Unilever (NYSE:UL) versus Haleon (NYSE:HLN) Financial Analysis

Haleon (NYSE:HLN) and Unilever (NYSE:UL) are both large-cap consumer staples companies, but which is the better business? We will compare the two companies based on the strength of their institutional ownership, earnings, valuation, analyst recommendations, risk, dividends and profitability.

Dividends

Haleon pays an annual dividend of $0.25 per share and has a dividend yield of 2.5%. Unilever pays an annual dividend of $2.10 per share and has a dividend yield of 3.3%. Haleon pays out 64.1% of its earnings in the form of a dividend.

Risk & Volatility

Haleon has a beta of 0.12, suggesting that its share price is 88% less volatile than the S&P 500. Comparatively, Unilever has a beta of 0.41, suggesting that its share price is 59% less volatile than the S&P 500.

Analyst Ratings

This is a breakdown of current ratings for Haleon and Unilever, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Haleon	2	3	3	2	2.50
Unilever	2	6	3	2	2.38

Unilever has a consensus price target of $65.55, indicating a potential upside of 4.33%. Given Unilever’s higher probable upside, analysts clearly believe Unilever is more favorable than Haleon.

Valuation & Earnings

This table compares Haleon and Unilever”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Haleon	$14.54 billion	3.01	$2.20 billion	$0.39	25.49
Unilever	$57.13 billion	2.37	$10.71 billion	N/A	N/A

Unilever has higher revenue and earnings than Haleon.

Insider and Institutional Ownership

6.7% of Haleon shares are owned by institutional investors. Comparatively, 9.7% of Unilever shares are owned by institutional investors. 1.0% of Unilever shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Profitability

This table compares Haleon and Unilever’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Haleon	N/A	N/A	N/A
Unilever	N/A	N/A	N/A

Summary

Unilever beats Haleon on 8 of the 10 factors compared between the two stocks.

About Haleon

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. The company provides oral health products, such as toothpastes, mouth washes, and denture care products under the Sensodyne, Polident, Parodontax, Biotene brands; and vitamins, minerals, and supplements under Centrum, Emergen-C, Caltrate brands. It also offers various over-the-counter products comprising nasal drops, and cold, flu, and allergy relief products under Otrivine, Theraflu, and Flonase brands for respiratory issues; anti-inflammatory and pain relief products under Voltaren, Panadol, and Advil brands; and antacids and antihistamine products under TUMS, ENO, and Fenistil brands for digestive health and other issues. The company was formerly known as DRVW 2022 plc and changed its name to Haleon plc in February 2022. Haleon plc was founded in 1715 and is headquartered in Weybridge, the United Kingdom.

About Unilever

Unilever PLC operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe. It operates through five segments: Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream. The Beauty & Wellbeing segment engages in the sale of hair care products, such as shampoo, conditioner, and styling; skin care products including face, hand, and body moisturizer; and prestige beauty and health & wellbeing products consist of the vitamins, minerals, and supplements. The Personal Care segment offers skin cleansing products comprising soap and shower; deodorants; and oral care products, such as toothpaste, toothbrush, and mouthwash products. The Home Care segment is involved in the sale of fabric care products, including washing powders and liquids, and rinse conditioners; and fabric enhancers, and home and hygiene products. The Nutrition segment provides dressings products, such as mayonnaise and ketchup; sells scratch cooking aids consist of soups, bouillons, and seasonings; plant-based meat; beverages; and functional nutrition products, including Horlicks and Boost, as well as tea products. The Ice Cream segment offers ice cream products including in-home and out-of-home ice creams. The company provides its products under the AXE, Ben & Jerry's, Cif, Clear, Closeup, Comfort, Cornetto, Dermalogica, Domestos, Dove, Dove Men+Care, Hellmann's, Horlicks, Knorr, LUX, Lifebuoy, Liquid I.V., Magnum, Nutrafol, OMO, Paula's Choice, Pepsodent, Pond's, Rexona, Rexona, Sunlight, Sunsilk, Surf, TRESemmé, Vaseline, Wall's, Breyers, and Yasso brand names. Unilever PLC was founded in 1860 and is headquartered in London, the United Kingdom.