WallStSmart

Novartis AG ADR (NVS)vsMeridian Bioscience Inc (VIVO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Novartis AG ADR generates 16918% more annual revenue ($56.67B vs $333.02M). NVS leads profitability with a 24.7% profit margin vs 12.8%. VIVO appears more attractively valued with a PEG of 1.33. NVS earns a higher WallStSmart Score of 51/100 (C-).

NVS

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 9.0Value: 4.7Quality: 6.5
Piotroski: 4/9Altman Z: 1.96

VIVO

Hold

48

out of 100

Grade: D+

Growth: 4.0Profit: 7.0Value: 8.3Quality: 5.0
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NVSSignificantly Overvalued (-244.2%)

Margin of Safety

-244.2%

Fair Value

$48.55

Current Price

$148.19

$99.64 premium

UndervaluedFair: $48.55Overvalued
VIVOSignificantly Overvalued (N/A)

Margin of Safety

N/A

Fair Value

$6.53

Current Price

$2.24

$4.29 premium

UndervaluedFair: $6.53Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NVS5 strengths · Avg: 9.0/10
Market CapQuality
$286.46B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
30.8%10/10

Every $100 of equity generates 31 in profit

Profit MarginProfitability
24.7%9/10

Keeps 25 of every $100 in revenue as profit

Operating MarginProfitability
27.8%8/10

Strong operational efficiency at 27.8%

Free Cash FlowQuality
$1.64B8/10

Generating 1.6B in free cash flow

VIVO2 strengths · Avg: 9.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
22.7%8/10

Strong operational efficiency at 22.7%

Areas to Watch

NVS4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.2%4/10

2.2% revenue growth

Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

PEG RatioValuation
2.532/10

Expensive relative to growth rate

EPS GrowthGrowth
-11.6%2/10

Earnings declined 11.6%

VIVO4 concerns · Avg: 2.8/10
P/E RatioValuation
35.4x4/10

Premium valuation, high expectations priced in

Market CapQuality
$1.49B3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-13.8%2/10

Revenue declined 13.8%

EPS GrowthGrowth
-13.0%2/10

Earnings declined 13.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : NVS

The strongest argument for NVS centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 24.7% and operating margin at 27.8%.

Bull Case : VIVO

The strongest argument for VIVO centers on Price/Book, Operating Margin. PEG of 1.33 suggests the stock is reasonably priced for its growth.

Bear Case : NVS

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

Bear Case : VIVO

The primary concerns for VIVO are P/E Ratio, Market Cap, Revenue Growth.

Key Dynamics to Monitor

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

NVS carries more volatility with a beta of 0.50 — expect wider price swings.

NVS is growing revenue faster at 2.2% — sustainability is the question.

NVS generates stronger free cash flow (1.6B), providing more financial flexibility.

Bottom Line

NVS scores higher overall (51/100 vs 48/100), backed by strong 24.7% margins. 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.

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Meridian Bioscience Inc

HEALTHCARE · PHARMACEUTICALS · USA

Meridian Bioscience, Inc., a life sciences company, develops, manufactures, distributes and sells diagnostic test kits primarily for gastrointestinal and respiratory infectious diseases and elevated blood lead levels worldwide. The company is headquartered in Cincinnati, Ohio.

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