGEN centers on Operating Margin, Debt/Equity, Revenue Growth. Revenue growth of 27.5% demonstrates continued momentum. PEG of 1.44 suggests the stock is reasonably priced for its growth.

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%.

Bear Case : AGEN

The primary concerns for AGEN are EPS Growth, Market Cap, Profit Margin. Thin 0.1% margins leave little buffer for downturns.

Bear Case : NVS

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

Key Dynamics to Monitor

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

AGEN carries more volatility with a beta of 1.61 — expect wider price swings.

AGEN is growing revenue faster at 27.5% — 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 48/100), backed by strong 23.9% margins. 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.

Agenus Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Agenus Inc., a clinical-stage immuno-oncology company, discovers and develops immuno-oncology products in the United States and internationally. The company is headquartered in Lexington, Massachusetts.

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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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