Duke Energy Corporation (DUK)vsNovartis AG ADR (NVS)
DUK
Duke Energy Corporation
$127.38
+0.92%
UTILITIES · Cap: $98.62B
NVS
Novartis AG ADR
$150.75
+1.44%
HEALTHCARE · Cap: $286.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Novartis AG ADR generates 78% more annual revenue ($56.67B vs $31.79B). NVS leads profitability with a 24.7% profit margin vs 15.6%. NVS appears more attractively valued with a PEG of 2.54. DUK earns a higher WallStSmart Score of 59/100 (C).
DUK
Buy59
out of 100
Grade: C
NVS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-198.2%
Fair Value
$42.98
Current Price
$127.38
$84.40 premium
Margin of Safety
-243.7%
Fair Value
$48.62
Current Price
$150.75
$102.13 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 28.1%
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Keeps 25 of every $100 in revenue as profit
Strong operational efficiency at 27.8%
Generating 1.6B in free cash flow
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Earnings declined 2.2%
2.2% revenue growth
Grey zone — moderate risk
Expensive relative to growth rate
Earnings declined 11.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : DUK
The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.6% and operating margin at 28.1%.
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 : DUK
The primary concerns for DUK are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.75 is elevated, increasing financial risk.
Bear Case : NVS
The primary concerns for NVS are Revenue Growth, Altman Z-Score, PEG Ratio.
Key Dynamics to Monitor
DUK profiles as a mature 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.
DUK is growing revenue faster at 8.0% — sustainability is the question.
NVS generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
DUK scores higher overall (59/100 vs 51/100), backed by strong 15.6% margins. 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.
Duke Energy Corporation
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina.
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 UTILITIES - REGULATED ELECTRIC Stocks
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