WallStSmart

ICU Medical Inc (ICUI)vsNovartis AG ADR (NVS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 2436% more annual revenue ($56.58B vs $2.23B). NVS leads profitability with a 23.9% profit margin vs 0.0%. ICUI appears more attractively valued with a PEG of 0.07. NVS earns a higher WallStSmart Score of 51/100 (C-).

ICUI

Hold

47

out of 100

Grade: D+

Growth: 2.0Profit: 4.0Value: 7.3Quality: 6.3
Piotroski: 5/9Altman Z: 1.63

NVS

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 9.0Value: 4.0Quality: 5.5
Piotroski: 4/9Altman Z: 1.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ICUIUndervalued (+63.1%)

Margin of Safety

+63.1%

Fair Value

$400.23

Current Price

$115.45

$284.78 discount

UndervaluedFair: $400.23Overvalued
NVSSignificantly Overvalued (-52.5%)

Margin of Safety

-52.5%

Fair Value

$109.60

Current Price

$147.85

$38.25 premium

UndervaluedFair: $109.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ICUI2 strengths · Avg: 10.0/10
PEG RatioValuation
0.0710/10

Growing faster than its price suggests

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$282.11B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
34.9%10/10

Every $100 of equity generates 35 in profit

Operating MarginProfitability
30.5%10/10

Strong operational efficiency at 30.5%

Profit MarginProfitability
23.9%9/10

Keeps 24 of every $100 in revenue as profit

Free Cash FlowQuality
$2.87B8/10

Generating 2.9B in free cash flow

Areas to Watch

ICUI4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.634/10

Distress zone — elevated risk

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
4.8%3/10

Operating margin of 4.8%

NVS4 concerns · Avg: 3.0/10
PEG RatioValuation
2.484/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : ICUI

The strongest argument for ICUI centers on PEG Ratio, Price/Book. PEG of 0.07 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 : ICUI

The primary concerns for ICUI are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 3848.3x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.

Bear Case : NVS

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

Key Dynamics to Monitor

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

ICUI carries more volatility with a beta of 0.85 — 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 (51/100 vs 47/100), backed by strong 23.9% margins. ICUI offers better value entry with a 63.1% 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.

ICU Medical Inc

HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA

ICU Medical, Inc. develops, manufactures and sells medical devices used in infusion therapy and critical care applications worldwide. The company is headquartered in San Clemente, California.

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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