Is Haleon Plc Stock a Good Investment?
Haleon Plc Investment Advice | HLN |
- Examine Haleon Plc's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Haleon Plc's leadership team and their track record. Good management can help Haleon Plc navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Biotechnology space and any emerging trends that could impact Haleon Plc's business and its evolving consumer preferences.
- Compare Haleon Plc's performance and market position to its competitors. Analyze how Haleon Plc is positioned in terms of product offerings, innovation, and market share.
- Check if Haleon Plc pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Haleon Plc's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Haleon plc stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Haleon plc is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Haleon Plc Stock
Researching Haleon Plc's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). The book value of the company was currently reported as 1.82. The company has Price/Earnings To Growth (PEG) ratio of 1.74. Haleon plc last dividend was issued on the 16th of August 2024.
To determine if Haleon Plc is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Haleon Plc's research are outlined below:
| Haleon plc generated a negative expected return over the last 90 days | |
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Haleon Plc Quarterly Accounts Payable |
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Haleon Plc uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Haleon plc. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Haleon Plc's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 18th of March 2024 Upcoming Quarterly Report | View | |
| 1st of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 18th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Haleon Plc's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Haleon Plc's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-09-30 | 2024-09-30 | 0.1091 | 0.1216 | 0.0125 | 11 | ||
2023-08-02 | 2023-06-30 | 0.101 | 0.0817 | -0.0193 | 19 | ||
2023-05-03 | 2023-03-31 | 0.1306 | 0.1053 | -0.0253 | 19 | ||
2024-05-01 | 2024-03-31 | 8.81 | 10.34 | 1.53 | 17 | ||
2024-02-29 | 2023-12-31 | 10.27 | 6.54 | -3.73 | 36 |
Know Haleon Plc's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Haleon Plc is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Haleon plc backward and forwards among themselves. Haleon Plc's institutional investor refers to the entity that pools money to purchase Haleon Plc's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Bank Of America Corp | 2024-09-30 | 5.7 M | Goldman Sachs Group Inc | 2024-09-30 | 5.7 M | Jpmorgan Chase & Co | 2024-09-30 | 5.1 M | Nuveen Asset Management, Llc | 2024-09-30 | 5 M | Northern Trust Corp | 2024-09-30 | 4.2 M | Raymond James & Associates | 2024-09-30 | 3.8 M | Wells Fargo & Co | 2024-09-30 | 3.3 M | Van Eck Associates Corporation | 2024-09-30 | 3.1 M | Bain Capital Public Equity Management Ii, Llc | 2024-09-30 | 2.7 M | Dodge & Cox | 2024-09-30 | 179.2 M | Fmr Inc | 2024-09-30 | 104.9 M |
Haleon Plc's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 44.13 B.Market Cap |
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Haleon Plc's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.15 | 0.12 | |
| Return On Capital Employed | 0.07 | 0.04 | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.06 | 0.04 |
Determining Haleon Plc's profitability involves analyzing its financial statements and using various financial metrics to determine if Haleon Plc is a good buy. For example, gross profit margin measures Haleon Plc's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Haleon Plc's profitability and make more informed investment decisions.
Evaluate Haleon Plc's management efficiency
Haleon plc has Return on Asset of 0.0445 % which means that on every $100 spent on assets, it made $0.0445 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0682 %, implying that it generated $0.0682 on every 100 dollars invested. Haleon Plc's management efficiency ratios could be used to measure how well Haleon Plc manages its routine affairs as well as how well it operates its assets and liabilities. As of the 17th of December 2024, Return On Tangible Assets is likely to drop to 0.12. In addition to that, Return On Capital Employed is likely to drop to 0.04. At this time, Haleon Plc's Non Current Assets Total are very stable compared to the past year. As of the 17th of December 2024, Non Currrent Assets Other is likely to grow to about 435.8 M, while Total Assets are likely to drop about 27.7 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 1.80 | 2.70 | |
| Tangible Book Value Per Share | (1.09) | (1.15) | |
| Enterprise Value Over EBITDA | 16.30 | 19.21 | |
| Price Book Value Ratio | 1.81 | 1.10 | |
| Enterprise Value Multiple | 16.30 | 19.21 | |
| Price Fair Value | 1.81 | 1.10 | |
| Enterprise Value | 34.7 B | 25 B |
The decision-making processes within Haleon Plc are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Dividend Yield 0.0162 | Forward Dividend Yield 0.0162 | Forward Dividend Rate 0.16 | Beta 0.24 |
Basic technical analysis of Haleon Stock
As of the 17th of December 2024, Haleon Plc retains the Market Risk Adjusted Performance of (1.01), risk adjusted performance of (0.07), and Standard Deviation of 0.9287. Haleon Plc technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.Haleon Plc's Outstanding Corporate Bonds
Haleon Plc issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Haleon plc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Haleon bonds can be classified according to their maturity, which is the date when Haleon plc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Understand Haleon Plc's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Haleon Plc's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | (1.01) | |||
| Mean Deviation | 0.732 | |||
| Coefficient Of Variation | (1,043) | |||
| Standard Deviation | 0.9287 | |||
| Variance | 0.8624 | |||
| Information Ratio | (0.19) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.20) | |||
| Treynor Ratio | (1.02) | |||
| Maximum Drawdown | 4.53 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 1.1 | |||
| Skewness | (0.88) | |||
| Kurtosis | 1.36 |
| Risk Adjusted Performance | (0.07) | |||
| Market Risk Adjusted Performance | (1.01) | |||
| Mean Deviation | 0.732 | |||
| Coefficient Of Variation | (1,043) | |||
| Standard Deviation | 0.9287 | |||
| Variance | 0.8624 | |||
| Information Ratio | (0.19) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.20) | |||
| Treynor Ratio | (1.02) | |||
| Maximum Drawdown | 4.53 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 1.1 | |||
| Skewness | (0.88) | |||
| Kurtosis | 1.36 |
Consider Haleon Plc's intraday indicators
Haleon Plc intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Haleon Plc stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 83473.99 | |||
| Daily Balance Of Power | 1.875 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 9.91 | |||
| Day Typical Price | 9.91 | |||
| Price Action Indicator | 0.075 | |||
| Period Momentum Indicator | 0.15 |
Haleon Plc Corporate Filings
6K | 13th of December 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
13A | 13th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
Haleon Stock media impact
Far too much social signal, news, headlines, and media speculation about Haleon Plc that are available to investors today. That information is available publicly through Haleon media outlets and privately through word of mouth or via Haleon internal channels. However, regardless of the origin, that massive amount of Haleon data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Haleon Plc news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Haleon Plc relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Haleon Plc's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Haleon Plc alpha.
Haleon Plc Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Haleon Plc can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Haleon Plc Corporate Management
| Tamara Rogers | Chief Officer | Profile | |
| Adrian Morris | General Counsel | Profile | |
| Brian McNamara | CEO Director | Profile | |
| Bjarne Tellmann | General Counsel | Profile | |
| Claire Dickson | Chief Officer | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Haleon plc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. To learn how to invest in Haleon Stock, please use our How to Invest in Haleon Plc guide.You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Is Biotechnology space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Haleon Plc. If investors know Haleon will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Haleon Plc listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.348 | Dividend Share 0.062 | Earnings Share 0.33 | Revenue Per Share 2.446 | Quarterly Revenue Growth (0.01) |
The market value of Haleon plc is measured differently than its book value, which is the value of Haleon that is recorded on the company's balance sheet. Investors also form their own opinion of Haleon Plc's value that differs from its market value or its book value, called intrinsic value, which is Haleon Plc's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Haleon Plc's market value can be influenced by many factors that don't directly affect Haleon Plc's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Haleon Plc's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Haleon Plc is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Haleon Plc's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.