Henkel AG KGaA (XSWX:HEN3) ROA %: 5.65% (As of Dec. 2025) — Near Median


XSWX:HEN3 Henkel AG & Co KGaA XSWX:HEN3
76 GF Score
Price CHF63.74
GF Value CHF64.12
! 2 Warning Signs
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What is Henkel AG KGaA ROA %?

Henkel AG KGaA XSWX:HEN3 76 ROA % is 5.65% as of Dec. 2025, which is 6% below its 10-year median of 6.00. GuruFocus rates XSWX:HEN3 with a GF Score™ of 76/100 and a GF Value™ of CHF64.12. The stock has 2 warning signs investors should review. Among 1,990 Consumer Packaged Goods companies, Henkel AG KGaA ranks better than 67.09% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Henkel AG KGaA's annualized Net Income for the quarter that ended in Dec. 2025 was CHF1,726 Mil. Henkel AG KGaA's average Total Assets over the quarter that ended in Dec. 2025 was CHF30,557 Mil. Therefore, Henkel AG KGaA's annualized ROA % for the quarter that ended in Dec. 2025 was 5.65%.

The historical rank and industry rank for Henkel AG KGaA's ROA % or its related term are showing as below:

XSWX:HEN3' s ROA % Range Over the Past 10 Years
Min: 3.82   Med: 6   Max: 8.95
Current: 6.07

During the past 13 years, Henkel AG KGaA's highest ROA % was 8.95%. The lowest was 3.82%. And the median was 6.00%.

XSWX:HEN3's ROA % is ranked better than
67.09% of 1990 companies
in the Consumer Packaged Goods industry
Industry Median: 3.26 vs XSWX:HEN3: 6.07

Henkel AG KGaA  (XSWX:HEN3) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Dec. 2025 )
=Net Income/Total Assets
=1726.306/30557.001
=(Net Income / Revenue)*(Revenue / Total Assets)
=(1726.306 / 18836.328)*(18836.328 / 30557.001)
=Net Margin %*Asset Turnover
=9.16 %*0.6164
=5.65 %

Note: The Net Income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


Henkel AG KGaA ROA % Related Terms


Henkel AG KGaA ROA % Historical Data

* Premium members only.

The historical data trend for Henkel AG KGaA's ROA % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Henkel AG KGaA ROA % Chart

Henkel AG KGaA Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.10 3.72 3.97 5.96 6.00

Henkel AG KGaA Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4.66 6.34 5.58 6.54 5.65

XSWX:HEN3 vs PG, CL, KVUE: ROA % Comparison

For the Household & Personal Products subindustry, Henkel AG KGaA's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Henkel AG KGaA ROA % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Henkel AG KGaA's ROA % distribution charts can be found below:

* The bar in red indicates where Henkel AG KGaA's ROA % falls into.


XSWX:HEN3
76GF Score
Henkel AG & Co KGaA XSWX:HEN3
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Henkel AG KGaA ROA % Calculation

Henkel AG KGaA's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=1898.936/( (32907.976+30357.784)/ 2 )
=1898.936/31632.88
=6.00 %

Henkel AG KGaA's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=1726.306/( (30756.218+30357.784)/ 2 )
=1726.306/30557.001
=5.65 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is two times the semi-annual (Dec. 2025) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 5.65% mean?
Henkel AG KGaA (XSWX:HEN3) has a ROA % of 5.65% as of Dec. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Henkel AG KGaA and its competitors. This is near median its historical median of 6.00. Over the past decade, Henkel AG KGaA's ROA % has ranged from 3.82 to 8.95. According to the industry distribution chart, Henkel AG KGaA ranks #655 out of 1990 companies in the Consumer Packaged Goods industry, placing it in the top 32.9%.
Is Henkel AG KGaA's ROA % too high?
Henkel AG KGaA's current ROA % of 5.65% is near median its 10-year median of 6.00. Over the past 10 years, this metric has ranged from a low of 3.82 to a high of 8.95. The Consumer Packaged Goods industry median ROA % is 3.26. Henkel AG KGaA's value of 5.65% is 73.3% above this industry median. Based on the distribution chart, Henkel AG KGaA ranks #655 out of 1990 companies in the Consumer Packaged Goods industry, which is above the industry midpoint. Overall, Henkel AG KGaA has a GF Score™ of 76/100, reflecting its overall financial health beyond just this single metric.
How does Henkel AG KGaA's ROA % compare to PG and CL?
According to the Consumer Packaged Goods industry distribution chart, Henkel AG KGaA ranks #655 out of 1990 companies for ROA %. This puts Henkel AG KGaA in the upper half of its industry. The industry median ROA % is 3.26. Henkel AG KGaA's value of 5.65% is 73.3% above this benchmark. Historically, Henkel AG KGaA's own ROA % has ranged from 3.82 to 8.95 over the past decade. While the company's 10-year median is 6.00 vs. the industry median of 3.26, Henkel AG KGaA has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for a Consumer Packaged Goods company?
The median ROA % among Consumer Packaged Goods companies is 3.26, based on 1,990 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Henkel AG KGaA's current ROA % of 5.65% is 73.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Henkel AG KGaA and its competitors. For the Consumer Packaged Goods industry, the median ROA % is 3.26 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Henkel AG KGaA's current ROA % is 5.65%, which is near median its own 10-year median of 6.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Henkel AG KGaA stock overvalued right now?
Henkel AG KGaA (XSWX:HEN3) has a current ROA % of 5.65%. The stock's GF Value™ is CHF64.12, compared to a current price of CHF63.74 — trading 0.6% below its estimated fair value. The current ROA % is 5.65%, which is near median its 10-year median of 6.00 and 73.3% above the Consumer Packaged Goods industry median of 3.26. Henkel AG KGaA's overall GF Score™ is 76/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Henkel AG KGaA (XSWX:HEN3), the current ROA % is 5.65% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Henkel AG KGaA (XSWX:HEN3) Overvalued in 2026?

Based on GuruFocus' analysis, Henkel AG KGaA stock appears to be undervalued. The current stock price of CHF63.74 is trading 0.6% below its estimated GF Value™ of CHF64.12.

Key valuation signals for XSWX:HEN3:

  • ROA %: 5.65% (near median its 10-year median of 6.00)
  • GF Value™: CHF64.12 vs. price of CHF63.74 (0.6% below fair value)
  • GF Score™: 76/100 with 2 warning signs
  • Industry Position: 73.3% above the Consumer Packaged Goods median (#655 of 1990)

No single metric tells the full story. See the XSWX:HEN3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Henkel AG KGaA Business Description

Address Henkelstrasse 67, Duesseldorf, NW, DEU, 40589
Two distinct customer groups constitute Henkel. The consumer segment (around 47% of consolidated 2025 sales) is laundry and homecare, including the Persil and Purex laundry detergent brands; haircare, including the Schwarzkopf brand; and other brands, including Dial in hand soap. The adhesive technologies segment makes up the remaining 53% of sales. Sales in Europe accounted for 38% of the firm's consolidated total in 2025, while Asia-Pacific and North America accounted for 17% and 26%, respectively.
76GF Score

Get the complete analysis for XSWX:HEN3

ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF63.74
Price
CHF64.12
GF Value