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Upturn AI Summary - About
Haleon plc(HLN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HLN
09/24/2026: HLN (1-star) is currently NOT-A-BUY. Pass it for now.
Haleon plc is a prominent independent consumer healthcare company known for a portfolio of globally trusted brands such as Sensodyne and Advil. The company’s primary strengths include its strong market position in essential health segments and consistent, recurring revenue streams. Its main investment story centers on leveraging these high-trust brands to capture growth in emerging markets and through product innovation. Risks include a significant debt burden from its recent spin-off, intense competition from lower-priced private labels, and regulatory scrutiny over health products. Haleon may suit income-focused and lower-risk investors looking for stable exposure to the healthcare staples sector, though investors should monitor debt reduction progress and competitive market share trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Haleon is a mature consumer company and is more likely to provide steady, moderate growth rather than explosive expansion. |
| Momentum investor | Weak fit | The stock typically exhibits lower beta and steady performance rather than the high volatility required for momentum trading. |
| Value investor | Strong fit | The company often trades at reasonable multiples relative to its stable cash flows and brand power. |
| Dividend investor | Strong fit | Haleon is a consumer staple stock that offers reliable dividend income and stable business operations. |
| Low-risk investor | Strong fit | The essential nature of its healthcare products provides a degree of recession resistance and lower volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock is generally less volatile than the broader market due to its consumer-staples nature. |
| Valuation risk | Medium | Investors must ensure they do not overpay for stable growth, as multiple compression can impact returns. |
| Competition risk (Retail Consumer Goods) | Medium / high | Intense competition from private labels and major conglomerates threatens market share. |
| Business quality | Strong | The company owns highly recognized global brands with strong recurring revenue profiles. |
| Dividend income | Medium | While consistent, dividends are subject to board approval and the company's deleveraging goals. |
| Execution risk | Medium | The company must successfully navigate global supply chains and regulatory environments to maintain margins. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -20.99% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/24/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 40.06B USD | Price to earnings Ratio 18.98 | 1Y Target Price 11.93 |
Price to earnings Ratio 18.98 | 1Y Target Price 11.93 | ||
Volume (30-day avg) 15.1M shares | Beta 0.24 | 52 Weeks Range 8.59 - 11.06 | Updated Date 09/24/2026 |
52 Weeks Range 8.59 - 11.06 | Updated Date 09/24/2026 | ||
Dividends yield (FY) 2.17% | Basic EPS (TTM) 0.48 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Oral Health | Sensodyne, Parodontax, and other dental hygiene products. | Steady recurring revenue from daily-use oral hygiene products. |
| Pain Relief | Advil, Panadol, and topical pain treatments. | High-demand essential healthcare items that drive frequent consumer purchases. |
| Respiratory & Digestive Health | Theraflu, Otrivin, and Tums. | Seasonal and acute healthcare demand generates reliable revenue streams. |
| VMS (Vitamins, Minerals, Supplements) | Centrum and Emergen-C. | Growth in wellness-focused consumer spending supports this segment. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 18.98 | Forward PE 15.7 | Enterprise Value 50.18B | Price to Sales(TTM) 3.59 |
Enterprise Value 50.18B | Price to Sales(TTM) 3.59 | ||
Enterprise Value to Revenue 3.37 | Enterprise Value to EBITDA 13.36 | Shares Outstanding 4.40B | Shares Floating 4.43B |
Shares Outstanding 4.40B | Shares Floating 4.43B | ||
Percent Insiders 0.01 | Percent Institutions 13.65 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Haleon plc
Exchange NYSE | Headquarters - | ||
IPO Launch date 2022-07-22 | CEO & Executive Director Mr. Brian James McNamara | ||
Sector Healthcare | Industry Drug Manufacturers - Specialty & Generic | Full time employees 24535 | Website https://www.haleon.com |
Full time employees 24535 | Website https://www.haleon.com | ||
Haleon plc, together with its subsidiaries, engages in the research, development, manufacture, and sale of various consumer healthcare products in North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific. The company offers oral health products, such as toothpastes, mouth washes, and denture care products under the Sensodyne, Polident, Parodontax, and Biotene brands; and vitamins, minerals, and supplements under Centrum, Emergen-C, Caltrate brands. It also provides various over-the-counter products comprising nasal drops, and cold, flu, and allergy relief products under Theraflu, and Flonase brands for respiratory issues; and pain relief products under Voltaren, Panadol, and Advil brands; and antacids and antihistamine products under TUMS, ENO, and Fenistil brands for digestive health and other issues. Haleon plc has a collaboration agreement with Microsoft to scale digital, data and AI capabilities across the business and accelerate delivery of its global win as one strategy. Haleon plc was formerly known as DRVW 2022 plc and changed its name to Haleon plc in February 2022. The company was founded in 1715 and is headquartered in Weybridge, the United Kingdom.
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