WallStSmart

AptarGroup Inc (ATR)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 1361% more annual revenue ($56.58B vs $3.87B). NVS leads profitability with a 23.9% profit margin vs 10.0%. ATR appears more attractively valued with a PEG of 2.12. ATR earns a higher WallStSmart Score of 53/100 (C-).

ATR

Buy

53

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 4.0Quality: 6.0
Piotroski: 3/9Altman Z: 2.57

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

ATRSignificantly Overvalued (-44.1%)

Margin of Safety

-44.1%

Fair Value

$97.16

Current Price

$113.36

$16.20 premium

UndervaluedFair: $97.16Overvalued
NVSSignificantly Overvalued (-62.6%)

Margin of Safety

-62.6%

Fair Value

$91.58

Current Price

$153.12

$61.54 premium

UndervaluedFair: $91.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATR1 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$289.19B10/10

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

ATR3 concerns · Avg: 3.0/10
PEG RatioValuation
2.124/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-4.3%2/10

Earnings declined 4.3%

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
4.112/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : ATR

The strongest argument for ATR centers on Price/Book. Revenue growth of 10.8% 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 : ATR

The primary concerns for ATR are PEG Ratio, Piotroski F-Score, EPS Growth.

Bear Case : NVS

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

Key Dynamics to Monitor

ATR profiles as a value stock while NVS is a declining play — different risk/reward profiles.

NVS carries more volatility with a beta of 0.49 — expect wider price swings.

ATR is growing revenue faster at 10.8% — sustainability is the question.

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

Bottom Line

ATR scores higher overall (53/100 vs 49/100) and 10.8% 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.

AptarGroup Inc

HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA

AptarGroup, Inc. offers a range of packaging, dispensing and sealing solutions primarily for the beauty, personal care, home care, prescription drug, consumer health care, injectables, and food and beverage markets. The company is headquartered in Crystal Lake, Illinois.

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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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