Company Analysis Henkel AG & Co. KGaA
1. Summary
Advantages
- The stock's return over the last year (8.41%) is higher than the sector average (-33.07%).
Disadvantages
- Price (20.5 $) is higher than fair price (15 $)
- Dividends (2.53%) are below the sector average (2.71%).
- Current debt level 12.16% has increased over 5 years from 10.58%.
- The company's current efficiency (ROE=9.64%) is lower than the sector average (ROE=328.79%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Henkel AG & Co. KGaA | Consumer Discretionary | Index | |
|---|---|---|---|
| 7 days | -0.2% | -38.8% | -0.7% |
| 90 days | -2.1% | -36.2% | 2.1% |
| 1 year | 8.4% | -33.1% | 16.7% |
HENOY vs Sector: Henkel AG & Co. KGaA has outperformed the "Consumer Discretionary" sector by 41.48% over the past year.
HENOY vs Market: Henkel AG & Co. KGaA has significantly underperformed the market by -8.25% over the past year.
Stable price: HENOY 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: HENOY with weekly volatility of 0.1617% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Above fair price: The current price (20.5 $) is higher than the fair price (15 $).
Price is higher than fair: The current price (20.5 $) is 26.8% higher than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (17.57) is lower than that of the sector as a whole (45.97).
P/E vs Market: The company's P/E (17.57) is lower than that of the market as a whole (45.85).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (1.62) is lower than that of the sector as a whole (5.55).
P/BV vs Market: The company's P/BV (1.62) is lower than that of the market as a whole (4.38).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (1.63) is lower than that of the sector as a whole (2.7).
P/S vs Market: The company's P/S indicator (1.63) is lower than that of the market as a whole (12.4).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (9.97) is lower than that of the sector as a whole (11.99).
EV/Ebitda vs Market: The company's EV/Ebitda (9.97) is lower than that of the market as a whole (24.93).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Rising and has grown by 4.57% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (4.57%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (57768.88%).
6.4. ROE
ROE vs Sector: The company's ROE (9.64%) is lower than that of the sector as a whole (328.79%).
ROE vs Market: The company's ROE (9.64%) is lower than that of the market as a whole (51.21%).
6.6. ROA
ROA vs Sector: The company's ROA (5.99%) is lower than that of the sector as a whole (309.99%).
ROA vs Market: The company's ROA (5.99%) is lower than that of the market as a whole (36.06%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (7.47%) is lower than that of the sector as a whole (11.81%).
ROIC vs Market: The company's ROIC (7.47%) is lower than that of the market as a whole (10.78%).
8. Dividends
8.1. Dividend yield vs Market
Low yield: The dividend yield of the company 2.53% is below the average for the sector '2.71%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.53% has been steadily paid over the past 7 years, DSI=0.79.
Weak dividend growth: The company's dividend yield 2.53% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (38.42%) are at a comfortable level.
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Based on sources: porti.ru
