Haleon plc (HLN)vsPhibro Animal Health Corporation (PAHC)
HLN
Haleon plc
$9.74
+0.41%
HEALTHCARE · Cap: $44.83B
PAHC
Phibro Animal Health Corporation
$57.01
+2.76%
HEALTHCARE · Cap: $2.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 653% more annual revenue ($11.03B vs $1.46B). HLN leads profitability with a 15.1% profit margin vs 6.3%. PAHC appears more attractively valued with a PEG of 1.66. PAHC earns a higher WallStSmart Score of 67/100 (B-).
HLN
Buy58
out of 100
Grade: C
PAHC
Strong Buy67
out of 100
Grade: B-
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
+51.3%
Fair Value
$105.77
Current Price
$57.01
$48.76 discount
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
Every $100 of equity generates 32 in profit
Revenue surging 20.9% year-over-year
Areas to Watch
Expensive relative to growth rate
0.6% revenue growth
Expensive relative to growth rate
6.3% margin — thin
Elevated debt levels
Weak financial health signals
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 : PAHC
The strongest argument for PAHC centers on Return on Equity, Revenue Growth. Revenue growth of 20.9% demonstrates continued momentum.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio, Revenue Growth.
Bear Case : PAHC
The primary concerns for PAHC are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.82 is elevated, increasing financial risk.
Key Dynamics to Monitor
HLN profiles as a value stock while PAHC is a growth play — different risk/reward profiles.
PAHC carries more volatility with a beta of 0.71 — expect wider price swings.
PAHC is growing revenue faster at 20.9% — sustainability is the question.
HLN generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
PAHC scores higher overall (67/100 vs 58/100) and 20.9% 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 →Phibro Animal Health Corporation
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Phibro Animal Health Corporation develops, manufactures and supplies a range of mineral nutrition and animal health products for livestock primarily in the United States. The company is headquartered in Teaneck, New Jersey.
Visit Website →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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