WallStSmart

Haleon plc (HLN)vsLantheus Holdings Inc (LNTH)

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Smart Verdict

WallStSmart Research — data-driven comparison

Haleon plc generates 613% more annual revenue ($11.03B vs $1.55B). LNTH leads profitability with a 18.0% profit margin vs 15.1%. LNTH appears more attractively valued with a PEG of 0.61. LNTH earns a higher WallStSmart Score of 67/100 (B-).

HLN

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 7.5Value: 5.0Quality: 6.0
Piotroski: 6/9Altman Z: 2.37

LNTH

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 6.0Quality: 7.5
Piotroski: 2/9Altman Z: 2.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for HLN.

LNTHFair Value (-2.1%)

Margin of Safety

-2.1%

Fair Value

$65.91

Current Price

$100.98

$35.07 premium

UndervaluedFair: $65.91Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLN4 strengths · Avg: 8.5/10
EPS GrowthGrowth
92.0%10/10

Earnings expanding 92.0% YoY

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.2%8/10

Strong operational efficiency at 23.2%

Free Cash FlowQuality
$1.26B8/10

Generating 1.3B in free cash flow

LNTH5 strengths · Avg: 9.0/10
EPS GrowthGrowth
76.5%10/10

Earnings expanding 76.5% YoY

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Return on EquityProfitability
23.0%9/10

Every $100 of equity generates 23 in profit

PEG RatioValuation
0.618/10

Growing faster than its price suggests

Operating MarginProfitability
21.6%8/10

Strong operational efficiency at 21.6%

Areas to Watch

HLN2 concerns · Avg: 4.0/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.6%4/10

0.6% revenue growth

LNTH2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : LNTH

The strongest argument for LNTH centers on EPS Growth, Debt/Equity, Return on Equity. Profitability is solid with margins at 18.0% and operating margin at 21.6%. PEG of 0.61 suggests the stock is reasonably priced for its growth.

Bear Case : HLN

The primary concerns for HLN are PEG Ratio, Revenue Growth.

Bear Case : LNTH

The primary concerns for LNTH are Revenue Growth, Piotroski F-Score.

Key Dynamics to Monitor

HLN carries more volatility with a beta of 0.25 — expect wider price swings.

LNTH is growing revenue faster at 1.2% — 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

LNTH scores higher overall (67/100 vs 63/100), backed by strong 18.0% margins. 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.

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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.

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