Lantheus Holdings vs Trulieve Cannabis
Lantheus Holdings is the larger business, with $1.54bn of revenue in fiscal 2025 against $1.18bn for Trulieve Cannabis (1.3 times as much). Lantheus Holdings grew faster (0.5% against -0.4%). Lantheus Holdings kept more of each dollar of sales as profit: a net margin of 15.2% against -9.9%. Trulieve Cannabis carries less debt relative to equity (12.3% against 52.2%).
| Latest fiscal year | Lantheus HoldingsLNTH, 2025 | Trulieve CannabisTRLV, 2025 |
|---|---|---|
| Revenue | $1.54bn | $1.18bn |
| Revenue growth | 0.5% | -0.4% |
| Net income | $234m | −$116m |
| Operating margin | 20.2% | 12.1% |
| Net margin | 15.2% | -9.9% |
| Return on equity | 21.4% | -9.7% |
| Free cash flow | $354m | $229m |
| Cash | $359m | $256m |
| Total debt | $569m | $141m |
| Debt to equity | 52.2% | 12.3% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $300m | — |
| Employees | 1,193 | 5,000 |
| Market value | $6.56bn | $2.20bn |
| Price vs our value range | Within our value range | Below our value range |
| Moat score | 63 (Moderate) | 28 (Weak) |
| Insider trades, 12 months | 0 buys, 5 sales | 0 buys, 7 sales |