FMS:NYE-Fresenius Medical Care AG (USD)

EQUITY | Medical Care Facilities | New York Stock Exchange

Last Closing

USD 21.39

Change

+0.09 (+0.42)%

Market Cap

USD 23.44B

Volume

0.22M

Analyst Target

USD 44.77
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Fresenius Medical Care AG & Co. KGaA is a kidney dialysis company, which is operating in both the field of dialysis products and dialysis services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-11 )

Largest Industry Peers for Medical Care Facilities

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DVA DaVita HealthCare Partners Inc

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EHC Encompass Health Corp

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CHE Chemed Corp

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CON Concentra Group Holdings Paren..

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ARDT Ardent Health Partners, Inc.

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NHC National HealthCare Corporatio..

-5.13 (-3.78%)

USD 2.08B
BKD Brookdale Senior Living Inc

-0.27 (-4.71%)

USD 1.14B

ETFs Containing FMS

TPYP Tortoise North American P.. 3.88 % 0.40 %

-0.25 (-0.72%)

N/A
PUI Invesco DWA Utilities Mom.. 3.55 % 0.60 %

-0.42 (-0.72%)

USD 0.05B
RYU 3.37 % 0.40 %

N/A

N/A
CDL VictoryShares US Large Ca.. 1.40 % 0.35 %

-0.41 (-0.72%)

USD 0.35B
LKOR 0.37 % 0.22 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Medical Care Facilities) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.69% 48% F 36% F
Dividend Return 3.04% 88% B+ 45% F
Total Return 5.73% 48% F 38% F
Trailing 12 Months  
Capital Gain 20.64% 39% F 56% F
Dividend Return 3.58% 88% B+ 41% F
Total Return 24.22% 39% F 57% F
Trailing 5 Years  
Capital Gain -40.81% 17% F 13% F
Dividend Return 9.69% 100% F 27% F
Total Return -31.12% 22% F 14% F
Average Annual (5 Year Horizon)  
Capital Gain -13.24% 13% F 4% F
Dividend Return -10.82% 13% F 5% F
Total Return 2.43% 89% A- 55% F
Risk Return Profile  
Volatility (Standard Deviation) 26.54% 87% B+ 41% F
Risk Adjusted Return -40.75% 13% F 6% D-
Market Capitalization 23.44B N/A N/A N/A N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Medical Care Facilities) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 20.30 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.