HLMA.L vs. SMSN.L
HLMA.L (Halma plc) and SMSN.L (Samsung Electronics Co. Ltd) are both stocks. HLMA.L operates in Conglomerates (Industrials), while SMSN.L operates in Consumer Electronics (Technology). Over the past 10 years, HLMA.L returned 18.37%/yr vs 27.79%/yr for SMSN.L. At a 0.21 correlation, their price movements are largely independent.
Performance
HLMA.L vs. SMSN.L - Performance Comparison
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Different Trading Currencies
HLMA.L is traded in GBp, while SMSN.L is traded in USD. To make them comparable, the SMSN.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, HLMA.L achieves a 33.47% return, which is significantly lower than SMSN.L's 148.64% return. Over the past 10 years, HLMA.L has underperformed SMSN.L with an annualized return of 18.37%, while SMSN.L has yielded a comparatively higher 27.79% annualized return.
HLMA.L
- 1D
- 1.24%
- 1M
- 3.80%
- YTD
- 33.47%
- 6M
- 29.66%
- 1Y
- 59.70%
- 3Y*
- 26.08%
- 5Y*
- 12.90%
- 10Y*
- 18.37%
SMSN.L
- 1D
- 0.00%
- 1M
- 6.15%
- YTD
- 148.64%
- 6M
- 175.28%
- 1Y
- 380.18%
- 3Y*
- 53.65%
- 5Y*
- 26.61%
- 10Y*
- 27.79%
HLMA.L vs. SMSN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLMA.L Halma plc | 33.47% | 32.52% | 18.70% | 16.78% | -37.74% | 31.48% | 16.58% | 56.35% | 9.47% | 42.10% |
SMSN.L Samsung Electronics Co. Ltd | 151.75% | 114.37% | -36.86% | 31.43% | -23.16% | -7.14% | 55.31% | 36.17% | -20.92% | 48.84% |
Correlation
The correlation between HLMA.L and SMSN.L is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007 | 0.21 |
The correlation between HLMA.L and SMSN.L shifts across timeframes, from 0.21 (all time) to 0.37 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
HLMA.L:
£17.89B
SMSN.L:
$1.39T
HLMA.L:
£1.46
SMSN.L:
$320.04K
HLMA.L:
32.33
SMSN.L:
0.02
HLMA.L:
3.11
SMSN.L:
0.00
HLMA.L:
4.49
SMSN.L:
0.00
HLMA.L:
9.00
SMSN.L:
0.00
HLMA.L:
£3.98B
SMSN.L:
$389.99T
HLMA.L:
£1.17B
SMSN.L:
$152.35T
HLMA.L:
£936.80M
SMSN.L:
$68.67T
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Return for Risk
HLMA.L vs. SMSN.L — Risk / Return Rank
HLMA.L
SMSN.L
HLMA.L vs. SMSN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Halma plc (HLMA.L) and Samsung Electronics Co. Ltd (SMSN.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HLMA.L | SMSN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.24 | ||
| Sortino ratioReturn per unit of downside risk | -2.48 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.76 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 4.39 | 18.46 | -14.06 |
| Martin ratioReturn relative to average drawdown | 17.18 | 57.30 | -40.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HLMA.L | SMSN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 7.64 | -5.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.80 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.86 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.61 | +0.09 |
Drawdowns
HLMA.L vs. SMSN.L - Drawdown Comparison
The maximum HLMA.L drawdown since its inception was -42.86%, smaller than the maximum SMSN.L drawdown of -49.90%. Use the drawdown chart below to compare losses from any high point for HLMA.L and SMSN.L.
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Drawdown Indicators
| HLMA.L | SMSN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.86% | -49.90% | +7.04% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -20.44% | +6.91% |
Max Drawdown (3Y)Largest decline over 3 years | -25.75% | -43.39% | +17.64% |
Max Drawdown (5Y)Largest decline over 5 years | -42.86% | -43.39% | +0.53% |
Max Drawdown (10Y)Largest decline over 10 years | -42.86% | -49.90% | +7.04% |
Current DrawdownCurrent decline from peak | -3.20% | -13.23% | +10.03% |
Average DrawdownAverage peak-to-trough decline | -10.17% | -15.97% | +5.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 6.58% | -3.12% |
Volatility
HLMA.L vs. SMSN.L - Volatility Comparison
The current volatility for Halma plc (HLMA.L) is 8.81%, while Samsung Electronics Co. Ltd (SMSN.L) has a volatility of 22.34%. This indicates that HLMA.L experiences smaller price fluctuations and is considered to be less risky than SMSN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HLMA.L | SMSN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.81% | 22.34% | -13.53% |
Volatility (6M)Calculated over the trailing 6-month period | 19.91% | 42.00% | -22.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.85% | 49.47% | -24.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.91% | 33.38% | -7.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 32.29% | -7.57% |
Dividends
HLMA.L vs. SMSN.L - Dividend Comparison
HLMA.L's dividend yield for the trailing twelve months is around 0.50%, more than SMSN.L's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLMA.L Halma plc | 0.50% | 0.67% | 0.83% | 0.91% | 0.98% | 0.57% | 0.69% | 0.76% | 1.11% | 1.12% | 0.00% | 0.00% |
SMSN.L Samsung Electronics Co. Ltd | 0.37% | 0.94% | 2.88% | 1.79% | 2.50% | 1.85% | 3.60% | 2.47% | 3.65% | 1.62% | 1.68% | 1.71% |
Financials
HLMA.L vs. SMSN.L - Financials Comparison
This section allows you to compare key financial metrics between Halma plc and Samsung Electronics Co. Ltd. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
HLMA.L vs. SMSN.L - Profitability Comparison
HLMA.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Halma plc reported a gross profit of 0.00 and revenue of 1.24B. Therefore, the gross margin over that period was 0.0%.
SMSN.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Samsung Electronics Co. Ltd reported a gross profit of 81.91T and revenue of 133.87T. Therefore, the gross margin over that period was 61.2%.
HLMA.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Halma plc reported an operating income of 256.90M and revenue of 1.24B, resulting in an operating margin of 20.8%.
SMSN.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Samsung Electronics Co. Ltd reported an operating income of 58.98T and revenue of 133.87T, resulting in an operating margin of 44.1%.
HLMA.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Halma plc reported a net income of 186.80M and revenue of 1.24B, resulting in a net margin of 15.1%.
SMSN.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Samsung Electronics Co. Ltd reported a net income of 48.66T and revenue of 133.87T, resulting in a net margin of 36.4%.
Frequently Asked Questions
HLMA.L and SMSN.L have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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