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AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

07 Nov 24

Updated

27 Sep 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-11.6%

7D

0.7%

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1Y

-11.6%

7D

0.7%

You can edit this narrative until Sep 28 10:15 AM. Then, changes will post as Updates.

Author's Valuation

€80.3612.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Sep 25

Fair value Decreased 1.77%

Henkel KGaA’s consensus price target was revised down slightly to €80.36 as analysts note that although destocking headwinds have eased and margin recovery is underway, ongoing structural challenges and mixed segment performance warrant caution. Analyst Commentary Bullish analysts cite that near-term destocking headwinds for Henkel’s consumer brands are now over, supporting a potential re-rating from previously depressed levels.

Shared on 09 Sep 25

Fair value Increased 0.97%

Henkel KGaA’s price target was modestly raised to €81.80 as analysts cited resolved U.S. destocking, margin outperformance, and an improving adhesives outlook, partially offset by ongoing volume challenges in the consumer segment. Analyst Commentary Bullish analysts highlight that Henkel's consumer brands segment has moved past its most significant challenges, with U.S. destocking headwinds now largely resolved.

Shared on 01 May 25

Fair value Decreased 3.14%

Shared on 23 Apr 25

Fair value Decreased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.059%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.059%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.06%

AnalystConsensusTarget has decreased revenue growth from 2.1% to 1.9%.

Shared on 19 Mar 25

Fair value Increased 6.32%

AnalystConsensusTarget has decreased revenue growth from 3.0% to 2.1%.

Shared on 12 Mar 25

Fair value Decreased 1.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

€80.36

12.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

1.91%

Household Products revenue growth rate

0.10%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

4.93%

Calculation

€2.24b

Earnings '28

x

17.16x

PE Ratio '28

=

€38.43b

Market Cap '28

€38.43b

Market Cap '28

/

416.26m

No. shares '28

=

€92.33

Share Price '28

€92.33 Share Price '28

Discounted to 2025 @ 4.76% p.a.

=

€80.31

Fair Value '25