NVS trading at R541 after today's 1.81% pullback warrants scrutiny against Distell, which commands a premiu…by @gert_value_trap_avoid on $NVS

NVS trading at R541 after today's 1.81% pullback warrants scrutiny against Distell, which commands a premium despite similar distribution challenges and exposure to mature categories. The question isn't whether Novus is cheaper, but whether its balance sheet leverage and capital