Novartis AG ADR (NVS)vsSurgery Partners Inc (SGRY)
NVS
Novartis AG ADR
$137.16
+1.36%
HEALTHCARE · Cap: $260.70B
SGRY
Surgery Partners Inc
$14.38
+1.84%
HEALTHCARE · Cap: $1.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Novartis AG ADR generates 1584% more annual revenue ($56.69B vs $3.37B). NVS leads profitability with a 22.5% profit margin vs -2.6%. SGRY appears more attractively valued with a PEG of 1.66. NVS earns a higher WallStSmart Score of 51/100 (C-).
NVS
Buy51
out of 100
Grade: C-
SGRY
Hold49
out of 100
Grade: D+
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
+44.7%
Fair Value
$27.13
Current Price
$14.38
$12.75 discount
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
Areas to Watch
0.8% revenue growth
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
Expensive relative to growth rate
2.7% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
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 : SGRY
The strongest argument for SGRY centers on Price/Book.
Bear Case : NVS
The primary concerns for NVS are Revenue Growth, Altman Z-Score, Debt/Equity.
Bear Case : SGRY
The primary concerns for SGRY are PEG Ratio, Revenue Growth, EPS Growth. Debt-to-equity of 2.40 is elevated, increasing financial risk.
Key Dynamics to Monitor
NVS profiles as a value stock while SGRY is a turnaround play — different risk/reward profiles.
SGRY carries more volatility with a beta of 1.92 — expect wider price swings.
SGRY is growing revenue faster at 2.7% — 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 49/100), backed by strong 22.5% margins. SGRY offers better value entry with a 44.7% 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.
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 →Surgery Partners Inc
HEALTHCARE · MEDICAL CARE FACILITIES · USA
Surgery Partners, Inc. owns and operates a network of surgical facilities and ancillary services in the United States. The company is headquartered in Brentwood, Tennessee.
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