WallStSmart

Novartis AG ADR (NVS)vsRoivant Sciences Ltd (ROIV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 684864% more annual revenue ($56.58B vs $8.26M). NVS leads profitability with a 23.9% profit margin vs 0.0%. NVS earns a higher WallStSmart Score of 49/100 (D+).

NVS

Hold

49

out of 100

Grade: D+

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

ROIV

Avoid

24

out of 100

Grade: F

Growth: 2.0Profit: 2.5Value: 5.0Quality: 8.5
Piotroski: 2/9Altman Z: 8.04
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

Intrinsic value data unavailable for ROIV.

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

ROIV2 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
8.0410/10

Safe zone — low bankruptcy risk

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%

ROIV4 concerns · Avg: 2.5/10
Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-6.6%2/10

ROE of -6.6% — below average capital efficiency

Revenue GrowthGrowth
-66.7%2/10

Revenue declined 66.7%

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 : ROIV

The strongest argument for ROIV centers on Debt/Equity, Altman Z-Score.

Bear Case : NVS

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

Bear Case : ROIV

The primary concerns for ROIV are Profit Margin, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

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

ROIV carries more volatility with a beta of 1.14 — 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 (49/100 vs 24/100), backed by strong 23.9% margins. Both earn "Hold" 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.

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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Roivant Sciences Ltd

HEALTHCARE · BIOTECHNOLOGY · USA

Roivant Sciences Ltd (ROIV) is a pioneering biopharmaceutical company focused on transforming drug development and commercialization with its innovative business model and cutting-edge technologies. With a diverse pipeline addressing substantial unmet medical needs in areas such as neurology, immunology, and rare diseases, Roivant aims to streamline the drug development process and reduce costs significantly. The company's seasoned leadership and strategic partnerships enhance its ability to navigate the complex healthcare landscape, making it an attractive prospect for institutional investors seeking opportunities that drive both financial returns and improved patient outcomes.

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