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Update shared on04 Sep 2025

AnalystConsensusTarget's Fair Value
€50.26
15.4% undervalued intrinsic discount
04 Sep
€42.50
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1Y
12.8%
7D
1.2%

Fresenius Medical Care's key valuation metrics, including the future P/E ratio and consensus revenue growth forecasts, remained effectively unchanged, resulting in a stable analyst price target of €50.26.


What's in the News


  • Fiscal 2025 guidance forecasts positive to low-single digit revenue growth and high-teens to high-twenties percent operating income growth (excluding special items).
  • Expanding High-Volume Hemodiafiltration (HighVolumeHDF) in Mexico through partnership with public health institutions, installing 150 systems, and doubling access for low-income and uninsured patients.
  • HighVolumeHDF therapy backed by clinical studies demonstrating a significant reduction in all-cause mortality; incremental FDA clearances position the company for U.S. market entry and full-scale launch in 2026.
  • Board authorized a €1 billion share repurchase program, carried out in tranches, with the first €600 million tranche ending by April 2026; most repurchased shares to be cancelled, reducing share capital.

Valuation Changes


Summary of Valuation Changes for Fresenius Medical Care

  • The Consensus Analyst Price Target remained effectively unchanged, at €50.26.
  • The Future P/E for Fresenius Medical Care remained effectively unchanged, moving only marginally from 12.60x to 12.69x.
  • The Consensus Revenue Growth forecasts for Fresenius Medical Care remained effectively unchanged, at 3.6% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.