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Company Analysis Henkel AG & Co. KGaA
1. Summary
Advantages
- Dividends (2.46%) are higher than the sector average (2.43%).
Disadvantages
- Price (98 $) is higher than fair price (77.51 $)
- The stock's return over the last year (22.71%) is lower than the sector average (29.82%).
- Current debt level 12.17% has increased over 5 years from 10.58%.
- The company's current efficiency (ROE=10.1%) is lower than the sector average (ROE=36.6%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Henkel AG & Co. KGaA | Consumer Staples | Index | |
|---|---|---|---|
| 7 days | 0% | 0% | -1.5% |
| 90 days | 20.8% | 29.9% | -1.6% |
| 1 year | 22.7% | 29.8% | 14.9% |
HENOF vs Sector: Henkel AG & Co. KGaA has significantly underperformed the "Consumer Staples" sector by -7.1% over the past year.
HENOF vs Market: Henkel AG & Co. KGaA has outperformed the market by 7.84% over the past year.
Stable price: HENOF is not significantly more volatile than the rest of the market on "USA Stocks" over the last 3 months, with typical variations of +/- 5% per week.
Long period: HENOF with weekly volatility of 0.44% 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 (98 $) is higher than the fair price (77.51 $).
Price is higher than fair: The current price (98 $) is 20.9% 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 (23.8).
P/E vs Market: The company's P/E (17.57) is lower than that of the market as a whole (134.59).
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 (4.32).
P/BV vs Market: The company's P/BV (1.62) is lower than that of the market as a whole (2.76).
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 (2.92).
P/S vs Market: The company's P/S indicator (1.63) is lower than that of the market as a whole (5.17).
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 (14.63).
EV/Ebitda vs Market: The company's EV/Ebitda (9.97) is higher than that of the market as a whole (7.87).
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 8.03% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (8.03%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (0%).
6.4. ROE
ROE vs Sector: The company's ROE (10.1%) is lower than that of the sector as a whole (36.6%).
ROE vs Market: The company's ROE (10.1%) is lower than that of the market as a whole (183.1%).
6.6. ROA
ROA vs Sector: The company's ROA (6.27%) is lower than that of the sector as a whole (10.97%).
ROA vs Market: The company's ROA (6.27%) is lower than that of the market as a whole (164.88%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (0%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (8.35%).
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8. Dividends
8.1. Dividend yield vs Market
High yield: The dividend yield of the company 2.46% is higher than the average for the sector '2.43%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.46% has been steadily paid over the past 7 years, DSI=0.71.
Weak dividend growth: The company's dividend yield 2.46% 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.
Based on sources: porti.ru
