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

€61.46

39.4% undervalued

Tokyo's

Fair Value

Revenue

7% p.a.

Profit Margin

Future PE

20x

Price in 2029

€78.15

Fresenius SE KGaA

Elderly Demand And Biosimilars Will Drive Next Phase Of Healthcare

Fresenius stands to gain as more people need long-term care and treatment, while its push into lower-cost copycat biologic medicines and digital tools could improve how efficiently it runs hospitals and clinics. But rising costs, tougher rules, and fiercer competition—especially in key overseas markets—could make that growth harder to deliver.Read more

€54.79

32.0% undervalued

AnalystConsensusTarget's

Fair Value

Revenue

4.64% p.a.

Profit Margin

9.03%

Future PE

15.25x

Price in 2029

€64.39

Trending Discussion

Snowflake Analysis

Very undervalued with adequate balance sheet and pays a dividend.

2 Risks

4 Rewards

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Fresenius SE & Co. KGaA Key Details

Last Reported Earnings

Mar 31, 2026

Next Reporting Earnings

Aug 05, 2026

: 2.69
: 25.29%
: 6.59%
: 51.3%

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About FRE

Founded: 1912
Employees: 177783
CEO: Michael Sen
WebsiteView website: www.fresenius.com

Fresenius SE & Co. KGaA, a health care company, provides products and services for chronically ill patients in North America, Europe, the Asia-Pacific, Latin America, and Africa. It operates through Fresenius Kabi and Fresenius Helios segments. The Fresenius Kabi segment offers products for therapy and care of critically and chronically ill patients, including biopharmaceuticals, clinical nutrition, MedTech products, intravenously administered generic drugs, and IV fluids. It also provides biosimilar drugs; enteral and parenteral nutrition products; and medical technologies that include disposables, infusions pumps, apheresis machines, cell therapy devices, and other products. The Fresenius Helios segment operates hospitals, medical care centers, occupational health centers, prevention centers, and outpatient health centers, as well as provision of medical diagnostics. The company has a strategic collaboration with SAP SE and Avelios Medical GmbH for the development of a cloud-native, modular hospital information system that enables digitalization of clinical and administrative processes with AI integration. 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.