BLCO vs LNTH vs IART vs RMD

For growth investors, ResMed Inc.

(RMD) is the stronger pick with 9. 8% revenue growth year-over-year, versus 0. 5% for Lantheus Holdings, Inc. (LNTH). ResMed Inc. (RMD) offers the better valuation at 22. 0x trailing P/E (19. 0x 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, ResMed Inc.

(RMD) is the cheapest at 22. 0x versus Lantheus Holdings, Inc. at 25. 3x. On forward P/E, Integra LifeSciences Holdings Corporation is actually cheaper at 6. 0x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Lantheus Holdings, Inc.

(LNTH) delivered a total return of +290. 0%, compared to -81. 0% for Integra LifeSciences Holdings Corporation (IART). Over 10 years, the gap is even starker: LNTH returned +40. 0% versus IART's -61. 1%. 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 Integra LifeSciences Holdings Corporation's 2. 34β — meaning IART is approximately 398% 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 195% for Integra LifeSciences Holdings Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), ResMed Inc.

(RMD) is pulling ahead at 9. 8% versus 0. 5% for Lantheus Holdings, Inc. (LNTH). On earnings-per-share growth, the picture is similar: ResMed Inc. grew EPS 37. 4% year-over-year, compared to -73. 6% for Integra LifeSciences Holdings Corporation. 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.

ResMed Inc.

(RMD) is the more profitable company, earning 27. 2% net margin versus -31. 6% for Integra LifeSciences Holdings Corporation — meaning it keeps 27. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RMD leads at 32. 7% versus 3. 7% for BLCO. 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, Integra LifeSciences Holdings Corporation (IART) trades at 6.

0x forward P/E versus 20. 2x for Bausch + Lomb Corporation — 14. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for RMD: 34. 2% to $281. 29.

In this comparison, RMD (1.

0% yield) pays a dividend. BLCO, LNTH, IART do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, ResMed Inc.

(RMD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 66), 1. 0% yield, +301. 1% 10Y return). Integra LifeSciences Holdings Corporation (IART) carries a higher beta of 2. 34 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (RMD: +301. 1%, IART: -61. 1%), 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.

Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

RMD pays a dividend while BLCO, LNTH, IART do not, making them suitable for different income and tax situations. 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.