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HENKY vs. RBGLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HENKY vs. RBGLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Henkel AG & Co KGAA (HENKY) and Reckitt Benckiser Group plc (RBGLY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HENKY achieves a 1.90% return, which is significantly higher than RBGLY's -22.41% return. Over the past 10 years, HENKY has outperformed RBGLY with an annualized return of -0.72%, while RBGLY has yielded a comparatively lower -1.15% annualized return.


HENKY

1D
-1.41%
1M
5.13%
YTD
1.90%
6M
1.53%
1Y
11.33%
3Y*
6.10%
5Y*
-0.97%
10Y*
-0.72%

RBGLY

1D
-0.80%
1M
-2.91%
YTD
-22.41%
6M
-22.41%
1Y
-7.48%
3Y*
-3.86%
5Y*
-4.27%
10Y*
-1.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HENKY vs. RBGLY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HENKY
Henkel AG & Co KGAA
1.90%3.10%9.20%14.95%-15.64%-16.68%4.15%-2.66%-17.09%18.79%
RBGLY
Reckitt Benckiser Group plc
-22.41%40.48%-8.32%0.50%-17.22%-0.65%12.14%12.52%-18.38%17.03%

Correlation

The correlation between HENKY and RBGLY is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

Correlation (3Y)
Calculated over the trailing 3-year period

0.40

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.36

Correlation (All Time)
Calculated using the full available price history since Oct 27, 2008

0.39

Fundamentals

Market Cap

HENKY:

$30.66B

RBGLY:

$40.21B

EPS

HENKY:

€2.44

RBGLY:

£1.37

PE Ratio

HENKY:

6.74

RBGLY:

6.78

PEG Ratio

HENKY:

0.76

RBGLY:

0.14

PS Ratio

HENKY:

0.65

RBGLY:

1.10

PB Ratio

HENKY:

1.31

RBGLY:

3.93

Total Revenue (TTM)

HENKY:

€42.01B

RBGLY:

£28.33B

Gross Profit (TTM)

HENKY:

€21.32B

RBGLY:

£17.20B

EBITDA (TTM)

HENKY:

€6.90B

RBGLY:

£7.66B

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Return for Risk

HENKY vs. RBGLY — Risk / Return Rank

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

HENKY
HENKY Risk / Return Rank: 5656
Overall Rank
HENKY Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
HENKY Sortino Ratio Rank: 5555
Sortino Ratio Rank
HENKY Omega Ratio Rank: 5353
Omega Ratio Rank
HENKY Calmar Ratio Rank: 5454
Calmar Ratio Rank
HENKY Martin Ratio Rank: 5454
Martin Ratio Rank

RBGLY
RBGLY Risk / Return Rank: 2828
Overall Rank
RBGLY Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
RBGLY Sortino Ratio Rank: 2323
Sortino Ratio Rank
RBGLY Omega Ratio Rank: 2424
Omega Ratio Rank
RBGLY Calmar Ratio Rank: 3434
Calmar Ratio Rank
RBGLY Martin Ratio Rank: 3232
Martin Ratio Rank
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. RBGLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Henkel AG & Co KGAA (HENKY) and Reckitt Benckiser Group plc (RBGLY). 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.


HENKYRBGLYDifference
Sharpe ratioReturn per unit of total volatility

+0.93

Sortino ratioReturn per unit of downside risk

+1.33

Omega ratioGain probability vs. loss probability

1.12

0.96

+0.16

Calmar ratioReturn relative to maximum drawdown

0.48

-0.25

+0.73

Martin ratioReturn relative to average drawdown

1.03

-0.55

+1.58

HENKY vs. RBGLY - Sharpe Ratio Comparison

The current HENKY Sharpe Ratio is 0.59, which is higher than the RBGLY Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of HENKY and RBGLY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

HENKY vs. RBGLY - Drawdown Comparison

The maximum HENKY drawdown since its inception was -62.09%, which is greater than RBGLY's maximum drawdown of -44.53%. Use the drawdown chart below to compare losses from any high point for HENKY and RBGLY.


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Drawdown Indicators


HENKYRBGLYDifference

Max Drawdown

Largest peak-to-trough decline

-62.09%

-44.53%

-17.56%

Max Drawdown (1Y)

Largest decline over 1 year

-23.49%

-30.14%

+6.65%

Max Drawdown (3Y)

Largest decline over 3 years

-23.49%

-31.52%

+8.03%

Max Drawdown (5Y)

Largest decline over 5 years

-39.03%

-38.49%

-0.54%

Max Drawdown (10Y)

Largest decline over 10 years

-52.91%

-44.53%

-8.38%

Current Drawdown

Current decline from peak

-27.34%

-28.98%

+1.64%

Average Drawdown

Average peak-to-trough decline

-20.03%

-13.40%

-6.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.01%

13.62%

-2.61%

Volatility

HENKY vs. RBGLY - Volatility Comparison

The current volatility for Henkel AG & Co KGAA (HENKY) is 5.33%, while Reckitt Benckiser Group plc (RBGLY) has a volatility of 5.73%. This indicates that HENKY experiences smaller price fluctuations and is considered to be less risky than RBGLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HENKYRBGLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.33%

5.73%

-0.40%

Volatility (6M)

Calculated over the trailing 6-month period

15.22%

17.78%

-2.56%

Volatility (1Y)

Calculated over the trailing 1-year period

19.19%

22.51%

-3.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.23%

23.89%

-3.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.62%

24.35%

-2.73%

Dividends

HENKY vs. RBGLY - Dividend Comparison

HENKY's dividend yield for the trailing twelve months is around 3.15%, less than RBGLY's 9.75% yield.


PositionTTM20252024202320222021202020192018201720162015
HENKY
Henkel AG & Co KGAA
3.15%2.93%2.57%2.76%3.13%2.73%1.33%1.52%1.61%3.50%2.73%1.44%
RBGLY
Reckitt Benckiser Group plc
9.75%3.34%4.17%3.36%3.14%2.75%2.38%2.52%2.86%3.50%3.19%2.08%

Financials

HENKY vs. RBGLY - Financials Comparison

This section allows you to compare key financial metrics between Henkel AG & Co KGAA and Reckitt Benckiser Group plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


7.00B8.00B9.00B10.00B11.00B20212022202320242025
10.02B
7.18B
(HENKY) Total Revenue
(RBGLY) Total Revenue
Please note, different currencies. HENKY values in EUR, RBGLY values in GBP

HENKY vs. RBGLY - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%45.0%50.0%55.0%60.0%20212022202320242025
50.9%
60.6%
Portfolio components
HENKY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

RBGLY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Reckitt Benckiser Group plc reported a gross profit of 4.35B and revenue of 7.18B. Therefore, the gross margin over that period was 60.6%.

HENKY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.

RBGLY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Reckitt Benckiser Group plc reported an operating income of 2.70B and revenue of 7.18B, resulting in an operating margin of 37.6%.

HENKY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.

RBGLY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Reckitt Benckiser Group plc reported a net income of 2.21B and revenue of 7.18B, resulting in a net margin of 30.8%.


Frequently Asked Questions


HENKY and RBGLY have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RBGLY has higher volatility (5.73%) compared to HENKY (5.33%). In terms of maximum drawdown, HENKY dropped -62.09% vs RBGLY's -44.53%.

HENKY currently has the higher Sharpe Ratio (0.59 vs -0.33), 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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