Haleon Plc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Haleon Plc (HLN) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Haleon Plc vs Its Competitors
- TTM: Trailing 12-month revenue of 11,030M vs 5,249M combined for tracked competitors (67.8% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+427.7% annualized vs trailing 12 months), vs accelerating (+6.2%) for its tracked peer group.
- Growth: Haleon Plc generated 1.4% revenue growth year over year in Q4 2025, vs -2.5% for its tracked competitors combined.
- Profitability: Its 15.2% net margin compares with -93.1% for the peer group.
- Scale: Haleon Plc ranks #2 of 28 companies by market capitalization in the Personal & Household Products industry, holding 12.0% of industry market cap.
- Peer revenue share: Haleon Plc accounted for 91.3% of combined revenue among its tracked peer group, up from 91.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.11M compares with $0.61M for the peer group (0.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
HLN Sales vs. its Competitors, Q4 2025
Haleon Plc reported revenue growth of 1.35 % year on year in Q4 2025, above its competitors' combined revenue change of -2.48 %.
With a net margin of 15.23 %, Haleon Plc achieved higher profitability than its competitors (-93.11 %).
Haleon Plc generated 91.26 % of the combined sales of its peer group, up from 90.95 % a year earlier.
Haleon Plc vs. its Competitors, Q4 2025
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Haleon Plc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Haleon Plc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (8) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Haleon Plc's competitor groups requires a Commercial License.
For context: the Personal & Household Products industry grew revenue -4.6% year over year, combined, vs 1.4% for Haleon Plc. Haleon Plc's share of combined industry revenue moved from 7.69% to 8.17%, a gain of 0.48 percentage points.
Haleon Plc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Haleon Plc | Yes | No | No | No |
| Competitors combined (2) | ||||
| High-Confidence Competitors (2) | ||||
| Similar-Size Competitors (6) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 62.50 % (5 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
HLN Stock Performance relative to its Competitors
HLN Stock Performance relative to High-Confidence Competitors
HLN Stock Performance relative to Similar-Size Competitors
HLN Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Prestige Consumer Healthcare Inc | 282.9% | Outperformed |
| 2 | Perrigo Company Plc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Haleon Plc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Haleon Plc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Haleon Plc | 82,768.42 | 11,030.00 |
| Prestige Consumer Healthcare Inc | 2,234.06 | 1,104.96 |
| Perrigo Company Plc | 2,107.96 | 4,144.00 |
| SUBTOTAL | 87,110.44 | 16,278.96 |
Sources: Haleon Plc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Haleon Plc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Haleon Plc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Newsmax Inc | Named by the company | 85% |
| Church and Dwight Co Inc | Named by the company | 85% |
| Perrigo Company Plc | Named by the company | 85% |
| Prestige Consumer Healthcare Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Haleon Plc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Haleon Plc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Prestige Consumer Healthcare Inc | North American OTC Healthcare 83.92 % |
| Perrigo Company Plc | Self Care 56.10 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Haleon Plc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Haleon Plc | 82,768 | 110,300 | 16,800 |
| Prestige Consumer Healthcare Inc | 2,234 | 1,938,521 | 712,758 |
| Perrigo Company Plc | 2,108 | 511,605 | -212,617 |
| PEERS TOTAL | 4,342 | 605,416 | -151,779 |
Haleon Plc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Prestige Consumer Healthcare Inc | United States 78.12 % |
| Perrigo Company Plc | United States 57.24 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Haleon Plc's Position in Industry Market Structure
Market-capitalization share and concentration across all 26 companies in Haleon Plc's industry classification, broader than the peer set above. Market cap in millions of $.Haleon Plc ranks #2 of 26 companies by market capitalization in its industry, holding 12.03 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,920, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Procter and Gamble Co | 353,201 | 49.97 % |
| 2 | Haleon Plc | 85,034 | 12.03 % |
| 3 | Ecolab Inc | 78,895 | 11.16 % |
| 4 | Colgate palmolive Company | 68,626 | 9.71 % |
| 5 | Kenvue Inc | 1,234 | 5.2% |
| 6 | Est e Lauder Companies Inc | 1,234 | 5.2% |
| 7 | Church and Dwight Co Inc | 1,234 | 5.2% |
| 8 | The Clorox Company | 1,234 | 5.2% |
| 9 | E l f Beauty Inc | 1,234 | 5.2% |
| 10 | Yatsen Holding Limited | 1,234 | 5.2% |
Market cap and industry share for the rest of Haleon Plc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Haleon Plc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Procter and Gamble Co | 353,201 | -4.17 % |
| 2 | Haleon Plc | 85,034 | 5.05 % |
| 3 | Ecolab Inc | 78,895 | 4.61 % |
| 4 | Colgate palmolive Company | 1,234 | 12.3% |
| 5 | Kenvue Inc | 1,234 | 12.3% |
| 6 | Est e Lauder Companies Inc | 1,234 | 12.3% |
| 7 | Church and Dwight Co Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Haleon Plc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Haleon Plc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Personal & Household Products industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (41 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 64.19 % | 48.81 % (avg) | +15.4 pp |
| Operating Margin | 28.85 % | industry median | +23.7 pp |
| EBITDA Margin | 30.08 % | 5.40 % (avg) | +24.7 pp |
| Capital Intensity (Capex / Revenue) | 3.85 % | 2.23 % (avg) | +1.6 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Haleon Plc's Valuation vs Competitive Position
Valuation multiples vs the Personal & Household Products industry average (41 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 51.4x | 29.0x | +22.4x |
| EV / EBITDA | - | 19.3x | - |
| P/B | - | 4.2x | - |
| Return on Equity | 10.19 % | industry aggregate | -17.70 % |
| Return on Invested Capital | 10.76 % | 12.14 % (avg) | -1.38 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Haleon Plc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | -10.94 % | -0.61 % | -1.81 % |
| Operating Margin | 21.97 % | 25.10 % | 28.85 % |
| Return on Invested Capital | 8.32 % | 9.77 % | 10.76 % |
| P/E | 72.9x | 62.3x | 51.4x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Haleon Plc's Strategic Group Map
Every company in Haleon Plc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Haleon Plc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Haleon Plc's BCG Growth-Share Matrix
Relative market share (vs Haleon Plc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Haleon Plc falls in the Dog quadrant: relative market share of 0.24x vs its largest competitor, in an industry growing revenue 1.8% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Procter and Gamble Co alone holds 50% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Haleon Plc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 2,920 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 3.85 % vs industry average 2.23 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Haleon Plc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Haleon Plc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Haleon Plc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Haleon Plc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Haleon Plc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 23.7 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+427.7% annualized vs trailing 12 months).
Weaknesses
- Return on equity 17.7 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.24x).
Opportunities
- A meaningful share of tracked competitors (50.00 %) show financial-distress signals, a possible opening to gain share.
Threats
- Industry dominated by Procter and Gamble Co, holding 49.97 % of industry market cap.
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Haleon Plc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Haleon Plc | - | - | - |
| Prestige Consumer Healthcare Inc | 0.72 | 3.63 | 0.67 |
| Perrigo Company Plc | 0.10 | 2.57 | 1.15 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Haleon Plc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Haleon Plc | Q4 2025 | -1.8 % | +13.9 % |
| Prestige Consumer Healthcare Inc | Q2 2026 | +6.6 % | -38.0 % |
| Perrigo Company Plc | Q2 2026 | -3.2 % | - |
| PEERS TOTAL | -1.8 % | +15.6 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Haleon Plc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Haleon Plc | Q4 2025 | -7.5 % | +32.9 % |
| Prestige Consumer Healthcare Inc | Q2 2026 | +18.8 % | +341.9 % |
| Perrigo Company Plc | Q2 2026 | +2.2 % | -25.5 % |
Haleon Plc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Haleon Plc | 5.15% | 12.84% | 10.19% |
| Prestige Consumer Healthcare Inc | 10.90% | 10.06% | 21.77% |
| Perrigo Company Plc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Haleon Plc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Haleon Plc | 49.57 | 7.50 |
| Prestige Consumer Healthcare Inc | 13.22 | 2.02 |
| Perrigo Company Plc | - | 0.51 |
| PEERS AVERAGE | 239.27 | 5.35 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.