WallStSmart

Brookdale Senior Living Inc (BKD)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 1789% more annual revenue ($56.69B vs $3.00B). NVS leads profitability with a 22.5% profit margin vs -6.8%. BKD appears more attractively valued with a PEG of 0.28. NVS earns a higher WallStSmart Score of 51/100 (C-).

BKD

Hold

39

out of 100

Grade: F

Growth: 3.3Profit: 3.5Value: 8.3Quality: 6.5
Piotroski: 3/9Altman Z: -0.41

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

BKDUndervalued (+62.2%)

Margin of Safety

+62.2%

Fair Value

$38.65

Current Price

$14.22

$24.43 discount

UndervaluedFair: $38.65Overvalued
NVSSignificantly Overvalued (-66.5%)

Margin of Safety

-66.5%

Fair Value

$92.73

Current Price

$156.33

$63.60 premium

UndervaluedFair: $92.73Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BKD2 strengths · Avg: 10.0/10
PEG RatioValuation
0.2810/10

Growing faster than its price suggests

Debt/EquityHealth
-98.5910/10

Conservative balance sheet, low leverage

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$291.32B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
30.7%10/10

Every $100 of equity generates 31 in profit

Operating MarginProfitability
34.6%10/10

Strong operational efficiency at 34.6%

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

BKD4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-437.5%2/10

ROE of -437.5% — below average capital efficiency

Revenue GrowthGrowth
-6.7%2/10

Revenue declined 6.7%

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
3.562/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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 22.5% and operating margin at 34.6%.

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 Revenue Growth, Altman Z-Score, Debt/Equity.

Key Dynamics to Monitor

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

BKD carries more volatility with a beta of 0.58 — expect wider price swings.

NVS is growing revenue faster at 0.8% — 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 39/100), backed by strong 22.5% margins. BKD offers better value entry with a 62.2% 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.

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.

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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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