Comprehensive Stock Comparison
Compare Organon & Co. (OGN) vs Novartis AG (NVS) vs SRx Health Solutions Inc. (SRXH) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | SRXH | 28.4% revenue growth vs OGN's -2.9% |
| Value | OGN | Lower P/E (2.1x vs 19.0x) |
| Quality / Margins | NVS | 24.9% net margin vs SRXH's -9.4% |
| Stability / Safety | NVS | Beta 0.24 vs OGN's 0.92 |
| Dividends | NVS | 2.4% yield; 6-year raise streak; OGN, SRXH pay no meaningful dividend |
| Momentum (1Y) | NVS | +57.6% vs SRXH's -94.0% |
| Efficiency (ROA) | NVS | 12.1% ROA vs SRXH's -22.4%, ROIC 18.8% vs -18.1% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Organon is a global healthcare company focused on women's health, biosimilars, and established medicines. It generates revenue primarily from its women's health portfolio — including contraceptives and fertility treatments — along with biosimilars and cardiovascular/respiratory drugs, with women's health representing its largest segment. The company's competitive advantage lies in its specialized focus on women's health — a traditionally underserved market — combined with a diversified portfolio of established, off-patent medicines that provide stable cash flow.
Novartis is a global pharmaceutical company that develops and markets innovative prescription drugs and generic medicines. It generates revenue primarily from its Innovative Medicines segment — which includes oncology, immunology, and cardiovascular drugs — and its Sandoz generics division, with Innovative Medicines contributing roughly 80% of total sales. The company's competitive advantage lies in its deep R&D pipeline, strong patent protection for blockbuster drugs, and global commercial infrastructure that spans both branded and generic markets.
SRx Health Solutions is an integrated Canadian healthcare services provider that offers comprehensive specialty healthcare services across all ten provinces. It generates revenue primarily through its specialty pharmacy services — which include medication dispensing and patient support programs — and its health solutions segment that provides clinical services and chronic disease management. The company's competitive advantage lies in its integrated, technology-enabled platform that combines pharmacy services with clinical care, creating a patient-centric ecosystem that's difficult for traditional pharmacies to replicate.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 3 stocks. BestLagging
Financial Scorecard
NVS leads in 4 of 6 categories — strongest in Financial Metrics and Profitability & Efficiency. 2 categories are tied.
Financial Metrics (TTM)
NVS is the larger business by revenue, generating $56.1B annually — 472.1x SRXH's $119M. NVS is the more profitable business, keeping 24.9% of every revenue dollar as net income compared to SRXH's -9.4%. On growth, NVS holds the edge at -1.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | OGNOrganon & Co. | NVSNovartis AG | SRXHSRx Health Soluti… |
|---|---|---|---|
| RevenueTrailing 12 months | $6.2B | $56.1B | $119M |
| EBITDAEarnings before interest/tax | $1.6B | $22.4B | — |
| Net IncomeAfter-tax profit | $187M | $14.0B | — |
| Free Cash FlowCash after capex | $308M | $15.6B | — |
| Gross MarginGross profit ÷ Revenue | +53.6% | +73.2% | +19.9% |
| Operating MarginEBIT ÷ Revenue | +20.0% | +30.4% | -4.9% |
| Net MarginNet income ÷ Revenue | +3.0% | +24.9% | -9.4% |
| FCF MarginFCF ÷ Revenue | +5.0% | +27.9% | +1.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | -5.3% | -1.6% | — |
| EPS Growth (YoY)Latest quarter vs prior year | -2.9% | -11.3% | — |
Valuation Metrics
At 10.1x trailing earnings, OGN trades at a 57% valuation discount to NVS's 23.5x P/E. On an enterprise value basis, OGN's 1.2x EV/EBITDA is more attractive than NVS's 15.5x.
| Metric | OGNOrganon & Co. | NVSNovartis AG | SRXHSRx Health Soluti… |
|---|---|---|---|
| Market CapShares × price | $1.9B | $321.8B | $9M |
| Enterprise ValueMkt cap + debt − cash | $1.9B | $347.4B | $36M |
| Trailing P/EPrice ÷ TTM EPS | 10.13x | 23.45x | -0.19x |
| Forward P/EPrice ÷ next-FY EPS est. | 2.09x | 18.99x | — |
| PEG RatioP/E ÷ EPS growth rate | — | 1.53x | — |
| EV / EBITDAEnterprise value multiple | 1.16x | 15.49x | — |
| Price / SalesMarket cap ÷ Revenue | 0.30x | 5.87x | 0.10x |
| Price / BookPrice ÷ Book value/share | 2.10x | 7.08x | — |
| Price / FCFMarket cap ÷ FCF | — | 18.19x | 7.56x |
Profitability & Efficiency
NVS delivers a 30.0% return on equity — every $100 of shareholder capital generates $30 in annual profit, vs $21 for OGN. On the Piotroski fundamental quality scale (0–9), NVS scores 6/9 vs OGN's 0/9, reflecting solid financial health.
| Metric | OGNOrganon & Co. | NVSNovartis AG | SRXHSRx Health Soluti… |
|---|---|---|---|
| ROE (TTM)Return on equity | +20.6% | +30.0% | — |
| ROA (TTM)Return on assets | — | +12.1% | -22.4% |
| ROICReturn on invested capital | +19.8% | +18.8% | -18.1% |
| ROCEReturn on capital employed | — | +21.1% | -98.8% |
| Piotroski ScoreFundamental quality 0–9 | 0 | 6 | 3 |
| Debt / EquityFinancial leverage | — | 0.80x | — |
| Net DebtTotal debt minus cash | $0 | $25.6B | $37M |
| Cash & Equiv.Liquid assets | — | $11.4B | $2M |
| Total DebtShort + long-term debt | $0 | $37.0B | $39M |
| Interest CoverageEBIT ÷ Interest expense | 2.36x | 15.35x | -2.83x |
Total Returns (with DRIP)
A $10,000 investment in NVS five years ago would be worth $21,947 today (with dividends reinvested), compared to $599 for SRXH. Over the past 12 months, NVS leads with a +57.6% total return vs SRXH's -94.0%. The 3-year compound annual growth rate (CAGR) favors NVS at 30.6% vs SRXH's -60.9% — a key indicator of consistent wealth creation.
| Metric | OGNOrganon & Co. | NVSNovartis AG | SRXHSRx Health Soluti… |
|---|---|---|---|
| YTD ReturnYear-to-date | +1.0% | +21.7% | -47.4% |
| 1-Year ReturnPast 12 months | -50.6% | +57.6% | -94.0% |
| 3-Year ReturnCumulative with dividends | -60.8% | +122.8% | -94.0% |
| 5-Year ReturnCumulative with dividends | -65.2% | +119.5% | -94.0% |
| 10-Year ReturnCumulative with dividends | -65.2% | +221.6% | -94.0% |
| CAGR (3Y)Annualised 3-year return | -26.8% | +30.6% | -60.9% |
Risk & Volatility
SRXH is the less volatile stock with a -1.27 beta — it tends to amplify market swings less than OGN's 0.92 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NVS currently trades 98.9% from its 52-week high vs SRXH's 5.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | OGNOrganon & Co. | NVSNovartis AG | SRXHSRx Health Soluti… |
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.92x | 0.24x | -1.27x |
| 52-Week HighHighest price in past year | $16.08 | $170.46 | $2.16 |
| 52-Week LowLowest price in past year | $6.18 | $97.72 | $0.08 |
| % of 52W HighCurrent price vs 52-week peak | +45.3% | +98.9% | +5.8% |
| RSI (14)Momentum oscillator 0–100 | 39.2 | 70.2 | 43.4 |
| Avg Volume (50D)Average daily shares traded | 4.8M | 1.7M | 27.2M |
Analyst Outlook
Analyst consensus: OGN as "Buy", NVS as "Hold". Consensus price targets imply -10.8% upside for OGN (target: $7) vs -24.7% for NVS (target: $127). NVS is the only dividend payer here at 2.38% yield — a key consideration for income-focused portfolios.
| Metric | OGNOrganon & Co. | NVSNovartis AG | SRXHSRx Health Soluti… |
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | — |
| Price TargetConsensus 12-month target | $6.50 | $127.00 | — |
| # AnalystsCovering analysts | 8 | 25 | — |
| Dividend YieldAnnual dividend ÷ price | — | +2.4% | — |
| Dividend StreakConsecutive years of raises | 0 | 6 | — |
| Dividend / ShareAnnual DPS | — | $4.02 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.9% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | May 21 | Feb 26 | Change |
|---|---|---|---|
| Organon & Co. (OGN) | 100 | 24.66 | -75.3% |
| Novartis AG (NVS) | 100 | 181.12 | +81.1% |
Novartis AG (NVS) returned +119% over 5 years vs Organon & Co. (OGN)'s -65%. A $10,000 investment in NVS 5 years ago would be worth $21,947 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Organon & Co. (OGN) | $9.8B | $6.2B | -36.4% |
| Novartis AG (NVS) | $49.4B | $54.8B | +10.9% |
| SRx Health Solution… (SRXH) | $93M | $119M | +28.4% |
Novartis AG's revenue grew from $49.4B (2016) to $54.8B (2025) — a 1.2% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Organon & Co. (OGN) | 22.0% | 3.0% | -86.3% |
| Novartis AG (NVS) | 13.6% | 25.6% | +88.9% |
| SRx Health Solution… (SRXH) | -2.6% | -9.4% | -254.1% |
Novartis AG's net margin went from 14% (2016) to 26% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Organon & Co. (OGN) | 5.7 | 10 | +75.4% |
| Novartis AG (NVS) | 21.6 | 19.2 | -11.1% |
Organon & Co. has traded in a 4x–10x P/E range over 5 years; current trailing P/E is ~10x. Novartis AG has traded in a 8x–29x P/E range over 9 years; current trailing P/E is ~23x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Organon & Co. (OGN) | 8.51 | 0.72 | -91.5% |
| Novartis AG (NVS) | 2.8 | 7.19 | +156.8% |
| SRx Health Solution… (SRXH) | -3.48 | -0.9 | +74.1% |
Novartis AG's EPS grew from $2.80 (2016) to $7.19 (2025) — a 11% CAGR.
Chart 6Free Cash Flow — 5 Years
Organon & Co. generated $0M FCF in 2025 (-100% vs 2021). Novartis AG generated $18B FCF in 2025 (+41% vs 2021).
OGN vs NVS vs SRXH: Key Questions Answered
9 questions · data-driven answers · updated daily
01Is OGN or NVS or SRXH a better buy right now?
Organon & Co. (OGN) offers the better valuation at 10.1x trailing P/E (2.1x forward), making it the more compelling value choice. Analysts rate Organon & Co. (OGN) a "Buy" — based on 8 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — OGN or NVS or SRXH?
On trailing P/E, Organon & Co. (OGN) is the cheapest at 10.1x versus Novartis AG at 23.5x. On forward P/E, Organon & Co. is actually cheaper at 2.1x.
03Which is the better long-term investment — OGN or NVS or SRXH?
Over the past 5 years, Novartis AG (NVS) delivered a total return of +119.5%, compared to -94.0% for SRx Health Solutions Inc. (SRXH). A $10,000 investment in NVS five years ago would be worth approximately $22K today (assuming dividends reinvested). Over 10 years, the gap is even starker: NVS returned +221.6% versus SRXH's -94.0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — OGN or NVS or SRXH?
By beta (market sensitivity over 5 years), SRx Health Solutions Inc. (SRXH) is the lower-risk stock at -1.27β versus Organon & Co.'s 0.92β — meaning OGN is approximately -172% more volatile than SRXH relative to the S&P 500.
05Which has better profit margins — OGN or NVS or SRXH?
Novartis AG (NVS) is the more profitable company, earning 25.6% net margin versus -9.4% for SRx Health Solutions Inc. — meaning it keeps 25.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NVS leads at 31.2% versus -4.9% for SRXH. At the gross margin level — before operating expenses — NVS leads at 75.0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is OGN or NVS or SRXH more undervalued right now?
On forward earnings alone, Organon & Co. (OGN) trades at 2.1x forward P/E versus 19.0x for Novartis AG — 16.9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OGN: -10.8% to $6.50.
07Which pays a better dividend — OGN or NVS or SRXH?
In this comparison, NVS (2.4% yield) pays a dividend. OGN, SRXH do not pay a meaningful dividend and should not be held primarily for income.
08Is OGN or NVS or SRXH better for a retirement portfolio?
For long-horizon retirement investors, SRx Health Solutions Inc. (SRXH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -1.27)). Both have compounded well over 10 years (SRXH: -94.0%, OGN: -65.2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between OGN and NVS and SRXH?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: OGN is a small-cap deep-value stock; NVS is a large-cap quality compounder stock; SRXH is a small-cap quality compounder stock. NVS pays a dividend while OGN, SRXH do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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