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Fresenius SE KGaA
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Fresenius SE KGaA
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Fresenius SE KGaA
TO
Tokyo
Community Contributor
First comes the pain, then the money.
My main narrative for FRE: What former CEO Mark Schneider blow up to an inefficient giant, will now be cut down by actual CEO Michael Sen and trimmed on efficiency from formally 4 segments FMC (dialyses), Helios (private hospitals), Kabi(Generic & Infusions), Vamed (Projects & Digitalization) only 2 remain: Helios, Kabi, the other will be sold, and the intakes will help to restructure the financial situation under Mark Schneider the Spanish hospitals were acquired, this was a good deal: privat hospital runs well in Spain, because of their good reputation wealthy Latin Americans travel for medical treatments to Spain I focus also on: More equity than debt. Ratio is at 62% (debt/equity).
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€61.46
FV
23.5% undervalued
intrinsic discount
7.00%
Revenue growth p.a.
Set Fair Value
6
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2
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15
users have followed this narrative
5 months ago
author updated this narrative
Fresenius SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Global Elderly Demand And Biosimilars Will Transform Healthcare
Key Takeaways Strong demand and digital innovation in healthcare services are driving sustainable growth and margin improvements for Fresenius across core business segments. Strategic restructuring, biosimilar expansion, and favorable regulatory trends bolster operational efficiency, earnings stability, and future revenue opportunities.
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€49.61
FV
5.2% undervalued
intrinsic discount
4.63%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
26
users have followed this narrative
15 days ago
author updated this narrative