WallStSmart

Haleon plc (HLN)vsLantheus Holdings Inc (LNTH)

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Smart Verdict

WallStSmart Research — data-driven comparison

Haleon plc generates 617% more annual revenue ($11.15B vs $1.56B). LNTH leads profitability with a 17.7% profit margin vs 14.5%. LNTH appears more attractively valued with a PEG of 0.61. LNTH earns a higher WallStSmart Score of 57/100 (C).

HLN

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 7.0Value: 5.0Quality: 5.5
Piotroski: 6/9Altman Z: 1.89

LNTH

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 8.5Value: 6.0Quality: 7.5
Piotroski: 2/9Altman Z: 2.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for HLN.

LNTHFair Value (-1.3%)

Margin of Safety

-1.3%

Fair Value

$66.41

Current Price

$100.25

$33.84 premium

UndervaluedFair: $66.41Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLN2 strengths · Avg: 8.0/10
Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.9%8/10

Strong operational efficiency at 23.9%

LNTH3 strengths · Avg: 8.3/10
Return on EquityProfitability
23.0%9/10

Every $100 of equity generates 23 in profit

PEG RatioValuation
0.618/10

Growing faster than its price suggests

Operating MarginProfitability
25.8%8/10

Strong operational efficiency at 25.8%

Areas to Watch

HLN4 concerns · Avg: 3.5/10
PEG RatioValuation
2.484/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.2%4/10

2.2% revenue growth

Altman Z-ScoreHealth
1.894/10

Grey zone — moderate risk

EPS GrowthGrowth
-4.5%2/10

Earnings declined 4.5%

LNTH3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-0.9%2/10

Earnings declined 0.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : HLN

The strongest argument for HLN centers on Price/Book, Operating Margin.

Bull Case : LNTH

The strongest argument for LNTH centers on Return on Equity, PEG Ratio, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 25.8%. PEG of 0.61 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 : LNTH

The primary concerns for LNTH are Revenue Growth, Piotroski F-Score, EPS Growth.

Key Dynamics to Monitor

HLN carries more volatility with a beta of 0.24 — expect wider price swings.

LNTH is growing revenue faster at 2.7% — sustainability is the question.

HLN generates stronger free cash flow (792M), providing more financial flexibility.

Monitor DRUG MANUFACTURERS - SPECIALTY & GENERIC industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LNTH scores higher overall (57/100 vs 51/100), backed by strong 17.7% 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, 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.

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Lantheus Holdings Inc

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Lantheus Holdings, Inc. develops, manufactures and markets diagnostic and therapeutic agents and products that assist physicians in the diagnosis and treatment of heart, cancer and other diseases worldwide. The company is headquartered in North Billerica, Massachusetts.

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