Supernus Pharmaceuticals Inc (SUPN)vsUnited Therapeutics Corporation (UTHR)
SUPN
Supernus Pharmaceuticals Inc
$50.06
+1.38%
HEALTHCARE · Cap: $2.88B
UTHR
United Therapeutics Corporation
$541.60
+1.84%
HEALTHCARE · Cap: $23.74B
Smart Verdict
WallStSmart Research — data-driven comparison
United Therapeutics Corporation generates 343% more annual revenue ($3.18B vs $718.95M). UTHR leads profitability with a 41.9% profit margin vs -5.4%. SUPN appears more attractively valued with a PEG of 1.47. UTHR earns a higher WallStSmart Score of 67/100 (B-).
SUPN
Hold47
out of 100
Grade: D+
UTHR
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SUPN.
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
Reasonable price relative to book value
Revenue surging 21.5% 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
ROE of -3.7% — below average capital efficiency
Currently unprofitable
Operating margin of -28.9%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SUPN
The strongest argument for SUPN centers on Price/Book, Revenue Growth. Revenue growth of 21.5% demonstrates continued momentum. PEG of 1.47 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 41.9% and operating margin at 45.0%.
Bear Case : SUPN
The primary concerns for SUPN are Return on Equity, Profit Margin, Operating Margin.
Bear Case : UTHR
The primary concerns for UTHR are PEG Ratio.
Key Dynamics to Monitor
SUPN 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.
SUPN is growing revenue faster at 21.5% — sustainability is the question.
UTHR generates stronger free cash flow (173M), providing more financial flexibility.
Bottom Line
UTHR scores higher overall (67/100 vs 47/100), backed by strong 41.9% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Supernus Pharmaceuticals Inc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Supernus Pharmaceuticals, Inc., a biopharmaceutical company, focuses on the development and commercialization of products for the treatment of diseases of the central nervous system in the United States. The company is headquartered in Rockville, Maryland.
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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