HENKY vs. BASFY

Last updated Apr 1, 2026

Compare and contrast key facts about Henkel AG & Co KGAA (HENKY) and BASF SE ADR (BASFY).

Performance

HENKY vs. BASFY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Henkel AG & Co KGAA (HENKY) and BASF SE ADR (BASFY). The values are adjusted to include any dividend payments, if applicable.

HENKY vs. BASFY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HENKY Henkel AG & Co KGAA	-6.06%	3.10%	9.20%	14.95%	-15.64%	-16.68%	4.15%	-2.66%	-17.09%	18.79%
BASFY BASF SE ADR	18.52%	25.09%	-12.88%	16.63%	-24.49%	-6.66%	9.89%	9.85%	-34.32%	21.70%

Fundamentals

Market Cap HENKY : $29.24B BASFY : $55.11B
EPS HENKY : $2.44 BASFY : $0.45
PE Ratio HENKY : 7.35 BASFY : 34.05
PEG Ratio HENKY : 0.82 BASFY : 0.26
PS Ratio HENKY : 0.71 BASFY : 0.90
PB Ratio HENKY : 1.43 BASFY : 1.66
Total Revenue (TTM) HENKY : $42.01B BASFY : $61.37B
Gross Profit (TTM) HENKY : $21.32B BASFY : $15.26B
EBITDA (TTM) HENKY : $6.90B BASFY : $6.04B

Returns By Period

In the year-to-date period, HENKY achieves a -6.06% return, which is significantly lower than BASFY's 18.52% return. Over the past 10 years, HENKY has underperformed BASFY with an annualized return of -0.61%, while BASFY has yielded a comparatively higher 2.48% annualized return.

HENKY

• 1D: 1.24%
• 1M: -20.91%
• YTD: -6.06%
• 6M: -2.92%
• 1Y: 2.69%
• 3Y*: 2.73%
• 5Y*: -3.59%
• 10Y*: -0.61%

BASFY

• 1D: 1.79%
• 1M: 6.59%
• YTD: 18.52%
• 6M: 23.27%
• 1Y: 29.83%
• 3Y*: 12.29%
• 5Y*: -0.14%
• 10Y*: 2.48%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

HENKY vs. BASFY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HENKY

HENKY Risk / Return Rank: 42
HENKY Sharpe Ratio Rank: 46
HENKY Sortino Ratio Rank: 37
HENKY Omega Ratio Rank: 37
HENKY Calmar Ratio Rank: 44
HENKY Martin Ratio Rank: 45

BASFY

BASFY Risk / Return Rank: 71
BASFY Sharpe Ratio Rank: 74
BASFY Sortino Ratio Rank: 70
BASFY Omega Ratio Rank: 65
BASFY Calmar Ratio Rank: 75
BASFY Martin Ratio Rank: 70

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HENKY vs. BASFY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Henkel AG & Co KGAA (HENKY) and BASF SE ADR (BASFY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	HENKY	BASFY	Difference
Sharpe ratio Return per unit of total volatility	0.14	0.98	-0.84
Sortino ratio Return per unit of downside risk	0.33	1.57	-1.24
Omega ratio Gain probability vs. loss probability	1.04	1.18	-0.14
Calmar ratio Return relative to maximum drawdown	0.10	1.76	-1.66
Martin ratio Return relative to average drawdown	0.35	3.45	-3.11
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HENKY vs. BASFY - Sharpe Ratio Comparison

The current HENKY Sharpe Ratio is 0.14, which is lower than the BASFY Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of HENKY and BASFY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HENKY	BASFY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.14	0.98	-0.84
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.18	-0.00	-0.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.03	0.08	-0.11
Sharpe Ratio (All Time) Calculated using the full available price history	0.14	0.08	+0.06

Correlation

The correlation between HENKY and BASFY is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

HENKY vs. BASFY - Dividend Comparison

HENKY's dividend yield for the trailing twelve months is around 3.11%, less than BASFY's 4.00% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HENKY Henkel AG & Co KGAA	3.11%	2.93%	2.57%	2.76%	3.13%	2.73%	1.33%	1.52%	1.61%	3.50%	2.73%	1.44%
BASFY BASF SE ADR	4.00%	4.74%	8.46%	6.70%	7.58%	5.59%	3.39%	3.44%	3.73%	2.20%	0.00%	0.00%

Drawdowns

HENKY vs. BASFY - Drawdown Comparison

The maximum HENKY drawdown since its inception was -62.09%, roughly equal to the maximum BASFY drawdown of -62.68%. Use the drawdown chart below to compare losses from any high point for HENKY and BASFY.

Drawdown Indicators

	HENKY	BASFY	Difference
Max Drawdown Largest peak-to-trough decline	-62.09%	-62.68%	+0.59%
Max Drawdown (1Y) Largest decline over 1 year	-22.08%	-14.62%	-7.46%
Max Drawdown (5Y) Largest decline over 5 years	-44.01%	-52.44%	+8.43%
Max Drawdown (10Y) Largest decline over 10 years	-52.91%	-62.68%	+9.77%
Current Drawdown Current decline from peak	-33.02%	-22.95%	-10.07%
Average Drawdown Average peak-to-trough decline	-19.90%	-30.87%	+10.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.32%	7.47%	-1.15%

Volatility

HENKY vs. BASFY - Volatility Comparison

The current volatility for Henkel AG & Co KGAA (HENKY) is 6.32%, while BASF SE ADR (BASFY) has a volatility of 9.51%. This indicates that HENKY experiences smaller price fluctuations and is considered to be less risky than BASFY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HENKY	BASFY	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.32%	9.51%	-3.19%
Volatility (6M) Calculated over the trailing 6-month period	13.09%	19.71%	-6.62%
Volatility (1Y) Calculated over the trailing 1-year period	18.85%	30.61%	-11.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.02%	30.37%	-10.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.59%	29.82%	-8.23%

Financials

HENKY vs. BASFY - Profitability Comparison

The chart below illustrates the profitability comparison between Henkel AG & Co KGAA and BASF SE ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

HENKY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Henkel AG & Co KGAA reported a gross profit of 5.10B and revenue of 10.02B. Therefore, the gross margin over that period was 50.9%.

BASFY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BASF SE ADR reported a gross profit of 3.08B and revenue of 13.90B. Therefore, the gross margin over that period was 22.1%.

HENKY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Henkel AG & Co KGAA reported an operating income of 1.40B and revenue of 10.02B, resulting in an operating margin of 14.0%.

BASFY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BASF SE ADR reported an operating income of 342.76M and revenue of 13.90B, resulting in an operating margin of 2.5%.

HENKY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Henkel AG & Co KGAA reported a net income of 918.15M and revenue of 10.02B, resulting in a net margin of 9.2%.

BASFY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BASF SE ADR reported a net income of 554.75M and revenue of 13.90B, resulting in a net margin of 4.0%.