Haleon plc (HLN)vsNeurocrine Biosciences Inc (NBIX)
HLN
Haleon plc
$10.23
-0.78%
HEALTHCARE · Cap: $45.90B
NBIX
Neurocrine Biosciences Inc
$127.68
-1.56%
HEALTHCARE · Cap: $13.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 286% more annual revenue ($11.03B vs $2.86B). NBIX leads profitability with a 16.7% profit margin vs 15.1%. NBIX appears more attractively valued with a PEG of 0.27. NBIX earns a higher WallStSmart Score of 75/100 (B+).
HLN
Buy58
out of 100
Grade: C
NBIX
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.3%
Fair Value
$22.93
Current Price
$10.23
$12.70 discount
Margin of Safety
+37.1%
Fair Value
$218.56
Current Price
$127.68
$90.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 60.0% year-over-year
Earnings expanding 92.0% YoY
Strong operational efficiency at 23.2%
Generating 1.3B in free cash flow
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Strong operational efficiency at 28.2%
Revenue surging 28.3% year-over-year
Earnings expanding 47.7% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HLN
The strongest argument for HLN centers on Revenue Growth, EPS Growth, Operating Margin. Profitability is solid with margins at 15.1% and operating margin at 23.2%. Revenue growth of 60.0% demonstrates continued momentum.
Bull Case : NBIX
The strongest argument for NBIX centers on PEG Ratio, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 16.7% and operating margin at 28.2%. Revenue growth of 28.3% demonstrates continued momentum.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio.
Bear Case : NBIX
The primary concerns for NBIX are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
NBIX carries more volatility with a beta of 0.36 — expect wider price swings.
HLN is growing revenue faster at 60.0% — 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
NBIX scores higher overall (75/100 vs 58/100), backed by strong 16.7% margins and 28.3% revenue growth. HLN offers better value entry with a 51.3% margin of safety. 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 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 →Neurocrine Biosciences Inc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Neurocrine Biosciences, Inc., a biopharmaceutical company, discovers, develops, and markets pharmaceutical products for the treatment of neurological, endocrine, and psychiatric diseases and disorders in the United States. The company is headquartered in San Diego, California.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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