Lantheus Holdings Inc (LNTH)vsTakeda Pharmaceutical Co Ltd ADR (TAK)
LNTH
Lantheus Holdings Inc
$100.98
-1.79%
HEALTHCARE · Cap: $6.80B
TAK
Takeda Pharmaceutical Co Ltd ADR
$15.60
+0.97%
HEALTHCARE · Cap: $49.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Takeda Pharmaceutical Co Ltd ADR generates 291310% more annual revenue ($4.51T vs $1.55B). LNTH leads profitability with a 18.0% profit margin vs 4.3%. TAK appears more attractively valued with a PEG of 0.40. LNTH earns a higher WallStSmart Score of 67/100 (B-).
LNTH
Strong Buy67
out of 100
Grade: B-
TAK
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.1%
Fair Value
$65.91
Current Price
$100.98
$35.07 premium
Intrinsic value data unavailable for TAK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 76.5% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 21.6%
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 330.2% YoY
Areas to Watch
1.2% revenue growth
Weak financial health signals
3.9% revenue growth
ROE of 2.5% — below average capital efficiency
4.3% margin — thin
Operating margin of 3.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : LNTH
The strongest argument for LNTH centers on EPS Growth, Debt/Equity, Return on Equity. Profitability is solid with margins at 18.0% and operating margin at 21.6%. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bull Case : TAK
The strongest argument for TAK centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.40 suggests the stock is reasonably priced for its growth.
Bear Case : LNTH
The primary concerns for LNTH are Revenue Growth, Piotroski F-Score.
Bear Case : TAK
The primary concerns for TAK are Revenue Growth, Return on Equity, Profit Margin. A P/E of 42.5x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
TAK carries more volatility with a beta of 0.09 — expect wider price swings.
TAK is growing revenue faster at 3.9% — sustainability is the question.
LNTH generates stronger free cash flow (122M), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - SPECIALTY & GENERIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LNTH scores higher overall (67/100 vs 57/100), backed by strong 18.0% margins. 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.
Lantheus Holdings Inc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Lantheus Holdings, Inc. develops, manufactures and markets diagnostic and therapeutic agents and products that assist physicians in the diagnosis and treatment of heart, cancer and other diseases worldwide. The company is headquartered in North Billerica, Massachusetts.
Takeda Pharmaceutical Co Ltd ADR
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Takeda Pharmaceutical Company Limited is engaged in the research, development, manufacture and marketing of pharmaceuticals, over-the-counter drugs and quasi-drug consumer products, and other health care products. The company is headquartered in Tokyo, Japan.
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