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Haleon HLN

equity

Price History

£2.59£3.11£3.62£4.14
2022-06 · DCA start£2.92

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-19.7%-13.1%-6.6%0.0%
2022-062026-08 · -13.7%

Worst drawdown: −20%, peaking Apr 2025 and bottoming Aug 2025 — still unrecovered after 15 months.

DCA Backtest

Invested
£4,700
Value today
£4,919
Return
+4.7%
Months invested
47

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be £5,016 today, so the real (inflation-adjusted) return is -1.9%.

Lump sum instead — £4,700 all at once in Jun 2022: £5,752 (+22.4%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Apr 2025): £1,563 on £1,600 invested (-2.3%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2022-06: +4.7%

About Haleon

Haleon plc is a British multinational consumer healthcare company with headquarters in Weybridge, England. It is one of the largest consumer healthcare businesses in the world, with brands including Sensodyne toothpaste, Panadol and Advil painkillers, and Centrum vitamins. The company was projected to be a global leader in over the counter medicines with a 7.3 per cent market share in 2022. (Wikipedia)

It's a listed company categorised under consumer staples.

It rates Medium-Low Risk at 1.9/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: earnings quality (3.0/5).

Scoring well: concentration at 1.0/5.

Not yet researched: governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(1.9/5)90% rated

How these ratings work

Market / Volatility1.3/5 · weight 20%
  • Annualised volatility (3yr)2/517.2
  • Max drawdown from ATH1/519.7
  • Beta vs S&P 5001/5-0.22
Liquidity2.0/5 · weight 15%
  • Avg daily $ volume2/568.6m
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.0/5 · weight 20%
  • Debt / equity2/50.52
  • Interest coverage (EBIT / interest)2/57.2
Earnings Quality3.0/5 · weight 15%
  • 3yr EPS volatility3/531.7
Concentration1.0/5 · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentration1/5diversified
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.