WallStSmart

Cellectis SA (CLLS)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 75378% more annual revenue ($56.69B vs $75.11M). NVS leads profitability with a 22.5% profit margin vs -89.5%. NVS earns a higher WallStSmart Score of 51/100 (C-).

CLLS

Avoid

20

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 6.7Quality: 4.0
Piotroski: 3/9Altman Z: -1.31

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

CLLSUndervalued (+89.6%)

Margin of Safety

+89.6%

Fair Value

$35.10

Current Price

$2.85

$32.25 discount

UndervaluedFair: $35.10Overvalued
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

CLLS0 strengths · Avg: 0/10

No standout strengths identified

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

CLLS4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$278.93M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.813/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : CLLS

CLLS has a balanced fundamental profile.

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 : CLLS

The primary concerns for CLLS are EPS Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.81 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

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

CLLS carries more volatility with a beta of 2.77 — 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 20/100), backed by strong 22.5% margins. CLLS offers better value entry with a 89.6% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Cellectis SA

HEALTHCARE · BIOTECHNOLOGY · USA

Cellectis SA, a clinical-stage biotechnology company, develops immuno-oncology products based on gene-edited T cells that express chimeric antigen receptors to attack and eradicate cancer cells. The company is headquartered in Paris, France.

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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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