LNTH
Lantheus Holdings, Inc.
LNTH has a slight edge over UNH overall, supported by stronger fundamentals.
UNH
UnitedHealth Group Incorporated
UNH has lower modeled downside risk, despite its lower overall score.
LNTH Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Strong |
LNTH's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
UNH Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Healthy |
UNH's cash flow and balance sheet are currently healthy, and its revenue and profitability are stable.
LNTH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $62.87 | -38% |
| Forward | 16x | $101 | — |
| Fair | 24x | $98.08 | -3.1% |
| Current | 25x | $101 | — |
| Expensive | 141x | $579 | +472% |
Historical ranges are pointers, not guarantees.
LNTH has the edge over UNH in the historical PE scenario, which offers more potential upside but is not a forecast.
UNH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 18x | $405 | — |
| Cheap | 19x | $325 | -20% |
| Fair | 23x | $410 | +1.2% |
| Current | 23x | $405 | — |
| Expensive | 30x | $526 | +30% |
Historical ranges are pointers, not guarantees.
UNH's PE is in its fair range at 23x. If earnings grow as analysts expect, today's price would be 18x next year's earnings, in its cheap range.
LNTH Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
LNTH has the edge over UNH on the outlook, with more favorable revenue expectations.
UNH Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Moderate | |
| Low |
Analysts expect UNH's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
LNTH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.35 | +55% |
| Q3 2026 | $4.10 | +73% |
| Q2 2026 | $4.18 | +11% |
| Q1 2026 | $4.19 | +19% |
| Q4 2025 | $3.41 | -22% |
| Q3 2025 | $2.37 | -61% |
| Q2 2025 | $3.75 | -39% |
| Q1 2025 | $3.51 | -46% |
| Q4 2024 | $4.36 | -6.2% |
LNTH's earnings per share have fallen from their peak: $4.10 over the past year, against $6.56 in early 2024.
UNH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $22.65 | +29% |
| Q3 2026 | $17.55 | -8.5% |
| Q2 2026 | $15.58 | -33% |
| Q1 2026 | $13.28 | -44% |
| Q4 2025 | $13.23 | -15% |
| Q3 2025 | $19.17 | +25% |
| Q2 2025 | $23.09 | +53% |
| Q1 2025 | $23.89 | +46% |
| Q4 2024 | $15.51 | -35% |
UNH has the edge over LNTH on earnings, with stronger typical year-over-year growth.
LNTH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $389.9M | +1.5% |
| Q2 2026 | $388.2M | +2.7% |
| Q1 2026 | $377.3M | +1.2% |
| Q4 2025 | $406.8M | +4% |
| Q3 2025 | $384M | +1.4% |
| Q2 2025 | $378M | -4.1% |
| Q1 2025 | $372.8M | +0.8% |
| Q4 2024 | $391.1M | +10% |
LNTH's revenue grew through 2024 and has held roughly level since: $390M last quarter, up 1.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.3% | -3.1 points |
| Q2 2026 | 26% | +2.6 points |
| Q1 2026 | 22% | -5.8 points |
| Q4 2025 | 19% | -10 points |
| Q3 2025 | 11% | -24 points |
| Q2 2025 | 23% | -2.8 points |
| Q1 2025 | 27% | -1.4 points |
| Q4 2024 | 29% | -9.7 points |
LNTH has the edge over UNH on profitability, with a higher operating margin.
UNH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $112.7B | -0.4% |
| Q2 2026 | $112B | +0.4% |
| Q1 2026 | $111.7B | +2% |
| Q4 2025 | $113.2B | +12% |
| Q3 2025 | $113.2B | +12% |
| Q2 2025 | $111.6B | +13% |
| Q1 2025 | $109.6B | +9.8% |
| Q4 2024 | $100.8B | +6.8% |
UNH has the edge over LNTH on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.8% | +2 points |
| Q2 2026 | 7.1% | +2.5 points |
| Q1 2026 | 8.1% | -0.3 points |
| Q4 2025 | 0.3% | -7.4 points |
| Q3 2025 | 3.8% | -4.8 points |
| Q2 2025 | 4.6% | -3.4 points |
| Q1 2025 | 8.3% | +0.4 points |
| Q4 2024 | 7.7% | -0.4 points |
UNH's operating margin was 5.8% last quarter, up 2 points from the same quarter a year ago.
LNTH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $99.9M | +5.6% |
| Q2 2026 | $89.9M | +14% |
| Q1 2026 | $121.9M | +23% |
| Q4 2025 | $81.4M | -42% |
| Q3 2025 | $94.7M | -41% |
| Q2 2025 | $79.1M | +7.6% |
| Q1 2025 | $98.8M | -17% |
| Q4 2024 | $141.4M | +26% |
LNTH generated $393M in free cash flow over the past year, down 5.1% from the year before.
UNH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $4.3B | -16% |
| Q2 2026 | $10.3B | +63% |
| Q1 2026 | $8.1B | +79% |
| Q4 2025 | $160M | -89% |
| Q3 2025 | $5.1B | -61% |
| Q2 2025 | $6.3B | +6.9% |
| Q1 2025 | $4.6B | +1037% |
| Q4 2024 | $1.5B | +$7.6B |
UNH still generates free cash flow, though less than at its 2022 peak: $22.8B over the past year.
LNTH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.3% | +895K shares |
| 1 year | +1.1% | +750K shares |
| 3 years | -2.3% | -1.6M shares |
| 5 years | +1.2% | +790K shares |
| Available history | +71% | +28.3M shares |
LNTH has 68M diluted shares, up 1.1% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q4 2025 | $100M |
| Q3 2025 | $100M |
UNH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -4M shares |
| 1 year | -0.7% | -6M shares |
| 3 years | -3.6% | -34M shares |
| 5 years | -5.5% | -53M shares |
| Available history | -6.6% | -64M shares |
UNH has the edge over LNTH on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $3.4B |
| Q2 2026 | $1.6B |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $2.5B |
| Q1 2025 | $3B |
| Q4 2024 | $5B |
UNH spent $5B buying back its own shares over the past year, down 52% from the year before.
LNTH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | 0.2x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.5x | Very low |
| Q2 2025 | -0.3x | Net Cash |
| Q1 2025 | -0.7x | Net Cash |
| Q4 2024 | -0.7x | Net Cash |
LNTH has the edge over UNH on leverage, with a lower net debt burden relative to earnings.
UNH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.7x | Healthy |
| Q2 2026 | 1.7x | Healthy |
| Q1 2026 | 2.2x | Moderate |
| Q4 2025 | 2.3x | Moderate |
| Q3 2025 | 1.7x | Healthy |
| Q2 2025 | 1.5x | Healthy |
| Q1 2025 | 1.3x | Healthy |
| Q4 2024 | 1.4x | Healthy |
UNH's net debt is about 1.7 years of its operating earnings (EBITDA), about the same as a year ago.
LNTH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.4 | Neutral |
| Stochastic | 43.2 | Neutral |
LNTH's weekly RSI is 60 (neutral) and its Stochastic is 43 (neutral).
UNH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.4 | Neutral |
| Stochastic | 60.0 | Neutral |
UNH's weekly RSI is 56 (neutral) and its Stochastic is 60 (neutral).
LNTH PE vs Healthcare Sector
| Metric | LNTH | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 26x | 4.4% below |
| PE % | 55 | 29 | 26 pts above |
LNTH is trading at 25x earnings, in line with the Healthcare sector's median of 26x.
UNH PE vs Healthcare Sector
| Metric | UNH | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 26x | 11% below |
| PE % | 47 | 29 | 18 pts above |
UNH has the edge over LNTH on valuation relative to its sector.
LNTH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $100.2 | 1% above |
| 20 week MA | $101.7 | 0.4% below |
| 50 week MA | $88.7 | 14% above |
| 100 week MA | $82.7 | 22% above |
| 200 week MA | $80.9 | 25% above |
LNTH's trend is mixed: it's above four of its five weekly moving averages, and 25% above its 200-week average.
UNH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $394.2 | 2.8% above |
| 20 week MA | $400.5 | 1.2% above |
| 50 week MA | $361.2 | 12% above |
| 100 week MA | $376.0 | 7.8% above |
| 200 week MA | $446.6 | 9.3% below |
UNH has bounced recently, but its long-term trend is still down: it's above its 8-, 20-, 50- and 100-week averages, but 9.3% below its 200-week average.
LNTH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $20.3 | $14.7 | -27% |
| 2021 | $14.7 | $29.4 | +100% |
| 2022 | $29.4 | $50.6 | +72% |
| 2023 | $50.6 | $62.0 | +22% |
| 2024 | $62.0 | $92.1 | +48% |
| 2025 | $92.1 | $66.7 | -28% |
| 2026 YTD | $66.7 | $101.3 | +52% |
LNTH has the edge over UNH on returns for 2026, with the stronger performance.
UNH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $296.0 | $340.8 | +15% |
| 2021 | $340.8 | $495.4 | +45% |
| 2022 | $495.4 | $531.3 | +7.3% |
| 2023 | $531.3 | $526.5 | -0.9% |
| 2024 | $526.5 | $510.0 | -3.1% |
| 2025 | $510.0 | $331.8 | -35% |
| 2026 YTD | $331.8 | $405.1 | +22% |
UNH has finished three years in a row lower, and it's up 22% so far in 2026.