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HLN vs. SNY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HLN vs. SNY - Performance Comparison

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

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Returns By Period

In the year-to-date period, HLN achieves a -10.20% return, which is significantly lower than SNY's -3.34% return.


HLN

1D
2.75%
1M
-2.29%
YTD
-10.20%
6M
-4.74%
1Y
-16.43%
3Y*
4.65%
5Y*
10Y*

SNY

1D
4.74%
1M
2.35%
YTD
-3.34%
6M
-4.21%
1Y
-5.37%
3Y*
0.11%
5Y*
0.98%
10Y*
5.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HLN vs. SNY - Yearly Performance Comparison


2026 (YTD)2025202420232022
HLN
Haleon plc
-10.20%7.84%17.99%4.21%7.96%
SNY
Sanofi
-3.34%4.93%1.09%6.55%-2.81%

Correlation

The correlation between HLN and SNY is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.39

Correlation (3Y)
Calculated over the trailing 3-year period

0.38

Correlation (All Time)
Calculated using the full available price history since Jul 25, 2022

0.35

Fundamentals

Market Cap

HLN:

$40.15B

SNY:

$106.88B

EPS

HLN:

$0.62

SNY:

$3.09

PE Ratio

HLN:

14.52

SNY:

14.37

PS Ratio

HLN:

2.09

SNY:

2.29

PB Ratio

HLN:

2.45

SNY:

1.47

Total Revenue (TTM)

HLN:

$19.27B

SNY:

$47.35B

Gross Profit (TTM)

HLN:

$12.29B

SNY:

$34.18B

EBITDA (TTM)

HLN:

$4.76B

SNY:

$12.63B

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Return for Risk

HLN vs. SNY — Risk / Return Rank

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

HLN
HLN Risk / Return Rank: 1212
Overall Rank
HLN Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
HLN Sortino Ratio Rank: 1111
Sortino Ratio Rank
HLN Omega Ratio Rank: 1313
Omega Ratio Rank
HLN Calmar Ratio Rank: 1313
Calmar Ratio Rank
HLN Martin Ratio Rank: 1111
Martin Ratio Rank

SNY
SNY Risk / Return Rank: 3030
Overall Rank
SNY Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
SNY Sortino Ratio Rank: 2828
Sortino Ratio Rank
SNY Omega Ratio Rank: 2828
Omega Ratio Rank
SNY Calmar Ratio Rank: 3131
Calmar Ratio Rank
SNY Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HLN vs. SNY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Haleon plc (HLN) and Sanofi (SNY). 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.


HLNSNYDifference
Sharpe ratioReturn per unit of total volatility

-0.57

Sortino ratioReturn per unit of downside risk

-0.91

Omega ratioGain probability vs. loss probability

0.89

0.98

-0.10

Calmar ratioReturn relative to maximum drawdown

-0.76

-0.32

-0.43

Martin ratioReturn relative to average drawdown

-1.29

-0.64

-0.66

HLN vs. SNY - Sharpe Ratio Comparison

The current HLN Sharpe Ratio is -0.78, which is lower than the SNY Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of HLN and SNY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HLNSNYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.78

-0.21

-0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.21

+0.07

Drawdowns

HLN vs. SNY - Drawdown Comparison

The maximum HLN drawdown since its inception was -24.83%, smaller than the maximum SNY drawdown of -46.46%. Use the drawdown chart below to compare losses from any high point for HLN and SNY.


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Drawdown Indicators


HLNSNYDifference

Max Drawdown

Largest peak-to-trough decline

-24.83%

-46.46%

+21.63%

Max Drawdown (1Y)

Largest decline over 1 year

-21.78%

-16.70%

-5.08%

Max Drawdown (3Y)

Largest decline over 3 years

-23.11%

-23.37%

+0.26%

Max Drawdown (5Y)

Largest decline over 5 years

-33.52%

Max Drawdown (10Y)

Largest decline over 10 years

-33.52%

Current Drawdown

Current decline from peak

-19.95%

-17.67%

-2.28%

Average Drawdown

Average peak-to-trough decline

-8.38%

-12.19%

+3.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.72%

8.47%

+4.25%

Volatility

HLN vs. SNY - Volatility Comparison

The current volatility for Haleon plc (HLN) is 6.41%, while Sanofi (SNY) has a volatility of 7.22%. This indicates that HLN experiences smaller price fluctuations and is considered to be less risky than SNY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HLNSNYDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.41%

7.22%

-0.81%

Volatility (6M)

Calculated over the trailing 6-month period

16.11%

15.69%

+0.42%

Volatility (1Y)

Calculated over the trailing 1-year period

21.19%

25.40%

-4.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.86%

24.77%

-0.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.86%

23.46%

+0.40%

Dividends

HLN vs. SNY - Dividend Comparison

HLN's dividend yield for the trailing twelve months is around 2.11%, less than SNY's 5.46% yield.


PositionTTM20252024202320222021202020192018201720162015
HLN
Haleon plc
2.11%1.73%1.65%1.26%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SNY
Sanofi
5.46%4.56%4.22%3.83%4.32%3.80%3.61%3.47%4.29%3.82%4.11%3.77%

Financials

HLN vs. SNY - Financials Comparison

This section allows you to compare key financial metrics between Haleon plc and Sanofi. 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


2.00B4.00B6.00B8.00B10.00B12.00B14.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
5.52B
11.24B
(HLN) Total Revenue
(SNY) Total Revenue
Values in USD except per share items

HLN vs. SNY - Profitability Comparison

The chart below illustrates the profitability comparison between Haleon plc and Sanofi over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%65.0%70.0%75.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
65.0%
72.1%
Portfolio components
HLN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Haleon plc reported a gross profit of 3.59B and revenue of 5.52B. Therefore, the gross margin over that period was 65.0%.

SNY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sanofi reported a gross profit of 8.11B and revenue of 11.24B. Therefore, the gross margin over that period was 72.1%.

HLN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Haleon plc reported an operating income of 1.25B and revenue of 5.52B, resulting in an operating margin of 22.7%.

SNY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sanofi reported an operating income of 2.27B and revenue of 11.24B, resulting in an operating margin of 20.2%.

HLN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Haleon plc reported a net income of 855.69M and revenue of 5.52B, resulting in a net margin of 15.5%.

SNY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sanofi reported a net income of 1.61B and revenue of 11.24B, resulting in a net margin of 14.4%.


Frequently Asked Questions


HLN and SNY have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SNY has higher volatility (7.22%) compared to HLN (6.41%). In terms of maximum drawdown, HLN dropped -24.83% vs SNY's -46.46%.

SNY currently has the higher Sharpe Ratio (-0.21 vs -0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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