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Upturn AI SWOT - About
Haleon plc (HLN)
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Upturn Advisory Summary
03/27/2025: HLN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 7.28% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 46.48B USD | Price to earnings Ratio 25.1 | 1Y Target Price 10.64 |
Price to earnings Ratio 25.1 | 1Y Target Price 10.64 | ||
Volume (30-day avg) 9705522 | Beta 0.23 | 52 Weeks Range 7.95 - 10.80 | Updated Date 04/1/2025 |
52 Weeks Range 7.95 - 10.80 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.63% | Basic EPS (TTM) 0.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.84% | Operating Margin (TTM) 22.87% |
Management Effectiveness
Return on Assets (TTM) 4.55% | Return on Equity (TTM) 8.95% |
Valuation
Trailing PE 25.1 | Forward PE 20.92 | Enterprise Value 55832930151 | Price to Sales(TTM) 4.14 |
Enterprise Value 55832930151 | Price to Sales(TTM) 4.14 | ||
Enterprise Value to Revenue 3.85 | Enterprise Value to EBITDA 16.46 | Shares Outstanding 4517470208 | Shares Floating 9024357575 |
Shares Outstanding 4517470208 | Shares Floating 9024357575 | ||
Percent Insiders 0.02 | Percent Institutions 12.04 |
Analyst Ratings
Rating 4 | Target Price 10.63 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Haleon plc
Company Overview
History and Background
Haleon plc was formed in July 2022 as a spin-off from GSK (GlaxoSmithKline). It focuses solely on consumer healthcare products, separating from GSK's pharmaceuticals and vaccines businesses. The spin-off allowed Haleon to pursue independent growth strategies and focus on its specific market.
Core Business Areas
- Oral Health: Sensodyne, Parodontax, Polident: Focused on therapeutic oral care, addressing sensitivity, gum health, and denture care.
- Pain Relief: Panadol, Advil: Brands providing pain relief for various ailments, from headaches to muscle aches.
- Vitamins, Minerals & Supplements (VMS): Centrum, Caltrate: Range of multivitamins and supplements promoting overall health and well-being.
- Respiratory Health: Theraflu, Flonase: Products treating cold, flu, and allergy symptoms.
- Digestive Health and Other: Including Eno and digestive aids, dermatology and specialty products
Leadership and Structure
Brian McNamara is the CEO. The company has a board of directors and operates with a functional organizational structure across its global regions and product categories.
Top Products and Market Share
Key Offerings
- Sensodyne: Toothpaste for sensitive teeth. Holds a significant market share in the sensitive toothpaste category. Competitors include Colgate Sensitive, Crest Pro-Health, and other store brands. Revenue data not publicly available for individual products.
- Panadol: Pain reliever containing paracetamol. A leading brand in many global markets. Competitors include Tylenol (JNJ) in the US.
- Advil: Pain reliever containing ibuprofen. A leading brand in many global markets. Competitors include Motrin (JNJ) in the US and generic ibuprofen products.
- Centrum: Multivitamin brand. A leading multivitamin brand globally. Competitors include One A Day (BAYRY) and generic multivitamins.
- Theraflu: Cold and flu remedy. Competitors include Vicks (PG).
Market Dynamics
Industry Overview
The consumer healthcare industry is characterized by increasing demand for self-care products, an aging population, and a growing focus on preventative healthcare. The market is competitive, with both large multinational corporations and smaller niche players.
Positioning
Haleon is positioned as a global leader in consumer healthcare, with a strong portfolio of well-known brands and a focus on science-backed innovation. The company aims to address unmet consumer needs through its diverse product offerings.
Total Addressable Market (TAM)
The global consumer healthcare market is estimated to be several hundred billion USD. Haleon is positioned to capture a significant portion of this TAM with its strong brand portfolio and global reach.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global presence
- Focus on innovation
- Science-backed products
- Strong distribution network
Weaknesses
- High debt from spin-off
- Dependence on key brands
- Exposure to regulatory risks
- Vulnerability to changing consumer preferences
Opportunities
- Expanding into new markets
- Developing new products
- Acquiring smaller companies
- Capitalizing on e-commerce growth
- Increasing demand for self-care
Threats
- Intense competition
- Pricing pressures
- Changing regulations
- Economic downturns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- PG
- JNJ
- BAYRY
Competitive Landscape
Haleon competes with large multinational corporations with diverse product portfolios. Haleon's competitive advantage lies in its strong brand recognition, focus on science-backed innovation, and global reach.
Major Acquisitions
Prestige Consumer Healthcare (PCH)
- Year: 2023
- Acquisition Price (USD millions): 1660
- Strategic Rationale: To expand over-the-counter healthcare brands.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is limited to the period since the spin-off in July 2022. Focus is on organic revenue growth and margin improvement.
Future Projections: Analysts project continued growth in revenue and earnings, driven by innovation, market expansion, and cost efficiencies.
Recent Initiatives: Recent initiatives include product launches, expansion into new markets, and investments in digital marketing.
Summary
Haleon is a significant player in the consumer healthcare market, boosted by its strong brand portfolio and focus on growth. Its high debt load is a potential concern, and its growth depends on its ability to compete with existing competitors. Recent strategic initiatives like acquisitions show positive indicators for future growth. The company must also remain vigilant to changes in consumer trends and adapt accordingly.
Similar Companies
- PG
- JNJ
- BAYRY
- MRK
- ABBV
Sources and Disclaimers
Data Sources:
- Company reports
- Analyst estimates
- Market research reports
- Public filings
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Investment decisions should be based on your own due diligence and consultation with a qualified financial advisor.
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.
About Haleon plc
Exchange NYSE | Headquaters - | ||
IPO Launch date 2022-07-22 | CEO & Executive Director Mr. Brian James McNamara | ||
Sector Healthcare | Industry Drug Manufacturers - Specialty & Generic | Full time employees 24561 | Website https://www.haleon.com |
Full time employees 24561 | 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, Aquafresh, 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 Otrivine, Theraflu, and Flonase brands for respiratory issues; anti-inflammatory 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. The company was formerly known as DRVW 2022 plc and changed its name to Haleon plc in February 2022. Haleon plc was founded in 1715 and is headquartered in Weybridge, the United Kingdom.
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