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

Performance

RBGLY vs. HENKY - Performance Comparison

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

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RBGLY vs. HENKY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RBGLY
Reckitt Benckiser Group plc
-14.90%40.48%-8.32%0.50%-17.22%-0.65%12.14%12.52%-18.38%17.03%
HENKY
Henkel AG & Co KGAA
-6.17%3.10%9.20%14.95%-15.64%-16.68%4.15%-2.66%-17.09%18.79%

Fundamentals

Market Cap

RBGLY:

$45.16B

HENKY:

$29.21B

EPS

RBGLY:

$1.37

HENKY:

$2.44

PE Ratio

RBGLY:

10.08

HENKY:

7.34

PEG Ratio

RBGLY:

0.21

HENKY:

0.82

PS Ratio

RBGLY:

1.63

HENKY:

0.71

PB Ratio

RBGLY:

5.84

HENKY:

1.43

Total Revenue (TTM)

RBGLY:

$28.33B

HENKY:

$42.01B

Gross Profit (TTM)

RBGLY:

$17.20B

HENKY:

$21.32B

EBITDA (TTM)

RBGLY:

$7.66B

HENKY:

$6.90B

Returns By Period

In the year-to-date period, RBGLY achieves a -14.90% return, which is significantly lower than HENKY's -6.17% return. Over the past 10 years, RBGLY has outperformed HENKY with an annualized return of -0.22%, while HENKY has yielded a comparatively lower -0.62% annualized return.


RBGLY

1D
1.82%
1M
-19.39%
YTD
-14.90%
6M
-10.31%
1Y
6.83%
3Y*
0.10%
5Y*
-2.16%
10Y*
-0.22%

HENKY

1D
-0.11%
1M
-17.55%
YTD
-6.17%
6M
-3.03%
1Y
3.32%
3Y*
2.69%
5Y*
-3.61%
10Y*
-0.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Reckitt Benckiser Group plc

Henkel AG & Co KGAA

Return for Risk

RBGLY vs. HENKY — Risk / Return Rank

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

RBGLY
RBGLY Risk / Return Rank: 4747
Overall Rank
RBGLY Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
RBGLY Sortino Ratio Rank: 4343
Sortino Ratio Rank
RBGLY Omega Ratio Rank: 4444
Omega Ratio Rank
RBGLY Calmar Ratio Rank: 4646
Calmar Ratio Rank
RBGLY Martin Ratio Rank: 5151
Martin Ratio Rank

HENKY
HENKY Risk / Return Rank: 4242
Overall Rank
HENKY Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
HENKY Sortino Ratio Rank: 3838
Sortino Ratio Rank
HENKY Omega Ratio Rank: 3636
Omega Ratio Rank
HENKY Calmar Ratio Rank: 4343
Calmar Ratio Rank
HENKY Martin Ratio Rank: 4545
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.

RBGLY vs. HENKY - Risk-Adjusted Trends Comparison

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


RBGLYHENKYDifference

Sharpe ratio

Return per unit of total volatility

0.30

0.18

+0.12

Sortino ratio

Return per unit of downside risk

0.57

0.37

+0.20

Omega ratio

Gain probability vs. loss probability

1.08

1.05

+0.04

Calmar ratio

Return relative to maximum drawdown

0.24

0.12

+0.12

Martin ratio

Return relative to average drawdown

0.90

0.40

+0.50

RBGLY vs. HENKY - Sharpe Ratio Comparison

The current RBGLY Sharpe Ratio is 0.30, which is higher than the HENKY Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of RBGLY and HENKY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RBGLYHENKYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.30

0.18

+0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.09

-0.18

+0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.01

-0.03

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.14

+0.12

Correlation

The correlation between RBGLY and HENKY is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

RBGLY vs. HENKY - Dividend Comparison

RBGLY's dividend yield for the trailing twelve months is around 8.63%, more than HENKY's 3.12% yield.


TTM20252024202320222021202020192018201720162015
RBGLY
Reckitt Benckiser Group plc
8.63%3.34%4.17%3.36%3.14%2.75%2.38%2.52%2.86%3.50%3.19%2.08%
HENKY
Henkel AG & Co KGAA
3.12%2.93%2.57%2.76%3.13%2.73%1.33%1.52%1.61%3.50%2.73%1.44%

Drawdowns

RBGLY vs. HENKY - Drawdown Comparison

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


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Drawdown Indicators


RBGLYHENKYDifference

Max Drawdown

Largest peak-to-trough decline

-44.53%

-62.09%

+17.56%

Max Drawdown (1Y)

Largest decline over 1 year

-24.47%

-22.08%

-2.39%

Max Drawdown (5Y)

Largest decline over 5 years

-40.13%

-44.01%

+3.88%

Max Drawdown (10Y)

Largest decline over 10 years

-44.53%

-52.91%

+8.38%

Current Drawdown

Current decline from peak

-22.11%

-33.10%

+10.99%

Average Drawdown

Average peak-to-trough decline

-13.24%

-19.90%

+6.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.44%

6.46%

-0.02%

Volatility

RBGLY vs. HENKY - Volatility Comparison

Reckitt Benckiser Group plc (RBGLY) has a higher volatility of 8.59% compared to Henkel AG & Co KGAA (HENKY) at 5.58%. This indicates that RBGLY's price experiences larger fluctuations and is considered to be riskier than HENKY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RBGLYHENKYDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.59%

5.58%

+3.01%

Volatility (6M)

Calculated over the trailing 6-month period

13.93%

13.09%

+0.84%

Volatility (1Y)

Calculated over the trailing 1-year period

23.13%

18.84%

+4.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.53%

20.02%

+3.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.17%

21.58%

+2.59%

Financials

RBGLY vs. HENKY - Financials Comparison

This section allows you to compare key financial metrics between Reckitt Benckiser Group plc and Henkel AG & Co KGAA. 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
7.18B
10.02B
(RBGLY) Total Revenue
(HENKY) Total Revenue
Values in USD except per share items

RBGLY vs. HENKY - Profitability Comparison

The chart below illustrates the profitability comparison between Reckitt Benckiser Group plc and Henkel AG & Co KGAA 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
60.6%
50.9%
Portfolio components
RBGLY - Gross Margin

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

RBGLY - Operating Margin

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

RBGLY - Net Margin

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

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%.