InnovAge Holding Corp (INNV)vsNovartis AG ADR (NVS)
INNV
InnovAge Holding Corp
$11.09
+2.21%
HEALTHCARE · Cap: $1.57B
NVS
Novartis AG ADR
$153.27
+0.76%
HEALTHCARE · Cap: $290.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Novartis AG ADR generates 5873% more annual revenue ($56.69B vs $949.17M). NVS leads profitability with a 22.5% profit margin vs -1.2%. NVS earns a higher WallStSmart Score of 51/100 (C-).
INNV
Avoid24
out of 100
Grade: F
NVS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.5%
Fair Value
$6.57
Current Price
$11.09
$4.52 premium
Margin of Safety
-70.9%
Fair Value
$92.73
Current Price
$153.27
$60.54 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
15.5% revenue growth
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Strong operational efficiency at 31.8%
Keeps 23 of every $100 in revenue as profit
Generating 5.6B in free cash flow
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of -9.7% — below average capital efficiency
Earnings declined 87.8%
0.8% revenue growth
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : INNV
The strongest argument for INNV centers on Revenue Growth. Revenue growth of 15.5% demonstrates continued momentum.
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 : INNV
The primary concerns for INNV are Altman Z-Score, Market Cap, Return on Equity.
Bear Case : NVS
The primary concerns for NVS are Revenue Growth, Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
INNV profiles as a growth stock while NVS is a value play — different risk/reward profiles.
NVS carries more volatility with a beta of 0.49 — expect wider price swings.
INNV is growing revenue faster at 15.5% — 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 24/100), backed by strong 22.5% margins. 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.
InnovAge Holding Corp
HEALTHCARE · MEDICAL CARE FACILITIES · USA
InnovAge Holding Corp. The company is headquartered in Denver, Colorado.
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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