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Henkel Ag A (HENOY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US42550U2087

Sector

Consumer Defensive

Highlights

Market Cap

$34.23B

EPS (TTM)

$1.11

PE Ratio

19.68

PEG Ratio

1.14

Total Revenue (TTM)

$10.81B

Gross Profit (TTM)

$5.48B

EBITDA (TTM)

$1.91B

Year Range

$17.84 - $23.52

Target Price

$23.40

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.


Performance

Performance Chart

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


-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-1.97%
9.82%
HENOY (Henkel Ag A)
Benchmark (^GSPC)

Returns By Period

Henkel Ag A had a return of -0.17% year-to-date (YTD) and 16.87% in the last 12 months. Over the past 10 years, Henkel Ag A had an annualized return of -0.51%, while the S&P 500 had an annualized return of 11.26%, indicating that Henkel Ag A did not perform as well as the benchmark.


HENOY

YTD

-0.17%

1M

1.06%

6M

-1.97%

1Y

16.87%

5Y*

0.17%

10Y*

-0.51%

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.90%-0.17%
2024-4.95%-1.94%7.08%2.17%13.07%-1.28%-4.13%7.02%2.62%-7.84%-1.29%2.70%11.97%
20232.79%1.60%7.67%6.63%-2.02%0.81%-3.66%-0.96%-6.96%1.00%9.20%2.41%18.75%
20221.53%-4.05%-14.10%-1.30%6.00%-10.38%3.71%1.19%-8.31%6.29%13.68%-2.91%-11.43%
2021-6.95%-5.31%15.64%2.39%0.66%-8.44%-4.02%-3.48%-4.91%-3.10%-12.44%2.44%-26.37%
2020-1.24%-8.91%-14.03%13.83%1.24%6.59%5.24%4.55%1.94%-7.44%10.97%3.79%13.58%
2019-11.69%2.49%2.55%1.67%-9.64%6.58%5.29%-3.78%-0.16%4.77%1.50%-2.18%-4.38%
20185.56%-4.64%-0.75%-2.49%-2.52%3.43%-1.82%1.71%-8.31%-6.69%5.78%-4.95%-15.62%
20172.35%2.50%2.58%8.05%3.16%0.53%0.06%-5.24%1.37%3.79%-3.67%-2.60%12.87%
2016-4.86%-5.64%9.80%5.81%1.58%4.40%2.31%5.79%3.47%-5.61%-10.00%2.94%8.34%
20157.51%2.89%-0.36%0.07%3.10%-5.97%5.18%-12.14%-1.68%5.33%4.93%-1.69%5.58%
2014-6.98%2.56%-2.76%4.00%4.03%0.16%-3.93%-5.86%-4.87%-0.87%12.55%-3.66%-7.02%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HENOY is 72, 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 HENOY is 7272
Overall Rank
The Sharpe Ratio Rank of HENOY is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of HENOY is 7373
Sortino Ratio Rank
The Omega Ratio Rank of HENOY is 7070
Omega Ratio Rank
The Calmar Ratio Rank of HENOY is 6666
Calmar Ratio Rank
The Martin Ratio Rank of HENOY is 7474
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 A (HENOY) 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 HENOY, currently valued at 1.01, compared to the broader market-2.000.002.001.011.74
The chart of Sortino ratio for HENOY, currently valued at 1.60, compared to the broader market-4.00-2.000.002.004.006.001.602.36
The chart of Omega ratio for HENOY, currently valued at 1.20, compared to the broader market0.501.001.502.001.201.32
The chart of Calmar ratio for HENOY, currently valued at 0.48, compared to the broader market0.002.004.006.000.482.62
The chart of Martin ratio for HENOY, currently valued at 3.35, compared to the broader market-10.000.0010.0020.0030.003.3510.69
HENOY
^GSPC

The current Henkel Ag A Sharpe ratio is 1.01. 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 A 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
1.01
1.74
HENOY (Henkel Ag A)
Benchmark (^GSPC)

Dividends

Dividend History

Henkel Ag A provided a 2.28% dividend yield over the last twelve months, with an annual payout of $0.50 per share.


1.50%2.00%2.50%3.00%3.50%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.50$0.50$0.50$0.51$0.54$1.01$0.52$0.55$0.43$0.40$0.35$0.42

Dividend yield

2.28%2.28%2.50%2.94%2.69%3.63%2.02%1.99%1.29%1.35%1.27%1.58%

Monthly Dividends

The table displays the monthly dividend distributions for Henkel Ag A. 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$0.50$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.50
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$1.01
2019$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.52
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$0.43$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43
2016$0.00$0.00$0.00$0.40$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.40
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%2.3%
Henkel Ag A has a dividend yield of 2.28%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%43.6%
Henkel Ag A has a payout ratio of 43.56%, which is quite average when compared to the overall market. This suggests that Henkel Ag A 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
-27.00%
-0.43%
HENOY (Henkel Ag A)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Henkel Ag A. 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 A was 61.26%, occurring on Feb 23, 2009. Recovery took 407 trading sessions.

The current Henkel Ag A drawdown is 27.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.26%Dec 14, 2007299Feb 23, 2009407Oct 5, 2010706
-54.39%Jun 5, 20171323Sep 27, 2022
-29.83%Jul 6, 201146Sep 13, 2011127Mar 26, 2012173
-21.04%Jul 10, 201468Oct 16, 201475Feb 4, 2015143
-20.08%Aug 7, 2015114Jan 20, 2016107Jun 30, 2016221

Volatility

Volatility Chart

The current Henkel Ag A volatility is 3.63%, 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%SeptemberOctoberNovemberDecember2025February
3.63%
3.01%
HENOY (Henkel Ag A)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Henkel Ag A 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 A compared to its peers in the Household & Personal Products industry.


PE Ratio
20.040.060.080.0100.0120.0140.019.7
The chart displays the price to earnings (P/E) ratio for HENOY in comparison to other companies of the Household & Personal Products industry. Currently, HENOY has a PE value of 19.7. This PE ratio falls in the average range for the industry.
PEG Ratio
10.020.030.040.01.1
The chart displays the price to earnings to growth (PEG) ratio for HENOY in comparison to other companies of the Household & Personal Products industry. Currently, HENOY has a PEG value of 1.1. 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 A.


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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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