COMPARE · Data as of August 24, 2026
BHC vs NVS
Verdict: Side-by-side breakdown using the Bull Rankings model. BHC scored 71.3, NVS scored 53.4 — BHC leads.
Compare another set
Different reporting periods. BHC's fundamentals are as of June 2026, but NVS's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
BHC
Bausch Health Companies Inc.
71.3
$6.68 · $2.5B
fundamentals as of
Score gap
17.9
BHC leads
NVS
Novartis AG
53.4
$158.02 · $300.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthBHC+10.1%
- Highest qualityNVS87 / 100
- Largest discount to fair valueBHC-86%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
BHC
stronger →← stronger
NVS
63
Qualityreturns · margins · balance sheet
87
64
Growthrevenue & earnings expansion
68
91
Valuevaluation vs sector peers
26
NVS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BHC
NVS
$1.4bC+
FCF
$17.6bA-
+10.1%B
Rev
+8.4%B
—
D/E
1.17C
0.2xA
P/S
—
0.01A
PEG
3.63D
—
P/E
24.0xB+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BHC
NVS
86% below
Price vs fair valuelower is cheaper
4% below
decline
Growth the price implies10-yr FCF · lower = less priced in
~7%/yr
+677%
1-yr DCF upside
-7%
+599%
5-yr DCF upside
+4%
+504%
10-yr DCF upside
+21%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BHC
NVS
Why this score
- Buying back stock
- Raising its dividend
The companies
BHCBausch Health Companies Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $2.5b. 17% off the 52-week high of $8.00. Revenue growing +10%, comfortably above the S&P median. PEG 0.01 — paying under fair value for the growth rate. 5 sell-side analysts publish a mean 1-yr target of $7.50 (implying +12% upside).
Moat
ROE 62% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk
Currently unprofitable (margin -10.1%) — path to GAAP profitability is the core thesis risk. Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
NVSNovartis AG
Why now
Drug Manufacturers - General · market cap $300.4b. 7% off the 52-week high of $170.46. 11 sell-side analysts rate this a Hold with a mean 1-yr target of $157.15 (implying -1% upside).
Moat
Net margin 26% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 126% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BHC and NVS diverge
On the headline score the gap is 17.9 points in favor of BHC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueBHC 90.6 · NVS 25.8BHC +64.8
- QualityBHC 62.9 · NVS 86.5NVS +23.6
- GrowthBHC 63.7 · NVS 68.3NVS +4.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.