Fresenius Medical Care Stock Beta

FMS Stock  USD 19.28  0.08  0.41%   
Fresenius Medical Care fundamentals help investors to digest information that contributes to Fresenius Medical's financial success or failures. It also enables traders to predict the movement of Fresenius Stock. The fundamental analysis module provides a way to measure Fresenius Medical's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fresenius Medical stock.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Fresenius Beta Analysis

Fresenius Medical's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

 = 

Covariance

Variance

More About Beta | All Equity Analysis

Current Fresenius Medical Beta

    
  0.94  
Most of Fresenius Medical's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fresenius Medical Care is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Fresenius Beta Driver Correlations

Understanding the fundamental principles of building solid financial models for Fresenius Medical is extremely important. It helps to project a fair market value of Fresenius Stock properly, considering its historical fundamentals such as Beta. Since Fresenius Medical's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Fresenius Medical's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Fresenius Medical's interrelated accounts and indicators.
0.670.980.940.870.960.9-0.250.850.990.960.77-0.340.430.030.750.780.450.740.910.040.470.39-0.720.360.63-0.650.120.070.16-0.21
0.670.690.580.810.580.450.10.810.640.630.720.040.06-0.580.70.88-0.050.850.710.30.090.41-0.510.210.61-0.860.240.220.34-0.66
0.980.690.860.860.970.91-0.290.870.950.970.8-0.370.450.00.750.770.380.680.910.140.440.33-0.730.490.52-0.610.150.220.2-0.18
0.940.580.860.770.850.78-0.140.790.970.820.69-0.230.330.040.640.690.520.760.82-0.110.450.36-0.610.090.76-0.640.09-0.2-0.03-0.19
0.870.810.860.770.860.8-0.290.770.850.850.66-0.350.46-0.010.930.920.360.880.97-0.010.550.47-0.790.360.61-0.830.190.150.26-0.59
0.960.580.970.850.860.97-0.340.790.940.980.7-0.440.510.190.790.730.50.630.920.030.530.34-0.760.530.45-0.540.140.140.18-0.15
0.90.450.910.780.80.97-0.370.680.880.950.62-0.460.510.320.750.620.60.510.89-0.090.550.31-0.780.550.32-0.390.10.130.12-0.06
-0.250.1-0.29-0.14-0.29-0.34-0.37-0.03-0.23-0.270.010.95-0.96-0.56-0.35-0.15-0.25-0.1-0.360.17-0.35-0.130.46-0.330.030.06-0.03-0.14-0.040.03
0.850.810.870.790.770.790.68-0.030.830.770.89-0.120.19-0.340.620.780.150.710.790.290.180.11-0.550.380.51-0.640.190.170.0-0.2
0.990.640.950.970.850.940.88-0.230.830.930.74-0.320.420.070.730.760.490.760.89-0.030.50.39-0.710.280.68-0.670.09-0.020.09-0.21
0.960.630.970.820.850.980.95-0.270.770.930.72-0.360.430.090.770.740.480.630.90.080.480.41-0.740.490.47-0.560.130.240.29-0.18
0.770.720.80.690.660.70.620.010.890.740.72-0.020.1-0.350.490.68-0.020.590.660.410.150.04-0.430.470.39-0.530.060.32-0.15-0.08
-0.340.04-0.37-0.23-0.35-0.44-0.460.95-0.12-0.32-0.36-0.02-0.96-0.57-0.38-0.2-0.4-0.16-0.420.08-0.27-0.10.46-0.330.00.12-0.04-0.14-0.050.03
0.430.060.450.330.460.510.51-0.960.190.420.430.1-0.960.550.520.340.330.280.53-0.180.440.25-0.60.360.15-0.250.090.080.11-0.14
0.03-0.580.00.04-0.010.190.32-0.56-0.340.070.09-0.35-0.570.550.1-0.240.54-0.270.09-0.530.56-0.05-0.250.18-0.250.29-0.26-0.19-0.220.31
0.750.70.750.640.930.790.75-0.350.620.730.770.49-0.380.520.10.850.290.780.91-0.250.650.61-0.830.370.52-0.730.250.060.34-0.62
0.780.880.770.690.920.730.62-0.150.780.760.740.68-0.20.34-0.240.850.130.890.860.050.440.49-0.740.260.65-0.870.210.180.27-0.65
0.45-0.050.380.520.360.50.6-0.250.150.490.48-0.02-0.40.330.540.290.130.230.48-0.370.330.16-0.35-0.110.2-0.050.0-0.230.020.01
0.740.850.680.760.880.630.51-0.10.710.760.630.59-0.160.28-0.270.780.890.230.81-0.030.360.54-0.56-0.030.85-0.930.25-0.10.23-0.75
0.910.710.910.820.970.920.89-0.360.790.890.90.66-0.420.530.090.910.860.480.81-0.090.570.43-0.830.40.55-0.70.210.080.22-0.45
0.040.30.14-0.11-0.010.03-0.090.170.29-0.030.080.410.08-0.18-0.53-0.250.05-0.37-0.03-0.09-0.55-0.450.280.37-0.18-0.090.00.630.060.14
0.470.090.440.450.550.530.55-0.350.180.50.480.15-0.270.440.560.650.440.330.360.57-0.550.39-0.660.210.32-0.310.11-0.070.07-0.21
0.390.410.330.360.470.340.31-0.130.110.390.410.04-0.10.25-0.050.610.490.160.540.43-0.450.39-0.41-0.20.64-0.490.24-0.170.64-0.61
-0.72-0.51-0.73-0.61-0.79-0.76-0.780.46-0.55-0.71-0.74-0.430.46-0.6-0.25-0.83-0.74-0.35-0.56-0.830.28-0.66-0.41-0.46-0.340.53-0.15-0.09-0.20.34
0.360.210.490.090.360.530.55-0.330.380.280.490.47-0.330.360.180.370.26-0.11-0.030.40.370.21-0.2-0.46-0.34-0.040.020.510.030.19
0.630.610.520.760.610.450.320.030.510.680.470.390.00.15-0.250.520.650.20.850.55-0.180.320.64-0.34-0.34-0.790.21-0.390.27-0.58
-0.65-0.86-0.61-0.64-0.83-0.54-0.390.06-0.64-0.67-0.56-0.530.12-0.250.29-0.73-0.87-0.05-0.93-0.7-0.09-0.31-0.490.53-0.04-0.79-0.07-0.01-0.270.75
0.120.240.150.090.190.140.1-0.030.190.090.130.06-0.040.09-0.260.250.210.00.250.210.00.110.24-0.150.020.21-0.07-0.090.44-0.29
0.070.220.22-0.20.150.140.13-0.140.17-0.020.240.32-0.140.08-0.190.060.18-0.23-0.10.080.63-0.07-0.17-0.090.51-0.39-0.01-0.090.20.08
0.160.340.2-0.030.260.180.12-0.040.00.090.29-0.15-0.050.11-0.220.340.270.020.230.220.060.070.64-0.20.030.27-0.270.440.2-0.49
-0.21-0.66-0.18-0.19-0.59-0.15-0.060.03-0.2-0.21-0.18-0.080.03-0.140.31-0.62-0.650.01-0.75-0.450.14-0.21-0.610.340.19-0.580.75-0.290.08-0.49
Click cells to compare fundamentals
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Competition

In accordance with the recently published financial statements, Fresenius Medical Care has a Beta of 0.935. This is 8.72% higher than that of the Health Care Providers & Services sector and significantly higher than that of the Health Care industry. The beta for all United States stocks is notably lower than that of the firm.

Fresenius Beta Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fresenius Medical's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Fresenius Medical could also be used in its relative valuation, which is a method of valuing Fresenius Medical by comparing valuation metrics of similar companies.
Fresenius Medical is currently under evaluation in beta category among related companies.

Fresenius Medical Institutional Holders

Institutional Holdings refers to the ownership stake in Fresenius Medical that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Fresenius Medical's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Fresenius Medical's value.
Shares
O'shaughnessy Asset Management Llc2023-12-31
103.6 K
Arrowstreet Capital Limited Partnership2023-12-31
100.9 K
Citadel Advisors Llc2023-09-30
98.9 K
Geode Capital Management, Llc2023-09-30
93.8 K
Fmr Inc2023-09-30
85.7 K
Bank Of America Corp2023-09-30
78.2 K
Koss-olinger Consulting, Llc2023-09-30
77.1 K
Franklin Resources Inc2023-12-31
74.1 K
Ci Private Wealth Llc2023-12-31
66.1 K
Pzena Investment Management, Llc2023-09-30
16.3 M
Fiduciary Management, Inc. Of Milwaukee2023-12-31
5.7 M
Fresenius Medical returns are very sensitive to returns on the market. As the market goes up or down, Fresenius Medical is expected to follow.

Fresenius Fundamentals

About Fresenius Medical Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Fresenius Medical Care's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fresenius Medical using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fresenius Medical Care based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
KGaA provides dialysis care and related dialysis care services in Germany, North America, and internationally. KGaA was incorporated in 1996 and is headquartered in Bad Homburg, Germany. Fresenius Medical is traded on New York Stock Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Fresenius Medical in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Fresenius Medical's short interest history, or implied volatility extrapolated from Fresenius Medical options trading.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
When determining whether Fresenius Medical Care is a strong investment it is important to analyze Fresenius Medical's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Fresenius Medical's future performance. For an informed investment choice regarding Fresenius Stock, refer to the following important reports:
Check out Fresenius Medical Piotroski F Score and Fresenius Medical Altman Z Score analysis.
You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Complementary Tools for Fresenius Stock analysis

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.
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Commodity Directory
Find actively traded commodities issued by global exchanges
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Money Managers
Screen money managers from public funds and ETFs managed around the world
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
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
0.92
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.