FRE Share Price Performance
€46.78
13.99 (42.67%)
12.4% undervalued intrinsic discount
€53.40
Fair Value
Price €46.78
AnalystConsensusTarget €53.40
Tokyo €61.46
Fair Value€53.40
Share Pricen/a
Fresenius SE & Co. KGaA Stock Price
- 2 Narratives written by author
- 2 Comments on narratives written by author
- 90 Fair Values set on narratives written by author
FRE Community Narratives
AN
Fair Value €53.4 12.4% undervalued intrinsic discount
Elderly Demand And Biosimilars Will Drive Next Phase Of Healthcare
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Fair Value €61.46 23.9% undervalued intrinsic discount
First comes the pain, then the money.
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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).Read more
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TO
€61.46
23.9% undervalued intrinsic discount
Tokyo Fair Value
Revenue growth
7% p.a.
Profit Margin
7%
Future PE
20x
Share price in 2029
€78.15
Elderly Demand And Biosimilars Will Drive Next Phase Of 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.Read more
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AN
€53.4
12.4% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
4.81% p.a.
Profit Margin
8.6%
Future PE
15.62x
Share price in 2028
€61.66
Recently Updated Narratives
TO
First comes the pain, then the money.
Fair Value: €61.46 23.9% undervalued intrinsic discount
16 followersusers have followed this narrative
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AN
Elderly Demand And Biosimilars Will Drive Next Phase Of Healthcare
Fair Value: €53.4 12.4% undervalued intrinsic discount
28 followersusers have followed this narrative
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Snowflake Analysis
Fresenius SE & Co. KGaA Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Mar 25, 2026
- 1.94
- 23.84%
- 4.87%
- 62.9%
About FRE
- Founded
- 1912
- Employees
- 177356
- CEO
- WebsiteView website
Fresenius SE & Co. KGaA, a health care company, provides products and services for chronically ill patients. It operates through Fresenius Kabi and Fresenius Helios segment. The Fresenius Kabi segment engages in the therapy and care of critically and chronically ill patients; enteral and parenteral nutrition products; medical technologies, as well as disposables, infusions pumps, apheresis machines, cell therapy devices, and other products. The Fresenius Helios segment provides clinical and nursing care facilities. The company was formerly known as Fresenius SE and changed its name to Fresenius SE & Co. KGaA in January 2011. Fresenius SE & Co. KGaA was founded in 1912 and is based in Bad Homburg vor der Höhe, Germany.
