Henkel AG & Co KGAA (HENKY)

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Henkel AG & Co KGAA (HENKY) is up 1.9% since the beginning of the year. At $19 per share, HENKY is trading 17.4% below its 52-week high of $23. Investors who bought $1,000 worth of HENKY shares 5 years ago would now be looking at an investment worth $952.

Henkel AG & Co KGAA (HENKY) has returned 1.90% so far this year and 11.33% over the past 12 months. Over the last ten years, HENKY has returned -0.72% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jul 13, 2007, HENKY's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.

Historically, 53% of months were positive and 47% were negative. The best month was Apr 2011 with a return of +18.2%, while the worst month was Oct 2008 at -41.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HENKY closed higher 47% of trading days. The best single day was Nov 24, 2008 with a return of +15.1%, while the worst single day was Oct 27, 2008 at -46.7%.

Henkel AG & Co KGAA has an annualized alpha of 2.41%, beta of 0.55, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.

• This stock participated in 90.86% of S&P 500 Index downside but only 73.15% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.55 may look defensive, but with R2 of 0.17 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.17 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HENKY ranks 56 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Henkel AG & Co KGAA provided a 3.15% dividend yield over the last twelve months, with an annual payout of $0.59 per share.

The table displays the monthly dividend distributions for Henkel AG & Co KGAA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Henkel AG & Co KGAA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Henkel AG & Co KGAA was 62.09%, occurring on Nov 20, 2008. Recovery took 597 trading sessions.

The current Henkel AG & Co KGAA drawdown is 27.34%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Henkel AG & Co KGAA over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Henkel AG & Co KGAA is priced in the market compared to other companies in the Household & Personal Products industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.