Fresenius Medical Care Stock Beta
| FMS Stock | USD 22.02 0.46 2.05% |
Fresenius Medical Care fundamentals help investors to digest information that contributes to Fresenius Medical's financial success or failures. It also enables traders to predict the movement of Fresenius Stock. The fundamental analysis module provides a way to measure Fresenius Medical's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fresenius Medical stock.
Fresenius | Beta |
Fresenius Medical Care Company Beta Analysis
Fresenius Medical's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Fresenius Medical Beta | 0.85 |
Most of Fresenius Medical's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fresenius Medical Care is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fresenius Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Fresenius Medical is extremely important. It helps to project a fair market value of Fresenius Stock properly, considering its historical fundamentals such as Beta. Since Fresenius Medical's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Fresenius Medical's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Fresenius Medical's interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Fresenius Medical Care has a Beta of 0.853. This indicator is about the same for the Health Care Providers & Services average (which is currently at 0.86) sector and significantly higher than that of the Health Care industry. The beta for all United States stocks is notably lower than that of the firm.
Fresenius Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fresenius Medical's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Fresenius Medical could also be used in its relative valuation, which is a method of valuing Fresenius Medical by comparing valuation metrics of similar companies.Fresenius Medical is currently under evaluation in beta category among its peers.
Fresenius Medical Current Valuation Drivers
We derive many important indicators used in calculating different scores of Fresenius Medical from analyzing Fresenius Medical's financial statements. These drivers represent accounts that assess Fresenius Medical's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Fresenius Medical's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 9.9B | 10.0B | 8.4B | 4.5B | 5.6B | 9.1B | |
| Enterprise Value | 22.7B | 21.3B | 20.2B | 16.4B | 16.3B | 13.9B |
Fresenius Medical ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Fresenius Medical's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Fresenius Medical's managers, analysts, and investors.Environmental | Governance | Social |
Fresenius Medical Institutional Holders
Institutional Holdings refers to the ownership stake in Fresenius Medical that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Fresenius Medical's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Fresenius Medical's value.| Shares | Visionpoint Advisory Group, Llc | 2024-09-30 | 146.4 K | Two Sigma Investments Llc | 2024-09-30 | 138.6 K | Quantinno Capital Management Lp | 2024-09-30 | 110.1 K | Geode Capital Management, Llc | 2024-09-30 | 90.8 K | Jane Street Group Llc | 2024-06-30 | 86.1 K | Ci Private Wealth Llc | 2024-09-30 | 85.5 K | Fmr Inc | 2024-09-30 | 76.4 K | Franklin Resources Inc | 2024-09-30 | 74.6 K | Nuveen Asset Management, Llc | 2024-09-30 | 73.9 K | Pzena Investment Management, Llc | 2024-09-30 | 16.2 M | Fiduciary Management, Inc. Of Milwaukee | 2024-09-30 | 6.6 M |
Fresenius Medical returns are very sensitive to returns on the market. As the market goes up or down, Fresenius Medical is expected to follow.
Fresenius Fundamentals
| Return On Equity | 0.0582 | ||||
| Return On Asset | 0.0298 | ||||
| Profit Margin | 0.03 % | ||||
| Operating Margin | 0.08 % | ||||
| Current Valuation | 24.18 B | ||||
| Shares Outstanding | 586.83 M | ||||
| Shares Owned By Institutions | 7.39 % | ||||
| Number Of Shares Shorted | 1.02 M | ||||
| Price To Earning | 6.53 X | ||||
| Price To Book | 0.90 X | ||||
| Price To Sales | 0.68 X | ||||
| Revenue | 19.45 B | ||||
| Gross Profit | 5.31 B | ||||
| EBITDA | 3.21 B | ||||
| Net Income | 732.46 M | ||||
| Cash And Equivalents | 362.77 M | ||||
| Cash Per Share | 1.75 X | ||||
| Total Debt | 12.05 B | ||||
| Debt To Equity | 0.88 % | ||||
| Current Ratio | 1.18 X | ||||
| Book Value Per Share | 46.43 X | ||||
| Cash Flow From Operations | 2.63 B | ||||
| Short Ratio | 3.11 X | ||||
| Earnings Per Share | 1.19 X | ||||
| Price To Earnings To Growth | 0.45 X | ||||
| Target Price | 21.25 | ||||
| Number Of Employees | 113.08 K | ||||
| Beta | 0.85 | ||||
| Market Capitalization | 13.18 B | ||||
| Total Asset | 33.93 B | ||||
| Retained Earnings | 10.92 B | ||||
| Working Capital | 2.59 B | ||||
| Current Asset | 6.98 B | ||||
| Current Liabilities | 4.19 B | ||||
| Annual Yield | 0.03 % | ||||
| Five Year Return | 1.29 % | ||||
| Net Asset | 33.93 B | ||||
| Last Dividend Paid | 1.19 |
About Fresenius Medical Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fresenius Medical Care's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fresenius Medical using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fresenius Medical Care based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Additional Tools for Fresenius Stock Analysis
When running Fresenius Medical's price analysis, check to measure Fresenius Medical's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fresenius Medical is operating at the current time. Most of Fresenius Medical's value examination focuses on studying past and present price action to predict the probability of Fresenius Medical's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fresenius Medical's price. Additionally, you may evaluate how the addition of Fresenius Medical to your portfolios can decrease your overall portfolio volatility.