Haleon plc (HLN)vsIronwood Pharmaceuticals Inc (IRWD)
HLN
Haleon plc
$9.12
+1.79%
HEALTHCARE · Cap: $40.34B
IRWD
Ironwood Pharmaceuticals Inc
$3.31
-2.65%
HEALTHCARE · Cap: $544.87M
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 2951% more annual revenue ($11.03B vs $361.51M). IRWD leads profitability with a 28.3% profit margin vs 15.1%. IRWD trades at a lower P/E of 5.3x. IRWD earns a higher WallStSmart Score of 69/100 (B-).
HLN
Buy63
out of 100
Grade: C+
IRWD
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HLN.
Margin of Safety
+86.3%
Fair Value
$32.43
Current Price
$3.31
$29.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 92.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 23.2%
Generating 1.3B in free cash flow
Attractively priced relative to earnings
Strong operational efficiency at 68.1%
Revenue surging 158.9% year-over-year
Earnings expanding 1047.0% YoY
Conservative balance sheet, low leverage
Keeps 28 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
0.6% revenue growth
Smaller company, higher risk/reward
ROE of -575.0% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HLN
The strongest argument for HLN centers on EPS Growth, Price/Book, Operating Margin. Profitability is solid with margins at 15.1% and operating margin at 23.2%.
Bull Case : IRWD
The strongest argument for IRWD centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 28.3% and operating margin at 68.1%. Revenue growth of 158.9% demonstrates continued momentum.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio, Revenue Growth.
Bear Case : IRWD
The primary concerns for IRWD are Market Cap, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
HLN profiles as a value stock while IRWD is a growth play — different risk/reward profiles.
HLN carries more volatility with a beta of 0.25 — expect wider price swings.
IRWD is growing revenue faster at 158.9% — sustainability is the question.
HLN generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
IRWD scores higher overall (69/100 vs 63/100), backed by strong 28.3% margins and 158.9% revenue growth. 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, formed as a spin-off from GlaxoSmithKline, that specializes in delivering innovative health solutions through its extensive portfolio of trusted brands, including Sensodyne, Panadol, and Voltaren. With a focus on key health segments such as oral care, pain relief, and dietary supplements, Haleon leverages strong brand recognition to meet the evolving needs of consumers. The company's commitment to sustainability and continuous innovation positions it strategically for long-term growth, aimed at enhancing health outcomes and delivering shareholder value through targeted investments and ongoing product development.
Visit Website →Ironwood Pharmaceuticals Inc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Ironwood Pharmaceuticals, Inc., a healthcare company, focuses on the development and commercialization of gastrointestinal (GI) products. The company is headquartered in Boston, Massachusetts.
Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
Want to dig deeper into these stocks?