Fresenius reported third-quarter organic sales growth of 5% and an EBIT margin expansion of 50 basis points. Full-year core EPS growth guidance of 10%-15% in constant currency was reiterated but is expected to be in the upper half of the range.
Fresenius benefits from secular growth trends, including an aging population and rising healthcare spending, which are increasing demand for its injectables product portfolio and its hospital services business.
The generic injectables business regularly faces pricing declines, which could constrain growth in the Kabi segment.
Metric | FRE | DVA | FMS |
|---|---|---|---|
Price/Earnings (Normalized) | 18.22 | 13.98 | 9.42 |
Price/Book Value | 1.47 | — | 0.81 |
Price/Sales | 1.27 | 0.86 | 0.55 |
Price/Cash Flow | 12.03 | 5.42 | 4.33 |
Metric | FRE | DVA | FMS |
|---|---|---|---|
Quick Ratio | 1.04 | 1.28 | 0.62 |
Current Ratio | 1.52 | 1.41 | 0.99 |
Interest Coverage | 8.39 | 3.56 | 4.47 |
Metric | FRE | DVA | FMS |
|---|---|---|---|
Return on Assets (Normalized) | 5.13% | < 0.01% | 4.13% |
Return on Equity (Normalized) | 11.03% | — | 9.95% |
Return on Invested Capital (Normalized) | 7.38% | 3.28% | 6.24% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| HCA Healthcare Inc HCA | LOCK|F!$X?#? | LOCK|S<RJ | $105B | |||
| Fresenius SE & Co KGaA ADR FSNUY | — | LOCK|B!V% | $34B | |||
| Fresenius SE & Co KGaA Registered Shares FSNUF | — | LOCK|LCs& | $34B | |||
| Tenet Healthcare Corp THC | LOCK|MKHRVG | LOCK|YQTn& | $23B | |||
| Encompass Health Corp EHC | — | LOCK|$^M?H | $14B | |||
| Fresenius Medical Care AG FMCQF | — | LOCK|&%>>f | $12B | |||
| Fresenius Medical Care AG ADR FMS | LOCK|&?%x$b^ | LOCK|Sl?< | $12B | |||
| DaVita Inc DVA | LOCK|<!>>LCf | LOCK|&^^sN | $11B | |||
| Universal Health Services Inc Class B UHS | LOCK|#!x?Y?< | LOCK|dL%& | $11B | |||
| Ensign Group Inc ENSG | — | LOCK|&!%^ | $11B |
United States