Lantheus Holdings Inc (LNTH) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Lantheus Holdings Inc stock $111, price $101, upside +10.0%, quality 64 out of 100. Rating: fairly valued. Calculated from audited financials with 24 of our 26 valuation models and 37 quality factors, updated daily.
The stock costs about what our calculation considers fair.
Quality 64/100
Healthy Growth(revenue 5y +35.3 %/yr in USD)
Solidly profitable · 17.3% net margin (TTM)
Generates free cash flow
Fair value $110.67 · Fairly valued (+10.0%)
Moderate debt
Mixed vs. peers(7/14)
Wide moat65/100 · thin data
Neutral coverage
Some data
Quality growth
Risks from the AI analysis
🚩Rivals like Telix and Blue Earth pressure PYLARIFY prices🚩Class-action lawsuits over PYLARIFY disclosures🚩Reliance on third-party PMFs for PYLARIFY supply
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 7, 2026.
How to read this chart
60‑month range $22.54 – $123.62 · fair‑value band $77.48 – $143.88 · the $100.61 price screens below the $110.67 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. As of Nov 7, 2026.
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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.
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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.
Stock analysis
Lantheus Holdings Inc (LNTH) currently trades at $100.61, while our model-based Fair Value estimate is $110.67, so the stock looks roughly fairly valued today (gap 9.1%).
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Valuation
Bull case: the Growth DCF group reads highest at a median of $132.10 per share, and 9 of the 24 models we run sit above the $100.61 price.
Bear case: the Economic Profit group reads lowest at $46.23, and 15 of the 24 models stay below the price. Data coverage for this calculation is medium.
Scenario range: $77.48 (bear) to $143.88 (bull), the price of $100.61 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 64/100 (solid quality), in the Healthcare sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Lantheus Holdings Inc reported revenue of $1.5B in FY2025 versus $425M in FY2021, a compound +38.0%/yr. Reported net income was $234M in FY2025.
Key figures
Market cap $6.8B Mid · P/E ratio 25.0 · P/S ratio 4.35 · EPS (TTM) $4.02 · Net margin 17.3% · Return on equity 21.8% · Return on assets (EBIT) 11.0% (5-year average) · Operating margin 8.3%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 65 out of 100 (low confidence).
What moves the price
The share trades about 9% below its 52-week high and 98% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Healthcare peers we cover trades at −27% fair-value upside, at 10%, LNTH screens cheaper than that median.
Fair Value models
Bear$77.48Fair Value $110.67Bull$143.88
Price $100.61 · Upside +10.0%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 10 months old). Earnings retained since then ($3.44 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
In the last 6 months, no officer or director bought or sold shares on the open market.
Plus 14 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+0.5%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+18.1%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+35.3%
Start year 2020 (pandemic). Over 10 years: +18.0% a year
Revenue growth 14 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+11.0%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: adjusted.
+37.8%
Earnings growth per share plus dividend.
Earnings per share, growth per year+37.8%
Dividend (yield on the price)0.0%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.34.0% vs 15.3%, picking up
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−1% → 20%
Pace: the 5-year rate starts in 2020 (pandemic)
Growth Forecast
Price in line with expectations
The price assumes less growth than the company has delivered so far and about what analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+6.1%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+7.5%
Yearly sales growth analysts expect, extended to five years.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +3.7% a year for the price and +5.0% for the forecasts.
News mood ⓘNews mood, the average tone of recent news (94 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Neutral
Recent news coverage is roughly neutral, about typical for how stocks are covered.
AI conclusion: Solid margins and cash conversion underpin Lantheus established PSMA PET franchise after new Medicare reimbursement approval, yet thin public signals and sparse durable evidence leave most quality factors near neutral.
Main risk: Named competitors including Telix Pharmaceuticals with Illuccix and Blue Earth Diagnostics with POSLUMA could intensify discounting and contract renegotiations, eroding net prices, gross margins and market share for the core PYLARIFY franchise.
Bull case: The new PYLARIFY TruVu formulation with improved manufacturing efficiency and pipeline diversification into Alzheimer's and other imaging could strengthen supply reliability and offset competitive pressure on the core franchise.
Bear case: If competition from named F-18 and Ga-68 alternatives intensifies further or generics enter after NCE exclusivity expires, sustained price erosion and share loss could materially reduce PYLARIFY revenue and overall cash generation.
Lantheus has secured transitional pass-through Medicare reimbursement for its updated PYLARIFY TruVu formulation in hospital outpatient settings effective this month. The new version maintains proven diagnostic performance while offering improved manufacturing efficiency and supply flexibility. Will stronger access for the established PSMA PET franchise outweigh execution risks along the longer timelines for newer pipeline candidates?
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Drug Manufacturers - Specialty & Generic · 549 stocks
Beats the industry median on 7/14 measures
A mixed picture versus its industry peers.
Valuation
Quality Score64 · Above median
Fair Value upside+10.0% · Above median
Profitability
Return on equity (12 months)21.8% · Top 25%
Return on assets10.5% · Top 25%
Net margin (12 months)17.3% · Top 25%
Operating margin (12 months)8.3% · Below median
Growth and dividend
Revenue growth (quarter YoY)1.5% · Below median
Balance sheet
Debt / equity0.52× · Highest 25%
Valuation Multiplesvs Drug Manufacturers - Specialty & Generic median · lower = cheaper
P/E (12 months)25.0× · Pricier than median
P/B6.23× · Priciest 25%
P/S (12 months)4.35× · Priciest 25%
Price / free cash flow (fiscal year)19.2× · Cheaper than median
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Is Lantheus Holdings Inc (LNTH) overvalued or undervalued?
As of Nov 7, 2026, our model estimates a fair value of $110.67 versus a price of $100.61, about +10% upside (fairly valued).
What is the fair value of LNTH?
Our model-based fair value for Lantheus Holdings Inc is $110.67 (as of Nov 7, 2026), built from audited fundamentals. The current price: $100.61.
What is the quality score of LNTH?
Lantheus Holdings Inc has a Quality Score of 64/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Lantheus Holdings Inc (LNTH)?
Our model-based price target is the fair value of $110.67 (as of Nov 7, 2026) from 24 valuation models. Cautious scenario $77.48, optimistic scenario $143.88. It is a calculation from audited fundamentals, not an analyst target.
What is the Lantheus Holdings Inc stock forecast for 2026?
Our models put fair value at $110.67, about +10% upside versus a price of $100.61 (fairly valued). Cautious scenario $77.48, optimistic scenario $143.88. The calculation is refreshed regularly with new filings.
What is the revenue of Lantheus Holdings Inc (LNTH)?
Lantheus Holdings Inc reported trailing-twelve-month revenue of about $1.6B (latest available figure, as of Nov 7, 2026).
What growth is priced into Lantheus Holdings Inc (LNTH)?
For today's price to be fair in a discounted-cash-flow model, Lantheus Holdings Inc would have to grow free cash flow by +6.1 % per year for five years (discount rate 8.5 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +35.4 % per year. As of Nov 7, 2026.
What discount rate (WACC) does the fair value of LNTH use?
Our models discount Lantheus Holdings Inc at 8.5 %: a base by market capitalisation (mid), damped by beta 0.03, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Lantheus Holdings Inc that is +6.1 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (8.5 %) and the same formula as our fair value.
How much growth has Lantheus Holdings Inc (LNTH) delivered so far?
Over the past 5 years revenue at Lantheus Holdings Inc grew +35.4 % a year. The price currently implies free-cash-flow growth of +6.1 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Lantheus Holdings Inc (LNTH) growing?
The median revenue growth in the sector is +6.2 % a year. That is the yardstick for the growth priced into Lantheus Holdings Inc (+6.1 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Lantheus Holdings Inc (LNTH)?
The free-cash-flow yield on the price is 5.21 %: that much free cash flow Lantheus Holdings Inc produces per unit of market value. When it exceeds the discount rate of our models (8.5 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Lantheus Holdings Inc (LNTH)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Lantheus Holdings Inc it is $110.67 per share (as of Nov 7, 2026), against a price of $100.61. It is the blended result of 24 valuation models in 7 families (DCF Models, Earnings-Based, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings).
Is Lantheus Holdings Inc stock overvalued or undervalued in 2026?
As of Nov 7, 2026, LNTH trades below its calculated fair value: price $100.61, fair value $110.67, a gap of about +10% (fairly valued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of LNTH?
No. The price is what the market pays today ($100.61); the fair value is what the company's own numbers justify ($110.67). For Lantheus Holdings Inc the two are $10.06 per share apart. That gap is exactly why we show both numbers side by side.
How much is Lantheus Holdings Inc worth?
The market values Lantheus Holdings Inc at about $6.8B (market capitalisation, as of Nov 7, 2026). Per share that is $100.61; our models calculate a fair value of $110.67 per share.
What do the bullish and bearish scenarios say about LNTH?
Our models span a range for Lantheus Holdings Inc: cautious scenario $77.48, base $110.67, optimistic $143.88 per share (as of Nov 7, 2026, price $100.61). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of LNTH?
Lantheus Holdings Inc trades at a price-to-earnings ratio of 25.0 (as of Nov 7, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $110.67 is built from several models across several years. Median P/E at fiscal year-end, 8 fiscal years (2016 to 2025), reported earnings, FY2023, FY2024, FY2025 ex one-offs: 17.0. Other multiples: PEG 0.6, P/B 6.2, P/S 4.3, EV/EBITDA 19.7.
What is the PEG ratio of LNTH?
The PEG ratio of Lantheus Holdings Inc is 0.61 (P/E divided by earnings growth, as of Nov 7, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of Lantheus Holdings Inc (LNTH)?
Balance-sheet figures for Lantheus Holdings Inc (as of Nov 7, 2026): return on equity 21.8%, debt of 0.52 per unit of equity. They feed the Quality Score of 64/100, which measures business quality independently of the share price.
How far is LNTH from its 52-week high?
Lantheus Holdings Inc trades at $100.61, about 9% below its 52-week high of $110.94 and 98% above the low of $50.69 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of $110.67 is for.
Which stocks are comparable to Lantheus Holdings Inc?
From the same area (Healthcare) we also value Merck KGaA, Takeda Pharmaceutical Company, Galderma Group, Teva Pharmaceutical Industries Limited, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Lantheus Holdings Inc stock attractive at the current price?
The data as of Nov 7, 2026: price $100.61, calculated fair value $110.67 (+10%), Quality Score 64/100, from 24 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of LNTH calculated?
We run Lantheus Holdings Inc through 24 models from 7 families: DCF Models, Earnings-Based, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of $110.67 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0% above its aggregate fair value. Lantheus Holdings Inc currently trades 9% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Lantheus Holdings Inc (LNTH)?
The closing price on Nov 6, 2026 was $100.61. Our model-based fair value is $110.67, about +10% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Lantheus Holdings Inc right now?
The price sits close to our fair value, market and models broadly agree here, little valuation tension. A fairly wide model range ($77.48 to $143.88) leaves room in how you read the outcome.
Key figures of Lantheus Holdings Inc
How large is the market capitalisation of Lantheus Holdings Inc (LNTH)?
The market capitalisation of Lantheus Holdings Inc is $6.8B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Lantheus Holdings Inc (LNTH)?
The price-to-sales ratio of Lantheus Holdings Inc is 4.35 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Lantheus Holdings Inc (LNTH)?
Earnings per share at Lantheus Holdings Inc are $4.02 (price ÷ EPS = P/E 25.0). Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Lantheus Holdings Inc (LNTH)?
The net margin of Lantheus Holdings Inc is 17.3% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Lantheus Holdings Inc (LNTH)?
The return on equity (ROE) of Lantheus Holdings Inc is 21.8% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Lantheus Holdings Inc (LNTH)?
On an EBIT basis the return on assets of Lantheus Holdings Inc is 11.0% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Lantheus Holdings Inc (LNTH)?
The operating margin of Lantheus Holdings Inc is 8.3% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Lantheus Holdings Inc (LNTH)?
Revenue at Lantheus Holdings Inc is growing +1.5% versus a year earlier (3y avg +18.1%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Lantheus Holdings Inc (LNTH)?
Earnings per share at Lantheus Holdings Inc are growing −19.5% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net cash does Lantheus Holdings Inc (LNTH) hold?
Lantheus Holdings Inc holds more cash than debt, $358M net (fiscal year 2025). The company holds more cash than debt, a safety cushion.
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Some data
Nov 7, 2026