Phibro Animal Health Corporation (PAHC)vsUnited Therapeutics Corporation (UTHR)
PAHC
Phibro Animal Health Corporation
$57.01
+2.76%
HEALTHCARE · Cap: $2.06B
UTHR
United Therapeutics Corporation
$541.60
+1.84%
HEALTHCARE · Cap: $23.74B
Smart Verdict
WallStSmart Research — data-driven comparison
United Therapeutics Corporation generates 117% more annual revenue ($3.18B vs $1.46B). UTHR leads profitability with a 41.9% profit margin vs 6.3%. PAHC appears more attractively valued with a PEG of 1.66. UTHR earns a higher WallStSmart Score of 67/100 (B-).
PAHC
Strong Buy67
out of 100
Grade: B-
UTHR
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.3%
Fair Value
$105.77
Current Price
$57.01
$48.76 discount
Margin of Safety
+62.9%
Fair Value
$1282.02
Current Price
$541.60
$740.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 in profit
Revenue surging 20.9% year-over-year
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 45.0%
Safe zone — low bankruptcy risk
Earnings expanding 24.5% YoY
Areas to Watch
Expensive relative to growth rate
6.3% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : PAHC
The strongest argument for PAHC centers on Return on Equity, Revenue Growth. Revenue growth of 20.9% demonstrates continued momentum.
Bull Case : UTHR
The strongest argument for UTHR centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 41.9% and operating margin at 45.0%.
Bear Case : PAHC
The primary concerns for PAHC are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.82 is elevated, increasing financial risk.
Bear Case : UTHR
The primary concerns for UTHR are PEG Ratio.
Key Dynamics to Monitor
PAHC profiles as a growth stock while UTHR is a mature play — different risk/reward profiles.
UTHR carries more volatility with a beta of 0.86 — expect wider price swings.
PAHC is growing revenue faster at 20.9% — sustainability is the question.
UTHR generates stronger free cash flow (173M), providing more financial flexibility.
Bottom Line
PAHC scores higher overall (67/100 vs 67/100) and 20.9% revenue growth. UTHR offers better value entry with a 62.9% margin of safety. Both earn "Strong Buy" and "Strong 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.
Phibro Animal Health Corporation
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Phibro Animal Health Corporation develops, manufactures and supplies a range of mineral nutrition and animal health products for livestock primarily in the United States. The company is headquartered in Teaneck, New Jersey.
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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