WallStSmart

Haleon plc (HLN)vsAlpha Teknova Inc (TKNO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Haleon plc generates 27121% more annual revenue ($11.03B vs $40.52M). HLN leads profitability with a 15.1% profit margin vs -42.6%. HLN earns a higher WallStSmart Score of 58/100 (C).

HLN

Buy

58

out of 100

Grade: C

Growth: 5.3Profit: 7.0Value: 10.0Quality: 6.5
Piotroski: 5/9Altman Z: 2.19

TKNO

Avoid

31

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 5.0Quality: 7.0
Piotroski: 5/9Altman Z: 0.16
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLNUndervalued (+51.3%)

Margin of Safety

+51.3%

Fair Value

$22.93

Current Price

$9.74

$13.19 discount

UndervaluedFair: $22.93Overvalued

Intrinsic value data unavailable for TKNO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLN3 strengths · Avg: 8.7/10
EPS GrowthGrowth
92.0%10/10

Earnings expanding 92.0% YoY

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

TKNO2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

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

TKNO4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$159.69M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-22.8%2/10

ROE of -22.8% — below average capital efficiency

Free Cash FlowQuality
$-710,0002/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : TKNO

The strongest argument for TKNO centers on Debt/Equity, Price/Book.

Bear Case : HLN

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

Bear Case : TKNO

The primary concerns for TKNO are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

HLN profiles as a value stock while TKNO is a turnaround play — different risk/reward profiles.

TKNO carries more volatility with a beta of 0.40 — expect wider price swings.

TKNO is growing revenue faster at 7.8% — sustainability is the question.

HLN generates stronger free cash flow (1.3B), providing more financial flexibility.

Bottom Line

HLN scores higher overall (58/100 vs 31/100), backed by strong 15.1% margins. Both earn "Buy" and "Avoid" 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.

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Alpha Teknova Inc

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Alpha Teknova Inc (TKNO) is a leading provider of synthetic biology solutions, specializing in high-quality biological reagents and supplements essential for life sciences research and biomanufacturing. The company addresses critical needs across key sectors, such as vaccine development, cell and gene therapy, and diagnostic testing, while maintaining a steadfast commitment to quality and customer service excellence. With a robust foundation in biotechnology and a focus on innovation, Alpha Teknova is well-positioned to capitalize on the expanding opportunities within the life sciences market, fostering growth and delivering value to its investors.

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