Haleon plc (HLN)vsLantheus Holdings Inc (LNTH)
HLN
Haleon plc
$9.74
+0.41%
HEALTHCARE · Cap: $44.83B
LNTH
Lantheus Holdings Inc
$75.63
+1.87%
HEALTHCARE · Cap: $4.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 615% more annual revenue ($11.03B vs $1.54B). LNTH leads profitability with a 15.1% profit margin vs 15.1%. LNTH appears more attractively valued with a PEG of 0.61. LNTH earns a higher WallStSmart Score of 60/100 (C+).
HLN
Buy58
out of 100
Grade: C
LNTH
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.3%
Fair Value
$22.93
Current Price
$9.74
$13.19 discount
Margin of Safety
-190.1%
Fair Value
$23.19
Current Price
$75.63
$52.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 92.0% YoY
Strong operational efficiency at 23.2%
Generating 1.3B in free cash flow
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
0.6% revenue growth
4.0% revenue growth
Weak financial health signals
Earnings declined 77.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : HLN
The strongest argument for HLN centers on EPS Growth, Operating Margin, Free Cash Flow. Profitability is solid with margins at 15.1% and operating margin at 23.2%.
Bull Case : LNTH
The strongest argument for LNTH centers on Altman Z-Score, Return on Equity, PEG Ratio. Profitability is solid with margins at 15.1% and operating margin at 19.1%. 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.
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 0.25 — expect wider price swings.
LNTH is growing revenue faster at 4.0% — 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
LNTH scores higher overall (60/100 vs 58/100), backed by strong 15.1% margins. HLN offers better value entry with a 51.3% margin of safety. 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 focused on delivering innovative health solutions across critical segments including oral care, pain relief, respiratory health, and dietary supplements. Formed from the spin-off of GlaxoSmithKline, Haleon boasts a strong portfolio of well-established brands, such as Sensodyne, Panadol, and Voltaren, solidifying its presence in the lucrative consumer health market. With a commitment to sustainability and consumer-driven innovation, the company is well-positioned to enhance health outcomes on a global scale while driving growth and delivering shareholder value through strategic investments and product advancements.
Visit Website →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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