Haleon plc (HLN)vsDr. Reddy’s Laboratories Ltd ADR (RDY)
HLN
Haleon plc
$9.74
+0.41%
HEALTHCARE · Cap: $44.83B
RDY
Dr. Reddy’s Laboratories Ltd ADR
$13.87
+3.12%
HEALTHCARE · Cap: $11.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Dr. Reddy’s Laboratories Ltd ADR generates 3035% more annual revenue ($345.83B vs $11.03B). RDY leads profitability with a 16.4% profit margin vs 15.1%. HLN appears more attractively valued with a PEG of 2.35. HLN earns a higher WallStSmart Score of 58/100 (C).
HLN
Buy58
out of 100
Grade: C
RDY
Buy53
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
-190.0%
Fair Value
$4.90
Current Price
$13.87
$8.97 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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 3.6B in free cash flow
Areas to Watch
Expensive relative to growth rate
0.6% revenue growth
4.4% revenue growth
Weak financial health signals
Expensive relative to growth rate
Earnings declined 14.3%
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 : RDY
The strongest argument for RDY centers on Altman Z-Score, Debt/Equity, Price/Book. Profitability is solid with margins at 16.4% and operating margin at 16.4%.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio, Revenue Growth.
Bear Case : RDY
The primary concerns for RDY are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
RDY carries more volatility with a beta of 0.31 — expect wider price swings.
RDY is growing revenue faster at 4.4% — sustainability is the question.
RDY generates stronger free cash flow (3.6B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - SPECIALTY & GENERIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HLN scores higher overall (58/100 vs 53/100), 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 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 →Dr. Reddy’s Laboratories Ltd ADR
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Dr. Reddy's Laboratories Limited is a globally integrated pharmaceutical company. The company is headquartered in Hyderabad, India.
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