HLN vs FERG
Comparison between Haleon plc (HLN, Company) and Ferguson Plc. (FERG, Company).
HLN is from the Healthcare sector, while FERG is from the Industrials sector.
HLN vs FERG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
HLN
$44B
Winner
FERG
$45B
Max Drawdown
Winner
HLN
24.83%
FERG
56.03%
Sharpe Ratio
HLN
0.18
Winner
FERG
0.22
5Y Beta
Winner
HLN
0.14
FERG
1.01
Industry
HLN
Drug Manufacturers - Specialty & Generic
FERG
Industrial Distribution
P/E Ratio
Winner
HLN
12.16
FERG
25.91
Forward P/E
HLN
18.80
Winner
FERG
18.35
PEG Ratio
Winner
HLN
0.27
FERG
1.44
Dividend Yield
Winner
HLN
1.95%
FERG
1.83%
5Y Dividends CAGR
HLN
N/A
FERG
-1.25%
Debt to Equity
Winner
HLN
52.41%
FERG
70.26%
Free Cash Flow Yield
Winner
HLN
14.03%
FERG
5.24%
HLN vs FERG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HLN
+8.49%
FERG
-2.28%
3M
Winner
HLN
+1.89%
FERG
-12.81%
6M
Winner
HLN
-5.94%
FERG
-9.26%
1Y
HLN
+1.52%
Winner
FERG
+2.00%
5Y(CAGR)
HLN
+8.64%
Winner
FERG
+12.03%
10Y(CAGR)
HLN
N/A
FERG
+18.03%
Max(CAGR)
HLN
+8.64%
Winner
FERG
+17.41%
HLN vs FERG - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | HLN | FERG |
|---|---|---|
| 2026 | -1.61% | +2.44% |
| 2025 | +8.98% | +30.04% |
| 2024 | +18.04% | -6.46% |
| 2023 | +5.11% | +53.08% |
| 2022 | +7.96% | -27.90% |
| 2021 | N/A | +54.00% |
| 2020 | N/A | +34.00% |
| 2019 | N/A | +50.17% |
| 2018 | N/A | -14.61% |
| 2017 | N/A | +23.85% |
| 2016 | N/A | +10.45% |
| 2015 | N/A | -3.66% |
| 2014 | N/A | +6.98% |
| 2013 | N/A | +16.74% |
| 2012 | N/A | +63.25% |
| 2011 | N/A | -4.03% |
| 2010 | N/A | +47.62% |
HLN vs FERG Drawdown Comparison
The maximum drawdown for HLN was -24.83%, occurring on Sep 2, 2022. Recovery took 84 trading sessions.
The maximum drawdown for FERG was -55.35%, occurring on Mar 23, 2020. Recovery took 129 trading sessions.
The current HLN drawdown is -13.25%. The current FERG drawdown is -14.23%.
| Rank | HLN | FERG |
|---|---|---|
| #1 | -24.83% Aug 8, 2022 - Dec 6, 2022 | -55.35% Feb 13, 2020 - Aug 18, 2020 |
| #2 | -23.11% Jun 2, 2025 - Sep 25, 2025 | -43.31% Jan 3, 2022 - Dec 5, 2023 |
| #3 | -15.72% Oct 1, 2024 - May 2, 2025 | -36.62% Feb 8, 2011 - Feb 23, 2012 |
| #4 | -13.07% Apr 20, 2023 - Jul 12, 2024 | -32.93% Dec 4, 2024 - Jul 1, 2025 |
| #5 | -8.10% Feb 17, 2023 - Mar 23, 2023 | -29.14% Jul 14, 2015 - Oct 4, 2017 |
| #6 | -6.08% Dec 29, 2022 - Jan 17, 2023 | -27.86% Sep 27, 2018 - Oct 22, 2019 |
| #7 | -5.53% Jul 22, 2022 - Aug 5, 2022 | -19.84% Feb 23, 2010 - Oct 7, 2010 |
| #8 | -5.06% Dec 6, 2022 - Dec 9, 2022 | -18.31% Feb 11, 2026 - Apr 30, 2026 |
| #9 | -3.68% Dec 13, 2022 - Dec 22, 2022 | -17.51% Apr 30, 2026 - May 18, 2026 |
| #10 | -3.56% Jan 17, 2023 - Feb 7, 2023 | -16.64% Apr 5, 2024 - Dec 4, 2024 |
| #11 | -3.46% Mar 23, 2023 - Apr 4, 2023 | -14.90% Mar 5, 2014 - Jan 21, 2015 |
| #12 | -3.35% May 7, 2025 - May 16, 2025 | -12.40% Nov 11, 2025 - Jan 23, 2026 |
| #13 | -3.23% Apr 6, 2023 - Apr 20, 2023 | -11.22% Sep 5, 2025 - Oct 14, 2025 |
| #14 | -1.96% Feb 7, 2023 - Feb 17, 2023 | -10.33% Mar 23, 2012 - Aug 23, 2012 |
| #15 | -1.78% Sep 17, 2024 - Sep 24, 2024 | -9.71% Jan 17, 2018 - Apr 19, 2018 |
Correlation
Correlation between HLN and FERG is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2012 - 2026)
HLN vs FERG dividend yield comparison.
| Year | HLN | FERG |
|---|---|---|
| 2026 | 1.35% | 1.17% |
| 2025 | 1.73% | 1.12% |
| 2024 | 1.65% | 1.84% |
| 2023 | 1.26% | 1.57% |
| 2022 | 0.00% | 2.76% |
| 2021 | 0.00% | 2.34% |
| 2020 | 0.00% | 2.33% |
| 2019 | 0.00% | 2.43% |
| 2018 | 0.00% | 3.75% |
| 2017 | 0.00% | 3.52% |
| 2016 | 0.00% | 1.11% |
| 2014 | 0.00% | 1.44% |
| 2013 | 0.00% | 3.34% |
| 2012 | 0.00% | 3.47% |
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