Haleon plc ADR vs Teva- Pharmaceutical Industries Ltd

Haleon plc ADR (HLN) is slightly overvalued and Teva- Pharmaceutical Industries Ltd (TEVA) is overvalued.

Both trade above our estimate of their intrinsic value. HLN is the closer of the two: -14%, against -92% for TEVA.

Values as of the 22 Sept 2026 close.

Haleon plc ADR (HLN)

Discounting its cash flows at 9.0% (average of 3 methods) values the shares at $8.10; the price of $9.25 is 14% above that value, and 76% of that value comes from beyond year five.

Leak Score 27/100 on 3 of 12 signals

Teva- Pharmaceutical Industries Ltd (TEVA)

Discounting its cash flows at 8.5% (average of 3 methods) values the shares at $20.57; the price of $39.52 is 92% above that value, and 77% of that value comes from beyond year five.

Leak Score 0/100 on 3 of 12 signals

MetricHLNTEVA
VerdictSlightly overvaluedOvervalued
Price$9.25$39.52
Intrinsic value$8.10$20.57
Margin of safety-14%-92%
Leak Score27/100 (3/12)0/100 (3/12)
Market cap$40.7B$46.1B
Revenue growth, 5 years2.8%0.8%
Operating margin23.3%18.8%
Net margin14.6%4.1%
Return on equity10.0%9.7%
Debt to equity0.502.18
P/E19.0x65.9x
Forward P/E15.0x12.9x
P/B1.9x5.9x
Dividend yield2.4%

All stocks in Drug Manufacturers - Specialty & Generic