IX vs HLN

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

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

IX vs HLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

$44B

HLN

$44B

Max Drawdown

93.93%

Winner

HLN

24.83%

Sharpe Ratio

Winner

2.23

HLN

-0.10

5Y Beta

0.82

Winner

HLN

0.13

Industry

Financial Conglomerates

HLN

Drug Manufacturers - Specialty & Generic

P/E Ratio

15.60

Winner

HLN

12.03

Forward P/E

Winner

14.24

HLN

18.38

PEG Ratio

0.68

Winner

HLN

0.26

Dividend Yield

Winner

2.51%

HLN

1.99%

5Y Dividends CAGR

33.36%

HLN

N/A

5Y EPS CAGR

12.42%

HLN

N/A

Debt to Equity

145.86%

Winner

HLN

52.41%

Free Cash Flow Yield

Winner

19.63%

HLN

14.17%

P/S Ratio

Winner

0.01

HLN

3.89

P/B Ratio

Winner

1.62

HLN

1.99

IX vs HLN - Historical Returns

Returns include dividend reinvestment.

Period	IX	HLN
1 month	+5.65%	+7.60%
3 months	+30.02%	-0.71%
6 months	+31.67%	-0.10%
1 year	+81.95%	-1.49%
5 years(CAGR)	+21.50%	N/A
10 years(CAGR)	+13.86%	N/A
Max(CAGR)	+5.34%	+8.89%

+5.65%

Winner

HLN

+7.60%

Winner

+30.02%

HLN

-0.71%

Winner

+31.67%

HLN

-0.10%

Winner

+81.95%

HLN

-1.49%

5Y(CAGR)

+21.50%

HLN

N/A

10Y(CAGR)

+13.86%

HLN

N/A

Max(CAGR)

+5.34%

Winner

HLN

+8.89%

IX vs HLN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

IX vs HLN Drawdown Comparison

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

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

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

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

Correlation

Correlation between IX and HLN 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)

IX vs HLN dividend yield comparison.

Year	IX	HLN
2026	0.00%	1.34%
2025	3.43%	1.73%
2024	3.63%	1.65%
2023	3.22%	1.26%
2022	1.94%	0.00%
2020	2.17%	0.00%
2017	1.41%	0.00%
2016	2.40%	0.00%
2014	1.60%	0.00%
2013	0.67%	0.00%
2012	0.94%	0.00%
2011	1.11%	0.00%
2010	0.77%	0.00%
2009	0.97%	0.00%
2008	4.26%	0.00%
2006	0.12%	0.00%
2005	0.09%	0.00%
2004	0.16%	0.00%
2003	0.16%	0.00%
2002	0.18%	0.00%
2001	0.14%	0.00%
2000	0.11%	0.00%