Lantheus Holdings Inc (LNTH)vsUnited Therapeutics Corporation (UTHR)
LNTH
Lantheus Holdings Inc
$100.25
-0.14%
HEALTHCARE · Cap: $6.56B
UTHR
United Therapeutics Corporation
$497.11
-1.34%
HEALTHCARE · Cap: $21.36B
Smart Verdict
WallStSmart Research — data-driven comparison
United Therapeutics Corporation generates 103% more annual revenue ($3.15B vs $1.56B). UTHR leads profitability with a 41.6% profit margin vs 17.7%. LNTH appears more attractively valued with a PEG of 0.61. UTHR earns a higher WallStSmart Score of 61/100 (C+).
LNTH
Buy57
out of 100
Grade: C
UTHR
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1.3%
Fair Value
$66.41
Current Price
$100.25
$33.84 premium
Margin of Safety
+0.8%
Fair Value
$479.95
Current Price
$497.11
$17.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 25.8%
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 42.2%
Safe zone — low bankruptcy risk
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Areas to Watch
2.7% revenue growth
Weak financial health signals
Earnings declined 0.9%
Expensive relative to growth rate
Revenue declined 1.9%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : UTHR
The strongest argument for UTHR centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 41.6% and operating margin at 42.2%.
Bear Case : LNTH
The primary concerns for LNTH are Revenue Growth, Piotroski F-Score, EPS Growth.
Bear Case : UTHR
The primary concerns for UTHR are PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
LNTH profiles as a value stock while UTHR is a declining play — different risk/reward profiles.
UTHR carries more volatility with a beta of 0.56 — expect wider price swings.
LNTH is growing revenue faster at 2.7% — sustainability is the question.
LNTH generates stronger free cash flow (212M), providing more financial flexibility.
Bottom Line
UTHR scores higher overall (61/100 vs 57/100), backed by strong 41.6% 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.
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.
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.
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