Fresenius Medical Care Stock Buy Hold or Sell Recommendation
| FMS Stock | USD 20.55 1.01 5.17% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Fresenius Medical Care is 'Hold'. Macroaxis provides Fresenius Medical buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding FMS positions. The advice algorithm takes into account all of Fresenius Medical's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Fresenius Medical's buy or sell advice are summarized below:
Real Value 20.12 | Target Price 20.08 | Hype Value 20.52 | Market Value 20.55 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Fresenius Medical Care given historical horizon and risk tolerance towards Fresenius Medical. When Macroaxis issues a 'buy' or 'sell' recommendation for Fresenius Medical Care, the advice is generated through an automated system that utilizes algorithms and statistical models.
Fresenius |
Execute Fresenius Medical Buy or Sell Advice
The Fresenius recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Fresenius Medical Care. Macroaxis does not own or have any residual interests in Fresenius Medical Care or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Fresenius Medical's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Fresenius Medical Trading Alerts and Improvement Suggestions
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Fresenius Medical Returns Distribution Density
The distribution of Fresenius Medical's historical returns is an attempt to chart the uncertainty of Fresenius Medical's future price movements. The chart of the probability distribution of Fresenius Medical daily returns describes the distribution of returns around its average expected value. We use Fresenius Medical Care price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Fresenius Medical returns is essential to provide solid investment advice for Fresenius Medical.
| Mean Return | 0.06 | Value At Risk | -3.24 | Potential Upside | 2.63 | Standard Deviation | 2.35 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Fresenius Medical historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Fresenius Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Fresenius Medical is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Fresenius Medical Care backward and forwards among themselves. Fresenius Medical's institutional investor refers to the entity that pools money to purchase Fresenius Medical's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Guardian Capital Advisors Lp | 2023-12-31 | 123.7 K | Partnership Wealth Management Llc | 2023-12-31 | 121.2 K | O'shaughnessy Asset Management Llc | 2023-12-31 | 103.6 K | Arrowstreet Capital Limited Partnership | 2023-12-31 | 100.9 K | Citadel Advisors Llc | 2023-09-30 | 98.9 K | Geode Capital Management, Llc | 2023-12-31 | 93.8 K | Settian Capital. Lp | 2023-12-31 | 90 K | Fmr Inc | 2023-12-31 | 74.6 K | Nuveen Asset Management, Llc | 2023-12-31 | 74.3 K | Pzena Investment Management, Llc | 2023-12-31 | 16.3 M | Fiduciary Management, Inc. Of Milwaukee | 2023-12-31 | 5.7 M |
Fresenius Medical Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (117.5M) | (355.8M) | (48.5M) | (204.3M) | (13.1M) | (13.8M) | |
| Change In Cash | (1.1B) | 73.8M | 400.1M | (207.9M) | 153.4M | 161.1M | |
| Free Cash Flow | 329M | 2.1B | 806M | 756M | 1.9B | 2.0B | |
| Depreciation | 1.6B | 1.8B | 1.6B | 1.8B | 1.8B | 1.8B | |
| Other Non Cash Items | (66.3M) | 1.8B | 1.6B | 41.1M | (499M) | (474.1M) | |
| Dividends Paid | 354.6M | 351.2M | 392.5M | 395.6M | 328.6M | 221.6M | |
| Capital Expenditures | 2.2B | 2.1B | 1.7B | 1.4B | 684.6M | 1.0B | |
| Net Income | 1.4B | 1.4B | 1.2B | 895M | 499M | 848.0M | |
| End Period Cash Flow | 1.0B | 1.1B | 1.5B | 1.3B | 1.4B | 1.5B | |
| Change To Netincome | (173.6M) | 246.4M | 32.6M | (98.1M) | (88.3M) | (83.9M) | |
| Investments | (3.3B) | (1.3B) | (61.6M) | (734.7M) | (672.7M) | (706.3M) | |
| Net Borrowings | 700.0M | (1.6B) | (358.9M) | (1.0B) | (920.7M) | (874.7M) |
Fresenius Medical Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Fresenius Medical or Health Care Providers & Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Fresenius Medical's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Fresenius stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.001 | |
β | Beta against NYSE Composite | 0.69 | |
σ | Overall volatility | 2.48 | |
Ir | Information ratio | -0.01 |
Fresenius Medical Volatility Alert
Fresenius Medical Care currently demonstrates below-average downside deviation. It has Information Ratio of -0.01 and Jensen Alpha of 0.0. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Fresenius Medical's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Fresenius Medical's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Fresenius Medical Fundamentals Vs Peers
Comparing Fresenius Medical's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Fresenius Medical's direct or indirect competition across all of the common fundamentals between Fresenius Medical and the related equities. This way, we can detect undervalued stocks with similar characteristics as Fresenius Medical or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Fresenius Medical's fundamental indicators could also be used in its relative valuation, which is a method of valuing Fresenius Medical by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Fresenius Medical to competition |
| Fundamentals | Fresenius Medical | Peer Average |
| Return On Equity | 0.0484 | -0.31 |
| Return On Asset | 0.0273 | -0.14 |
| Profit Margin | 0.03 % | (1.27) % |
| Operating Margin | 0.1 % | (5.51) % |
| Current Valuation | 17.43 B | 16.62 B |
| Shares Outstanding | 586.83 M | 571.82 M |
| Shares Owned By Institutions | 7.00 % | 39.21 % |
| Number Of Shares Shorted | 1.1 M | 4.71 M |
| Price To Earning | 6.53 X | 28.72 X |
| Price To Book | 0.74 X | 9.51 X |
| Price To Sales | 0.57 X | 11.42 X |
| Revenue | 19.45 B | 9.43 B |
| Gross Profit | 5.31 B | 27.38 B |
| EBITDA | 3.44 B | 3.9 B |
| Net Income | 499 M | 570.98 M |
| Cash And Equivalents | 362.77 M | 2.7 B |
| Cash Per Share | 1.75 X | 5.01 X |
| Total Debt | 12.05 B | 5.32 B |
| Debt To Equity | 0.88 % | 48.70 % |
| Current Ratio | 1.18 X | 2.16 X |
| Book Value Per Share | 46.42 X | 1.93 K |
| Cash Flow From Operations | 2.63 B | 971.22 M |
| Short Ratio | 2.05 X | 4.00 X |
| Earnings Per Share | 0.91 X | 3.12 X |
| Price To Earnings To Growth | 0.39 X | 4.89 X |
| Target Price | 18.6 | |
| Number Of Employees | 119.84 K | 18.84 K |
| Beta | 0.93 | -0.15 |
| Market Capitalization | 11.47 B | 19.03 B |
| Total Asset | 33.93 B | 29.47 B |
| Retained Earnings | 10.92 B | 9.33 B |
| Working Capital | 2.59 B | 1.48 B |
| Current Asset | 6.98 B | 9.34 B |
Fresenius Medical Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Fresenius . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 11014.51 | |||
| Daily Balance Of Power | 2.657895 | |||
| Rate Of Daily Change | 1.05 | |||
| Day Median Price | 20.65 | |||
| Day Typical Price | 20.62 | |||
| Price Action Indicator | 0.41 | |||
| Period Momentum Indicator | 1.01 |
About Fresenius Medical Buy or Sell Advice
When is the right time to buy or sell Fresenius Medical Care? Buying financial instruments such as Fresenius Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 13.3B | 13.2B | 12.1B | 6.2B | Total Assets | 34.4B | 35.8B | 33.9B | 18.7B |
Use Investing Ideas to Build Portfolios
In addition to having Fresenius Medical in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Fresenius Medical Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
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When running Fresenius Medical's price analysis, check to measure Fresenius Medical's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fresenius Medical is operating at the current time. Most of Fresenius Medical's value examination focuses on studying past and present price action to predict the probability of Fresenius Medical's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fresenius Medical's price. Additionally, you may evaluate how the addition of Fresenius Medical to your portfolios can decrease your overall portfolio volatility.
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Is Fresenius Medical's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Fresenius Medical. If investors know Fresenius will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Fresenius Medical listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.353 | Dividend Share 1.19 | Earnings Share 0.91 | Revenue Per Share 33.1505 | Quarterly Revenue Growth (0) |
The market value of Fresenius Medical Care is measured differently than its book value, which is the value of Fresenius that is recorded on the company's balance sheet. Investors also form their own opinion of Fresenius Medical's value that differs from its market value or its book value, called intrinsic value, which is Fresenius Medical's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Fresenius Medical's market value can be influenced by many factors that don't directly affect Fresenius Medical's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Fresenius Medical's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fresenius Medical is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fresenius Medical's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.