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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
11/05/2026: HLN (1-star) is a SELL. SELL for 2 days. Simulated Profits (-9.24%). Updated daily EoD!
Haleon plc is a major global consumer healthcare company focused on daily self-care products like Sensodyne and Advil. The company benefits from a portfolio of established brands that command high consumer loyalty, providing a stable, defensive investment profile. Its primary growth strategy revolves around innovation in existing segments and expanding presence in emerging markets. Key risks include intense competition from generic store brands and the potential for regulatory pressures on healthcare products. Generally considered a suitable holding for income-focused or conservative investors, the company's future performance will depend on its ability to sustain margins amid rising costs and execute on its independent growth strategy.
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 offers steady, predictable growth rather than the high-growth trajectory often sought by growth investors. |
| Momentum investor | Weak fit | The stock tends to trade based on long-term fundamental performance rather than rapid, short-term momentum spikes. |
| Value investor | Strong fit | Its stable business model and brand power often appeal to value-oriented investors looking for defensive assets. |
| Dividend investor | Strong fit | The company's commitment to returning capital via dividends makes it attractive for income-seeking portfolios. |
| Low-risk investor | Strong fit | As a consumer health company with non-discretionary products, it generally exhibits lower volatility than cyclical sectors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The business operates in defensive sectors that typically see less fluctuation than broader market equities. |
| Valuation risk | Medium | Investors must ensure the stock price adequately reflects the company's steady growth outlook. |
| Competition risk (generic/private label) | Medium / high | Generic and store-brand alternatives pose a persistent threat to market share for premium-priced products. |
| Business quality | Strong | Haleon owns a deep portfolio of high-equity brands that provide a strong competitive moat. |
| Dividend income | Medium | Dividend reliability is generally high, though payouts are subject to earnings performance. |
| Execution risk | Medium | Successfully managing a global supply chain and brand portfolio requires consistent operational discipline. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -28.29% | Avg. Invested days 32 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2026 |
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 40.57B USD | Price to earnings Ratio 18.84 | 1Y Target Price 10.4 |
Price to earnings Ratio 18.84 | 1Y Target Price 10.4 | ||
Volume (30-day avg) 21.4M shares | Beta 0.29 | 52 Weeks Range 8.38 - 11.06 | Updated Date 11/05/2026 |
52 Weeks Range 8.38 - 11.06 | Updated Date 11/05/2026 | ||
Dividends yield (FY) 2.15% | Basic EPS (TTM) 0.49 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Oral Health | Toothpastes and mouthwashes like Sensodyne and Parodontax. | Steady revenue from daily hygiene routines. |
| Pain Relief | Analgesics like Advil and Panadol. | Strong, high-repeat sales driven by medical needs. |
| Respiratory & Wellness | Cold, flu, and vitamin products. | Seasonal demand trends drive performance in 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 18.84 | Forward PE 14.71 | Enterprise Value 48.32B | Price to Sales(TTM) 3.64 |
Enterprise Value 48.32B | Price to Sales(TTM) 3.64 | ||
Enterprise Value to Revenue 3.23 | Enterprise Value to EBITDA 12.83 | Shares Outstanding 4.40B | Shares Floating 4.43B |
Shares Outstanding 4.40B | Shares Floating 4.43B | ||
Percent Insiders 0.03 | Percent Institutions 14.1 |
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.
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