Henkel AG & Co. KGaA Pref
HENOF
Market Cap$33.58B
Close$
Earnings Call Q2 2025
August 8, 2025 - AI Summary
Flat Organic Sales Growth with Positive Q2 Acceleration: Henkel reported flat organic sales growth for H1 2025 but saw a significant acceleration in Q2 with organic sales growth of approximately 1%. This improvement was supported by positive volume and pricing developments, particularly in Consumer Brands, where the top 10 brands contributed to more than 3% growth.
Updated Guidance for Full Year 2025: Henkel revised its full-year 2025 guidance, now expecting organic sales growth between 1% to 2%, with adjusted EBIT margins between 14.5% to 15.5%. This guidance reflects expectations of a stronger second half, bolstered by anticipated contributions from innovations and recent acquisitions.
Challenges in Consumer Brands: Despite the overall positive trend, the remaining 40% of Consumer Brands experienced a decline, primarily driven by macroeconomic pressures on the Laundry & Home Care segment. The company noted that destocking and weak consumer sentiment in North America contributed to these challenges, though improvements were seen in Q2.
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$163.97
95% upside
Current Fair Value
95% upsideUndervalued by 95% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $33.58 Billion |
|---|---|
| Enterprise Value | $35.64 Billion |
| Dividend Yield | $2.33 (2.83%) |
| Earnings per Share | $4.78 |
| Beta | 0.45 |
| Outstanding Shares | 419,874,477 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 15.08 |
|---|---|
| PEG | 22.36 |
| Price to Sales | 0.76 |
| Price to Book Ratio | 1.65 |
| Enterprise Value to Revenue | 0.76 |
| Enterprise Value to EBIT | 6.06 |
| 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...