HELKF:OTC-Henkel AG & Co. KGaA (USD)

COMMON STOCK | Household & Personal Products |

Last Closing

USD 78.5

Change

0.00 (0.00)%

Market Cap

USD 35.55B

Volume

100.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-25 )

Largest Industry Peers for Household & Personal Products

Symbol Name Price(Change) Market Cap
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LRLCY L’Oreal Co ADR

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UNLYF Unilever PLC

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USD 161.07B
BDRFY Beiersdorf AG ADR

+0.74 (+2.52%)

USD 32.16B
BDRFF Beiersdorf Aktiengesellschaft

N/A

USD 32.05B
KAOCF Kao Corporation

N/A

USD 22.37B
KAOOY Kao Corp ADR

+0.16 (+1.67%)

USD 22.36B
ETTYF Essity AB (publ)

N/A

USD 21.68B
UNCHF Unicharm Corporation

N/A

USD 21.01B
UNICY Unicharm Corp

+0.15 (+2.13%)

USD 21.01B

ETFs Containing HELKF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Household & Personal Products) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.41% 82% B 80% B-
Dividend Return 3.15% 76% C+ 62% D
Total Return 29.56% 81% B- 80% B-
Trailing 12 Months  
Capital Gain 5.19% 67% D+ 64% D
Dividend Return 2.62% 45% F 36% F
Total Return 7.82% 63% D 64% D
Trailing 5 Years  
Capital Gain -13.21% 70% C- 59% D-
Dividend Return 8.75% 22% F 29% F
Total Return -4.46% 64% D 59% D-
Average Annual (5 Year Horizon)  
Capital Gain -4.42% 32% F 30% F
Dividend Return -2.43% 27% F 30% F
Total Return 2.00% 29% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 17.78% 86% B+ 89% A-
Risk Adjusted Return -13.65% 27% F 27% F
Market Capitalization 35.55B 92% A 97% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector