Haleon (HLN) Stock Analysis
This is a peer-relative look at Haleon (HLN): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Household & Personal Products peers, so every number reads in context rather than in isolation.
Company Profile
Haleon (HLN) trades as an ADR rather than ordinary local shares — read it with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | HLN |
|---|---|
| Name | Haleon Plc - ADR |
| Country/Region | United Kingdom |
| GICS Sector | Consumer Staples |
| GICS Industry Group | Household & Personal Products |
| GICS Industry | Personal Care Products |
| GICS Sub-Industry | Personal Care Products |
| Market Capitalization | 43.69 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | July 25, 2022 |
| Security Type | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: HLN | Industry group median |
|---|---|---|
| Total Return (1Y) | 6.12% | -1.99% |
| Total Return (3Y, Annualized) | 5.60% | 0.30% |
| Total Return (5Y, Annualized) | -- | 1.36% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: HLN | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 22.65% | 37.33% |
| Beta (5Y) | 0.12 | 0.59 |
| Max Drawdown (5Y) | -24.83% | -51.32% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: HLN | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | 0.09 | -0.17 |
| Sortino Ratio (1Y) | 0.14 | -0.23 |
Profitability
ROE (TTM)
Haleon (HLN) posts ROE of 10.27%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.
HLN
Household & Personal Products industry group
10.27%
Group distribution
- Max
- 33.31%
- Q3
- 28.44%
- Median
- 13.69%
- HLN
- 10.27%
- Q1
- 0.17%
- Min
- -20.43%
Largest peers
- CL
- 363.58%
- KMB
- 111.73%
- PG
- 31.11%
- UL
- 30.96%
- KVUE
- 15.70%
- HLN
- 10.27%
- EL
- -5.95%
Net Margin (TTM)
Haleon (HLN) keeps 15.11% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.
HLN
Household & Personal Products industry group
15.11%
Group distribution
- Max
- 19.16%
- HLN
- 15.11%
- Q3
- 11.33%
- Median
- 6.67%
- Q1
- 0.66%
- Min
- -9.20%
Largest peers
- PG
- 19.16%
- UL
- 18.75%
- HLN
- 15.11%
- KMB
- 12.80%
- KVUE
- 10.61%
- CL
- 10.04%
- EL
- -1.67%
Operating Margin (TTM)
Haleon (HLN) turns 23.17% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.
HLN
Household & Personal Products industry group
23.17%
Group distribution
- HLN
- 23.17%
- Max
- 23.17%
- Q3
- 20.10%
- Median
- 12.60%
- Q1
- 6.91%
- Min
- -9.69%
Largest peers
- HLN
- 23.17%
- PG
- 23.05%
- KVUE
- 21.62%
- CL
- 20.92%
- UL
- 20.05%
- KMB
- 19.65%
- EL
- 14.93%
Profitability Metrics
| Metric | Current stock: HLN | Industry group median |
|---|---|---|
| ROE (TTM) | 10.27% | 13.69% |
| ROA (TTM) | 4.67% | 6.90% |
| Net Margin (TTM) | 15.11% | 6.67% |
| Operating Margin (TTM) | 23.17% | 12.60% |
| Gross Margin (TTM) | 64.77% | 48.97% |
Growth
Revenue Growth
Haleon (HLN) grew revenue -1.81%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.
EPS Growth
Haleon (HLN) grew earnings per share 17.83%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.
Growth Metrics
| Metric | Current stock: HLN | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | -1.81% | 0.29% |
| Revenue Growth (3Y CAGR) | 0.53% | 0.79% |
| EPS Growth (YoY) | 17.83% | 5.24% |
| EPS Growth (3Y CAGR) | 17.17% | 6.22% |
Financial Strength
Current Ratio (MRQ)
Haleon (HLN) has current ratio of 0.92, in the tighter-liquidity quartile for its industry. The short-term cushion is thinner than most peers carry, even if the absolute comfort level still depends on the business model.
HLN
Household & Personal Products industry group
0.92
Group distribution
- Max
- 4.51
- Q3
- 3.12
- Median
- 1.95
- Q1
- 1.01
- HLN
- 0.92
- Min
- 0.73
Largest peers
- EL
- 1.27
- CL
- 1.03
- KVUE
- 0.98
- HLN
- 0.92
- UL
- 0.79
- KMB
- 0.77
- PG
- 0.73
Debt / Equity (MRQ)
Haleon (HLN) has debt-to-equity ratio of 0.52, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.
HLN
Household & Personal Products industry group
0.52
Group distribution
- Max
- 2.33
- Q3
- 1.45
- Median
- 0.77
- HLN
- 0.52
- Q1
- 0.39
- Min
- 0.02
Largest peers
- CL
- 16.41
- KMB
- 3.71
- EL
- 2.33
- UL
- 1.61
- KVUE
- 0.83
- PG
- 0.68
- HLN
- 0.52
Financial Strength Metrics
| Metric | Current stock: HLN | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 0.92 | 1.95 |
| Debt / Equity (MRQ) | 0.52 | 0.77 |
| Net Debt / EBITDA | 2.66 | 2.19 |
Dividends
Dividend Yield (TTM)
Haleon (HLN) has dividend yield of 0.71%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.
HLN
Household & Personal Products industry group
0.71%
Group distribution
- Max
- 5.90%
- Q3
- 2.64%
- Median
- 1.02%
- HLN
- 0.71%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- KMB
- 4.66%
- KVUE
- 4.35%
- UL
- 3.19%
- PG
- 2.83%
- CL
- 2.26%
- EL
- 1.67%
- HLN
- 0.71%
Dividend Payout Ratio (TTM)
Haleon (HLN) has payout ratio of 37.08%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.
HLN
Household & Personal Products industry group
37.08%
Group distribution
- Max
- 98.51%
- Q3
- 66.00%
- HLN
- 37.08%
- Median
- 36.90%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- EL
- 471.43%
- KVUE
- 98.51%
- KMB
- 97.87%
- CL
- 80.62%
- UL
- 78.60%
- PG
- 61.80%
- HLN
- 37.08%
Dividend Metrics
| Metric | Current stock: HLN | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.71% | 1.02% |
| Dividend Payout Ratio (TTM) | 37.08% | 36.90% |
Valuation
P/E Ratio (TTM)
Haleon (HLN) trades at P/E ratio of 20.67, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.
HLN
Household & Personal Products industry group
20.67
Group distribution
- Max
- 36.52
- Q3
- 24.48
- Median
- 20.82
- HLN
- 20.67
- Q1
- 15.98
- Min
- 5.38
Largest peers
- CL
- 35.63
- KVUE
- 22.63
- PG
- 21.78
- UL
- 21.03
- KMB
- 20.98
- HLN
- 20.67
- EL
- --
P/S Ratio (TTM)
Haleon (HLN) trades at 3.96 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.
HLN
Household & Personal Products industry group
3.96
Group distribution
- Max
- 5.42
- HLN
- 3.96
- Q3
- 2.97
- Median
- 1.58
- Q1
- 0.70
- Min
- 0.07
Largest peers
- PG
- 3.98
- HLN
- 3.96
- CL
- 3.48
- UL
- 2.59
- KVUE
- 2.39
- KMB
- 2.17
- EL
- 2.01
P/B Ratio (MRQ)
Haleon (HLN) trades at 2.00 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.
HLN
Household & Personal Products industry group
2.00
Group distribution
- Max
- 11.82
- Q3
- 7.46
- Median
- 2.83
- HLN
- 2.00
- Q1
- 1.04
- Min
- -2.96
Largest peers
- CL
- 500.00
- KMB
- 19.97
- UL
- 7.47
- EL
- 7.46
- PG
- 6.42
- KVUE
- 3.44
- HLN
- 2.00
Valuation Metrics
| Metric | Current stock: HLN | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 20.67 | 20.82 |
| P/S Ratio (TTM) | 3.96 | 1.58 |
| P/B Ratio (MRQ) | 2.00 | 2.83 |
| Free Cash Flow Yield (TTM) | 3.20% | 4.98% |