WallStSmart

Biogen Inc (BIIB)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 473% more annual revenue ($56.67B vs $9.89B). NVS leads profitability with a 24.7% profit margin vs 13.1%. NVS appears more attractively valued with a PEG of 2.54. BIIB earns a higher WallStSmart Score of 55/100 (C-).

BIIB

Buy

55

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 7.3Quality: 6.3
Piotroski: 2/9Altman Z: 2.53

NVS

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 9.0Value: 4.7Quality: 6.5
Piotroski: 4/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BIIBUndervalued (+42.1%)

Margin of Safety

+42.1%

Fair Value

$330.18

Current Price

$189.18

$141.00 discount

UndervaluedFair: $330.18Overvalued
NVSSignificantly Overvalued (-243.7%)

Margin of Safety

-243.7%

Fair Value

$48.62

Current Price

$150.75

$102.13 premium

UndervaluedFair: $48.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BIIB1 strengths · Avg: 8.0/10
Price/BookValuation
1.5x8/10

Reasonable price relative to book value

NVS5 strengths · Avg: 9.0/10
Market CapQuality
$286.27B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
30.8%10/10

Every $100 of equity generates 31 in profit

Profit MarginProfitability
24.7%9/10

Keeps 25 of every $100 in revenue as profit

Operating MarginProfitability
27.8%8/10

Strong operational efficiency at 27.8%

Free Cash FlowQuality
$1.64B8/10

Generating 1.6B in free cash flow

Areas to Watch

BIIB4 concerns · Avg: 2.5/10
Return on EquityProfitability
7.4%3/10

ROE of 7.4% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.712/10

Expensive relative to growth rate

Revenue GrowthGrowth
-7.1%2/10

Revenue declined 7.1%

NVS4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.2%4/10

2.2% revenue growth

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

PEG RatioValuation
2.542/10

Expensive relative to growth rate

EPS GrowthGrowth
-11.6%2/10

Earnings declined 11.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : BIIB

The strongest argument for BIIB centers on Price/Book.

Bull Case : NVS

The strongest argument for NVS centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 24.7% and operating margin at 27.8%.

Bear Case : BIIB

The primary concerns for BIIB are Return on Equity, Piotroski F-Score, PEG Ratio.

Bear Case : NVS

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

Key Dynamics to Monitor

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

NVS carries more volatility with a beta of 0.50 — expect wider price swings.

NVS is growing revenue faster at 2.2% — sustainability is the question.

NVS generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

BIIB scores higher overall (55/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Biogen Inc

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

Biogen Inc. is an American multinational biotechnology company based in Cambridge, Massachusetts, specializing in the discovery, development, and delivery of therapies for the treatment of neurological diseases to patients worldwide.

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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