WallStSmart

Haleon plc (HLN)vsUnited Therapeutics Corporation (UTHR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Haleon plc generates 254% more annual revenue ($11.15B vs $3.15B). UTHR leads profitability with a 41.6% profit margin vs 14.5%. HLN appears more attractively valued with a PEG of 2.11. UTHR earns a higher WallStSmart Score of 61/100 (C+).

HLN

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 7.0Value: 5.0Quality: 5.5
Piotroski: 6/9Altman Z: 1.89

UTHR

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 9.0Value: 6.0Quality: 7.8
Piotroski: 5/9Altman Z: 8.56
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for HLN.

UTHRUndervalued (+0.8%)

Margin of Safety

+0.8%

Fair Value

$479.67

Current Price

$493.10

$13.43 discount

UndervaluedFair: $479.67Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLN2 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.9%8/10

Strong operational efficiency at 23.9%

UTHR5 strengths · Avg: 9.4/10
Profit MarginProfitability
41.6%10/10

Keeps 42 of every $100 in revenue as profit

Operating MarginProfitability
42.2%10/10

Strong operational efficiency at 42.2%

Altman Z-ScoreHealth
8.5610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
20.5%9/10

Every $100 of equity generates 20 in profit

P/E RatioValuation
17.7x8/10

Attractively priced relative to earnings

Areas to Watch

HLN4 concerns · Avg: 3.5/10
PEG RatioValuation
2.114/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.2%4/10

2.2% revenue growth

Altman Z-ScoreHealth
1.894/10

Grey zone — moderate risk

EPS GrowthGrowth
-4.5%2/10

Earnings declined 4.5%

UTHR2 concerns · Avg: 3.0/10
PEG RatioValuation
2.224/10

Expensive relative to growth rate

Revenue GrowthGrowth
-1.9%2/10

Revenue declined 1.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : HLN

The strongest argument for HLN centers on Price/Book, Operating Margin.

Bull Case : UTHR

The strongest argument for UTHR centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 41.6% and operating margin at 42.2%.

Bear Case : HLN

The primary concerns for HLN are PEG Ratio, Revenue Growth, Altman Z-Score.

Bear Case : UTHR

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

Key Dynamics to Monitor

HLN profiles as a value stock while UTHR is a declining play — different risk/reward profiles.

UTHR carries more volatility with a beta of 0.56 — expect wider price swings.

HLN is growing revenue faster at 2.2% — sustainability is the question.

HLN generates stronger free cash flow (792M), providing more financial flexibility.

Bottom Line

UTHR scores higher overall (61/100 vs 51/100), backed by strong 41.6% 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, emerging as a spin-off from GlaxoSmithKline, dedicated to providing innovative health solutions through a robust portfolio of trusted brands, including Sensodyne, Panadol, and Voltaren. Focused on key segments such as oral care, pain relief, and dietary supplements, Haleon addresses evolving consumer needs while leveraging strong brand equity for sustained market presence. The company's commitment to sustainability and ongoing innovation, alongside strategic investments in product development, positions Haleon favorably for long-term growth and enhanced health outcomes, ultimately maximizing value for shareholders.

Visit Website →

United Therapeutics Corporation

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

United Therapeutics Corporation, a biotechnology company, is dedicated to the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseases in the United States and internationally. The company is headquartered in Silver Spring, Maryland.

Visit Website →

Want to dig deeper into these stocks?