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HLN vs IX

Comparison between Haleon plc (HLN, Company) and Orix Corporation (IX, Company).

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

HLN vs IX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
HLN
$44B
Winner
IX
$44B
Max Drawdown
Winner
HLN
24.83%
IX
93.93%
Sharpe Ratio
HLN
-0.10
Winner
IX
2.23
5Y Beta
Winner
HLN
0.13
IX
0.82
Industry
HLN
Drug Manufacturers - Specialty & Generic
IX
Financial Conglomerates
P/E Ratio
Winner
HLN
12.03
IX
15.60
Forward P/E
HLN
18.38
Winner
IX
14.24
PEG Ratio
Winner
HLN
0.26
IX
0.68
Dividend Yield
HLN
1.99%
Winner
IX
2.51%
5Y Dividends CAGR
HLN
N/A
IX
33.36%
5Y EPS CAGR
HLN
N/A
IX
12.42%
Debt to Equity
Winner
HLN
52.41%
IX
145.86%
Free Cash Flow Yield
HLN
14.17%
Winner
IX
19.63%
P/S Ratio
HLN
3.89
Winner
IX
0.01
P/B Ratio
HLN
1.99
Winner
IX
1.62

HLN vs IX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HLN
+7.60%
IX
+5.65%
3M
HLN
-0.71%
Winner
IX
+30.02%
6M
HLN
-0.10%
Winner
IX
+31.67%
1Y
HLN
-1.49%
Winner
IX
+81.95%
5Y(CAGR)
HLN
N/A
IX
+21.50%
10Y(CAGR)
HLN
N/A
IX
+13.86%
Max(CAGR)
Winner
HLN
+8.89%
IX
+5.34%

HLN vs IX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHLNIX
2026-1.00%+36.67%
2025+8.98%+43.71%
2024+18.04%+18.94%
2023+5.11%+19.23%
2022+7.96%-19.73%
2021N/A+34.13%
2020N/A-5.55%
2019N/A+14.76%
2018N/A-16.02%
2017N/A+9.60%
2016N/A+14.83%
2015N/A+11.37%
2014N/A-27.49%
2013N/A+53.29%
2012N/A+35.53%
2011N/A-16.25%
2010N/A+41.30%
2009N/A+20.49%
2008N/A-65.61%
2007N/A-41.90%
2006N/A+11.34%
2005N/A+87.14%
2004N/A+63.85%
2003N/A+26.81%
2002N/A-27.50%
2001N/A-9.93%
2000N/A-57.65%
1999N/A+68.00%

HLN vs IX Drawdown Comparison

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

The maximum drawdown for IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4866 trading sessions.

The current HLN drawdown is -12.71%. The current IX drawdown is -0.14%.

RankHLNIX
#1-24.83%
Aug 8, 2022 - Dec 6, 2022
-93.82%
Apr 4, 2006 - Aug 7, 2025
#2-23.11%
Jun 2, 2025 - Sep 25, 2025
-83.18%
Dec 29, 1999 - Dec 14, 2005
#3-15.72%
Oct 1, 2024 - May 2, 2025
-20.33%
Feb 12, 2026 - May 11, 2026
#4-13.07%
Apr 20, 2023 - Jul 12, 2024
-15.58%
Jan 9, 2006 - Mar 13, 2006
#5-8.10%
Feb 17, 2023 - Mar 23, 2023
-10.33%
Nov 5, 1999 - Dec 1, 1999
#6-6.08%
Dec 29, 2022 - Jan 17, 2023
-8.44%
Sep 16, 2025 - Nov 12, 2025
#7-5.53%
Jul 22, 2022 - Aug 5, 2022
-8.40%
Dec 6, 1999 - Dec 17, 1999
#8-5.06%
Dec 6, 2022 - Dec 9, 2022
-5.75%
Jun 22, 2026 - Jun 30, 2026
#9-3.68%
Dec 13, 2022 - Dec 22, 2022
-5.29%
Mar 14, 2006 - Mar 20, 2006
#10-3.56%
Jan 17, 2023 - Feb 7, 2023
-5.11%
May 26, 2026 - Jun 18, 2026
#11-3.46%
Mar 23, 2023 - Apr 4, 2023
-4.83%
Nov 12, 2025 - Nov 25, 2025
#12-3.35%
May 7, 2025 - May 16, 2025
-3.45%
May 13, 2026 - May 20, 2026
#13-3.23%
Apr 6, 2023 - Apr 20, 2023
-3.38%
Dec 17, 1999 - Dec 22, 1999
#14-1.96%
Feb 7, 2023 - Feb 17, 2023
-3.17%
Dec 15, 2025 - Dec 23, 2025
#15-1.78%
Sep 17, 2024 - Sep 24, 2024
-2.97%
Dec 23, 2005 - Jan 3, 2006

Correlation

Correlation between HLN and IX is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (2000 - 2026)

HLN vs IX dividend yield comparison.

YearHLNIX
20261.34%0.00%
20251.73%3.43%
20241.65%3.63%
20231.26%3.22%
20220.00%1.94%
20200.00%2.17%
20170.00%1.41%
20160.00%2.40%
20140.00%1.60%
20130.00%0.67%
20120.00%0.94%
20110.00%1.11%
20100.00%0.77%
20090.00%0.97%
20080.00%4.26%
20060.00%0.12%
20050.00%0.09%
20040.00%0.16%
20030.00%0.16%
20020.00%0.18%
20010.00%0.14%
20000.00%0.11%

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