Haleon plc (HLN)vsUnited Therapeutics Corporation (UTHR)
HLN
Haleon plc
$10.23
-0.78%
HEALTHCARE · Cap: $45.90B
UTHR
United Therapeutics Corporation
$524.28
-0.52%
HEALTHCARE · Cap: $23.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 247% more annual revenue ($11.03B vs $3.18B). UTHR leads profitability with a 41.9% profit margin vs 15.1%. UTHR appears more attractively valued with a PEG of 2.07. UTHR earns a higher WallStSmart Score of 67/100 (B-).
HLN
Buy58
out of 100
Grade: C
UTHR
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.3%
Fair Value
$22.93
Current Price
$10.23
$12.70 discount
Margin of Safety
+63.2%
Fair Value
$1294.44
Current Price
$524.28
$770.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 60.0% year-over-year
Earnings expanding 92.0% YoY
Strong operational efficiency at 23.2%
Generating 1.3B in free cash flow
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 45.0%
Safe zone — low bankruptcy risk
Earnings expanding 24.5% YoY
Areas to Watch
Expensive relative to growth rate
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : HLN
The strongest argument for HLN centers on Revenue Growth, EPS Growth, Operating Margin. Profitability is solid with margins at 15.1% and operating margin at 23.2%. Revenue growth of 60.0% demonstrates continued momentum.
Bull Case : UTHR
The strongest argument for UTHR centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 41.9% and operating margin at 45.0%.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio.
Bear Case : UTHR
The primary concerns for UTHR are PEG Ratio.
Key Dynamics to Monitor
HLN profiles as a growth stock while UTHR is a mature play — different risk/reward profiles.
UTHR carries more volatility with a beta of 0.86 — expect wider price swings.
HLN is growing revenue faster at 60.0% — sustainability is the question.
HLN generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
UTHR scores higher overall (67/100 vs 58/100), backed by strong 41.9% margins. HLN offers better value entry with a 51.3% margin of safety. 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 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 →United Therapeutics Corporation
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
United Therapeutics Corporation, a biotechnology company, is dedicated to the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseases in the United States and internationally. The company is headquartered in Silver Spring, Maryland.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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