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Company Analysis Henkel AG & Co. KGaA
1. Summary
Advantages
- The stock's return over the last year (-1.38%) is higher than the sector average (-9.17%).
- Current debt level 12.17% is below 100% and has decreased over 5 years from 14.37%.
Disadvantages
- Price (19.48 $) is higher than fair price (18.32 $)
- Dividends (2.75%) are below the sector average (2.96%).
- The company's current efficiency (ROE=10.1%) is lower than the sector average (ROE=48.36%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Henkel AG & Co. KGaA | Consumer Staples | Index | |
|---|---|---|---|
| 7 days | -2.3% | -14.3% | 2% |
| 90 days | 7.9% | -15.4% | 9.8% |
| 1 year | -1.4% | -9.2% | 17.3% |
HENKY vs Sector: Henkel AG & Co. KGaA has outperformed the "Consumer Staples" sector by 7.79% over the past year.
HENKY vs Market: Henkel AG & Co. KGaA has significantly underperformed the market by -18.69% over the past year.
Stable price: HENKY is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: HENKY with weekly volatility of -0.0265% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (19.48 $) is higher than the fair price (18.32 $).
Price is higher than fair: The current price (19.48 $) is 6% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (15.47) is lower than that of the sector as a whole (33.51).
P/E vs Market: The company's P/E (15.47) is lower than that of the market as a whole (46.13).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.42) is lower than that of the sector as a whole (5.62).
P/BV vs Market: The company's P/BV (1.42) is lower than that of the market as a whole (4.36).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.44) is lower than that of the sector as a whole (2.01).
P/S vs Market: The company's P/S indicator (1.44) is lower than that of the market as a whole (12.96).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (8.82) is lower than that of the sector as a whole (10.47).
EV/Ebitda vs Market: The company's EV/Ebitda (8.82) is lower than that of the market as a whole (27.25).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 16.98% over the last 5 years.
Earnings Slowdown: The last year's return (-0.8511%) is below the 5-year average return (16.98%).
Profitability vs Sector: The return for the last year (-0.8511%) exceeds the return for the sector (-5.78%).
5.4. ROE
ROE vs Sector: The company's ROE (10.1%) is lower than that of the sector as a whole (48.36%).
ROE vs Market: The company's ROE (10.1%) is lower than that of the market as a whole (52.17%).
5.5. ROA
ROA vs Sector: The company's ROA (6.27%) is lower than that of the sector as a whole (19.57%).
ROA vs Market: The company's ROA (6.27%) is lower than that of the market as a whole (36.33%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (14.37%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.84%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 2.75% is below the average for the sector '2.96%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.75% has been steadily paid over the past 7 years, DSI=0.79.
Weak dividend growth: The company's dividend yield 2.75% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (38.42%) are at a comfortable level.
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