LNTH vs BWXT

For growth investors, BWX Technologies, Inc.

(BWXT) is the stronger pick with 18. 3% revenue growth year-over-year, versus 0. 5% for Lantheus Holdings, Inc. (LNTH). Lantheus Holdings, Inc. (LNTH) offers the better valuation at 25. 3x trailing P/E (16. 6x forward), making it the more compelling value choice. Analysts rate Lantheus Holdings, Inc. (LNTH) a "Buy" — based on 17 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Lantheus Holdings, Inc.

(LNTH) is the cheapest at 25. 3x versus BWX Technologies, Inc. at 59. 9x. On forward P/E, Lantheus Holdings, Inc. is actually cheaper at 16. 6x.

Over the past 5 years, Lantheus Holdings, Inc.

(LNTH) delivered a total return of +290. 0%, compared to +236. 3% for BWX Technologies, Inc. (BWXT). Over 10 years, the gap is even starker: LNTH returned +40. 0% versus BWXT's +574. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Lantheus Holdings, Inc.

(LNTH) is the lower-risk stock at 0. 47β versus BWX Technologies, Inc. 's 1. 60β — meaning BWXT is approximately 241% more volatile than LNTH relative to the S&P 500. On balance sheet safety, Lantheus Holdings, Inc. (LNTH) carries a lower debt/equity ratio of 0% versus 163% for BWX Technologies, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), BWX Technologies, Inc.

(BWXT) is pulling ahead at 18. 3% versus 0. 5% for Lantheus Holdings, Inc. (LNTH). On earnings-per-share growth, the picture is similar: BWX Technologies, Inc. grew EPS 16. 9% year-over-year, compared to -21. 8% for Lantheus Holdings, Inc.. Over a 3-year CAGR, LNTH leads at 18. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Lantheus Holdings, Inc.

(LNTH) is the more profitable company, earning 15. 2% net margin versus 10. 3% for BWX Technologies, Inc. — meaning it keeps 15. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LNTH leads at 20. 2% versus 10. 1% for BWXT. At the gross margin level — before operating expenses — LNTH leads at 61. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Lantheus Holdings, Inc.

(LNTH) trades at 16. 6x forward P/E versus 46. 7x for BWX Technologies, Inc. — 30. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LNTH: 17. 2% to $101. 00.

In this comparison, BWXT (0.

5% yield) pays a dividend. LNTH does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Lantheus Holdings, Inc.

(LNTH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 47)). BWX Technologies, Inc. (BWXT) carries a higher beta of 1. 60 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (LNTH: +40. 0%, BWXT: +574. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (LNTH (Healthcare) and BWXT (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: LNTH is a small-cap quality compounder stock; BWXT is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.