Haleon plc (HLN)vsUnited Therapeutics Corporation (UTHR)
HLN
Haleon plc
$9.11
-2.04%
HEALTHCARE · Cap: $40.43B
UTHR
United Therapeutics Corporation
$564.94
-0.74%
HEALTHCARE · Cap: $24.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Haleon plc generates 248% more annual revenue ($11.03B vs $3.17B). UTHR leads profitability with a 40.6% profit margin vs 15.1%. UTHR appears more attractively valued with a PEG of 2.38. HLN earns a higher WallStSmart Score of 63/100 (C+).
HLN
Buy63
out of 100
Grade: C+
UTHR
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-22.4%
Fair Value
$9.12
Current Price
$9.11
$0.01 premium
Margin of Safety
+11.2%
Fair Value
$535.96
Current Price
$564.94
$28.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 92.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 23.2%
Generating 1.3B in free cash flow
Keeps 41 of every $100 in revenue as profit
Strong operational efficiency at 41.7%
Safe zone — low bankruptcy risk
Every $100 of equity generates 20 in profit
Areas to Watch
Expensive relative to growth rate
0.6% revenue growth
Expensive relative to growth rate
Revenue declined 1.6%
Earnings declined 12.2%
Comparative Analysis Report
WallStSmart ResearchBull 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 : UTHR
The strongest argument for UTHR centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 40.6% and operating margin at 41.7%.
Bear Case : HLN
The primary concerns for HLN are PEG Ratio, Revenue Growth.
Bear Case : UTHR
The primary concerns for UTHR are PEG Ratio, Revenue Growth, EPS 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 0.59 — expect wider price swings.
HLN is growing revenue faster at 0.6% — sustainability is the question.
HLN generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
HLN scores higher overall (63/100 vs 57/100), backed by strong 15.1% 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 prominent global player in the consumer health sector, dedicated to providing innovative health solutions through its diverse portfolio, which includes renowned brands like Sensodyne, Panadol, and Voltaren. Established as a spin-off from GlaxoSmithKline, the company leverages its strong brand equity to cater to critical health segments such as oral care, pain relief, and dietary supplements. Committed to sustainability and consumer-centric innovation, Haleon is strategically positioned to enhance health outcomes worldwide while pursuing growth and generating value for its shareholders through targeted investments and continuous product development.
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 →Compare with Other DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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