WallStSmart

Novartis AG ADR (NVS)vsSophia Genetics SA (SOPH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 73120% more annual revenue ($56.58B vs $77.27M). NVS leads profitability with a 23.9% profit margin vs -102.2%. NVS earns a higher WallStSmart Score of 51/100 (C-).

NVS

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 9.0Value: 4.0Quality: 5.5
Piotroski: 4/9Altman Z: 1.96

SOPH

Avoid

26

out of 100

Grade: F

Growth: 6.7Profit: 2.0Value: 4.7Quality: 4.5
Piotroski: 2/9Altman Z: -3.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NVSSignificantly Overvalued (-52.5%)

Margin of Safety

-52.5%

Fair Value

$109.60

Current Price

$147.85

$38.25 premium

UndervaluedFair: $109.60Overvalued
SOPHFair Value (-3.2%)

Margin of Safety

-3.2%

Fair Value

$4.63

Current Price

$5.28

$0.65 premium

UndervaluedFair: $4.63Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NVS5 strengths · Avg: 9.4/10
Market CapQuality
$282.11B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
34.9%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

SOPH1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
22.4%8/10

Revenue surging 22.4% year-over-year

Areas to Watch

NVS4 concerns · Avg: 3.0/10
PEG RatioValuation
2.484/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

SOPH4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$358.34M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.043/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 : SOPH

The strongest argument for SOPH centers on Revenue Growth. Revenue growth of 22.4% demonstrates continued momentum.

Bear Case : NVS

The primary concerns for NVS are PEG Ratio, Altman Z-Score, Revenue Growth.

Bear Case : SOPH

The primary concerns for SOPH are EPS Growth, Market Cap, Debt/Equity.

Key Dynamics to Monitor

NVS profiles as a declining stock while SOPH is a growth play — different risk/reward profiles.

SOPH carries more volatility with a beta of 1.04 — expect wider price swings.

SOPH is growing revenue faster at 22.4% — sustainability is the question.

NVS generates stronger free cash flow (2.9B), providing more financial flexibility.

Bottom Line

NVS scores higher overall (51/100 vs 26/100), backed by strong 23.9% margins. Both earn "Buy" 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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Sophia Genetics SA

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

Sophia Genetics SA (SOPH) is a trailblazer in data-driven medicine, specializing in advanced genomic and clinical data analytics aimed at improving patient outcomes. Leveraging state-of-the-art machine learning algorithms, the company offers a robust platform that empowers hospitals and laboratories to decode complex genomic information, thereby enabling personalized treatment approaches, particularly in oncology, rare diseases, and hereditary conditions. With a strong global presence and strategic alliances with leading healthcare institutions, Sophia Genetics is dedicated to revolutionizing healthcare through precision medicine, reinforcing its status as a key player in the genomics sector.

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