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Fresenius SE & Co. KGaA (FRE) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Fresenius SE & Co. KGaA

FREMarket cap $28BPrice $49.3

Country🇩🇪Germany

SectorHealthcare

IndustryHealthcare Services

Runs hospitals, dialysis clinics, and medical device operations across dozens of countries, treating millions of patients yearly. It's the world's largest provider of dialysis products and services, keeping kidney failure patients alive one treatment at a time.

In Bastion Portfolios?

52W Return-11%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%5

Revenue Forecast

Rev CAGR (1y)-0%2

Rev CAGR (3y)+5%4

Rev CAGR (5y)+5%4

Earnings Forecast

EPS Growth Y+1+60%9

EPS Growth Y+2+6%6

EPS Growth Y+3+9%6

Quality

Margins

EBIT Margin10%4

Net Income Margin7%4

Free Cash Flow Margin7%5

Debt

Net Debt/EBITDA3.13

Efficiency

ROE8%4

ROA4%5

Earnings Stability55

GEAR+AVERAGE40

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)108

P/BV1.39

EV Multiples

EV/EBITDA Fwd87

EV/EBIT Fwd127

Yield

Free Cash Flow Yield6.9%8

Dividend Yield2.4%6

Momentum

Short term

1 month return+0%8

3 month return-0%6

YTD return-9%3

Mid term

Price vs 52wHigh85%6

1 year return-4%4

Long term

3 year return+63%6

5 year return+22%5

Risk Shield

Price Risk

Beta0.94

Volatility25%8

Free Cash Flow

Free Cash Flow Margin7%5

Free Cash Flow Yield6.9%8

Quality

ROCE7%4

Earnings Stability55

Net Debt/EBITDA3.13

02Growth

Is it actually growing, and how fast?

FREFresenius SE & Co. KGaA

Revenue FY25$26.9B

GROWTH RATING↗

WEAK34 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y-0%2

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+60%9

EPS growth, FY27E+6%6

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 34% of companies worldwide.

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

Revenue is set to grow 5%/yr over the next 3 years, behind most of the market.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

FREFresenius SE & Co. KGaA

Total return Current−25.5%

Price return Current−36.9%

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return-0%6

YTD return-9%3

MID & LONG-TERM▾SCORE

% of 52-week high85%6

1-year return-4%4

3-year return+63%6

5-year return+22%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+0%).

WATCH

Average long-term results. Multi-year returns are middling (+63% over three years and +22% over five), roughly average for the market.

It's down 4% over the past year, now 15% below its 52-week high. That is right in line with the market.

Returns sit at the market level over three months (+0%).

WEAKNESSES

The stock is underperforming so far this year (-9%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on Fresenius SE. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

FREFresenius SE & Co. KGaA

Revenue FY25$26.9B

GROWTH RATING↗

WEAK34 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y-0%2

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+60%9

EPS growth, FY27E+6%6

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 34% of companies worldwide.

Revenue grew 5%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

Revenue is set to grow 5%/yr over the next 3 years, behind most of the market.3/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

FREFresenius SE & Co. KGaA

Total return Current−25.5%

Price return Current−36.9%

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return-0%6

YTD return-9%3

MID & LONG-TERM▾SCORE

% of 52-week high85%6

1-year return-4%4

3-year return+63%6

5-year return+22%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+0%).

WATCH

Average long-term results. Multi-year returns are middling (+63% over three years and +22% over five), roughly average for the market.

It's down 4% over the past year, now 15% below its 52-week high. That is right in line with the market.

Returns sit at the market level over three months (+0%).

WEAKNESSES

The stock is underperforming so far this year (-9%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on Fresenius SE. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community