FMS:NYE-Fresenius Medical Care AG (USD)

EQUITY | Medical Care Facilities | New York Stock Exchange

Last Closing

USD 20.1

Change

-0.11 (-0.54)%

Market Cap

USD 23.44B

Volume

0.31M

Analyst Target

USD 44.77
Analyst Rating

Verdict

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)

Compare
Relative Returns (From:    To: 2024-04-26 )

Largest Industry Peers for Medical Care Facilities

Symbol Name Price(Change) Market Cap
HCA HCA Holdings Inc

-5.03 (-1.60%)

USD 80.70B
UHS Universal Health Services Inc

-0.03 (-0.02%)

USD 11.68B
DVA DaVita HealthCare Partners Inc

-1.84 (-1.34%)

USD 11.67B
THC Tenet Healthcare Corporation

-1.23 (-0.99%)

USD 10.22B
CHE Chemed Corp

-7.65 (-1.32%)

USD 9.53B
EHC Encompass Health Corp

-0.59 (-0.69%)

USD 8.26B
SEM Select Medical Holdings

+0.11 (+0.34%)

USD 3.87B
AMN AMN Healthcare Services Inc

+0.08 (+0.13%)

USD 2.28B
AGL agilon health Inc

+0.21 (+4.22%)

USD 2.05B
USPH US Physicalrapy Inc

-1.67 (-1.58%)

USD 1.60B

ETFs Containing FMS

UTES Virtus Reaves Utilities E.. 4.58 % 0.95 %

+0.88 (+1.69%)

USD 0.06B
TPYP Tortoise North American P.. 4.00 % 0.40 %

+0.12 (+1.69%)

USD 0.48B
RYU 3.37 % 0.40 %

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 -3.50% 30% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.50% 30% F 24% F
Trailing 12 Months  
Capital Gain -17.01% 39% F 14% F
Dividend Return 2.55% 88% B+ 38% F
Total Return -14.46% 39% F 14% F
Trailing 5 Years  
Capital Gain -50.76% 20% F 11% F
Dividend Return 8.63% 86% B+ 32% F
Total Return -42.13% 20% F 11% F
Average Annual (5 Year Horizon)  
Capital Gain -8.27% 30% F 12% F
Dividend Return -5.99% 35% F 11% F
Total Return 2.28% 88% B+ 51% F
Risk Return Profile  
Volatility (Standard Deviation) 27.67% 70% C- 41% F
Risk Adjusted Return -21.65% 22% F 15% F
Market Capitalization 23.44B 88% B+ 85% B

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 37% 40%
Price/Book Ratio 0.75 95% 86%
Price / Cash Flow Ratio 4.19 67% 65%
Price/Free Cash Flow Ratio 6.98 63% 56%
Management Effectiveness  
Return on Equity 4.84% 50% 40%
Return on Invested Capital 5.26% 50% 45%
Return on Assets 2.73% 46% 53%
Debt to Equity Ratio 51.10% 64% 60%

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:
Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

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.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.