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Haleon plc (HLN.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

GB00BMX86B70

Sector

Healthcare

Highlights

Market Cap

£35.31B

EPS (TTM)

£0.13

PE Ratio

30.03

PEG Ratio

1.71

Total Revenue (TTM)

£5.69B

Gross Profit (TTM)

£3.63B

EBITDA (TTM)

£1.20B

Year Range

£306.54 - £400.65

Target Price

£399.29

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Haleon plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
5.03%
14.64%
HLN.L (Haleon plc)
Benchmark (^GSPC)

Returns By Period

Haleon plc had a return of 3.47% year-to-date (YTD) and 25.09% in the last 12 months.


HLN.L

YTD

3.47%

1M

6.06%

6M

5.03%

1Y

25.09%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

2.90%

1M

3.70%

6M

10.94%

1Y

22.18%

5Y*

12.41%

10Y*

11.21%

*Annualized

Monthly Returns

The table below presents the monthly returns of HLN.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.72%3.47%
2024-0.05%3.09%1.79%1.92%-4.24%-0.77%8.37%9.86%2.85%-5.22%0.51%0.83%19.48%
2023-0.95%-0.71%0.77%9.01%-9.34%1.27%4.36%-3.57%5.69%-3.33%0.17%-2.55%-0.45%
2022-11.58%-11.29%7.88%-4.03%6.01%15.22%-0.80%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 86, HLN.L is among the top 14% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HLN.L is 8686
Overall Rank
The Sharpe Ratio Rank of HLN.L is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of HLN.L is 8484
Sortino Ratio Rank
The Omega Ratio Rank of HLN.L is 8181
Omega Ratio Rank
The Calmar Ratio Rank of HLN.L is 9292
Calmar Ratio Rank
The Martin Ratio Rank of HLN.L is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Haleon plc (HLN.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HLN.L, currently valued at 1.57, compared to the broader market-2.000.002.004.001.571.59
The chart of Sortino ratio for HLN.L, currently valued at 2.30, compared to the broader market-6.00-4.00-2.000.002.004.002.302.16
The chart of Omega ratio for HLN.L, currently valued at 1.28, compared to the broader market0.501.001.502.001.281.29
The chart of Calmar ratio for HLN.L, currently valued at 2.41, compared to the broader market0.002.004.006.002.412.40
The chart of Martin ratio for HLN.L, currently valued at 6.59, compared to the broader market0.0010.0020.0030.006.599.79
HLN.L
^GSPC

The current Haleon plc Sharpe ratio is 1.57. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Haleon plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.50SeptemberOctoberNovemberDecember2025February
1.57
1.52
HLN.L (Haleon plc)
Benchmark (^GSPC)

Dividends

Dividend History

Haleon plc provided a 1.59% dividend yield over the last twelve months, with an annual payout of £0.06 per share.


1.30%1.35%1.40%1.45%1.50%1.55%1.60%1.65%£0.00£0.01£0.02£0.03£0.04£0.05£0.0620232024
Dividends
Dividend Yield
PeriodTTM20242023
Dividend£0.06£0.06£0.04

Dividend yield

1.59%1.64%1.31%

Monthly Dividends

The table displays the monthly dividend distributions for Haleon plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025£0.00£0.00£0.00
2024£0.00£0.00£0.04£0.00£0.00£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.06
2023£0.02£0.00£0.00£0.00£0.00£0.02£0.00£0.00£0.00£0.00£0.04

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.6%
Haleon plc has a dividend yield of 1.59%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%1.6%
Haleon plc has a payout ratio of 1.57%, which is below the market average. This means Haleon plc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.64%
-2.19%
HLN.L (Haleon plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Haleon plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Haleon plc was 25.41%, occurring on Sep 5, 2022. Recovery took 106 trading sessions.

The current Haleon plc drawdown is 1.64%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.41%Jul 18, 202235Sep 5, 2022106Feb 6, 2023141
-12.73%Apr 21, 202355Jul 11, 2023264Jul 25, 2024319
-10.15%Sep 18, 202441Nov 13, 2024
-7.76%Feb 22, 202314Mar 13, 202317Apr 5, 202331
-2.27%Apr 11, 20236Apr 18, 20232Apr 20, 20238

Volatility

Volatility Chart

The current Haleon plc volatility is 3.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
3.98%
4.04%
HLN.L (Haleon plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Haleon plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Haleon plc compared to its peers in the Drug Manufacturers - Specialty & Generic industry.


PE Ratio
20.040.060.080.030.0
The chart displays the price to earnings (P/E) ratio for HLN.L in comparison to other companies of the Drug Manufacturers - Specialty & Generic industry. Currently, HLN.L has a PE value of 30.0. This PE ratio falls in the average range for the industry.
PEG Ratio
-150.0-100.0-50.00.01.7
The chart displays the price to earnings to growth (PEG) ratio for HLN.L in comparison to other companies of the Drug Manufacturers - Specialty & Generic industry. Currently, HLN.L has a PEG value of 1.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Haleon plc.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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