WallStSmart

Alphatec Holdings Inc (ATEC)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 7103% more annual revenue ($56.69B vs $787.08M). NVS leads profitability with a 22.5% profit margin vs -15.9%. ATEC appears more attractively valued with a PEG of 0.48. NVS earns a higher WallStSmart Score of 51/100 (C-).

ATEC

Hold

42

out of 100

Grade: D

Growth: 6.7Profit: 2.0Value: 8.3Quality: 4.0
Piotroski: 5/9Altman Z: -1.68

NVS

Buy

51

out of 100

Grade: C-

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ATECUndervalued (+33.4%)

Margin of Safety

+33.4%

Fair Value

$20.23

Current Price

$9.66

$10.57 discount

UndervaluedFair: $20.23Overvalued
NVSSignificantly Overvalued (-70.9%)

Margin of Safety

-70.9%

Fair Value

$92.73

Current Price

$158.83

$66.10 premium

UndervaluedFair: $92.73Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATEC1 strengths · Avg: 10.0/10
PEG RatioValuation
0.4810/10

Growing faster than its price suggests

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$290.96B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
35.1%10/10

Every $100 of equity generates 35 in profit

Operating MarginProfitability
31.8%10/10

Strong operational efficiency at 31.8%

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

Areas to Watch

ATEC4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.28B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-686.7%2/10

ROE of -686.7% — below average capital efficiency

Free Cash FlowQuality
$-10.80M2/10

Negative free cash flow — burning cash

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
4.152/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ATEC

The strongest argument for ATEC centers on PEG Ratio. Revenue growth of 13.6% demonstrates continued momentum. PEG of 0.48 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 22.5% and operating margin at 31.8%.

Bear Case : ATEC

The primary concerns for ATEC are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 33.03 is elevated, increasing financial risk.

Bear Case : NVS

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

Key Dynamics to Monitor

ATEC profiles as a turnaround stock while NVS is a value play — different risk/reward profiles.

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

ATEC is growing revenue faster at 13.6% — 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 42/100), backed by strong 22.5% margins. ATEC offers better value entry with a 33.4% margin of safety. 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.

Alphatec Holdings Inc

HEALTHCARE · MEDICAL DEVICES · USA

Alphatec Holdings, Inc., a medical technology company, designs, develops and advances technologies for the surgical treatment of spinal disorders. The company is headquartered in Carlsbad, California.

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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