Teva- Pharmaceutical Industries Ltd vs United Therapeutics Corp

Teva- Pharmaceutical Industries Ltd (TEVA) is overvalued and United Therapeutics Corp (UTHR) is undervalued.

Against our estimates of intrinsic value, UTHR trades at the wider discount: a margin of safety of +35%, against -92% for TEVA.

Values as of the 22 Sept 2026 close.

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

United Therapeutics Corp (UTHR)

Discounting its cash flows at 8.2% (average of 3 methods) values the shares at $764.18; the price of $497.59 is 35% below that value, and 79% of that value comes from beyond year five.

Leak Score 85/100 on 8 of 12 signals

MetricTEVAUTHR
VerdictOvervaluedUndervalued
Price$39.52$497.59
Intrinsic value$20.57$764.18
Margin of safety-92%+35%
Leak Score0/100 (3/12)85/100 (8/12)
Market cap$46.1B$21.3B
Revenue growth, 5 years0.8%16.5%
Operating margin18.8%44.5%
Net margin4.1%41.6%
Return on equity9.7%19.3%
Debt to equity2.180.00
P/E65.9x17.8x
Forward P/E12.9x17.2x
P/B5.9x3.3x

All stocks in Drug Manufacturers - Specialty & Generic