LANTHEUS HOLDINGS, INC.

LNTH · Healthcare · $6.8B mkt cap · FY2025 filings · Narrow moat

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Narrow moat

The four filters

Pricing power72

Median gross margin 50.6% over 10y, stable.

Returns on capital90

Median ROIC 23.7%, above the 9% hurdle in 70% of years.

Balance-sheet safety82

Net debt/EBITDA 0.6x, interest coverage 16x.

Capital discipline46

Owner earnings +8.1%/yr, share count growing (dilution).

Margin of safety

Above valueOn sale

163% above value

Owner earnings (normalized): $233.6M
Est. intrinsic value / share: $40.18
Recent price: $105.81
Discount to value: 163% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell LNTH. See the disclaimer.