Value
5.6/10data confidence 100%| Component | Sub-score |
|---|---|
| P/E | 7.0 |
| P/S | 7.8 |
| EV/EBITDA | 0.0 |
| Fwd P/E | 8.0 |
| PEG | 4.1 |
| Analyst target | 6.0 |
- ▸Forward P/E: 14.9x
- ▸PEG: 2.39
HLN · Why this verdict
Why Haleon (HLN) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score5.6/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
6.4/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 3.4 |
| ROA | 3.1 |
| Gross margin | 9.0 |
| Op margin | 9.3 |
| Net margin | 7.6 |
| Current ratio | 3.7 |
| FCF quality | 6.2 |
| Moat | 6.0 |
| Piotroski F | 8.9 |
- ▸Strong margins: 15%
- ▸Strong Piotroski F-Score: 8/9
Growth
6.3/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 2.7 |
| EPS growth | 10.0 |
Momentum
4.4/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.5 |
| MACD | 6.1 |
| OBV | 10.0 |
| MA position | 1.5 |
| Volume | 0.0 |
- ▸Volume accumulation (rising OBV)
- ▸Below 200-MA, MA slope flat
Sentiment
7.1/10data confidence 100%| Component | Sub-score |
|---|---|
| LLM sentiment | 6.3 |
| Analyst rating | 6.5 |
| Price target | 8.7 |
- ▸Light analyst coverage (5.0) — signal dampened
- ▸Analyst upside: 31%
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.0 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
3.3/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 4.8 |
| quality rank | 5.9 |
| growth rank | 2.6 |
Technical
6.0/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 6.4 |
| support resistance | 5.8 |
| 52w position | 6.0 |
| gap | 6.0 |
Risk (lower is worse)
7.0/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 9.8 |
| days to cover | 9.3 |
| volatility | 8.1 |
| implied vol | 1.2 |
| max pain risk | 3.0 |
| beta | 10.0 |
| debt equity | 7.9 |
- ▸High IV: 73%
- ▸Above max pain $2
Catalyst
4.8/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 3.3 |
| earnings timing | 5.0 |
| surprise avg | 3.4 |
| dividend safety | 6.0 |
| news activity | 6.0 |
- ▸Dividend: 212.0%
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (6)
- ASYMMETRY:2.8>=1.5
- INSIDER:OK
- 8K:CLEAN
- EARNINGS_PROXIMITY:52d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (2)
- MOMENTUM:4.4<4.5
- DEATH_CROSS:HARD_BLOCK
Warning (0)
none
Reward-to-Risk
2.80
Upside
+14.0%
Downside
5.0%
Sizing output
AVOID
SetupRECOVERY — Death cross but MACD improving, RSI 43
EdgeNO_EDGE — No clear edge identified
SuitabilityMODERATE — Balanced profile
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: ASYMMETRY:2.8>=1.5. Top dim: Sentiment at 7.1; weakest: Peer rank at 3.3. No conviction either direction.
The strongest dimensions are Sentiment at 7.1, Risk (lower is worse) at 7.0, and Quality at 6.4; the weakest are Peer rank at 3.3, Momentum at 4.4, and Catalyst at 4.8. The V9 engine flagged 2 failed gates, producing an asymmetric reward-to-risk of 2.80 and an engine sizing output of AVOID.