Drug Manufacturers - Specialty & Generic
Compare Stocks
4 / 10Stock Comparison
LNTH vs EXAS vs RMD vs GH
Revenue, margins, valuation, and 5-year total return — side by side.
Medical - Diagnostics & Research
Medical - Instruments & Supplies
Medical - Diagnostics & Research
LNTH vs EXAS vs RMD vs GH — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Drug Manufacturers - Specialty & Generic | Medical - Diagnostics & Research | Medical - Instruments & Supplies | Medical - Diagnostics & Research |
| Market Cap | $5.92B | $20.02B | $30.15B | $12.10B |
| Revenue (TTM) | $1.55B | $3.25B | $5.54B | $1.08B |
| Net Income (TTM) | $279M | $-208M | $1.52B | $-433M |
| Gross Margin | 60.5% | 69.7% | 61.7% | 64.9% |
| Operating Margin | 18.8% | -6.4% | 34.3% | -41.4% |
| Forward P/E | 17.5x | 582.8x | 18.8x | — |
| Total Debt | $738K | $2.52B | $852M | $1.68B |
| Cash & Equiv. | $359M | $956M | $1.21B | $378M |
LNTH vs EXAS vs RMD vs GH — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Lantheus Holdings, … (LNTH) | 100 | 662.8 | +562.8% |
| Exact Sciences Corp… (EXAS) | 100 | 120.4 | +20.4% |
| ResMed Inc. (RMD) | 100 | 128.7 | +28.7% |
| Guardant Health, In… (GH) | 100 | 102.1 | +2.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LNTH vs EXAS vs RMD vs GH
Each card shows where this stock fits in a portfolio — not just who wins on paper.
LNTH is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 41.9% 10Y total return vs EXAS's 16.7%
- Lower volatility, beta 0.47, Low D/E 0.1%, current ratio 2.70x
- Better valuation composite
EXAS is the clearest fit if your priority is defensive.
- Beta 0.12, current ratio 2.43x
- Beta 0.12 vs GH's 0.86
RMD carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 14 yrs, beta 0.66, yield 1.0%
- 27.4% margin vs GH's -40.1%
- 1.0% yield; 14-year raise streak; the other 3 pay no meaningful dividend
- 18.0% ROA vs GH's -26.5%, ROIC 22.8% vs -34.9%
GH is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 32.9%, EPS growth 6.7%, 3Y rev CAGR 29.8%
- 32.9% revenue growth vs LNTH's 0.5%
- +132.2% vs RMD's -14.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 32.9% revenue growth vs LNTH's 0.5% | |
| Value | Better valuation composite | |
| Quality / Margins | 27.4% margin vs GH's -40.1% | |
| Stability / Safety | Beta 0.12 vs GH's 0.86 | |
| Dividends | 1.0% yield; 14-year raise streak; the other 3 pay no meaningful dividend | |
| Momentum (1Y) | +132.2% vs RMD's -14.5% | |
| Efficiency (ROA) | 18.0% ROA vs GH's -26.5%, ROIC 22.8% vs -34.9% |
LNTH vs EXAS vs RMD vs GH — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
LNTH vs EXAS vs RMD vs GH — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
RMD leads in 3 of 6 categories
LNTH leads 1 • EXAS leads 1 • GH leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
RMD leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
RMD is the larger business by revenue, generating $5.5B annually — 5.1x GH's $1.1B. RMD is the more profitable business, keeping 27.4% of every revenue dollar as net income compared to GH's -40.1%. On growth, GH holds the edge at +48.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $1.5B | $3.2B | $5.5B | $1.1B |
| EBITDAEarnings before interest/tax | $347M | -$41M | $2.1B | -$418M |
| Net IncomeAfter-tax profit | $279M | -$208M | $1.5B | -$433M |
| Free Cash FlowCash after capex | $372M | $357M | $1.8B | -$225M |
| Gross MarginGross profit ÷ Revenue | +60.5% | +69.7% | +61.7% | +64.9% |
| Operating MarginEBIT ÷ Revenue | +18.8% | -6.4% | +34.3% | -41.4% |
| Net MarginNet income ÷ Revenue | +18.0% | -6.4% | +27.4% | -40.1% |
| FCF MarginFCF ÷ Revenue | +24.0% | +11.0% | +31.7% | -20.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.2% | +23.1% | +10.8% | +48.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +76.5% | +90.4% | +9.3% | -10.4% |
Valuation Metrics
LNTH leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 21.8x trailing earnings, RMD trades at a 18% valuation discount to LNTH's 26.7x P/E. On an enterprise value basis, LNTH's 14.6x EV/EBITDA is more attractive than RMD's 15.5x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $5.9B | $20.0B | $30.1B | $12.1B |
| Enterprise ValueMkt cap + debt − cash | $5.6B | $21.6B | $29.8B | $13.4B |
| Trailing P/EPrice ÷ TTM EPS | 26.69x | -95.37x | 21.76x | -27.79x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.52x | 582.83x | 18.78x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.25x | — |
| EV / EBITDAEnterprise value multiple | 14.61x | — | 15.51x | — |
| Price / SalesMarket cap ÷ Revenue | 3.84x | 6.16x | 5.86x | 12.32x |
| Price / BookPrice ÷ Book value/share | 5.72x | 8.24x | 5.11x | — |
| Price / FCFMarket cap ÷ FCF | 16.73x | 56.10x | 18.14x | — |
Profitability & Efficiency
RMD leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
RMD delivers a 24.4% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $-9 for EXAS. LNTH carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to EXAS's 1.05x. On the Piotroski fundamental quality scale (0–9), RMD scores 8/9 vs GH's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +24.3% | -8.7% | +24.4% | — |
| ROA (TTM)Return on assets | +12.4% | -3.5% | +18.0% | -26.5% |
| ROICReturn on invested capital | +30.6% | -3.6% | +22.8% | -34.9% |
| ROCEReturn on capital employed | +17.1% | -4.0% | +25.7% | -29.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 | 8 | 5 |
| Debt / EquityFinancial leverage | 0.00x | 1.05x | 0.14x | — |
| Net DebtTotal debt minus cash | -$358M | $1.6B | -$358M | $1.3B |
| Cash & Equiv.Liquid assets | $359M | $956M | $1.2B | $378M |
| Total DebtShort + long-term debt | $738,000 | $2.5B | $852M | $1.7B |
| Interest CoverageEBIT ÷ Interest expense | 11.72x | -5.47x | 66.06x | -181.67x |
Total Returns (Dividends Reinvested)
Evenly matched — LNTH and GH each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LNTH five years ago would be worth $41,420 today (with dividends reinvested), compared to $6,814 for GH. Over the past 12 months, GH leads with a +132.2% total return vs RMD's -14.5%. The 3-year compound annual growth rate (CAGR) favors GH at 57.7% vs RMD's -2.9% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +35.3% | +3.1% | -15.2% | -9.3% |
| 1-Year ReturnPast 12 months | +13.1% | +96.9% | -14.5% | +132.2% |
| 3-Year ReturnCumulative with dividends | -4.0% | +53.0% | -8.4% | +292.1% |
| 5-Year ReturnCumulative with dividends | +314.2% | +0.4% | +11.0% | -31.9% |
| 10-Year ReturnCumulative with dividends | +4192.5% | +1669.1% | +293.8% | +186.5% |
| CAGR (3Y)Annualised 3-year return | -1.4% | +15.2% | -2.9% | +57.7% |
Risk & Volatility
EXAS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
EXAS is the less volatile stock with a 0.12 beta — it tends to amplify market swings less than GH's 0.86 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EXAS currently trades 99.9% from its 52-week high vs RMD's 70.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.47x | 0.12x | 0.66x | 0.86x |
| 52-Week HighHighest price in past year | $93.00 | $104.98 | $293.81 | $120.74 |
| 52-Week LowLowest price in past year | $47.25 | $38.81 | $198.64 | $36.36 |
| % of 52W HighCurrent price vs 52-week peak | +97.8% | +99.9% | +70.4% | +76.4% |
| RSI (14)Momentum oscillator 0–100 | 61.2 | 76.4 | 35.6 | 55.9 |
| Avg Volume (50D)Average daily shares traded | 886K | 4.2M | 1.1M | 1.9M |
Analyst Outlook
RMD leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: LNTH as "Buy", EXAS as "Buy", RMD as "Buy", GH as "Buy". Consensus price targets imply 44.3% upside for GH (target: $133) vs -1.6% for EXAS (target: $103). RMD is the only dividend payer here at 1.02% yield — a key consideration for income-focused portfolios.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $101.00 | $103.18 | $281.29 | $133.14 |
| # AnalystsCovering analysts | 17 | 41 | 35 | 30 |
| Dividend YieldAnnual dividend ÷ price | — | — | +1.0% | — |
| Dividend StreakConsecutive years of raises | 0 | — | 14 | — |
| Dividend / ShareAnnual DPS | — | — | $2.11 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +5.1% | +0.1% | +1.0% | +0.1% |
RMD leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). LNTH leads in 1 (Valuation Metrics). 1 tied.
LNTH vs EXAS vs RMD vs GH: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is LNTH or EXAS or RMD or GH a better buy right now?
For growth investors, Guardant Health, Inc.
(GH) is the stronger pick with 32. 9% revenue growth year-over-year, versus 0. 5% for Lantheus Holdings, Inc. (LNTH). ResMed Inc. (RMD) offers the better valuation at 21. 8x trailing P/E (18. 8x 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.
02Which has the better valuation — LNTH or EXAS or RMD or GH?
On trailing P/E, ResMed Inc.
(RMD) is the cheapest at 21. 8x versus Lantheus Holdings, Inc. at 26. 7x. On forward P/E, Lantheus Holdings, Inc. is actually cheaper at 17. 5x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — LNTH or EXAS or RMD or GH?
Over the past 5 years, Lantheus Holdings, Inc.
(LNTH) delivered a total return of +314. 2%, compared to -31. 9% for Guardant Health, Inc. (GH). Over 10 years, the gap is even starker: LNTH returned +41. 9% versus GH's +186. 5%. 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 — LNTH or EXAS or RMD or GH?
By beta (market sensitivity over 5 years), Exact Sciences Corporation (EXAS) is the lower-risk stock at 0.
12β versus Guardant Health, Inc. 's 0. 86β — meaning GH is approximately 616% more volatile than EXAS relative to the S&P 500. On balance sheet safety, Lantheus Holdings, Inc. (LNTH) carries a lower debt/equity ratio of 0% versus 105% for Exact Sciences Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — LNTH or EXAS or RMD or GH?
By revenue growth (latest reported year), Guardant Health, Inc.
(GH) is pulling ahead at 32. 9% versus 0. 5% for Lantheus Holdings, Inc. (LNTH). On earnings-per-share growth, the picture is similar: Exact Sciences Corporation grew EPS 80. 3% year-over-year, compared to -21. 8% for Lantheus Holdings, Inc.. Over a 3-year CAGR, GH leads at 29. 8% 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 — LNTH or EXAS or RMD or GH?
ResMed Inc.
(RMD) is the more profitable company, earning 27. 2% net margin versus -42. 4% for Guardant Health, Inc. — 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 -44. 4% for GH. At the gross margin level — before operating expenses — EXAS leads at 69. 7%, 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 LNTH or EXAS or RMD or GH more undervalued right now?
On forward earnings alone, Lantheus Holdings, Inc.
(LNTH) trades at 17. 5x forward P/E versus 582. 8x for Exact Sciences Corporation — 565. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GH: 44. 3% to $133. 14.
08Which pays a better dividend — LNTH or EXAS or RMD or GH?
In this comparison, RMD (1.
0% yield) pays a dividend. LNTH, EXAS, GH do not pay a meaningful dividend and should not be held primarily for income.
09Is LNTH or EXAS or RMD or GH better for a retirement portfolio?
For long-horizon retirement investors, Exact Sciences Corporation (EXAS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
12), +1669% 10Y return). Both have compounded well over 10 years (EXAS: +1669%, GH: +186. 5%), 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 LNTH and EXAS and RMD and GH?
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: LNTH is a small-cap quality compounder stock; EXAS is a mid-cap high-growth stock; RMD is a mid-cap quality compounder stock; GH is a mid-cap high-growth stock. RMD pays a dividend while LNTH, EXAS, GH 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.