Lantheus Holdings, Inc. (LNTH) has a MoatMap StockRank of 99/100 based on Quality (76/100), Value (43/100), and Momentum (85/100) factor scores. The current signal is STRONG BUY. Lantheus Holdings, a leader in diagnostic imaging agents, is well-positioned to leverage the 'AI Enablers & Semiconductors' theme. AI's integration into healthcare diagnostics is a powerful, under-recognized second-order effect creating a multi-decade growth cycle and new competitive moats. Lantheus, with its specialized IP and regulatory expertise, can use AI to enhance diagnostic accuracy, efficiency, and discovery, thereby extending its pricing power and reinvestment runway. The market likely underestimates how AI will create asymmetric advantages for specialized healthcare players rather than just generic tech companies, making it a quality compounder benefiting from a massive productivity tailwind. [BUYBACK TAILWIND: Active buyback (SEC): $302M repurchased (ending 2025-12-31)]
Lantheus Holdings, Inc. is a radiopharmaceutical company focused on developing, manufacturing, and commercializing innovative diagnostic and therapeutic products for medical imaging. It is a specialized leader in medical diagnostics, particularly in cardiology and oncology imaging agents, benefiting from proprietary technologies and regulatory approvals. Its pipeline of novel agents and established market presence provide a strong competitive moat in a high-barrier-to-entry market.
| Price | $103.00 |
| Market Cap | $6.7B |
| P/E (TTM) | 22.17 |
| P/E (Forward) | 14.57 |
| Price/Book | 4.99 |
| Return on Equity | 23.5% |
| Return on Invested Capital | 17.6% |
| Debt/Equity | 51.62 |
| Gross Margin | 60.5% |
| Operating Margin | 21.6% |
| Revenue Growth | 1.2% |
| Free Cash Flow | $422M |
Lantheus Holdings, Inc. operates in the Drug Manufacturers - Specialty & Generic industry, part of the Healthcare sector (United States).