SLF vs HLN

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

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

SLF vs HLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

SLF

$42B

HLN

$42B

Max Drawdown

SLF

80.09%

Winner

HLN

24.83%

Sharpe Ratio

Winner

SLF

0.87

HLN

-0.83

5Y Beta

SLF

0.51

Winner

HLN

0.16

Industry

SLF

Insurance - Diversified

HLN

Drug Manufacturers - Specialty & Generic

P/E Ratio

SLF

17.46

Winner

HLN

11.45

Forward P/E

Winner

SLF

12.84

HLN

17.27

PEG Ratio

SLF

7.35

Winner

HLN

0.25

Dividend Yield

Winner

SLF

4.93%

HLN

0.77%

5Y Dividends CAGR

SLF

14.20%

HLN

N/A

5Y EPS CAGR

SLF

-1.29%

HLN

N/A

Debt to Equity

Winner

SLF

33.48%

HLN

52.41%

Free Cash Flow Yield

Winner

SLF

19.58%

HLN

14.90%

P/S Ratio

Winner

SLF

1.16

HLN

3.73

P/B Ratio

SLF

2.32

Winner

HLN

1.86

SLF vs HLN - Historical Returns

Returns include dividend reinvestment.

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

Winner

SLF

+3.69%

HLN

-0.75%

Winner

SLF

+14.36%

HLN

-15.04%

Winner

SLF

+25.30%

HLN

-4.63%

Winner

SLF

+20.78%

HLN

-14.37%

5Y(CAGR)

SLF

+11.00%

HLN

N/A

10Y(CAGR)

SLF

+12.55%

HLN

N/A

Max(CAGR)

Winner

SLF

+12.54%

HLN

+7.79%

SLF vs HLN - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

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

SLF vs HLN Drawdown Comparison

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

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

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

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

Correlation

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

0.85

-101

Dividend Comparison (2000 - 2026)

SLF vs HLN dividend yield comparison.

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