HENKY vs. BASFY
HENKY (Henkel AG & Co KGAA) and BASFY (BASF SE ADR) are both stocks. HENKY operates in Household & Personal Products (Consumer Defensive), while BASFY operates in Chemicals (Basic Materials). Over the past 10 years, HENKY returned -0.17%/yr vs 1.91%/yr for BASFY. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
HENKY vs. BASFY - Performance Comparison
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Returns By Period
In the year-to-date period, HENKY achieves a 10.93% return, which is significantly lower than BASFY's 16.83% return. Over the past 10 years, HENKY has underperformed BASFY with an annualized return of -0.17%, while BASFY has yielded a comparatively higher 1.91% annualized return.
HENKY
- 1D
- -0.92%
- 1M
- 1.03%
- 6M
- 2.96%
- YTD
- 10.93%
- 1Y
- 17.70%
- 3Y*
- 9.44%
- 5Y*
- 0.88%
- 10Y*
- -0.17%
- ALL TIME*
- 4.63%
BASFY
- 1D
- -1.96%
- 1M
- 6.76%
- 6M
- 11.66%
- YTD
- 16.83%
- 1Y
- 25.24%
- 3Y*
- 8.68%
- 5Y*
- 0.02%
- 10Y*
- 1.91%
- ALL TIME*
- 2.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BASFY BASF SE ADR | $2.29M | $2.23M | $3.05M |
HENKY Henkel AG & Co KGAA | $1.03M | $1.12M | $1.53M |
HENKY vs. BASFY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HENKY Henkel AG & Co KGAA | 10.93% | 3.10% | 9.20% | 14.95% | -15.64% | -16.68% | 4.15% | -2.66% | -17.09% | 18.79% |
BASFY BASF SE ADR | 16.83% | 25.09% | -12.88% | 16.63% | -24.49% | -6.66% | 9.89% | 9.85% | -34.32% | 21.70% |
Correlation
The correlation between HENKY and BASFY is 0.23, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.23 |
Correlation (3Y) Balances recent behavior with more history. | 0.30 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.39 |
The correlation between HENKY and BASFY shifts across timeframes, from 0.23 (1 year) to 0.40 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
HENKY:
$33.95B
BASFY:
$50.08B
HENKY:
€2.48
BASFY:
€1.64
HENKY:
7.17
BASFY:
7.70
HENKY:
0.80
BASFY:
0.06
HENKY:
0.69
BASFY:
0.73
HENKY:
1.41
BASFY:
1.24
HENKY:
€42.01B
BASFY:
€61.68B
HENKY:
€21.32B
BASFY:
€14.79B
HENKY:
€6.90B
BASFY:
€6.86B
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Return for Risk
HENKY vs. BASFY — Risk / Return Rank
HENKY
BASFY
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HENKY | BASFY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.45 | -0.63 |
| Martin ratioReturn relative to average drawdown | 1.68 | 2.75 | -1.07 |
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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.
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Drawdown Indicators
| HENKY | BASFY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.09% | -62.68% | +0.59% |
Max Drawdown (1Y)Largest decline over 1 year | -23.49% | -16.25% | -7.24% |
Max Drawdown (3Y)Largest decline over 3 years | -23.49% | -26.27% | +2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -39.03% | -50.06% | +11.03% |
Max Drawdown (10Y)Largest decline over 10 years | -52.91% | -62.68% | +9.77% |
Current DrawdownCurrent decline from peak | -20.90% | -24.04% | +3.14% |
Average DrawdownAverage peak-to-trough decline | -20.04% | -30.64% | +10.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.38% | 8.54% | +2.84% |
Volatility
HENKY vs. BASFY - Volatility Comparison
The current volatility for Henkel AG & Co KGAA (HENKY) is 4.99%, while BASF SE ADR (BASFY) has a volatility of 7.70%. 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.
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Volatility by Period
| HENKY | BASFY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 7.70% | -2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 15.70% | 20.14% | -4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.51% | 26.54% | -7.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.37% | 30.64% | -10.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 29.69% | -8.04% |
Dividends
HENKY vs. BASFY - Dividend Comparison
HENKY's dividend yield for the trailing twelve months is around 2.89%, less than BASFY's 4.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BASFY BASF SE ADR | 4.47% | 4.74% | 8.46% | 6.70% | 7.58% | 5.59% | 3.39% | 3.44% | 3.73% | 2.20% | 0.00% | 0.00% |
HENKY Henkel AG & Co KGAA | 2.89% | 2.93% | 2.57% | 2.76% | 3.13% | 2.73% | 1.33% | 1.52% | 1.61% | 3.50% | 2.73% | 1.44% |
Financials
HENKY vs. BASFY - Financials Comparison
This section allows you to compare key financial metrics between Henkel AG & Co KGAA and BASF SE ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
HENKY vs. BASFY - Profitability Comparison
HENKY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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 Aug 2026, BASF SE ADR reported a gross profit of 4.33B and revenue of 17.21B. Therefore, the gross margin over that period was 25.2%.
HENKY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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 Aug 2026, BASF SE ADR reported an operating income of 937.00M and revenue of 17.21B, resulting in an operating margin of 5.5%.
HENKY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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 Aug 2026, BASF SE ADR reported a net income of 4.17B and revenue of 17.21B, resulting in a net margin of 24.2%.
Frequently Asked Questions
HENKY and BASFY have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BASFY has higher volatility (7.70%) compared to HENKY (4.99%). In terms of maximum drawdown, HENKY dropped -62.09% vs BASFY's -62.68%.
HENKY currently has the higher Sharpe Ratio (0.98 vs 0.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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