Haleon plc (HLN)vsKamada (KMDA)
HLN
Haleon plc
$9.19
-0.33%
HEALTHCARE · Cap: $44.28B
KMDA
Kamada
$7.92
-0.88%
HEALTHCARE · Cap: $477.13M
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 5713% more annual revenue ($11.15B vs $191.85M). HLN leads profitability with a 14.5% profit margin vs 11.6%. KMDA appears more attractively valued with a PEG of 0.62. KMDA earns a higher WallStSmart Score of 67/100 (B-).
HLN
Buy51
out of 100
Grade: C-
KMDA
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HLN.
Margin of Safety
+15.3%
Fair Value
$9.87
Current Price
$7.92
$1.95 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 23.9%
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 22.7% year-over-year
Earnings expanding 23.1% YoY
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
Comparative Analysis Report
WallStSmart ResearchBull Case : HLN
The strongest argument for HLN centers on Price/Book, Operating Margin.
Bull Case : KMDA
The strongest argument for KMDA centers on Debt/Equity, PEG Ratio, Price/Book. Revenue growth of 22.7% demonstrates continued momentum. PEG of 0.62 suggests the stock is reasonably priced for its growth.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio, Revenue Growth, Altman Z-Score.
Bear Case : KMDA
The primary concerns for KMDA are Market Cap.
Key Dynamics to Monitor
HLN profiles as a value stock while KMDA is a growth play — different risk/reward profiles.
HLN carries more volatility with a beta of 0.24 — expect wider price swings.
KMDA is growing revenue faster at 22.7% — sustainability is the question.
HLN generates stronger free cash flow (792M), providing more financial flexibility.
Bottom Line
KMDA scores higher overall (67/100 vs 51/100) and 22.7% 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 →Kamada
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Kamada Ltd. develops, produces and markets plasma-derived protein therapies for orphan indications. The company is headquartered in Rehovot, Israel.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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