WallStSmart

Novartis AG ADR (NVS)vsTenaya Therapeutics Inc (TNYA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

NVS leads profitability with a 23.9% profit margin vs 0.0%. 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

TNYA

Avoid

28

out of 100

Grade: F

Growth: 4.3Profit: 3.0Value: 5.0Quality: 6.0
Piotroski: 1/9Altman Z: -6.00
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

Intrinsic value data unavailable for TNYA.

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

TNYA2 strengths · Avg: 9.5/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

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%

TNYA4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$149.97M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

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 : TNYA

The strongest argument for TNYA centers on Price/Book, Debt/Equity.

Bear Case : NVS

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

Bear Case : TNYA

The primary concerns for TNYA are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

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

TNYA carries more volatility with a beta of 3.00 — expect wider price swings.

TNYA is growing revenue faster at 0.0% — 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 28/100), 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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Tenaya Therapeutics Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Tenaya Therapeutics Inc. is a pioneering clinical-stage biotechnology company focused on transforming the treatment landscape for heart disease through its proprietary engineered heart cell platform. With a robust pipeline of innovative gene therapies and regenerative solutions, Tenaya addresses critical unmet needs in cardiovascular medicine, positioning itself for substantial growth within the biopharmaceutical sector. The company's commitment to scientific rigor and patient-centered outcomes makes it an attractive investment opportunity for institutional investors looking to support the advancement of cardiac care. Tenaya's strategic initiatives reflect its potential to make significant contributions to the evolving market for cardiovascular therapies, highlighting its role as a leader in biomedical innovation.

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