Haleon PLC (Germany) Performance
| H6D Stock | 9.10 0.05 0.55% |
The company retains a Market Volatility (i.e., Beta) of 0.01, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Haleon PLC's returns are expected to increase less than the market. However, during the bear market, the loss of holding Haleon PLC is expected to be smaller as well. At this point, Haleon PLC has a negative expected return of -0.0292%. Please make sure to check out Haleon PLC's information ratio, total risk alpha, treynor ratio, as well as the relationship between the jensen alpha and sortino ratio , to decide if Haleon PLC performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Haleon PLC has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, Haleon PLC is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Haleon |
Haleon PLC Relative Risk vs. Return Landscape
If you would invest 935.00 in Haleon PLC on September 27, 2024 and sell it today you would lose (25.00) from holding Haleon PLC or give up 2.67% of portfolio value over 90 days. Haleon PLC is currently producing negative expected returns and takes up 1.6793% volatility of returns over 90 trading days. Put another way, 14% of traded stocks are less volatile than Haleon, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Haleon PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Haleon PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Haleon PLC, and traders can use it to determine the average amount a Haleon PLC's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0174
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | H6D |
Estimated Market Risk
| 1.68 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Haleon PLC is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Haleon PLC by adding Haleon PLC to a well-diversified portfolio.
Haleon PLC Fundamentals Growth
Haleon Stock prices reflect investors' perceptions of the future prospects and financial health of Haleon PLC, and Haleon PLC fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Haleon Stock performance.
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.20 % | |||
| Current Valuation | 44 B | |||
| Shares Outstanding | 4.62 B | |||
| Price To Book | 1.05 X | |||
| Price To Sales | 3.19 X | |||
| Revenue | 10.56 B | |||
| EBITDA | 2.28 B | |||
| Book Value Per Share | 5.82 X | |||
| Earnings Per Share | 0.33 X | |||
About Haleon PLC Performance
By analyzing Haleon PLC's fundamental ratios, stakeholders can gain valuable insights into Haleon PLC's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Haleon PLC has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Haleon PLC has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Haleon PLC performance evaluation
Checking the ongoing alerts about Haleon PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Haleon PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Haleon PLC generated a negative expected return over the last 90 days |
- Analyzing Haleon PLC's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Haleon PLC's stock is overvalued or undervalued compared to its peers.
- Examining Haleon PLC's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Haleon PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Haleon PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Haleon PLC's stock. These opinions can provide insight into Haleon PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Haleon Stock analysis
When running Haleon PLC's price analysis, check to measure Haleon PLC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Haleon PLC is operating at the current time. Most of Haleon PLC's value examination focuses on studying past and present price action to predict the probability of Haleon PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Haleon PLC's price. Additionally, you may evaluate how the addition of Haleon PLC to your portfolios can decrease your overall portfolio volatility.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |