HLN vs AMP

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

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

HLN vs AMP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

HLN

$42B

AMP

$41B

Max Drawdown

Winner

HLN

24.83%

AMP

81.52%

Sharpe Ratio

HLN

-0.83

Winner

AMP

-0.41

5Y Beta

Winner

HLN

0.14

AMP

1.08

Industry

HLN

Drug Manufacturers - Specialty & Generic

AMP

Asset Management

P/E Ratio

Winner

HLN

11.45

AMP

12.28

Forward P/E

HLN

16.64

Winner

AMP

10.52

PEG Ratio

Winner

HLN

0.25

AMP

0.78

Dividend Yield

Winner

HLN

2.12%

AMP

1.41%

5Y Dividends CAGR

HLN

N/A

AMP

14.26%

5Y EPS CAGR

HLN

N/A

AMP

22.71%

Debt to Equity

HLN

52.41%

Winner

AMP

0.00%

Free Cash Flow Yield

HLN

14.90%

Winner

AMP

17.17%

P/S Ratio

HLN

3.73

Winner

AMP

2.06

P/B Ratio

Winner

HLN

1.86

AMP

6.41

HLN vs AMP - Historical Returns

Returns include dividend reinvestment.

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

Winner

HLN

-0.65%

AMP

-4.16%

HLN

-10.64%

Winner

AMP

-3.45%

Winner

HLN

-3.04%

AMP

-4.01%

HLN

-16.48%

Winner

AMP

-9.33%

5Y(CAGR)

HLN

N/A

AMP

+13.03%

10Y(CAGR)

HLN

N/A

AMP

+18.50%

Max(CAGR)

HLN

+7.17%

Winner

AMP

+15.11%

HLN vs AMP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

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

HLN vs AMP Drawdown Comparison

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

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

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

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

Correlation

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

0.85

-101

Dividend Comparison (2005 - 2026)

HLN vs AMP dividend yield comparison.

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