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Henkel AG & Co KGAA (HENKY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US42550U1097

Sector

Consumer Defensive

Highlights

Market Cap

$34.52B

EPS (TTM)

$1.11

PE Ratio

17.40

PEG Ratio

1.01

Year Range

$16.25 - $21.37

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
HENKY vs. RBGLY HENKY vs. CHD
Popular comparisons:
HENKY vs. RBGLY HENKY vs. CHD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Henkel AG & Co KGAA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-2.52%
9.51%
HENKY (Henkel AG & Co KGAA)
Benchmark (^GSPC)

Returns By Period

Henkel AG & Co KGAA had a return of 0.26% year-to-date (YTD) and 17.41% in the last 12 months. Over the past 10 years, Henkel AG & Co KGAA had an annualized return of -0.38%, while the S&P 500 had an annualized return of 11.29%, indicating that Henkel AG & Co KGAA did not perform as well as the benchmark.


HENKY

YTD

0.26%

1M

2.66%

6M

-2.52%

1Y

17.41%

5Y*

-0.25%

10Y*

-0.38%

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

The table below presents the monthly returns of HENKY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.00%0.26%
2024-5.21%-1.40%6.88%2.93%10.31%-1.46%-0.97%6.44%3.29%-9.13%-2.22%1.53%9.77%
20232.98%3.67%5.05%4.80%-2.93%-1.62%-1.25%-0.29%-9.28%-0.00%11.12%3.20%14.98%
20220.56%-3.38%-15.19%1.44%5.69%-9.70%2.95%-0.13%-10.07%3.90%13.44%-3.01%-15.67%
2021-2.67%-6.03%12.12%2.23%0.50%-7.24%-1.16%-1.33%-4.37%-2.50%-11.22%5.62%-16.68%
2020-1.27%-9.58%-13.40%9.89%3.67%6.52%3.53%3.17%3.33%-2.90%7.31%0.06%7.95%
2019-6.89%2.64%1.11%3.28%-10.33%6.97%2.52%-2.31%-0.87%5.53%0.62%-2.88%-2.00%
20184.28%-4.02%5.27%-4.70%-4.58%-1.96%-3.33%4.24%-5.16%-7.33%5.42%-5.01%-16.69%
20170.52%2.16%3.42%6.09%6.77%-2.84%2.57%-3.67%2.06%3.79%-3.75%-1.32%16.20%
2016-4.57%-3.54%11.92%5.11%2.27%3.85%-0.00%3.91%4.22%-6.02%-8.23%3.74%11.45%
20155.61%3.18%-2.33%0.09%1.69%-7.13%5.41%-9.46%-4.23%5.93%3.65%-0.36%0.59%
2014-6.84%3.89%-0.80%3.74%-1.29%-0.25%-5.47%-0.84%-1.62%-2.40%9.15%-2.51%-6.07%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HENKY is 69, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HENKY is 6969
Overall Rank
The Sharpe Ratio Rank of HENKY is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of HENKY is 6868
Sortino Ratio Rank
The Omega Ratio Rank of HENKY is 6767
Omega Ratio Rank
The Calmar Ratio Rank of HENKY is 6565
Calmar Ratio Rank
The Martin Ratio Rank of HENKY is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Henkel AG & Co KGAA (HENKY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HENKY, currently valued at 0.96, compared to the broader market-2.000.002.004.000.961.77
The chart of Sortino ratio for HENKY, currently valued at 1.44, compared to the broader market-6.00-4.00-2.000.002.004.006.001.442.39
The chart of Omega ratio for HENKY, currently valued at 1.19, compared to the broader market0.501.001.502.001.191.32
The chart of Calmar ratio for HENKY, currently valued at 0.46, compared to the broader market0.002.004.006.000.462.66
The chart of Martin ratio for HENKY, currently valued at 2.75, compared to the broader market0.0010.0020.0030.002.7510.85
HENKY
^GSPC

The current Henkel AG & Co KGAA Sharpe ratio is 0.96. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Henkel AG & Co KGAA with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
0.96
1.77
HENKY (Henkel AG & Co KGAA)
Benchmark (^GSPC)

Dividends

Dividend History

Henkel AG & Co KGAA provided a 2.55% dividend yield over the last twelve months, with an annual payout of $0.49 per share.


1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.49$0.49$0.50$0.51$0.54$1.00$0.51$0.55$0.42$0.41$0.35$0.42

Dividend yield

2.55%2.56%2.76%3.13%2.73%4.15%2.18%2.22%1.41%1.54%1.46%1.72%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.49$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49
2023$0.00$0.00$0.00$0.50$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.50
2022$0.00$0.00$0.00$0.51$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.51
2021$0.00$0.00$0.00$0.54$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.54
2020$0.00$0.00$0.00$0.51$0.00$0.50$0.00$0.00$0.00$0.00$0.00$0.00$1.00
2019$0.00$0.00$0.00$0.51$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.51
2018$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.55
2017$0.00$0.00$0.00$0.42$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42
2016$0.00$0.00$0.00$0.41$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.41
2015$0.00$0.00$0.00$0.35$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35
2014$0.42$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%2.6%
Henkel AG & Co KGAA has a dividend yield of 2.55%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%43.1%
Henkel AG & Co KGAA has a payout ratio of 43.09%, which is quite average when compared to the overall market. This suggests that Henkel AG & Co KGAA strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-26.92%
0
HENKY (Henkel AG & Co KGAA)
Benchmark (^GSPC)

Worst Drawdowns

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 61.35%, occurring on Nov 20, 2008. Recovery took 482 trading sessions.

The current Henkel AG & Co KGAA drawdown is 26.92%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.35%Dec 7, 2007242Nov 20, 2008482Oct 25, 2010724
-52.36%Mar 13, 2018508Mar 19, 2020
-29.74%May 20, 201186Sep 22, 2011115Mar 13, 2012201
-29.12%Aug 29, 200286Mar 13, 2003116Oct 10, 2003202
-20.97%Apr 20, 200450Aug 12, 200459Dec 23, 2004109

Volatility

Volatility Chart

The current Henkel AG & Co KGAA volatility is 4.66%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
4.66%
3.19%
HENKY (Henkel AG & Co KGAA)
Benchmark (^GSPC)

Financials

Financial Performance

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.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Henkel AG & Co KGAA compared to its peers in the Household & Personal Products industry.


PE Ratio
20.040.060.080.0100.0120.0140.017.4
The chart displays the price to earnings (P/E) ratio for HENKY in comparison to other companies of the Household & Personal Products industry. Currently, HENKY has a PE value of 17.4. This PE ratio falls in the average range for the industry.
PEG Ratio
10.020.030.040.01.0
The chart displays the price to earnings to growth (PEG) ratio for HENKY in comparison to other companies of the Household & Personal Products industry. Currently, HENKY has a PEG value of 1.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Henkel AG & Co KGAA.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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