Novartis AG ADR (NVS)vsSmith & Nephew SNATS Inc (SNN)
NVS
Novartis AG ADR
$137.16
+1.36%
HEALTHCARE · Cap: $260.70B
SNN
Smith & Nephew SNATS Inc
$27.50
-0.43%
HEALTHCARE · Cap: $12.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Novartis AG ADR generates 800% more annual revenue ($56.69B vs $6.30B). NVS leads profitability with a 22.5% profit margin vs 10.1%. SNN appears more attractively valued with a PEG of 1.10. SNN earns a higher WallStSmart Score of 55/100 (C-).
NVS
Buy51
out of 100
Grade: C-
SNN
Buy55
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
Intrinsic value data unavailable for SNN.
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
Every $100 of equity generates 22 in profit
Areas to Watch
0.8% revenue growth
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
Trading at 11.3x book value
4.6% 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 : SNN
The strongest argument for SNN centers on Return on Equity. PEG of 1.10 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 : SNN
The primary concerns for SNN are Price/Book, Revenue Growth.
Key Dynamics to Monitor
SNN carries more volatility with a beta of 0.68 — expect wider price swings.
SNN is growing revenue faster at 4.6% — 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
SNN scores higher overall (55/100 vs 51/100). 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 →Smith & Nephew SNATS Inc
HEALTHCARE · MEDICAL DEVICES · USA
Smith & Nephew plc develops, manufactures, markets and sells medical devices worldwide. The company is headquartered in Watford, the United Kingdom.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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