Brookdale Senior Living Inc (BKD)vsNovartis AG ADR (NVS)
BKD
Brookdale Senior Living Inc
$11.90
+6.14%
HEALTHCARE · Cap: $3.21B
NVS
Novartis AG ADR
$148.38
-0.17%
HEALTHCARE · Cap: $289.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Novartis AG ADR generates 1785% more annual revenue ($56.58B vs $3.00B). NVS leads profitability with a 23.9% profit margin vs -6.8%. BKD appears more attractively valued with a PEG of 0.28. NVS earns a higher WallStSmart Score of 49/100 (D+).
BKD
Hold39
out of 100
Grade: F
NVS
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.0%
Fair Value
$38.94
Current Price
$11.89
$27.04 discount
Margin of Safety
-62.6%
Fair Value
$91.58
Current Price
$148.38
$56.80 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Strong operational efficiency at 30.5%
Keeps 24 of every $100 in revenue as profit
Generating 2.9B in free cash flow
Areas to Watch
0.0% earnings growth
Weak financial health signals
ROE of -437.5% — below average capital efficiency
Revenue declined 6.7%
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
Revenue declined 0.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : BKD
The strongest argument for BKD centers on PEG Ratio, Debt/Equity. PEG of 0.28 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 : BKD
The primary concerns for BKD are EPS Growth, Piotroski F-Score, Return on Equity.
Bear Case : NVS
The primary concerns for NVS are Altman Z-Score, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
BKD profiles as a turnaround stock while NVS is a declining play — different risk/reward profiles.
BKD carries more volatility with a beta of 0.62 — expect wider price swings.
NVS is growing revenue faster at -0.7% — sustainability is the question.
NVS generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
NVS scores higher overall (49/100 vs 39/100), backed by strong 23.9% margins. BKD offers better value entry with a 65.0% margin of safety. Both earn "Hold" 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.
Brookdale Senior Living Inc
HEALTHCARE · MEDICAL CARE FACILITIES · USA
Brookdale Senior Living Inc. owns and operates senior communities in the United States. The company is headquartered in Brentwood, Tennessee.
Visit Website →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.
Visit Website →Compare with Other MEDICAL CARE FACILITIES Stocks
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