Lantheus Holdings Inc (LNTH)vsUnited Therapeutics Corporation (UTHR)
LNTH
Lantheus Holdings Inc
$100.98
-1.79%
HEALTHCARE · Cap: $6.80B
UTHR
United Therapeutics Corporation
$549.87
+0.40%
HEALTHCARE · Cap: $23.17B
Smart Verdict
WallStSmart Research — data-driven comparison
United Therapeutics Corporation generates 105% more annual revenue ($3.17B vs $1.55B). UTHR leads profitability with a 40.6% profit margin vs 18.0%. LNTH appears more attractively valued with a PEG of 0.61. LNTH earns a higher WallStSmart Score of 67/100 (B-).
LNTH
Strong Buy67
out of 100
Grade: B-
UTHR
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
Margin of Safety
+2.5%
Fair Value
$487.82
Current Price
$549.87
$62.05 discount
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%
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 22 in profit
Areas to Watch
1.2% revenue growth
Weak financial health signals
Expensive relative to growth rate
Revenue declined 1.6%
Earnings declined 12.2%
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 : 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 : LNTH
The primary concerns for LNTH are Revenue Growth, Piotroski F-Score.
Bear Case : UTHR
The primary concerns for UTHR are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
LNTH profiles as a value stock while UTHR is a declining play — different risk/reward profiles.
UTHR carries more volatility with a beta of 0.57 — expect wider price swings.
LNTH is growing revenue faster at 1.2% — sustainability is the question.
UTHR generates stronger free cash flow (363M), providing more financial flexibility.
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.
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.
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