Instrument overview

FMSFresenius Medical Care AG

StockNYSEGermanyHealth careEU retail: available

+0.5% today · −13.1% over a year

No score: too little data.

Dividend yield 3.85%.

Fresenius Medical Care AG (FMS) belongs to the Health care sector and is listed on NYSE; country: Germany. Over the past 12 months the price changed by −13.1%, with an annualised volatility of 31% and a largest fall of 25%.

Not scored: not enough data for a fair comparison.

Factor scores

Profitability, balance-sheet safety, growth and capital discipline versus peers. More in the glossary →better than 52% of peers
Price trend over the last 12 and 6 months (excluding the last month) and distance from the 52-week high. More in the glossary →better than 39% of peers
Lower price swings, lower market sensitivity (beta) and shallower drawdowns score higher. More in the glossary →better than 79% of peers
0–100 points: payout versus earnings and cash flow, debt, cut history, growth streak and how stretched the yield looks. More in the glossary →better than 42% of peers

Percentiles within the peer group (100 = the best of its peers); dividend safety in points.

Main drivers

  • Gross profit growth / assets (5 y)weighs on the score · better than 9% of peers
  • Piotroski F-scoresupports the score · better than 88% of peers
  • Betasupports the score · better than 79% of peers

Red flags and notes

No red flagsNone of our published warning rules is triggered right now.

Price chart

Interactive chart by TradingView: exchange prices are delayed, crypto and currencies are live.

Key metrics

Profitability and debt

Return on equity
7.0%
Return on invested capital
6.1%
Gross margin
25.6%
Net debt / EBITDA
2.66

Dividends

Dividend yield
3.85%
Payout ratio
26%
5-year dividend growth (per year)
0.9%
Years of dividend growth
3

Returns and risk

1 day
+0.5%
1 month
−1.4%
1 year
−13.1%
Volatility, 1 yr
30.8%
Max drawdown, 1 yr
−24.9%
Beta
0.71

Ratios from SEC filings and end-of-day prices; returns are price changes without dividends.

Similar companies

Same sector, closest in price swings over the past year.

FMEFresenius Medical Care AG7/103.7%−9.2%
INMDInmode Ltd10/100.0%−12.4%
4503Astellas Pharma Inc.—/103.2%64.2%
GRFSGrifols S.A.—/101.2%−12.1%
BLCOBausch + Lomb Corporation5/100.0%34.2%
7741HOYA Corp.—/100.6%11.0%
QIAQiagen N.V.9/105.5%11.6%
CTECConvatec Group plc—/102.3%−0.1%

News and filings

What the marks mean
  • FactA filing (SEC EDGAR) or an exchange notice (Moscow Exchange): the issuer's or the exchange's own statement.
  • Media reportA headline from a named media outlet. We link to it and do not check it.
  • RumourUnconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.

Source: Filings: U.S. SEC EDGAR. The tone is scored automatically from the headline and can be wrong.

Score changes in the last 12 months

Every published rating and change, logged when it was published (EU Market Abuse Regulation).

Show the log: 2 entries
DateEventBalancedGrowth · IncomeWarningsPrice at publication
Rating change —/10 — · — removed: Dividend cut risk Available with Invest Pro
First rating —/10 — · — Caution. Dividend Safety below 40 points. More in the glossary → Available with Invest Pro

Ratings are rules-based descriptions, valid until the next scoring run (about 06:20 and 21:50 UTC) and the same for every visitor.