HLN vs SLF

Comparison between Haleon plc (HLN, Company) and Sun Life Financial Inc (SLF, Company).

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

HLN vs SLF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLN(COMPANY)	SLF(COMPANY)
Market Cap	$42B	$42B
Max Drawdown	24.83%	80.09%
Sharpe Ratio	-0.83	0.87
5Y Beta	0.16	0.51
Industry	Drug Manufacturers - Specialty & Generic	Insurance - Diversified
P/E Ratio	11.45	17.46
Forward P/E	17.27	12.84
PEG Ratio	0.25	7.35
Dividend Yield	0.77%	4.93%
5Y Dividends CAGR	N/A	14.20%
5Y EPS CAGR	N/A	-1.29%
Debt to Equity	52.41%	33.48%
Free Cash Flow Yield	14.90%	19.58%
P/S Ratio	3.73	1.16
P/B Ratio	1.86	2.32

Market Cap

HLN

$42B

Winner

SLF

$42B

Max Drawdown

Winner

HLN

24.83%

SLF

80.09%

Sharpe Ratio

HLN

-0.83

Winner

SLF

0.87

5Y Beta

Winner

HLN

0.16

SLF

0.51

Industry

HLN

Drug Manufacturers - Specialty & Generic

SLF

Insurance - Diversified

P/E Ratio

Winner

HLN

11.45

SLF

17.46

Forward P/E

HLN

17.27

Winner

SLF

12.84

PEG Ratio

Winner

HLN

0.25

SLF

7.35

Dividend Yield

HLN

0.77%

Winner

SLF

4.93%

5Y Dividends CAGR

HLN

N/A

SLF

14.20%

5Y EPS CAGR

HLN

N/A

SLF

-1.29%

Debt to Equity

HLN

52.41%

Winner

SLF

33.48%

Free Cash Flow Yield

HLN

14.90%

Winner

SLF

19.58%

P/S Ratio

HLN

3.73

Winner

SLF

1.16

P/B Ratio

Winner

HLN

1.86

SLF

2.32

HLN vs SLF - Historical Returns

Returns include dividend reinvestment.

Period	HLN	SLF
1 month	-0.75%	+3.69%
3 months	-15.04%	+14.36%
6 months	-4.63%	+25.30%
1 year	-14.37%	+20.78%
5 years(CAGR)	N/A	+11.00%
10 years(CAGR)	N/A	+12.55%
Max(CAGR)	+7.79%	+12.54%

HLN

-0.75%

Winner

SLF

+3.69%

HLN

-15.04%

Winner

SLF

+14.36%

HLN

-4.63%

Winner

SLF

+25.30%

HLN

-14.37%

Winner

SLF

+20.78%

5Y(CAGR)

HLN

N/A

SLF

+11.00%

10Y(CAGR)

HLN

N/A

SLF

+12.55%

Max(CAGR)

HLN

+7.79%

Winner

SLF

+12.54%

HLN vs SLF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	HLN	SLF
2026	-5.87%	+17.49%
2025	+8.98%	+10.50%
2024	+18.04%	+20.82%
2023	+5.11%	+17.79%
2022	+7.96%	-13.00%
2021	N/A	+30.55%
2020	N/A	+0.83%
2019	N/A	+42.57%
2018	N/A	-16.04%
2017	N/A	+10.08%
2016	N/A	+31.50%
2015	N/A	-8.64%
2014	N/A	+8.41%
2013	N/A	+36.37%
2012	N/A	+46.51%
2011	N/A	-36.45%
2010	N/A	+5.55%
2009	N/A	+29.81%
2008	N/A	-55.92%
2007	N/A	+36.64%
2006	N/A	+5.41%
2005	N/A	+24.72%
2004	N/A	+35.43%
2003	N/A	+49.26%
2002	N/A	-16.04%
2001	N/A	-16.10%
2000	N/A	+186.37%

HLN vs SLF Drawdown Comparison

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

The maximum drawdown for SLF was -78.55%, occurring on Mar 9, 2009. Recovery took 2274 trading sessions.

The current HLN drawdown is -17.00%. The current SLF drawdown is -0.22%.

Rank	HLN	SLF
#1	-24.83% Aug 8, 2022 - Dec 6, 2022	-78.55% Oct 31, 2007 - Nov 10, 2016
#2	-23.11% Jun 2, 2025 - Sep 25, 2025	-50.82% Feb 14, 2020 - Jan 20, 2021
#3	-15.72% Oct 1, 2024 - May 2, 2025	-42.49% Dec 29, 2000 - Oct 16, 2003
#4	-13.07% Apr 20, 2023 - Jul 12, 2024	-30.75% Feb 9, 2022 - Feb 9, 2024
#5	-8.10% Feb 17, 2023 - Mar 23, 2023	-24.79% Jan 22, 2018 - Jul 1, 2019
#6	-6.08% Dec 29, 2022 - Jan 17, 2023	-18.09% Feb 15, 2017 - Sep 26, 2017
#7	-5.53% Jul 22, 2022 - Aug 5, 2022	-16.46% Sep 6, 2000 - Nov 3, 2000
#8	-5.06% Dec 6, 2022 - Dec 9, 2022	-14.91% Jun 30, 2025 - Feb 4, 2026
#9	-3.68% Dec 13, 2022 - Dec 22, 2022	-14.35% Mar 3, 2006 - Nov 15, 2006
#10	-3.56% Jan 17, 2023 - Feb 7, 2023	-13.92% Dec 5, 2024 - May 9, 2025
#11	-3.46% Mar 23, 2023 - Apr 4, 2023	-13.65% Mar 13, 2024 - Aug 26, 2024
#12	-3.35% May 7, 2025 - May 16, 2025	-11.44% Feb 15, 2005 - Jun 24, 2005
#13	-3.23% Apr 6, 2023 - Apr 20, 2023	-10.77% Apr 5, 2004 - Jun 8, 2004
#14	-1.96% Feb 7, 2023 - Feb 17, 2023	-10.76% Nov 8, 2000 - Dec 6, 2000
#15	-1.78% Sep 17, 2024 - Sep 24, 2024	-10.08% Feb 13, 2026 - Apr 15, 2026

Correlation

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

0.85

-101

Dividend Comparison (2000 - 2026)

HLN vs SLF dividend yield comparison.

Year	HLN	SLF
2026	1.41%	0.92%
2025	1.73%	4.03%
2024	1.65%	4.00%
2023	1.26%	4.98%
2022	0.00%	4.59%
2021	0.00%	3.32%
2020	0.00%	3.69%
2019	0.00%	3.47%
2018	0.00%	4.71%
2017	0.00%	3.17%
2016	0.00%	3.98%
2015	0.00%	4.64%
2014	0.00%	3.99%
2013	0.00%	4.08%
2012	0.00%	5.43%
2011	0.00%	7.78%
2010	0.00%	4.78%
2009	0.00%	5.01%
2008	0.00%	6.22%
2007	0.00%	2.36%
2006	0.00%	2.63%
2005	0.00%	2.35%
2004	0.00%	2.56%
2003	0.00%	2.72%
2002	0.00%	2.40%
2001	0.00%	2.59%
2000	0.00%	0.75%