Haleon plc

Report azionario NYSE:HLN

Capitalizzazione di mercato: US$40.2b

Haleon Crescita futura

Criteri Future verificati 1/6

Haleon prevede che gli utili e i ricavi cresceranno rispettivamente di 6.3% e 4% all'anno. Si prevede che l'EPS crescerà di 7.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 11.3% in 3 anni.

Informazioni chiave

6.3%

Tasso di crescita degli utili

7.43%

Tasso di crescita dell'EPS

Pharmaceuticals crescita degli utili14.4%
Tasso di crescita dei ricavi4.0%
Rendimento futuro del capitale proprio11.34%
Copertura analitica

Good

Ultimo aggiornamento04 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Feb 27

Haleon: Decent Earnings Growth Is Already Reflected In Valuation

Summary Haleon remains a solid, premium-branded consumer health company, but I maintain a 'hold' rating due to limited growth drivers and full valuation. Organic revenue grew 3%, below medium-term targets, with North America showing a modest decline and ongoing consumer confidence risks. Profitability improved, with operating profit up 9% and EPS up 18%, driven by productivity and disciplined investment, but future brand equity and marketing spend warrant monitoring. The dividend is set to grow 7.6%, and buybacks continue, yet cash flow communication is unclear, and the current 21x earnings multiple limits upside. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Haleon: Growing Profits And Dividend

Summary I initiate coverage on Haleon with a "hold" rating due to decent results and potential for ongoing growth, despite a slight revenue slip last year. Haleon's dividend grew 10% and is well-covered by free cash flow, but the 1.6% yield is less attractive compared to peers. The balance sheet is manageable with net debt at 22% of market cap, though I question the optimality of share buybacks at current prices. The current valuation, with a P/E ratio of 26, isn't compelling for new investment, though ongoing earnings growth suggests no reason for existing shareholders to sell. Read the full article on Seeking Alpha
Seeking Alpha • Dec 10

Haleon: Guidance Implies Uncertainty Around Flu Season

Summary Haleon plc is logging solid organic performances led by their solid brand portfolio for oral health with brands like Sensodyne and Parodontax. This is despite some tough comps still in the results, particularly in VMS. Guidance remains around the 4-6% organic growth figure, ignoring FX effects, despite the momentum in the Q3. This reflects that there is still uncertainty of how much of a plus this year's flu season will be for respiratory products, despite the weak comp. The biggest observation we make though is that the HLN stock valuation is just not attractive enough. Read the full article on Seeking Alpha
Seeking Alpha • Oct 24

Haleon: Tailwinds Are Mostly Priced In

Summary Haleon's share price increased by 20% since July, mainly driven by strong H1 2024 results and strategic moves, among them, increasing their stake in Tianjin TSKF Pharmaceutical. The upcoming launch of Eroxon and China's stimulus pack could improve future sales, but debt maturity in 2025 may hinder deleveraging plans. Institutional investor activity shows growing optimism in Q2 2024, but recent major fund buying is absent, contributing to the mixed outlook. Despite strong cash flow and organic growth in most of its key brands, high leverage and mixed valuation ratios lead to a Hold rating for Haleon. Read the full article on Seeking Alpha
Seeking Alpha • Aug 06

Haleon: Defensive Consumer Healthcare Stock As Safe Haven

Summary Haleon is a consumer healthcare company formed from a GSK and Pfizer merger, with a 50% share price increase since trading began. Financial results show strong cash flows, with a net profit of 754M GBP and EPS of 7.90 pence per share in the first half of the year. Investment thesis suggests writing put options due to the high EBITDA multiple, with the potential for decreasing net debt and increasing EBITDA in the future. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

The Investment Case For Haleon: Steady Shareholder Value Accumulation

Summary Haleon plc is a promising company in the personal care products sector, with a low beta and cheap valuation. The company operates globally and has leading brands in oral health, painkillers, and vitamins. Haleon's ownership structure is interconnected with Pfizer and GSK, but divestitures could increase competitive pressures. My valuation analysis suggests the stock is significantly undervalued, implying a 44.6% upside potential and an $11.92 price target. Read the full article on Seeking Alpha
Seeking Alpha • Sep 07

The Share Price Has The Flu, But Haleon Is As Healthy As An Ox

Summary Haleon's share price has slumped, but its performance is relatively better compared to its consumer staples peers and the recent listing Kenvue. HLN has delivered solid results with organic revenue growth, increased operating profits, and raised revenue forecasts for FY2023. The company is optimizing its portfolio, divesting the Lamisil brand, reducing debt, and generating strong cash flow. Power brands are driving performance. Read the full article on Seeking Alpha
Seeking Alpha • Jun 12

Haleon: A Hidden Gem In The Consumer Health Market

Summary Haleon has a strong portfolio of leading brands and is well-positioned to benefit from ongoing market expansions. The company's latest earnings were strong, with double-digit growth in both the top and the bottom line. Despite the solid fundamentals and growth, its current valuation remains discounted compared to peers. I rate the company as a buy. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

Haleon exploring sale of ChapStick Brand - report

Haleon Plc (NYSE:HLN), the consumer health unit spun off from GSK Plc last year, is evaluating a sale of its ChapStick lip balm brand. The company is working with advisers and the business could see $600 million in a potential sale, according to a Bloomberg report from Friday, which cited people familiar. Deliberations on a possible sale are said to be at an early stage. The news comes after Bloomberg late last month reported that Haleon (HLN) was in the early stages of evaluating large potential deals to increase the size of its brand portfolio. Haleon was said to be studying possible deals in the medium-to-long-term, including potentially combining with Sanofi's (SNY) $30 billion consumer-health business. Haleon (HLN) is set to report Q4 results on Thursday. Also see SA contributor Yannick Frey's piece from last month entitled "Haleon: A Great Consumer Staples Add."
Seeking Alpha • Jan 31

Haleon said to evaluate potential deals to increase its size - report

Haleon Plc (NYSE:HLN), the consumer health business spun of from pharmaceutical giant GSK Plc (GSK), is in the early stages of evaluating large potential deal to increase the size of its brand portfolio. Haleon (HLN) is studying possible deals in medium-to-long-term, including potentially combining with Sanofi's (NASDAQ:SNY) $30 billion consumer-health business, according to traders, who cited a Bloomberg report. The maker of Advil pain reliever and Aquafresh toothpaste is expected to wait until it can show several quarters of profit grown and debt paydown before it goes forward with any big transactions, according to the report. The report comes as Johnson & Johnson (JNJ) is preparing to list its consumer health business this year, though analysts cautioned on Monday that the legal judgement against J&J in talc litigation may complicate that process. Bayer (OTCPK:BAYRY) is also seeing pressure from activists investors, including one who earlier this month pushed for the German company to separate its crop sciences business from its consumer drug business.
Seeking Alpha • Aug 31

Haleon: Undervalued With Clear Catalyst Ahead

Summary Haleon has tumbled 20% since trading began in July. The stock is undervalued relative to its peers. The announcement of a dividend should boost the stock to higher levels. Earlier this year, GSK plc (GSK) decided to focus its business on vaccines and prescription medication. As a result, the company spun-off its consumer health business. The newly created company, Haleon plc (HLN), is now the largest standalone consumer health business. It owns many household brands, including Advil, Emergen-C, Tums and Sensodyne. The company is a powerhouse in the consumer staples industry, with around $11.5 billion in annual sales. The stock began trading on July 18, 2022, and has been steadily trading lower, down 20% since trading started. This article will focus on the stock's value versus peers as well as a significant catalyst that could lead to the stock finding a floor and climbing higher. Haleon Fact Sheet Haleon is Undervalued Yahoo Finance and CNBC Anyway, you analyze Haleon, it is undervalued versus its peers in the industry. Comparing Haleon to three of the biggest companies in consumer staples - Procter & Gamble (PG), Unilever (UL, UNLYF), and Kimberly-Clark (KMB) - the company stacks up well on a number of valuation metrics. Its P/E value of 14.6 is 56% below the average P/E ratio of the 3 peers. This also puts the stock at a discount to the broader S&P 500 as well. Whenever you see a stock trading at a steep discount to its peers, investors should then look at the company's margin and growth level to see if the undervaluation is warranted. Here, you can again see Haleon stacking up very well. The company has an attractive net margin of 15.7%, which is well above Unilever and Kimberly-Clark. Perhaps, more importantly, the company expects its margins to hold up even in today's challenging market environment. Haleon saw a very strong second quarter revenue growth of 12.9% and organic revenue growth of 7.5%. The organic revenue growth came from a 4% increase in price and improved volumes of 3.5%. This combination shows consumers are willing to pay higher prices to continue to buy Haleon's product lineup in a very competitive market. For the full year FY2022, the company expects organic growth of 6-8% and 4-6% over the following 2 years. This steady growth is exactly what investors want to see and is attractive versus its peers over a 5-year period. PG Revenue (Annual YoY Growth) data by YCharts Haleon Underperformance With Haleon having attractive revenue growth, healthy margins and trading at a discount relative to its peers, why has the stock performed so poorly since its debut? Both the company and the stock are in a transition period. When Haleon was spun-off from GSK, all GSK shareholders received 1 Haleon share for every GSK share they held. 54.5% of Haleon stock was held by GSK shareholders at the time of the spin-off. These investors held GSK for exposure to pharma and not necessarily consumer healthcare. As a result, many of the current GSK shareholders likely sold during the first few weeks as it didn't meet their portfolio needs or sold to raise cash in a very uncertain market. In addition, shortly after it began trading as a standalone company, news of a growing lawsuit emerged that targeted a probable carcinogen in the popular heartburn drug, Zantac. Zantac was originally formulated and sold by GSK in the 1980s. GSK's patent expired in 1997, and since then numerous pharmaceutical companies have owned the rights to Zantac, including Pfizer (PFE), Sanofi (SNY) and Boehringer Ingelheim. With the first legal proceedings of this lawsuit starting in late August, investors began to fear an outcome similar to that faced by Bayer when they agreed to a $10.9 billion settlement related to lawsuits targeting a link between Roundup and cancer. However, the lawsuit targeting Zantac is extremely complex due to the drug being sold for nearly 4 decades by numerous different pharma companies. These lawsuits will be locked up in the courts for years to come and has a long way to go before any outcome is even clear. Haleon shares fell over 10% as news of the start of the trial emerged. Haleon issued a statement about the lawsuit where they stated Haleon is not a party to any of the Zantac claims and the company never marketed Zantac in any form in the U.S. Haleon may end up having some exposure to the lawsuit, but it will likely be limited due to the number of other companies involved, and no clear result will be known for years. As a result, the issue should remain on investors' radar, but shouldn't be front of mind or alter investment decisions. Haleon Catalyst As I said above, Haleon's stock is in a transition period and in a bit of a no-man's land. It's a newly created consumer healthcare company with plenty of comps, but the biggest difference between it and its peers is the dividend. Currently, Haleon pays no dividend. As a result, it doesn't meet many investor needs or criteria. Mutual funds, pensions, endowments and retail investors are large holders of Procter & Gamble, Unilever and Kimberly-Clark because they are steady businesses during favorable and unfavorable economic conditions that pay a steady dividend. Currently, Haleon doesn't offer this steady income that many investors rely on in their portfolios. However, the company has stated they intend to start paying a dividend at the lower end of a 30-50% payout ratio. Assuming the company starts its payout ratio at 30% and EPS of 0.42, the initial dividend will likely be around $0.12-$0.13/share. This would give the stock an initial dividend yield around 2% based on its current price around $6/share. This would also give the company plenty of room to accomplish their other objective to get their net debt/EBITDA under 3 by the end of 2024.
Seeking Alpha • Aug 19

Former GSK consumer health unit Haleon hits all-time low

Haleon (NYSE:HLN), which only began trading on the NYSE on July 19, has fallen to an all-time low. The GlaxoSmithKline (GSK) consumer healthcare spinoff opened that date at $7.25. Earlier Friday, it reached a low of $5.95. Haleon (HLN) and GSK (GSK) have both been negatively impacted recently by potential exposure to litigation related to the recalled heartburn drug Zantac (ranitidine).
Seeking Alpha • Jul 20

Haleon CEO says brand recognition, gross margins will drive growth - CNBC

On its third day as a company separate from GlaxoSmithKline (GSK), Haleon (HLN) CEO Brian McNamara said that the customer recognition of its many brands combined with hits high gross margin rate will power growth in the future, he said. In an interview on CNBC's "Squawk Box" Wednesday morning, McNamara said that the former GSK (GSK) consumer healthcare unit had a gross margin of 63% and an operating margin of 22.8% in 2021. "With that gross margin and strength in brands, [it] really gives us the ability to invest in innovation and advertising and promotion to really drive the fundamental growth of the business," he added. Despite a plethora of store and generic-branded consumer healthcare products, McNamara noted that "brands really matter in the health space." Haleon (HLN) management has previously guided to 4%-6% net sales growth annually. Haleon (HLN) began trading on the London Stock Exchange on Monday. Since then, shares are down ~8%. The company made its trading debut on the NYSE today. In late morning trading, shares are up 0.4%.

Previsioni di crescita degli utili e dei ricavi

NYSE:HLN - Stime future degli analisti e dati finanziari passati (GBP Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202812,3962,0581,9972,59014
12/31/202711,8781,8911,8412,40216
12/31/202611,3891,7331,6482,17516
12/31/202511,0301,6672,2212,634N/A
9/30/202511,0141,468N/AN/AN/A
6/30/202511,0191,5222,1452,486N/A
3/31/202511,0541,422N/AN/AN/A
12/31/202411,2331,4422,3082,301N/A
9/30/202411,2401,208N/AN/AN/A
6/30/202411,2581,0882,4552,193N/A
3/31/202411,2351,083N/AN/AN/A
12/31/202311,3021,0492,0102,100N/A
9/30/202311,3141,250N/AN/AN/A
6/30/202311,4081,2301,7962,132N/A
3/31/202311,2171,106N/AN/AN/A
12/31/202210,8581,0601,7712,063N/A
9/30/202210,5601,390N/AN/AN/A
6/30/202210,1581,4161,6041,802N/A
3/31/20229,8661,500N/AN/AN/A
12/31/20219,5451,3901,1951,356N/A
12/31/20209,8921,1452,0131,407N/A
12/31/20198,480655663786N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di HLN ( 6.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di HLN ( 6.3% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di HLN cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di HLN ( 4% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di HLN ( 4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di HLN sarà basso tra 3 anni ( 11.3 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/12 22:58
Prezzo dell'azione a fine giornata2026/05/12 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Haleon plc è coperta da 28 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Iain SimpsonBarclays
Warren AckermanBarclays
Bethan DaviesBerenberg