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Fresenius SE & Co. KGaA

FRE.SWSIX
Healthcare
Medical - Specialties
CHF53.05
CHF0.00(0.00%)
Swiss Market is Open • 16:35

Fresenius SE & Co. KGaA Fundamental Analysis

Fresenius SE & Co. KGaA (FRE.SW) shows weak financial fundamentals with a PE ratio of 39.66, profit margin of 4.73%, and ROE of 4.18%. The company generates $8.4B in annual revenue with N/A year-over-year growth of N/A.

Key Strengths

No significant strengths identified.

Areas of Concern

ROE4.18%
Cash Position3.83%
PEG Ratio10.71
We analyze FRE.SW's fundamental strength across five key dimensions.

The stock receives a Fundamental Health Score of 36.2/100 based on profitability, valuation, growth, and balance sheet metrics. The F grade reflects weak fundamentals and significant financial concerns.

Fundamental Health Score

F
36.2/100

We analyze FRE.SW's fundamental strength across five key dimensions:

Efficiency Score

Weak

FRE.SW struggles to generate sufficient returns from assets.

ROA > 10%
1.95%

Valuation Score

Weak

FRE.SW trades at a premium to fair value.

PE < 25
39.66
PEG Ratio < 2
10.71

Growth Score

Moderate

FRE.SW shows steady but slowing expansion.

Revenue Growth > 5%
N/A
EPS Growth > 10%
N/A

Financial Health Score

Excellent

FRE.SW maintains a strong and stable balance sheet.

Debt/Equity < 1
0.70
Current Ratio > 1
1.31

Profitability Score

Weak

FRE.SW struggles to sustain strong margins.

ROE > 15%
4.18%
Net Margin ≥ 15%
4.73%
Positive Free Cash Flow
Yes

Key Financial Metrics

Is FRE.SW Expensive or Cheap?

P/E Ratio

FRE.SW trades at 39.66 times earnings. This suggests a premium valuation.

39.66

PEG Ratio

When adjusting for growth, FRE.SW's PEG of 10.71 indicates potential overvaluation.

10.71

Price to Book

The market values Fresenius SE & Co. KGaA at 1.75 times its book value. This may indicate undervaluation.

1.75

EV/EBITDA

Enterprise value stands at 2.02 times EBITDA. This is generally considered low.

2.02

How Well Does FRE.SW Make Money?

Net Profit Margin

For every $100 in sales, Fresenius SE & Co. KGaA keeps $4.73 as profit after all expenses.

4.73%

Operating Margin

Core operations generate 10.01 in profit for every $100 in revenue, before interest and taxes.

10.01%

ROE

Management delivers $4.18 in profit for every $100 of shareholder equity.

4.18%

ROA

Fresenius SE & Co. KGaA generates $1.95 in profit for every $100 in assets, demonstrating efficient asset deployment.

1.95%

Following the Money - Real Cash Generation

Operating Cash Flow

Fresenius SE & Co. KGaA generates limited operating cash flow of $766.41M, signaling weaker underlying cash strength.

$766.41M

Free Cash Flow

Fresenius SE & Co. KGaA produces free cash flow of $342.35M, offering steady but limited capital for shareholder returns and expansion.

$342.35M

FCF Per Share

Each share generates $1.16 in free cash annually.

$1.16

FCF Yield

FRE.SW converts 4.15% of its market value into free cash.

4.15%

Financial Ratios Analysis

Valuation Ratios

P/E Ratio

Price to earnings ratio

39.66

vs 25 benchmark

PEG Ratio

Price/earnings to growth ratio

10.71

vs 25 benchmark

P/B Ratio

Price to book value ratio

1.75

vs 25 benchmark

P/S Ratio

Price to sales ratio

0.99

vs 25 benchmark

Financial Health

Debt/Equity

Total debt to shareholders' equity

0.70

vs 25 benchmark

Current Ratio

Current assets to current liabilities

1.31

vs 25 benchmark

Efficiency Ratios

ROE

Return on equity percentage

0.04

vs 25 benchmark

ROA

Return on assets percentage

0.02

vs 25 benchmark

ROCE

Return on capital employed

0.05

vs 25 benchmark

How FRE.SW Stacks Against Its Sector Peers

MetricFRE.SW ValueSector AveragePerformance
P/E Ratio39.6629.17 Worse (Expensive)
ROE4.18%701.00% Weak
Net Margin4.73%-43676.00% (disorted) Weak
Debt/Equity0.700.34 Weak (High Leverage)
Current Ratio1.314.45 Neutral
ROA1.95%-18965.00% (disorted) Weak

FRE.SW outperforms its industry in 0 out of 6 key metrics, but lagging in P/E Ratio.

Historical Growth Performance

5-Year Growth Trajectory

This section reviews Fresenius SE & Co. KGaA's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.

Revenue CAGR

N/A

Industry Style: Defensive, Growth, Innovation

EPS CAGR

N/A

Industry Style: Defensive, Growth, Innovation

FCF CAGR

N/A

Industry Style: Defensive, Growth, Innovation

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