Henkel AG & Co. KGaA Pref
HENOF
Market Cap$34.5B
Close$
Earnings Call Q1 2025
May 10, 2025 - AI Summary
Q1 Performance & Sales Growth: Henkel reported a -1% organic net sales growth in Q1 2025, with total sales of €5.2 billion, down 1.4% year-over-year (YOY). The consumer businesses experienced a significant decline of -3.5%, while Adhesive Technologies achieved a modest growth of +1.1%, bolstered by strong performance in electronics and industrials.
Volume and Pricing Challenges: The negative volume growth in Consumer Brands was attributed to a combination of subdued consumer sentiment, customer destocking (especially in the U.S.), and previous supply chain challenges. Pricing, however, remained positive at +2%, reflecting ongoing portfolio valorization efforts.
Divestment Completed: Henkel successfully completed the divestment of its Retailer Brands business in North America earlier than anticipated, marking the conclusion of its strategic portfolio optimization program initiated in early 2022. This allows a stronger focus on high-margin branded products.
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$153.05
91.7% upside
Current Fair Value
91.7% upsideUndervalued by 91.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $34.50 Billion |
|---|---|
| Enterprise Value | $36.56 Billion |
| Dividend Yield | $2.315 (2.894438138479%) |
| Earnings per Share | $4.78 |
| Beta | 0.46 |
| Outstanding Shares | 419,347,871 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 16.57 |
|---|---|
| PEG | 24.57 |
| Price to Sales | 0.72 |
| Price to Book Ratio | 1.54 |
| Enterprise Value to Revenue | 0.78 |
| Enterprise Value to EBIT | 6.22 |
| Enterprise Value to Net Income | 10 |
| Total Debt to Enterprise | 0.14 |
| Debt to Equity | 0.23 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Henkel AG & Co. KGAA
CEO: Hans Van Bylen Henkel AG & Co. KGaA engages in the manufacture and distribution of home and beauty care products and provides adhesive solutions. It operates through the following business segments: Adhesives for Consumers, Craftsmen and Building; Indu...