Drug Manufacturers - Specialty & Generic
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HROW vs SGHT vs ATRC vs LNTH vs MDT
Revenue, margins, valuation, and 5-year total return — side by side.
Medical - Devices
Medical - Instruments & Supplies
Drug Manufacturers - Specialty & Generic
Medical - Devices
HROW vs SGHT vs ATRC vs LNTH vs MDT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Drug Manufacturers - Specialty & Generic | Medical - Devices | Medical - Instruments & Supplies | Drug Manufacturers - Specialty & Generic | Medical - Devices |
| Market Cap | $1.45B | $286M | $1.41B | $5.92B | $99.94B |
| Revenue (TTM) | $272M | $80M | $552M | $1.55B | $35.48B |
| Net Income (TTM) | $-5M | $-37M | $-5M | $279M | $4.61B |
| Gross Margin | 75.1% | 86.2% | 75.5% | 60.5% | 61.9% |
| Operating Margin | 11.2% | -44.8% | -0.4% | 18.8% | 17.9% |
| Forward P/E | 82.9x | — | 370.7x | 17.5x | 14.1x |
| Total Debt | $252M | $41M | $88M | $738K | $28.52B |
| Cash & Equiv. | $73M | $92M | $167M | $359M | $2.22B |
HROW vs SGHT vs ATRC vs LNTH vs MDT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 21 | May 26 | Return |
|---|---|---|---|
| Harrow Health, Inc. (HROW) | 100 | 437.8 | +337.8% |
| Sight Sciences, Inc. (SGHT) | 100 | 14.3 | -85.7% |
| AtriCure, Inc. (ATRC) | 100 | 32.9 | -67.1% |
| Lantheus Holdings, … (LNTH) | 100 | 347.7 | +247.7% |
| Medtronic plc (MDT) | 100 | 59.4 | -40.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HROW vs SGHT vs ATRC vs LNTH vs MDT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HROW is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 36.4%, EPS growth 71.4%, 3Y rev CAGR 45.4%
- 36.4% revenue growth vs SGHT's -3.1%
SGHT ranks third and is worth considering specifically for momentum.
- +85.0% vs ATRC's -8.3%
Among these 5 stocks, ATRC doesn't own a clear edge in any measured category.
LNTH is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 41.9% 10Y total return vs HROW's 9.1%
- Lower volatility, beta 0.47, Low D/E 0.1%, current ratio 2.70x
- Beta 0.47, current ratio 2.70x
- 18.0% margin vs SGHT's -46.8%
MDT carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 36 yrs, beta 0.47, yield 3.6%
- Lower P/E (14.1x vs 370.7x)
- Beta 0.47 vs SGHT's 2.49, lower leverage
- 3.6% yield; 36-year raise streak; the other 4 pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 36.4% revenue growth vs SGHT's -3.1% | |
| Value | Lower P/E (14.1x vs 370.7x) | |
| Quality / Margins | 18.0% margin vs SGHT's -46.8% | |
| Stability / Safety | Beta 0.47 vs SGHT's 2.49, lower leverage | |
| Dividends | 3.6% yield; 36-year raise streak; the other 4 pay no meaningful dividend | |
| Momentum (1Y) | +85.0% vs ATRC's -8.3% | |
| Efficiency (ROA) | 175.8% ROA vs SGHT's -32.2%, ROIC 6.0% vs -274.4% |
HROW vs SGHT vs ATRC vs LNTH vs MDT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
HROW vs SGHT vs ATRC vs LNTH vs MDT — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
MDT leads in 2 of 6 categories
LNTH leads 1 • HROW leads 1 • SGHT leads 0 • ATRC leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — HROW and LNTH each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
MDT is the larger business by revenue, generating $35.5B annually — 446.0x SGHT's $80M. LNTH is the more profitable business, keeping 18.0% of every revenue dollar as net income compared to SGHT's -46.8%. On growth, HROW holds the edge at +33.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $272M | $80M | $552M | $1.5B | $35.5B |
| EBITDAEarnings before interest/tax | $59M | -$35M | $13M | $347M | $9.4B |
| Net IncomeAfter-tax profit | -$5M | -$37M | -$5M | $279M | $4.6B |
| Free Cash FlowCash after capex | $73M | -$25M | $54M | $372M | $5.4B |
| Gross MarginGross profit ÷ Revenue | +75.1% | +86.2% | +75.5% | +60.5% | +61.9% |
| Operating MarginEBIT ÷ Revenue | +11.2% | -44.8% | -0.4% | +18.8% | +17.9% |
| Net MarginNet income ÷ Revenue | -1.9% | -46.8% | -0.8% | +18.0% | +13.0% |
| FCF MarginFCF ÷ Revenue | +26.8% | -31.9% | +9.7% | +24.0% | +15.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +33.3% | +12.5% | +14.3% | +1.2% | +8.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -5.3% | +14.3% | +101.6% | +76.5% | -11.9% |
Valuation Metrics
MDT leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 21.6x trailing earnings, MDT trades at a 19% valuation discount to LNTH's 26.7x P/E. On an enterprise value basis, MDT's 14.3x EV/EBITDA is more attractive than ATRC's 77.7x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $1.5B | $286M | $1.4B | $5.9B | $99.9B |
| Enterprise ValueMkt cap + debt − cash | $1.6B | $235M | $1.3B | $5.6B | $126.2B |
| Trailing P/EPrice ÷ TTM EPS | -278.93x | -7.15x | -115.83x | 26.69x | 21.60x |
| Forward P/EPrice ÷ next-FY EPS est. | 82.86x | — | 370.67x | 17.52x | 14.13x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | 36.00x |
| EV / EBITDAEnterprise value multiple | — | — | 77.75x | 14.61x | 14.32x |
| Price / SalesMarket cap ÷ Revenue | 5.34x | 3.69x | 2.63x | 3.84x | 2.98x |
| Price / BookPrice ÷ Book value/share | 27.56x | 4.31x | 2.70x | 5.72x | 2.08x |
| Price / FCFMarket cap ÷ FCF | — | — | 29.15x | 16.73x | 19.28x |
Profitability & Efficiency
LNTH leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
LNTH delivers a 24.3% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $-59 for SGHT. LNTH carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to HROW's 4.84x. On the Piotroski fundamental quality scale (0–9), MDT scores 6/9 vs HROW's 4/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | -10.1% | -59.1% | -1.0% | +24.3% | +9.4% |
| ROA (TTM)Return on assets | -1.4% | -32.2% | -0.7% | +12.4% | +175.8% |
| ROICReturn on invested capital | +9.5% | -2.7% | -0.6% | +30.6% | +6.0% |
| ROCEReturn on capital employed | +10.2% | -32.0% | -0.6% | +17.1% | +7.5% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 | 5 | 5 | 6 |
| Debt / EquityFinancial leverage | 4.84x | 0.64x | 0.18x | 0.00x | 0.59x |
| Net DebtTotal debt minus cash | $179M | -$51M | -$79M | -$358M | $26.3B |
| Cash & Equiv.Liquid assets | $73M | $92M | $167M | $359M | $2.2B |
| Total DebtShort + long-term debt | $252M | $41M | $88M | $738,000 | $28.5B |
| Interest CoverageEBIT ÷ Interest expense | 0.53x | -14.04x | 0.47x | 11.72x | 9.08x |
Total Returns (Dividends Reinvested)
HROW leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in HROW five years ago would be worth $47,797 today (with dividends reinvested), compared to $1,579 for SGHT. Over the past 12 months, SGHT leads with a +85.0% total return vs ATRC's -8.3%. The 3-year compound annual growth rate (CAGR) favors HROW at 12.7% vs SGHT's -20.5% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -21.8% | -29.3% | -29.2% | +35.3% | -18.1% |
| 1-Year ReturnPast 12 months | +58.8% | +85.0% | -8.3% | +13.1% | -2.8% |
| 3-Year ReturnCumulative with dividends | +43.0% | -49.7% | -41.8% | -4.0% | -4.2% |
| 5-Year ReturnCumulative with dividends | +378.0% | -84.2% | -64.2% | +314.2% | -27.7% |
| 10-Year ReturnCumulative with dividends | +914.3% | -84.2% | +95.1% | +4192.5% | +26.5% |
| CAGR (3Y)Annualised 3-year return | +12.7% | -20.5% | -16.5% | -1.4% | -1.4% |
Risk & Volatility
Evenly matched — LNTH and MDT each lead in 1 of 2 comparable metrics.
Risk & Volatility
MDT is the less volatile stock with a 0.47 beta — it tends to amplify market swings less than SGHT's 2.49 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LNTH currently trades 97.8% from its 52-week high vs SGHT's 57.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.13x | 2.49x | 1.03x | 0.47x | 0.47x |
| 52-Week HighHighest price in past year | $54.85 | $9.24 | $43.18 | $93.00 | $106.33 |
| 52-Week LowLowest price in past year | $21.12 | $2.81 | $26.62 | $47.25 | $77.16 |
| % of 52W HighCurrent price vs 52-week peak | +71.2% | +57.3% | +64.4% | +97.8% | +73.3% |
| RSI (14)Momentum oscillator 0–100 | 54.6 | 54.2 | 45.0 | 61.2 | 27.3 |
| Avg Volume (50D)Average daily shares traded | 733K | 357K | 669K | 886K | 7.8M |
Analyst Outlook
MDT leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: HROW as "Buy", SGHT as "Buy", ATRC as "Buy", LNTH as "Buy", MDT as "Buy". Consensus price targets imply 93.8% upside for HROW (target: $76) vs 11.0% for LNTH (target: $101). MDT is the only dividend payer here at 3.57% yield — a key consideration for income-focused portfolios.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $75.67 | $9.67 | $50.67 | $101.00 | $109.50 |
| # AnalystsCovering analysts | 10 | 9 | 19 | 17 | 49 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — | +3.6% |
| Dividend StreakConsecutive years of raises | 0 | — | — | 0 | 36 |
| Dividend / ShareAnnual DPS | — | — | — | — | $2.78 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +0.8% | +5.1% | +3.2% |
MDT leads in 2 of 6 categories (Valuation Metrics, Analyst Outlook). LNTH leads in 1 (Profitability & Efficiency). 2 tied.
HROW vs SGHT vs ATRC vs LNTH vs MDT: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is HROW or SGHT or ATRC or LNTH or MDT a better buy right now?
For growth investors, Harrow Health, Inc.
(HROW) is the stronger pick with 36. 4% revenue growth year-over-year, versus -3. 1% for Sight Sciences, Inc. (SGHT). Medtronic plc (MDT) offers the better valuation at 21. 6x trailing P/E (14. 1x forward), making it the more compelling value choice. Analysts rate Harrow Health, Inc. (HROW) a "Buy" — based on 10 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.
02Which has the better valuation — HROW or SGHT or ATRC or LNTH or MDT?
On trailing P/E, Medtronic plc (MDT) is the cheapest at 21.
6x versus Lantheus Holdings, Inc. at 26. 7x. On forward P/E, Medtronic plc is actually cheaper at 14. 1x.
03Which is the better long-term investment — HROW or SGHT or ATRC or LNTH or MDT?
Over the past 5 years, Harrow Health, Inc.
(HROW) delivered a total return of +378. 0%, compared to -84. 2% for Sight Sciences, Inc. (SGHT). Over 10 years, the gap is even starker: LNTH returned +41. 9% versus SGHT's -84. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — HROW or SGHT or ATRC or LNTH or MDT?
By beta (market sensitivity over 5 years), Medtronic plc (MDT) is the lower-risk stock at 0.
47β versus Sight Sciences, Inc. 's 2. 49β — meaning SGHT is approximately 434% more volatile than MDT relative to the S&P 500. On balance sheet safety, Lantheus Holdings, Inc. (LNTH) carries a lower debt/equity ratio of 0% versus 5% for Harrow Health, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — HROW or SGHT or ATRC or LNTH or MDT?
By revenue growth (latest reported year), Harrow Health, Inc.
(HROW) is pulling ahead at 36. 4% versus -3. 1% for Sight Sciences, Inc. (SGHT). On earnings-per-share growth, the picture is similar: AtriCure, Inc. grew EPS 74. 7% year-over-year, compared to -21. 8% for Lantheus Holdings, Inc.. Over a 3-year CAGR, HROW leads at 45. 4% 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.
06Which has better profit margins — HROW or SGHT or ATRC or LNTH or MDT?
Lantheus Holdings, Inc.
(LNTH) is the more profitable company, earning 15. 2% net margin versus -49. 7% for Sight Sciences, 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 -48. 0% for SGHT. At the gross margin level — before operating expenses — SGHT leads at 86. 2%, 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.
07Is HROW or SGHT or ATRC or LNTH or MDT more undervalued right now?
On forward earnings alone, Medtronic plc (MDT) trades at 14.
1x forward P/E versus 370. 7x for AtriCure, Inc. — 356. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HROW: 93. 8% to $75. 67.
08Which pays a better dividend — HROW or SGHT or ATRC or LNTH or MDT?
In this comparison, MDT (3.
6% yield) pays a dividend. HROW, SGHT, ATRC, LNTH do not pay a meaningful dividend and should not be held primarily for income.
09Is HROW or SGHT or ATRC or LNTH or MDT better for a retirement portfolio?
For long-horizon retirement investors, Medtronic plc (MDT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
47), 3. 6% yield). Sight Sciences, Inc. (SGHT) carries a higher beta of 2. 49 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MDT: +26. 5%, SGHT: -84. 2%), 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.
10What are the main differences between HROW and SGHT and ATRC and LNTH and MDT?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: HROW is a small-cap high-growth stock; SGHT is a small-cap quality compounder stock; ATRC is a small-cap quality compounder stock; LNTH is a small-cap quality compounder stock; MDT is a mid-cap income-oriented stock. MDT pays a dividend while HROW, SGHT, ATRC, LNTH 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.
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