Elanco Animal Health (ELAN)vsUnited Therapeutics Corporation (UTHR)
ELAN
Elanco Animal Health
$23.17
+1.36%
HEALTHCARE · Cap: $11.98B
UTHR
United Therapeutics Corporation
$497.11
-1.34%
HEALTHCARE · Cap: $21.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Elanco Animal Health generates 59% more annual revenue ($5.02B vs $3.15B). UTHR leads profitability with a 41.6% profit margin vs -4.0%. UTHR appears more attractively valued with a PEG of 2.22. UTHR earns a higher WallStSmart Score of 61/100 (C+).
ELAN
Buy52
out of 100
Grade: C-
UTHR
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.5%
Fair Value
$19.85
Current Price
$23.17
$3.32 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
Earnings expanding 440.5% YoY
Reasonable price relative to book value
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
Expensive relative to growth rate
ROE of -3.0% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Expensive relative to growth rate
Revenue declined 1.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : ELAN
The strongest argument for ELAN centers on EPS Growth, Price/Book. Revenue growth of 10.2% 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 41.6% and operating margin at 42.2%.
Bear Case : ELAN
The primary concerns for ELAN are PEG Ratio, Return on Equity, Altman Z-Score.
Bear Case : UTHR
The primary concerns for UTHR are PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
ELAN profiles as a turnaround stock while UTHR is a declining play — different risk/reward profiles.
ELAN carries more volatility with a beta of 1.68 — expect wider price swings.
ELAN is growing revenue faster at 10.2% — sustainability is the question.
ELAN generates stronger free cash flow (244M), providing more financial flexibility.
Bottom Line
UTHR scores higher overall (61/100 vs 52/100), 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.
Elanco Animal Health
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Elanco Animal Health Incorporated, an animal health company, innovates, develops, manufactures and markets products for pets and farm animals. The company is headquartered in Greenfield, Indiana.
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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