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HLN vs. HAL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HLN and HAL is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.1

Performance

HLN vs. HAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Haleon plc (HLN) and Halliburton Company (HAL). The values are adjusted to include any dividend payments, if applicable.

-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
1.11%
-13.36%
HLN
HAL

Key characteristics

Sharpe Ratio

HLN:

1.33

HAL:

-0.81

Sortino Ratio

HLN:

1.93

HAL:

-1.02

Omega Ratio

HLN:

1.24

HAL:

0.88

Calmar Ratio

HLN:

1.53

HAL:

-0.39

Martin Ratio

HLN:

3.82

HAL:

-0.99

Ulcer Index

HLN:

6.28%

HAL:

22.86%

Daily Std Dev

HLN:

18.16%

HAL:

28.17%

Max Drawdown

HLN:

-24.83%

HAL:

-92.99%

Current Drawdown

HLN:

-6.64%

HAL:

-56.37%

Fundamentals

Market Cap

HLN:

$45.13B

HAL:

$23.21B

EPS

HLN:

$0.33

HAL:

$2.83

PE Ratio

HLN:

30.24

HAL:

9.45

PEG Ratio

HLN:

1.75

HAL:

1.79

Total Revenue (TTM)

HLN:

$5.69B

HAL:

$22.94B

Gross Profit (TTM)

HLN:

$3.63B

HAL:

$4.30B

EBITDA (TTM)

HLN:

$1.18B

HAL:

$4.79B

Returns By Period

In the year-to-date period, HLN achieves a 4.61% return, which is significantly higher than HAL's -1.66% return.


HLN

YTD

4.61%

1M

8.01%

6M

1.11%

1Y

22.67%

5Y*

N/A

10Y*

N/A

HAL

YTD

-1.66%

1M

-10.57%

6M

-13.37%

1Y

-22.27%

5Y*

6.42%

10Y*

-2.98%

*Annualized

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Risk-Adjusted Performance

HLN vs. HAL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HLN
The Risk-Adjusted Performance Rank of HLN is 8080
Overall Rank
The Sharpe Ratio Rank of HLN is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of HLN is 7979
Sortino Ratio Rank
The Omega Ratio Rank of HLN is 7676
Omega Ratio Rank
The Calmar Ratio Rank of HLN is 8686
Calmar Ratio Rank
The Martin Ratio Rank of HLN is 7676
Martin Ratio Rank

HAL
The Risk-Adjusted Performance Rank of HAL is 1515
Overall Rank
The Sharpe Ratio Rank of HAL is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of HAL is 1010
Sortino Ratio Rank
The Omega Ratio Rank of HAL is 1212
Omega Ratio Rank
The Calmar Ratio Rank of HAL is 2323
Calmar Ratio Rank
The Martin Ratio Rank of HAL is 2222
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.

HLN vs. HAL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Haleon plc (HLN) and Halliburton Company (HAL). 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.


Sharpe ratio
The chart of Sharpe ratio for HLN, currently valued at 1.33, compared to the broader market-2.000.002.001.33-0.81
The chart of Sortino ratio for HLN, currently valued at 1.93, compared to the broader market-4.00-2.000.002.004.006.001.93-1.02
The chart of Omega ratio for HLN, currently valued at 1.24, compared to the broader market0.501.001.502.001.240.88
The chart of Calmar ratio for HLN, currently valued at 1.53, compared to the broader market0.002.004.006.001.53-0.56
The chart of Martin ratio for HLN, currently valued at 3.82, compared to the broader market0.0010.0020.0030.003.82-0.99
HLN
HAL

The current HLN Sharpe Ratio is 1.33, which is higher than the HAL Sharpe Ratio of -0.81. The chart below compares the historical Sharpe Ratios of HLN and HAL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.001.502.00SeptemberOctoberNovemberDecember2025February
1.33
-0.81
HLN
HAL

Dividends

HLN vs. HAL - Dividend Comparison

HLN's dividend yield for the trailing twelve months is around 1.57%, less than HAL's 2.54% yield.


TTM20242023202220212020201920182017201620152014
HLN
Haleon plc
1.57%1.65%1.26%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HAL
Halliburton Company
2.54%2.50%1.77%1.22%0.79%1.67%2.94%2.71%1.47%1.33%2.12%1.60%

Drawdowns

HLN vs. HAL - Drawdown Comparison

The maximum HLN drawdown since its inception was -24.83%, smaller than the maximum HAL drawdown of -92.99%. Use the drawdown chart below to compare losses from any high point for HLN and HAL. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-6.64%
-36.60%
HLN
HAL

Volatility

HLN vs. HAL - Volatility Comparison

The current volatility for Haleon plc (HLN) is 5.52%, while Halliburton Company (HAL) has a volatility of 8.91%. This indicates that HLN experiences smaller price fluctuations and is considered to be less risky than HAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
5.52%
8.91%
HLN
HAL

Financials

HLN vs. HAL - Financials Comparison

This section allows you to compare key financial metrics between Haleon plc and Halliburton Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

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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