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FMS

NYSE
Neutral · 53/100

Fresenius Medical Care AG

Health Care
Health Care

$23.58

0.2%

Updated Today 12:11 PM ET

Report Card

FMS at a glance — five pillars scored 0–100 from real filed financials.

Value
0
Growth
0
Profitability
0
Health
0
Dividends
0

Overall: Neutral · 53/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Price — Past Year

▼ Down 16.3% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$11.79B

P/E

11.56x

Forward P/E (est.)

8.26x

ROE

7.2%

Revenue Growth

-0.7%

EPS Growth

55.7%

Profit Margin

4.9%

FCF Yield

33.1%

Debt / Equity

0.81x

ROIC

10.0%

Interest Coverage

5.04x

Current Ratio

1.45x

Dividend Yield

3.6%

Implied Growth (rev. DCF)

-1.7%

Rating Score

53/100

Business Overview
Research

Fresenius Medical Care AG (FMS) is a large-cap company in the Health Care industry, part of the Health Care sector of the S&P 500, with a market value around $11.79B.

In its latest reported year it generated about $4.97B in revenue and $1.11B in net profit.

Our model rates FMS Neutral (53/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what FMS's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. FMS trades near $23.58, above its 50-day average ($22.32) and 200-day average ($23.56). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 57 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.

Volatility — ATR. Average True Range is the typical daily move. FMS's is $0.47 (~2.0% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month FMS found buyers near $21.72 (support) and sellers near $24.00 (resistance); its 52-week range is $20.02–$28.21. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.4× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Revenue Growth
Research

1Y CAGR

0.0%

2/4 checks passedRevenue growingRevenue growth beats sector midpointEPS growingEPS growing faster than revenue

Revenue moved from $4.97B in 2013 to $4.97B in 2013. The most recent year declined 0.7% year over year. Shrinking revenue is worth a closer look — is it cyclical or structural?

Profitability
Research
1/4 checks passedProfitableNet margin above sector midpointROE above 12%ROIC above 10%

Gross Margin

95.3%

Operating Margin

45.4%

Net Margin

22.3%

ROE

7.2%

Fresenius Medical Care AG keeps about 4.9% of each sales dollar as net profit, with a 95.3% gross margin and 45.4% operating margin. Return on equity is 7.2% and return on invested capital about 10.0%. Thin margins leave less cushion if costs rise.

Debt Analysis
Research
4/4 checks passedDebt under 1× equityDebt under 2× equityInterest covered 3×+Short-term bills covered

Total Debt

$7.20B

Net Debt

$6.46B

Net Debt / EBITDA

2.86x

Debt / Equity

0.81x

Leverage: debt-to-equity is 0.8x, and operating profit covers interest about 5.0x, with a current ratio of 1.4x. That is a moderate, manageable debt load for most businesses. It carries roughly $7.20B of total debt against $747.23M of cash.

Cash Flow Analysis
Research
3/3 checks passedPositive free cash flowFCF yield above 2%Market expects achievable growth (<8%)

Operating CF

$2.03B

Free Cash Flow

$1.29B

FCF Margin

25.9%

In the latest year Fresenius Medical Care AG produced about $2.03B of operating cash flow and $1.29B of free cash flow after capital spending. That is a free-cash-flow yield of about 33.1% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research
4/4 checks passedPositive earnings (P/E meaningful)P/E below sector's upper bandForward P/E below trailing (earnings growing)Trading below DCF fair value

P/E

11.56x

P/S

0.56x

P/B

0.89x

EV / EBITDA

6.28x

FMS trades at 11.6x trailing earnings (about 8.3x on estimated forward earnings), 0.6x sales, and 0.9x book value. Reverse-engineering today's price implies the market expects roughly -1.7% long-term free-cash-flow growth. That is an undemanding multiple — potentially cheap if the business is stable.

DCF Fair Value (Educational)

A two-stage discounted cash flow on real SEC-filed free cash flow — the intrinsic-value anchor professional analysts triangulate from.

DCF fair value / share

$60.57

Current price

$23.58

+157% · Below fair-value estimate

Starting FCF (latest 10-K)

$1.29B

Growth, years 1–5

-0.7%

Fade to terminal, years 6–10

2.5%

Discount rate

9.0%

PV of 10-yr free cash flow$8.12B
PV of terminal value$8.80B
Estimated equity value$16.92B
Shares outstanding279M

Cash flows grow at the stage-1 rate (trailing revenue growth, capped at 20%) for five years, fade to 2.5% by year 10, and continue at that rate forever (Gordon terminal value), all discounted at 9.0%. Small changes in assumptions move the result a lot — treat this as one reference point, not a target price. Educational only, not investment advice.

Metrics vs. Sector Range

Where FMS sits versus its Health Care sector peers in the S&P 500.

TTM P/E
11.6xCheap
Forward P/E
8.3xCheap
P/S ratio
0.6xCheap
Revenue growth
-0.7%Weak
EPS growth
55.7%Strong
Gross margin
95.3%Strong
Net margin
4.9%Average
ROE
7.2%Average

Bands show the middle half (25th–75th percentile) of the 53 Health Care companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How FMS stacks up against its Health Care peers — valuation, profitability, and growth versus the sector median.

In the Health Care sector (198 S&P 500 companies), FMS ranks #24 of 198 by our overall rating. It trades at a discount versus the sector on earnings (11.6x P/E vs. 25.5x median) with a lower return on equity (7.2% vs. 14.5%) and slower revenue growth (-0.7% vs. 7.6%).

P/E vs sector

11.6x

median 25.5x

ROE vs sector

7.2%

median 14.5%

Growth vs sector

-0.7%

median 7.6%

Sector rank

#24

of 198 by rating

CompanyP/ERev Gr.Rating
FMSThis stock11.6x-0.7%Neutral· 53
MOH62.7x7.7%Weak· 28
GMED18.5x23.5%Strong· 77
EHC17.3x10.1%Favorable· 65
ALC41.8x7.1%Weak· 33
ACHCNot rated
ADUSNot rated
AHCONot rated
Health Care median25.5x7.6%0/100

Valuation vs. quality map

sector medianMOHGMEDEHCALCFMSP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Health Care companies by sub-industry and size. Sector median is across all 198 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$0.00 $0.00

vs. $23.58 today · expected CAGR 6%18%

Metric20262027202820292030
Revenue$5.12B$5.27B$5.43B$5.59B$5.76B
Net income$1.13B$1.16B$1.19B$1.23B$1.27B
EPS$4.03$4.15$4.28$4.41$4.54
Share price (low)$28.23$29.08$29.95$30.85$31.77
Share price (high)$48.39$49.84$51.34$52.88$54.47
CAGR (low–high)20% / 105%11% / 45%8% / 30%7% / 22%6% / 18%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for FMS:

  • Healthy free-cash-flow yield (~33.1%) funds buybacks and dividends.
  • Pays a 3.6% dividend on top of any price gains.
Bear Case

The case against FMS:

  • Revenue growth is slow/negative (-0.7%), limiting the upside engine.
  • Thin net margins (4.9%) leave little room for error.
Key Risks
Research

Growth risk — sluggish revenue (-0.7%) leaves little margin for execution missteps.

Margin risk — thin profitability (4.9%) is vulnerable to cost or pricing pressure.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: Fresenius Medical Care AG is a large-cap health care business with shrinking revenue, with modest profitability, and a heavier debt load to watch. It trades at 11.6x earnings, which our model scores Neutral (53/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

FMS — frequently asked questions

Is FMS a good stock to buy?

We don't give buy or sell advice. Our model rates Fresenius Medical Care AG Neutral (53/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.

What is FMS's rating on The Stocks School?

Fresenius Medical Care AG currently scores 53/100 (Neutral) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.

How our ratings work
Where does FMS's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from Fresenius Medical Care AG's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for FMS calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this FMS analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell FMS. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.