Henkel AG (HENOY) Fair Value & Analysis
Consumer Defensive · US · Market cap $33.2B
Henkel AG
HENOY · US
Fair value as of: Jul 7, 2026
From 24 valuation models · updated 34 days ago
Fair value updated Jul 7, 2026, revised from $23.48 to $23.43 (−0.2%) since Jun 24, 2026. Share price +7.7% over the past month.
A solid business, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range ($16.32 to $31.60) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 7, 2026.
How to read this chart
60‑month range $12.85 – $25.37 · fair‑value band $16.32 – $31.60 · the $23.23 price screens below the $23.43 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 7, 2026.
Analysis
Henkel AG (HENOY) currently trades at $23.23, while our model-based Fair Value estimate is $23.43, implying the stock looks roughly 0.9% fairly valued today. The Quality Score stands at 68/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Henkel AG generated revenue of $20.5B at a net margin of 9.9%. Revenue declined 6.3% year over year. It earns a return on equity of 9.7%. Net debt stands at $998M. Fundamentals as of Jul 7, 2026
Our scenario range runs from $16.32 (bear case) to $31.60 (bull case); at $23.23, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 4% below its 52-week high and 31% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -26% fair-value upside, at 1%, HENOY screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: Multiples ($20.05) versus Dividend Discount ($5.69). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 7, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 73
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Henkel AG & Co. KGaA, together with its subsidiaries, engages in the adhesive technologies and consumer brands businesses in Europe, India, the Middle East, Africa, North America, Latin America, the Asia Pacific.
Full company description
Henkel AG & Co. KGaA, together with its subsidiaries, engages in the adhesive technologies and consumer brands businesses in Europe, India, the Middle East, Africa, North America, Latin America, the Asia Pacific. It offers adhesives, sealants, and functional coatings for various business areas, including packaging and consumer goods; mobility and electronics; and craftsmen, construction, and professional industries. The company also provides hair styling, hair colorants, and hair care products; and body care products, as well as distributes its products through brick-and-mortar stores, hair salons, and digital channels. In addition, it offers laundry and home care products, such as heavy-duty and specialty detergents, fabric softeners and laundry additives, and other fabric cleaning and fabric care products; dishwashing products; and hard surface and toilet cleaners. Further, the company provides household cleaners products. The company was founded in 1876 and is headquartered in Düsseldorf, Germany.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Henkel AG reported revenue of $19.7B in FY2025 versus $20.1B in FY2021, a compound −0.5%/yr. Reported net income was $2.0B in FY2025, compounding +4.6%/yr from FY2021.
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Henkel Recognized as a 2026 World's Top Disability Inclusive Business
- Is Henkel KGaA (XTRA:HEN3) Still A Bargain After A 16% Return?
- APPLIED Adhesives Named Exclusive U.S. Distributor for Henkel Flexible Packaging Technologies
Peer Group
Household & Personal Products · 244 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Household & Personal Products median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Household & Personal Products stocks, each showing price versus our Fair Value estimate (as of Jul 7, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| The Procter & Gamble Company PG | $146.80 | $108.16 | -26% |
| Unilever PLC ULN | 1,080 MXN | 1,273 MXN | +18% |
| Hindustan Unilever Limited HINDUNILVR | ₹2,144 | ₹1,000 | -53% |
| Essity AB ESSITYA | kr 279.00 | kr 250.02 | -10% |
| Godrej Consumer Products Limited GODREJCP | ₹1,088 | ₹367.64 | -66% |
| Marico Limited MARICO | ₹846.75 | ₹233.05 | -72% |
| APR Co 278470 | 375,000 KRW | 151,222 KRW | -60% |
| Dabur India Limited DABUR | ₹429.45 | ₹181.60 | -58% |
| Kimberly-Clark de México, S. A. B. de C. V., KIMBERA | 38.07 MXN | 50.09 MXN | +32% |
| PT Unilever Indonesia Tbk UNVR | 1,730 IDR | 1,934 IDR | +12% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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