AMP vs HLN

Comparison between Ameriprise Financial Inc (AMP, Company) and Haleon plc (HLN, Company).

AMP is from the Financial Services sector, while HLN is from the Healthcare sector.

AMP vs HLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMP(COMPANY)	HLN(COMPANY)
Market Cap	$41B	$42B
Max Drawdown	81.52%	24.83%
Sharpe Ratio	-0.41	-0.83
5Y Beta	1.08	0.14
Industry	Asset Management	Drug Manufacturers - Specialty & Generic
P/E Ratio	12.28	11.45
Forward P/E	10.52	16.64
PEG Ratio	0.78	0.25
Dividend Yield	1.41%	2.12%
5Y Dividends CAGR	14.26%	N/A
5Y EPS CAGR	22.71%	N/A
Debt to Equity	0.00%	52.41%
Free Cash Flow Yield	17.17%	14.90%
P/S Ratio	2.06	3.73
P/B Ratio	6.41	1.86

Market Cap

AMP

$41B

Winner

HLN

$42B

Max Drawdown

AMP

81.52%

Winner

HLN

24.83%

Sharpe Ratio

Winner

AMP

-0.41

HLN

-0.83

5Y Beta

AMP

1.08

Winner

HLN

0.14

Industry

AMP

Asset Management

HLN

Drug Manufacturers - Specialty & Generic

P/E Ratio

AMP

12.28

Winner

HLN

11.45

Forward P/E

Winner

AMP

10.52

HLN

16.64

PEG Ratio

AMP

0.78

Winner

HLN

0.25

Dividend Yield

AMP

1.41%

Winner

HLN

2.12%

5Y Dividends CAGR

AMP

14.26%

HLN

N/A

5Y EPS CAGR

AMP

22.71%

HLN

N/A

Debt to Equity

Winner

AMP

0.00%

HLN

52.41%

Free Cash Flow Yield

Winner

AMP

17.17%

HLN

14.90%

P/S Ratio

Winner

AMP

2.06

HLN

3.73

P/B Ratio

AMP

6.41

Winner

HLN

1.86

AMP vs HLN - Historical Returns

Returns include dividend reinvestment.

Period	AMP	HLN
1 month	-4.16%	-0.65%
3 months	-3.45%	-10.64%
6 months	-4.01%	-3.04%
1 year	-9.33%	-16.48%
5 years(CAGR)	+13.03%	N/A
10 years(CAGR)	+18.50%	N/A
Max(CAGR)	+15.11%	+7.17%

AMP

-4.16%

Winner

HLN

-0.65%

Winner

AMP

-3.45%

HLN

-10.64%

AMP

-4.01%

Winner

HLN

-3.04%

Winner

AMP

-9.33%

HLN

-16.48%

5Y(CAGR)

AMP

+13.03%

HLN

N/A

10Y(CAGR)

AMP

+18.50%

HLN

N/A

Max(CAGR)

Winner

AMP

+15.11%

HLN

+7.17%

AMP vs HLN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	AMP	HLN
2026	-7.26%	-7.69%
2025	-6.29%	+8.98%
2024	+42.40%	+18.04%
2023	+24.25%	+5.11%
2022	+4.08%	+7.96%
2021	+63.12%	N/A
2020	+17.92%	N/A
2019	+58.53%	N/A
2018	-37.00%	N/A
2017	+55.09%	N/A
2016	+9.97%	N/A
2015	-17.74%	N/A
2014	+18.42%	N/A
2013	+80.65%	N/A
2012	+24.93%	N/A
2011	-14.97%	N/A
2010	+46.61%	N/A
2009	+65.91%	N/A
2008	-57.16%	N/A
2007	+0.74%	N/A
2006	+30.70%	N/A
2005	+11.11%	N/A

AMP vs HLN Drawdown Comparison

The maximum drawdown for AMP was -81.14%, occurring on Nov 21, 2008. Recovery took 843 trading sessions.

The maximum drawdown for HLN was -24.83%, occurring on Sep 2, 2022. Recovery took 84 trading sessions.

The current AMP drawdown is -19.36%. The current HLN drawdown is -18.61%.

Rank	AMP	HLN
#1	-81.14% Oct 9, 2007 - Feb 11, 2011	-24.83% Aug 8, 2022 - Dec 6, 2022
#2	-53.88% Feb 20, 2020 - Nov 9, 2020	-23.11% Jun 2, 2025 - Sep 25, 2025
#3	-45.02% Jan 12, 2018 - Feb 4, 2020	-15.72% Oct 1, 2024 - May 2, 2025
#4	-43.27% Feb 13, 2015 - Feb 21, 2017	-13.07% Apr 20, 2023 - Jul 12, 2024
#5	-41.83% Feb 18, 2011 - Dec 7, 2012	-8.10% Feb 17, 2023 - Mar 23, 2023
#6	-31.53% Jan 14, 2022 - Nov 10, 2022	-6.08% Dec 29, 2022 - Jan 17, 2023
#7	-26.39% Jan 29, 2025 - Apr 4, 2025	-5.53% Jul 22, 2022 - Aug 5, 2022
#8	-20.80% Feb 13, 2023 - Jul 20, 2023	-5.06% Dec 6, 2022 - Dec 9, 2022
#9	-17.82% Jun 19, 2007 - Oct 9, 2007	-3.68% Dec 13, 2022 - Dec 22, 2022
#10	-17.24% Apr 27, 2006 - Oct 20, 2006	-3.56% Jan 17, 2023 - Feb 7, 2023
#11	-14.40% Sep 2, 2014 - Nov 4, 2014	-3.46% Mar 23, 2023 - Apr 4, 2023
#12	-14.20% Sep 26, 2005 - Nov 9, 2005	-3.35% May 7, 2025 - May 16, 2025
#13	-13.61% Jul 20, 2023 - Dec 1, 2023	-3.23% Apr 6, 2023 - Apr 20, 2023
#14	-13.32% Feb 22, 2007 - May 31, 2007	-1.96% Feb 7, 2023 - Feb 17, 2023
#15	-12.37% Jan 8, 2014 - Jun 3, 2014	-1.78% Sep 17, 2024 - Sep 24, 2024

Correlation

Correlation between AMP and HLN is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2005 - 2026)

AMP vs HLN dividend yield comparison.

Year	AMP	HLN
2026	0.73%	1.43%
2025	1.28%	1.73%
2024	1.09%	1.65%
2023	1.40%	1.26%
2022	1.57%	0.00%
2021	1.47%	0.00%
2020	2.10%	0.00%
2019	2.29%	0.00%
2018	3.38%	0.00%
2017	1.91%	0.00%
2016	2.63%	0.00%
2015	2.43%	0.00%
2014	1.71%	0.00%
2013	1.75%	0.00%
2012	2.28%	0.00%
2011	1.75%	0.00%
2010	1.23%	0.00%
2009	1.75%	0.00%
2008	2.74%	0.00%
2007	1.02%	0.00%
2006	0.81%	0.00%
2005	0.27%	0.00%