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Stock Fresenius SE & Co. KGaA FRE.DE

Fresenius SE & Co. KGaA — Investlytic score 1/5 on the five criteria.

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20/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 1/5 criteria met. Data as of 03/10/2026.

  • ❌ Price trend failed
  • ❌ Growth failed
  • ❌ Debt failed
  • ✅ P/E passed
  • ❌ Correction failed

Price trend

Overall trend (8 years): insufficient progression (less than x1.5).

Price change 2018 → 2019: 18.40%

Price change 2019 → 2020: -24.59%

Price change 2020 → 2021: -6.45%

Price change 2021 → 2022: -25.85%

Price change 2022 → 2023: 6.93%

Price change 2023 → 2024: 19.49%

Price change 2024 → 2025: 46.03%

Price change 2025 → 2026: -10.58%

Price change 2026 (year to date): -8.35%

Financial growth

Revenue CAGR (8 years): -5.32%

Earnings CAGR (8 years): -6.52%

Growth status: weak or negative trend (<1%/yr) in revenue and earnings.

Debt

Debt-to-equity ratio: 0.62

Debt/equity > 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 14.46

P/E < 25.0 (maximum threshold).

Correction (6 months)

Current correction: 8.10% from the high over 6 months.

Insufficient correction (< 10.0%).

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Criteria of the Investlytic model

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Price trend

Price & trend

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⚖️ Comparison with the market

All stocks →
StockP/EDette/FPRevenue growthRating
Fresenius SE & Co. KGaA17.30.62+2.4 %🔒
ResMed Inc.20.40.14+10.8 %★ 5/5
Genmab A/S41.50.95+28.8 %–
Illumina, Inc.42.40.94+11.0 %–
Koninklijke Philips N.V.17.60.74−2.3 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

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Detailed analysis · Price trend

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Global model trend and annual price variations · visible with a free account.

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Revenues & profits

Revenue and net income

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Chart of revenues and net income over 8 periods · real data, no estimates.

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Financial indicators

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18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

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Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
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Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

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Key reported figures

Revenue, net income and net margin reported by Fresenius SE & Co. KGaA over the latest fiscal years.

Revenue
25.5 bn USD
fiscal year 2025
Net income
1.4 bn USD
fiscal year 2025
Net margin
5.5 %
fiscal year 2025
Average annual growth
-8.8 %
Revenue growth over 5 years
Average annual growth
-2.0 %
Revenue growth over 10 years
Market cap
33.0 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
202040.4 bn1.9 bn4.7 %n/a
202141.3 bn2.0 bn4.9 %+2.2 %
202223.8 bn1.5 bn6.4 %-42.5 %
202323.5 bn-662 m-2.8 %-1.2 %
202424.3 bn525 m2.2 %+3.6 %
202525.5 bn1.4 bn5.5 %+4.8 %

Amounts converted to USD. Source: published annual accounts, collected on 06/11/2026.

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Accounts and financial health

Balance sheet and cash flow published by Fresenius SE & Co. KGaA over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
average accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
2.23
gray zone (1.81 to 2.99)
Piotroski Score
9 / 9
7 to 9: solid accounts
Net Debt / EBITDA
2.73 x
moderate debt
Fiscal year20212022202320242025
Cash and investments2.7 bn2.3 bn2.6 bn2.0 bn1.6 bn
Total Debt27.2 bn27.8 bn15.8 bn13.6 bn11.9 bn
Net Debt24.5 bn25.6 bn13.3 bn11.5 bn10.3 bn
Equity19.0 bn20.4 bn19.0 bn19.5 bn19.1 bn
Total assets72.0 bn76.4 bn45.3 bn43.5 bn41.4 bn
Operating cash flow5.1 bn4.2 bn4.5 bn2.4 bn2.7 bn
Investments (capex)2.0 bn1.9 bn1.1 bn923 m1.5 bn
Free cash-flow3.0 bn2.3 bn3.3 bn1.5 bn1.2 bn
Share buybacks00000
Dividends paid491 m403 m550 m0684 m

Amounts in EUR, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)18.35 x
Price / book value1.43 x
Return on Equity (ROE)8.0 %
Return on Invested Capital (ROIC)5.1 %
Net margin6.7 %
Debt / equity0.58 x
Current ratio1.52 x
Interest coverage8.12 x
Free cash-flow yield5.0 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 11/11/2026.

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Valuation and competitors

Fresenius SE & Co. KGaA compared with its sector on the same exchange and with its main competitors.

Company P/E
17.3
44.6 % below the sector
Sector median P/E
31.2
healthcare, Xetra
Sector over 10 years
26.9
10-year median, range 20.7 to 68.4

Direct competitors

CompanyMarket cap (USD)P/ENet margin
Fresenius SE & Co. KGaA30.1 bn15.85.5 %
Fresenius Medical Care AG & Co. KGaA FME.DE12.0 bn8.85.0 %
DaVita Inc. DVA11.8 bn14.75.5 %
Rhoen-Klinikum AG RHK.DE1.1 bn22.61.8 %
HCA Healthcare, Inc. HCA102 bn16.39.0 %
Tenet Healthcare Corporation THC21.7 bn15.86.6 %
Universal Health Services, Inc. UHS9.1 bn7.88.6 %
Mediclin AG MED.DE282 m8.93.2 %
M1 Kliniken AG M12.DE406 m17.96.1 %
Sector median (Xetra)31.2

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on 09/11/2026. Competitors: comparable companies named by the data provider.

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Analyst consensus and forecasts

What the financial analysts covering Fresenius SE & Co. KGaA publish: ratings, price targets and earnings forecasts.

Majority rating
buy
1 analysts

Breakdown of ratings

strong buy 0buy 1hold 0sell 0strong sell 0

Price targets: published for companies listed in the United States only.

Analyst forecasts

Fiscal yearRevenueNet incomeExpected EPS (range)P/E on this EPSAnalysts
202623.7 bn2.1 bn3.62 (3.28 / 3.86)13.211
202724.9 bn2.2 bn3.87 (3.57 / 3.98)12.411
202826.2 bn2.4 bn4.27 (4.04 / 4.63)11.29

Amounts in EUR, the reporting currency.

Track record against expectations: reported EPS above consensus 4 times over the last 12 releases.

Source: ratings and forecasts published by analysts, collected on 07/11/2026. An analyst rating or target is not a guarantee.

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Dividends and earnings

Fresenius SE & Co. KGaA: dividend history, last distributions, stock splits and earnings releases.

Frequency
annual
Last dividend
1.05 EUR
ex-dividend on 25/05/2026
Last 12 months
1.05 EUR
number of payments: 1
Yield
2.5 %
on the last known price
Years of increases
0
consecutive
Years of payments
1
uninterrupted
00.260.530.791.052007 : 0.190 EUR2008 : 0.220 EUR20082009 : 0.233 EUR2010 : 0.250 EUR20102011 : 0.286 EUR2012 : 0.316 EUR20122013 : 0.366 EUR2014 : 0.416 EUR20142015 : 0.440 EUR2016 : 0.549 EUR20162017 : 0.619 EUR2018 : 0.749 EUR20182019 : 0.799 EUR2020 : 0.838 EUR20202021 : 0.878 EUR2022 : 0.920 EUR20222023 : 0.920 EUR2024 : 0.0000 EUR20242025 : 1.00 EUR2026 : 1.05 EUR2026

Annual dividend per share (EUR), adjusted for splits. Light bar: current year, incomplete. Red bar: lower than the previous year.

Latest ex-dividend dates

Ex-dividendAmountPayment
25/05/20261.05 EUR27/05/2026
26/05/20251.00 EUR28/05/2025
18/05/20230.920 EUR23/05/2023
16/05/20220.920 EUR13/06/2022
24/05/20210.878 EUR27/05/2021
31/08/20200.838 EUR02/09/2020
20/05/20190.799 EUR22/05/2019
22/05/20180.749 EUR24/05/2018

Earnings releases

DatePublished EPSExpected EPSSurprise
04/11/20260.730.79-7.1 %
05/08/20260.820.88-7.0 %
06/05/20260.810.86-6.2 %
25/02/20260.780.92-15.2 %
04/11/20250.630.72-13.1 %
06/08/20251.020.90+13.7 %

Stock splits

DateOperation
04/08/2014split: 3 shares for 1
02/02/2007split: 3 shares for 1
17/11/2005split: 41 shares for 40

Factual data: ex-dividend history and earnings calendar, as of 11/11/2026. A past dividend does not guarantee the next one.

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Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in Fresenius SE & Co. KGaA.

Free float
72.9 %
share of freely traded shares

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 07/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

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PEA and practical information

PEA eligibility
likely
head office in the EU or EEA, listed on a European exchange
Listing exchange
Xetra
IPO: 09/11/1998
ISIN code
DE0005785604
Workforce
175,202
full-time employees
Chief executive
Michael Sen

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

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Frequently asked questions about Fresenius SE & Co. KGaA

What is the Fresenius SE & Co. KGaA share price?

Latest recorded price: 52.48 EUR on 06/11/2026, for a market cap of 33.0 bn USD.

What is the revenue of Fresenius SE & Co. KGaA?

25.5 bn USD for fiscal year 2025, with net income of 1.4 bn USD (net margin 5.5 %).

Does Fresenius SE & Co. KGaA pay a dividend?

Yes. Latest dividend: 1.05 EUR per share, ex-dividend on 25/05/2026. Over 12 months: 1.05 EUR. Yield on the latest known price: 2.5 %.

What do analysts say about Fresenius SE & Co. KGaA?

Out of 1 analysts: 1 buy or strong buy, 0 hold, 0 sell or strong sell.

What is the P/E ratio of Fresenius SE & Co. KGaA?

Trailing 12-month P/E of 17.3, against 31.2 for the sector median on the same exchange (10-year median: 26.9).

Is Fresenius SE & Co. KGaA stock eligible for the French PEA?

Likely: the company is headquartered in the European Union or the European Economic Area (ISIN DE0005785604) and the stock is listed on a European exchange. The institution holding the PEA confirms eligibility.

How many employees does Fresenius SE & Co. KGaA have?

175,202 full-time employees according to the latest published profile.

Who runs Fresenius SE & Co. KGaA?

Michael Sen is the company's chief executive.

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