Lantheus Holdings, Inc. (LNTH)
POSITIVEFundamental
72
Price
$101.03
Market Cap
$6.54B
Part 1 · What the company is worth
Overview
Lantheus Holdings, Inc. develops, manufactures, and commercializes diagnostic and therapeutic products that assist clinicians in diagnosis and treatment of heart, cancer, and other diseases worldwide. The company offers DEFINITY, an injectable ultrasound enhancing agent used in echocardiography exams; TechneLite, a technetium generator for nuclear medicine procedures; Xenon-133, a radiopharmaceutical gas to assess pulmonary function; Neurolite, an injectable imaging agent to identify the area within the brain where blood flow has been blocked or reduced due to stroke; Cardiolite, an injectable Tc-99m-labeled imaging agent to assess blood flow to the muscle of the heart; and PYLARIFY, an F 18-labelled PSMA-targeted PET imaging agent used for imaging of PSMA positive-lesions in men with prostate cancer. It also provides Automated Bone Scan Index that calculates the disease burden of prostate cancer by detecting and classifying bone scan tracer uptakes as metastatic or benign lesions using an artificial neural network; RELISTOR for opioid-induced constipation; and aPROMISE, an artificial intelligence medical device software; PYLARIFY AI, an medical device software to perform quantitative assessment of PSMA PET/CT images in prostate cancer; and flurpiridaz used to assess blood flow to the heart. In addition, it develops PNT2002, a radiopharmaceutical therapy to treat mCRPC; PNT2003, an SSTR therapy to patients with SSTR-positive neuroendocrine tumors; MK-6240, a F 18-labeled PET imaging agent for Tau tangles in Alzheimer's disease; LNTH-2401, a novel radiodiagnostic targeting the gastrin-releasing peptide receptor; LNTH-2402; LNTH-2403; LNTH-2404; LNTH-250; LNTH-2515; and LNTH-1363S, an fibroblast activation protein, alpha, copper-64 labeled PET imaging agent. It has collaboration agreements with GE Healthcare; Curium Pharma; POINT; Regeneron; and Ratio Therapeutics LLC. The company was founded in 1956 and is based in Bedford, Massachusetts.
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Direct competitors
Who this company fights with for the same customers
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Balance Sheet & Liquidity
Revenue
$1.56B
Trailing 12 months (through 6/30/2026)
Net Income
$275M
Trailing 12 months (through 6/30/2026)
Free Cash Flow
-
Total Equity
$1.09B
Total Liabilities
$1.14B
Current Ratio
3.06
Interest Coverage
15.26
Debt/EBITDA
1.64
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$96.17
Current Price
$101.03
Margin of Safety
-5.1%
Fair Value Range
$81.07 - $111.27
Estimation Methods
Valuation Metrics
P/E Ratio
24.11
ROE
21.4%
P/B Ratio
5.02
P/FCF
-
Gross Margin
60.1%
ROIC
11.5%
Profitability Radar
Value Creation (Economic Moat)
ROIC
11.5%
WACC
7.5%
ROIC − WACC
+4.0 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Fundamental Analysis Criteria
Passed (16)
- EPS shows upward trend
- Price CAGR 27.81%
- ROIC 11.5%
- Gross Margin 60.1%
- Debt/Equity ratio
- Operating Margin 19.4%
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- ROE 23.3%
- Revenue Growth 5Y 35.4%
- Analyst Consensus 79% Buy
- Earnings Surprise avg 17.8%
- Earnings Quality (OCF/NI) 1.50
- Share Dilution -4.4%
Failed (6)
- P/B Ratio 5.02
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- Net Margin Trend 17.7% vs 17.8%
- Piotroski F-Score 4/9
Unavailable (5)
- P/FCF NaN
- Dividend Payout NaN%
- Positive Free Cash Flow
- CapEx intensity
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-Score
Mixed signals: some areas need attention
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Ms. Mary Anne Heino | CEO & Executive Chairperson | 65 |
| Mr. Robert J. Marshall Jr., CFA | CFO & Treasurer | 59 |
| Mr. Daniel M. Niedzwiecki | Chief Administrative Officer, General Counsel & Corporate Secretary | - |
| Ms. Amanda M. Morgan | Chief Commercial Officer | 46 |
| Dr. Ludger Dinkelborg Ph.D. | Head of Research & Development | 62 |
| Mr. Neil Holland | VP of Business Insights & Operations | - |
| Ms. Kimberly Brown | Chief Accounting Officer | 35 |
| Ms. Lee Anne Howe | Chief Information Officer | - |
| Mr. Mark Richard Kinarney | Vice President of Investor Relations | - |
| Ms. Linda S. Lennox | VP of Corporate Communications & Chief of Staff | 60 |
Audit Risk
6
Board Risk
4
Compensation Risk
2
Shareholder Rights Risk
2
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Latest News
Recent headlines for LNTH, sourced from Markets Gazette.
- 29d agoPOSITIVECurium Is Said to Near About $7 Billion Acquisition of Lantheus
Lantheus Holdings Inc. is reportedly in advanced acquisition talks with Curium, with the deal potentially valued at around $7 billion. This news suggests a significant premium for Lantheus shareholders, as acquisition offers typically exceed current market valuations. The potential transaction highlights the strategic value of Lantheus's radiopharmaceutical assets and could lead to a substantial uplift in its stock price if the deal materializes. Investors will be closely watching for official announcements and deal terms.
- 5/22/2026POSITIVELantheus Weighs Potential $7 Billion Sale Following Offer From Curium
Lantheus Holdings Inc. is reportedly considering a sale following a takeover bid from Curium, which values the radiopharmaceutical company at approximately $7 billion. This potential acquisition signals strong interest in Lantheus's market position and assets. For shareholders, this news suggests a significant premium could be realized if a deal is finalized, potentially offering a lucrative exit. The valuation indicates robust investor confidence in the company's future prospects and its role within the growing radiopharma sector.
- 3/9/2026POSITIVEWhy Lantheus Holdings Stock Popped by Almost 12% Last Month
Lantheus Holdings Inc. saw its stock price surge by nearly 12% in the past month, a significant move driven by investor enthusiasm over the medical device specialist's robust fourth-quarter financial results. While specific figures were not detailed in the provided snippet, the market's positive reaction indicates that the company likely exceeded earnings expectations or demonstrated strong revenue growth and positive future outlook. This performance suggests effective operational execution and potentially successful product launches or market penetration, making LNTH an attractive prospect for investors seeking growth in the healthcare sector.
- 2/26/2026NEUTRALLantheus (LNTH) Q4 2025 Earnings Call Transcript
Lantheus (LNTH) is currently under investor scrutiny as the market awaits the release of its Q4 2025 earnings call transcript. While specific details from the discussion are not yet available, this event is a critical juncture for understanding the company's financial performance and future outlook. Analysts and shareholders closely monitor these calls to assess revenue growth, profitability, and development strategies, particularly within the diagnostic and therapeutic products sector. The immediate lack of information from the transcript keeps the stock in a holding pattern, with the market weighing potential implications once the data becomes public. Market reaction will heavily depend on management's guidance, product pipeline updates, and competitive challenges.
via Markets Gazette