WallStSmart

Agenus Inc (AGEN)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 45577% more annual revenue ($56.58B vs $123.87M). AGEN leads profitability with a 52.2% profit margin vs 23.9%. AGEN appears more attractively valued with a PEG of 1.44. AGEN earns a higher WallStSmart Score of 58/100 (C).

AGEN

Buy

58

out of 100

Grade: C

Growth: 6.7Profit: 6.5Value: 7.0Quality: 5.0
Piotroski: 5/9Altman Z: -13.22

NVS

Hold

49

out of 100

Grade: D+

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AGEN.

NVSSignificantly Overvalued (-62.1%)

Margin of Safety

-62.1%

Fair Value

$91.39

Current Price

$148.38

$56.99 premium

UndervaluedFair: $91.39Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGEN5 strengths · Avg: 10.0/10
P/E RatioValuation
1.7x10/10

Attractively priced relative to earnings

Profit MarginProfitability
52.2%10/10

Keeps 52 of every $100 in revenue as profit

Operating MarginProfitability
44.6%10/10

Strong operational efficiency at 44.6%

Revenue GrowthGrowth
40.2%10/10

Revenue surging 40.2% year-over-year

Debt/EquityHealth
-1.3810/10

Conservative balance sheet, low leverage

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$273.77B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
35.1%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: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$144.92M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-1279.0%2/10

ROE of -1279.0% — below average capital efficiency

Free Cash FlowQuality
$-35.95M2/10

Negative free cash flow — burning cash

NVS4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Debt/EquityHealth
1.223/10

Elevated debt levels

PEG RatioValuation
3.932/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : AGEN

The strongest argument for AGEN centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 52.2% and operating margin at 44.6%. Revenue growth of 40.2% demonstrates continued momentum.

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, Return on Equity.

Bear Case : NVS

The primary concerns for NVS are Altman Z-Score, Debt/Equity, PEG Ratio.

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 1.60 — expect wider price swings.

AGEN is growing revenue faster at 40.2% — sustainability is the question.

NVS generates stronger free cash flow (2.9B), providing more financial flexibility.

Bottom Line

AGEN scores higher overall (58/100 vs 49/100), backed by strong 52.2% margins and 40.2% revenue growth. 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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