Update shared on 10 Dec 2025
Fair value Decreased 0.98%Analysts have trimmed their average price target for Fresenius Medical Care slightly, from approximately $47.88 to $47.41, reflecting modestly higher perceived discount rates and marginally softer expectations for long term growth and profitability.
What's in the News
- Issued fiscal 2025 guidance calling for positive to low single digit revenue growth from a 2024 base of EUR 19,336 million, highlighting a cautious top line outlook amid market and reimbursement pressures (company guidance)
- Forecasts operating income excluding special items to grow at a high teens to high twenties percentage rate in 2025 from a 2024 base of EUR 1,797 million, indicating ongoing margin recovery and efficiency gains (company guidance)
- Completed a share buyback tranche between July 1 and September 30, 2025, repurchasing 3,564,523 shares, or 1.21% of outstanding share capital, for EUR 151.78 million under the June 17, 2025 program (company announcement)
Valuation Changes
- The Fair Value Estimate has edged down slightly from $47.88 to $47.41 per share. This implies a modest reduction in long-term intrinsic value.
- The Discount Rate has risen slightly from 5.11% to 5.26%. This reflects a marginally higher required return and risk assessment.
- Revenue growth has eased fractionally, remaining at 3.91% per year. This indicates a very small downward adjustment to long-term top-line expectations.
- The Net Profit Margin has decreased slightly from 6.39% to 6.38%. This points to a marginally softer long-term profitability outlook.
- The future P/E multiple has inched down from 11.02x to 10.97x. This signals a minor contraction in the valuation multiple applied to forward earnings.
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