Novartis AG ADR (NVS)vsQiagen NV (QGEN)
NVS
Novartis AG ADR
$137.16
-0.23%
HEALTHCARE · Cap: $260.70B
QGEN
Qiagen NV
$42.50
+0.88%
HEALTHCARE · Cap: $8.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Novartis AG ADR generates 2599% more annual revenue ($56.69B vs $2.10B). NVS leads profitability with a 22.5% profit margin vs 19.5%. QGEN appears more attractively valued with a PEG of 1.16. QGEN earns a higher WallStSmart Score of 60/100 (C+).
NVS
Buy51
out of 100
Grade: C-
QGEN
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-47.0%
Fair Value
$93.29
Current Price
$137.16
$43.87 premium
Margin of Safety
-27.1%
Fair Value
$40.16
Current Price
$42.50
$2.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Strong operational efficiency at 34.6%
Keeps 23 of every $100 in revenue as profit
Generating 5.6B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 26.3%
Areas to Watch
0.8% revenue growth
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
0.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull 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 34.6%.
Bull Case : QGEN
The strongest argument for QGEN centers on Price/Book, Operating Margin. Profitability is solid with margins at 19.5% and operating margin at 26.3%. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bear Case : NVS
The primary concerns for NVS are Revenue Growth, Altman Z-Score, Debt/Equity.
Bear Case : QGEN
The primary concerns for QGEN are Revenue Growth.
Key Dynamics to Monitor
QGEN carries more volatility with a beta of 0.63 — 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.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
QGEN scores higher overall (60/100 vs 51/100), backed by strong 19.5% 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.
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 →Qiagen NV
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
QIAGEN NV provides sample-to-knowledge solutions that transform biological materials into molecular knowledge globally. The company is headquartered in Venlo, the Netherlands.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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