WallStSmart

Novartis AG ADR (NVS)vsOrganon & Co (OGN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 818% more annual revenue ($56.58B vs $6.16B). NVS leads profitability with a 23.9% profit margin vs 4.0%. OGN trades at a lower P/E of 14.4x. OGN earns a higher WallStSmart Score of 58/100 (C).

NVS

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 9.0Value: 3.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.96

OGN

Buy

58

out of 100

Grade: C

Growth: 5.3Profit: 7.0Value: 7.7Quality: 4.0
Piotroski: 3/9Altman Z: 1.06
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NVSSignificantly Overvalued (-62.6%)

Margin of Safety

-62.6%

Fair Value

$91.58

Current Price

$148.38

$56.80 premium

UndervaluedFair: $91.58Overvalued
OGNUndervalued (+38.3%)

Margin of Safety

+38.3%

Fair Value

$12.46

Current Price

$13.40

$0.94 discount

UndervaluedFair: $12.46Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$289.19B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
35.1%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

OGN3 strengths · Avg: 9.3/10
Return on EquityProfitability
34.1%10/10

Every $100 of equity generates 34 in profit

EPS GrowthGrowth
66.7%10/10

Earnings expanding 66.7% YoY

P/E RatioValuation
14.4x8/10

Attractively priced relative to earnings

Areas to Watch

NVS4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Debt/EquityHealth
1.223/10

Elevated debt levels

PEG RatioValuation
4.112/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

OGN4 concerns · Avg: 2.5/10
Profit MarginProfitability
4.0%3/10

4.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.5%2/10

Revenue declined 3.5%

Altman Z-ScoreHealth
1.062/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : OGN

The strongest argument for OGN centers on Return on Equity, EPS Growth, P/E Ratio.

Bear Case : NVS

The primary concerns for NVS are Altman Z-Score, Debt/Equity, PEG Ratio.

Bear Case : OGN

The primary concerns for OGN are Profit Margin, Piotroski F-Score, Revenue Growth. Debt-to-equity of 9.49 is elevated, increasing financial risk. Thin 4.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

OGN carries more volatility with a beta of 1.54 — 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

OGN scores higher overall (58/100 vs 49/100). 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.

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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Organon & Co

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, Hormone replacement therapy (HRT), and anesthesia. The company sells to international markets.

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