Added to YB: 2026-01-13
Pitch date: 2026-01-09
HLN [neutral]
Haleon plc
-0.49%
current return
Author Info
No bio for this author
Company Info
Haleon plc, together with its subsidiaries, engages in the research, development, manufacture, and sale of various consumer healthcare products in North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific.
Market Cap
GBP 32.7B
Pitch Price
GBP 3.64
Price Target
N/A
Dividend
1.85%
EV/EBITDA
15.18
P/E
22.01
EV/Sales
3.69
Sector
Pharmaceuticals
Category
growth
Theodosian Capital | Stocks Update 9/1/2026 - HLN – Fine-tuning the model
HLN (update): Evolving operating model w/ new Chief Growth Officer & splitting 3 units to 6 (EMEA/LatAm → LatAm, MEA, Europe; APAC → India & APAC; NA unchanged) to boost growth/agility via customer proximity. Strong brands & cash flows but pricey at 16.7x 2027 EPS vs peers like Reckitt. 2.3% yield.
Read full article (1 min)