Henkel's sales growth accelerated to 4.7% in the second quarter, up from just shy of 2% in the first, outpacing Vara-compiled consensus. M&A added another 2.5%. Henkel raised its full-year sales growth guidance by 0.5 points to 1.5%–3.5%. Shares rose about 4% at the market open on Aug. 6.
The combination of beautycare and home-care under one roof in the consumer segment should result in more rapid and material portfolio decisions.
Henkel has been slow to address the significant underperformance in North America and in the beautycare segment more broadly. Further significant portfolio transformation may be needed.
|
Metric
|
HEN3
|
CHD
|
PG
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.50 | 29.41 | 21.48 |
Price/Book Value | 1.55 | 5.63 | 6.28 |
Price/Sales | 1.59 | 3.97 | 4.06 |
Price/Cash Flow | 11.79 | 20.64 | 18.40 |
|
Metric
|
HEN3
|
CHD
|
PG
|
|---|---|---|---|
Quick Ratio | 0.87 | 0.64 | 0.41 |
Current Ratio | 1.20 | 1.15 | 0.68 |
Interest Coverage | 19.91 | 10.77 | 23.74 |
|
Metric
|
HEN3
|
CHD
|
PG
|
|---|---|---|---|
Return on Assets (Normalized) | 5.59% | 9.37% | 13.14% |
Return on Equity (Normalized) | 9.33% | 19.91% | 31.34% |
Return on Invested Capital (Normalized) | 7.67% | 14.13% | 19.01% |
|
1-Day Chart
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Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
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Economic Moat
|
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United States