Haleon plc (HLN)vsIronwood Pharmaceuticals Inc (IRWD)
HLN
Haleon plc
$9.19
-0.33%
HEALTHCARE · Cap: $44.28B
IRWD
Ironwood Pharmaceuticals Inc
$4.08
+2.77%
HEALTHCARE · Cap: $728.71M
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 2765% more annual revenue ($11.15B vs $389.32M). IRWD leads profitability with a 33.4% profit margin vs 14.5%. IRWD trades at a lower P/E of 5.4x. IRWD earns a higher WallStSmart Score of 69/100 (B-).
HLN
Buy51
out of 100
Grade: C-
IRWD
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HLN.
Margin of Safety
+86.9%
Fair Value
$33.87
Current Price
$4.08
$29.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 23.9%
Attractively priced relative to earnings
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 70.2%
Revenue surging 32.6% year-over-year
Earnings expanding 125.7% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
2.2% revenue growth
Grey zone — moderate risk
Earnings declined 4.5%
Smaller company, higher risk/reward
ROE of -575.0% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HLN
The strongest argument for HLN centers on Price/Book, Operating Margin.
Bull Case : IRWD
The strongest argument for IRWD centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 33.4% and operating margin at 70.2%. Revenue growth of 32.6% demonstrates continued momentum.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio, Revenue Growth, Altman Z-Score.
Bear Case : IRWD
The primary concerns for IRWD are Market Cap, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
HLN profiles as a value stock while IRWD is a growth play — different risk/reward profiles.
HLN carries more volatility with a beta of 0.24 — expect wider price swings.
IRWD is growing revenue faster at 32.6% — sustainability is the question.
HLN generates stronger free cash flow (792M), providing more financial flexibility.
Bottom Line
IRWD scores higher overall (69/100 vs 51/100), backed by strong 33.4% margins and 32.6% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Haleon plc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Haleon plc (HLN) is a leading global consumer health company, emerging as a spin-off from GlaxoSmithKline, dedicated to providing innovative health solutions through a robust portfolio of trusted brands, including Sensodyne, Panadol, and Voltaren. Focused on key segments such as oral care, pain relief, and dietary supplements, Haleon addresses evolving consumer needs while leveraging strong brand equity for sustained market presence. The company's commitment to sustainability and ongoing innovation, alongside strategic investments in product development, positions Haleon favorably for long-term growth and enhanced health outcomes, ultimately maximizing value for shareholders.
Visit Website →Ironwood Pharmaceuticals Inc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Ironwood Pharmaceuticals, Inc., a healthcare company, focuses on the development and commercialization of gastrointestinal (GI) products. The company is headquartered in Boston, Massachusetts.
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