Haleon plc (HLN)vsKamada (KMDA)
HLN
Haleon plc
$9.74
+0.41%
HEALTHCARE · Cap: $44.83B
KMDA
Kamada
$8.20
0.00%
HEALTHCARE · Cap: $491.44M
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 6012% more annual revenue ($11.03B vs $180.46M). HLN leads profitability with a 15.1% profit margin vs 11.2%. KMDA appears more attractively valued with a PEG of 0.63. HLN earns a higher WallStSmart Score of 58/100 (C).
HLN
Buy58
out of 100
Grade: C
KMDA
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
-251.3%
Fair Value
$2.38
Current Price
$8.20
$5.82 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
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
0.6% revenue growth
Smaller company, higher risk/reward
ROE of 7.6% — below average capital efficiency
Earnings declined 14.1%
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 : KMDA
The strongest argument for KMDA centers on Debt/Equity, PEG Ratio, Price/Book. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio, Revenue Growth.
Bear Case : KMDA
The primary concerns for KMDA are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
KMDA carries more volatility with a beta of 0.30 — expect wider price swings.
KMDA is growing revenue faster at 14.5% — sustainability is the question.
HLN generates stronger free cash flow (1.3B), 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 →Kamada
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Kamada Ltd. develops, produces and markets plasma-derived protein therapies for orphan indications. The company is headquartered in Rehovot, Israel.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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