Haleon plc (HLN)vsKamada (KMDA)
HLN
Haleon plc
$9.12
+1.79%
HEALTHCARE · Cap: $40.34B
KMDA
Kamada
$7.39
-1.60%
HEALTHCARE · Cap: $414.54M
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 5971% more annual revenue ($11.03B vs $181.68M). HLN leads profitability with a 15.1% profit margin vs 11.2%. KMDA appears more attractively valued with a PEG of 0.68. HLN earns a higher WallStSmart Score of 63/100 (C+).
HLN
Buy63
out of 100
Grade: C+
KMDA
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HLN.
Margin of Safety
-7.2%
Fair Value
$7.80
Current Price
$7.39
$0.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 92.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 23.2%
Generating 1.3B in free cash flow
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
0.6% revenue growth
2.8% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 7.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : HLN
The strongest argument for HLN centers on EPS Growth, Price/Book, Operating Margin. Profitability is solid with margins at 15.1% and operating margin at 23.2%.
Bull Case : KMDA
The strongest argument for KMDA centers on Debt/Equity, PEG Ratio, Price/Book. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio, Revenue Growth.
Bear Case : KMDA
The primary concerns for KMDA are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
HLN carries more volatility with a beta of 0.25 — expect wider price swings.
KMDA is growing revenue faster at 2.8% — sustainability is the question.
HLN generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - SPECIALTY & GENERIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HLN scores higher overall (63/100 vs 55/100), backed by strong 15.1% margins. Both earn "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, formed as a spin-off from GlaxoSmithKline, that specializes in delivering innovative health solutions through its extensive portfolio of trusted brands, including Sensodyne, Panadol, and Voltaren. With a focus on key health segments such as oral care, pain relief, and dietary supplements, Haleon leverages strong brand recognition to meet the evolving needs of consumers. The company's commitment to sustainability and continuous innovation positions it strategically for long-term growth, aimed at enhancing health outcomes and delivering shareholder value through targeted investments and ongoing product development.
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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