On Oct. 7, Fresenius Medical Care announced that Shervin Korangy (former CEO of BVI Medical and member of the FMC advisory board since 2023) would be replacing Helen Giza as CEO effective Oct. 12. Shares fell by about 7% in intraday trading on this news.
Diversified by geography and business mix, Fresenius should be able to benefit from ongoing growth in treating ESRD patients worldwide in the long run.
With virtually all of its US service profits coming from commercial insurance, Fresenius' profits could contract in some negative policy scenarios.
|
Metric
|
FMS
|
DVA
|
THC
|
|---|---|---|---|
Price/Earnings (Normalized) | 8.92 | 14.61 | 13.82 |
Price/Book Value | 0.82 | — | 4.62 |
Price/Sales | 0.55 | 0.94 | 1.03 |
Price/Cash Flow | 4.02 | 5.76 | 5.43 |
|
Metric
|
FMS
|
DVA
|
THC
|
|---|---|---|---|
Quick Ratio | 0.68 | 1.33 | 1.22 |
Current Ratio | 1.07 | 1.47 | 1.41 |
Interest Coverage | 4.76 | 3.47 | 5.71 |
|
Metric
|
FMS
|
DVA
|
THC
|
|---|---|---|---|
Return on Assets (Normalized) | 4.50% | 7.71% | 5.60% |
Return on Equity (Normalized) | 10.75% | — | 39.08% |
Return on Invested Capital (Normalized) | 6.66% | 12.79% | 10.73% |
|
1-Day Chart
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Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
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|---|---|---|---|---|---|---|
| Genesis Healthcare Inc Class A
GENNQ
| LOCK|d^ | LOCK|^V | — | |||
| HCA Healthcare Inc
HCA
| LOCK|<f?>!jq | LOCK|%jbW% | $99B | |||
| Fresenius SE & Co KGaA ADR
FSNUY
| — | LOCK|%m<$ | $28B | |||
| Tenet Healthcare Corp
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| LOCK|@?Jgxk | LOCK|KwlHt | $22B | |||
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EHC
| — | LOCK|lV!& | $13B | |||
| DaVita Inc
DVA
| LOCK|?hH#r< | LOCK|#q%r | $12B | |||
| Fresenius Medical Care AG
FMCQF
| — | LOCK|%$Yq | $12B | |||
| Universal Health Services Inc Class B
UHS
| LOCK|M>Y%BgS | LOCK|^V%B | $11B | |||
| Ensign Group Inc
ENSG
| — | LOCK|%nF$N | $10B |
United States