Fresenius Medical Care AG & Co. KGaA (FMS)
Company Info
| ISIN | US3580291066 |
|---|---|
| CUSIP | 358029106 |
| Sector | Healthcare |
| Industry | Medical Care Facilities |
Highlights
| Market Cap | $12.78B |
|---|---|
| EPS | $0.89 |
| PE Ratio | 24.40 |
| PEG Ratio | 0.39 |
| Revenue (TTM) | $19.47B |
| Gross Profit (TTM) | $5.31B |
| EBITDA (TTM) | $2.51B |
| Year Range | $16.37 - $27.72 |
| Target Price | $18.94 |
| Short % | 0.20% |
| Short Ratio | 3.78 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: FMS vs. DVA, FMS vs. VOO, FMS vs. OFS
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fresenius Medical Care AG & Co. KGaA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fresenius Medical Care AG & Co. KGaA had a return of 7.49% year-to-date (YTD) and -3.41% in the last 12 months. Over the past 10 years, Fresenius Medical Care AG & Co. KGaA had an annualized return of -2.16%, while the S&P 500 had an annualized return of 10.90%, indicating that Fresenius Medical Care AG & Co. KGaA did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.49% | 11.05% |
| 1 month | 20.38% | 4.86% |
| 6 months | 16.25% | 17.50% |
| 1 year | -3.41% | 27.37% |
| 5 years (annualized) | -8.71% | 13.14% |
| 10 years (annualized) | -2.16% | 10.90% |
Monthly Returns
The table below presents the monthly returns of FMS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -7.35% | -0.47% | 0.36% | 9.13% | 7.49% | ||||||||
| 2023 | 14.63% | 4.97% | 8.14% | 13.92% | -9.16% | 11.67% | 9.11% | -8.23% | -10.10% | -22.79% | 23.33% | 1.56% | 30.88% |
| 2022 | 4.22% | -4.49% | 4.24% | -8.17% | 1.07% | -18.26% | -25.74% | -7.67% | -17.89% | -1.21% | 12.62% | 4.61% | -48.42% |
| 2021 | -3.10% | -14.33% | 6.90% | 8.16% | 2.55% | 3.72% | -5.41% | -1.88% | -9.36% | -4.98% | -10.26% | 8.85% | -20.28% |
| 2020 | 4.18% | -0.08% | -14.45% | 19.09% | 8.04% | 2.56% | 1.32% | -1.71% | 0.24% | -10.00% | 10.52% | -1.63% | 14.76% |
| 2019 | 13.43% | 6.37% | 3.71% | 4.07% | -12.24% | 7.88% | -11.48% | -3.36% | -0.03% | 7.38% | 1.55% | 0.55% | 15.61% |
| 2018 | 9.44% | -8.16% | -3.29% | -1.00% | -0.06% | 0.86% | -3.44% | 3.91% | 1.78% | -24.00% | 4.30% | -20.54% | -37.60% |
| 2017 | -3.34% | 2.06% | 1.18% | 5.48% | 8.58% | 1.28% | -2.59% | -0.15% | 4.00% | -1.04% | 3.10% | 5.35% | 25.89% |
| 2016 | 6.33% | -5.71% | 5.08% | -1.02% | 0.58% | 0.30% | 4.77% | -3.02% | -1.13% | -7.29% | -3.99% | 8.34% | 1.92% |
| 2015 | -0.13% | 9.89% | 1.69% | 1.25% | 2.96% | -2.78% | -1.66% | -6.80% | 2.33% | 15.18% | -8.30% | 1.55% | 13.79% |
| 2014 | -0.81% | -2.66% | 1.46% | -1.43% | -2.17% | 1.24% | 3.34% | 1.59% | -1.31% | 5.50% | 0.79% | 0.65% | 6.04% |
| 2013 | 2.62% | -2.78% | -1.05% | 1.18% | 0.04% | 4.38% | -10.80% | 2.86% | 0.06% | 1.67% | 5.83% | 2.12% | 5.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FMS is 38, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
FMS (Fresenius Medical Care AG & Co. KGaA)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fresenius Medical Care AG & Co. KGaA (FMS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fresenius Medical Care AG & Co. KGaA granted a 2.83% dividend yield in the last twelve months. The annual payout for that period amounted to $0.63 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.63 | $0.62 | $0.71 | $0.83 | $0.72 | $0.65 | $0.63 | $0.51 | $0.44 | $0.43 | $0.53 | $0.49 |
Dividend yield | 2.83% | 2.97% | 4.34% | 2.57% | 1.72% | 1.77% | 1.95% | 0.98% | 1.04% | 1.03% | 1.42% | 1.39% |
Monthly Dividends
The table displays the monthly dividend distributions for Fresenius Medical Care AG & Co. KGaA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.63 | |||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 |
| 2013 | $0.49 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fresenius Medical Care AG & Co. KGaA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fresenius Medical Care AG & Co. KGaA was 77.28%, occurring on Sep 19, 2002. Recovery took 612 trading sessions.
The current Fresenius Medical Care AG & Co. KGaA drawdown is 56.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.28% | Mar 24, 1997 | 1382 | Sep 19, 2002 | 612 | Feb 24, 2005 | 1994 |
| -75.61% | Feb 1, 2018 | 1181 | Oct 10, 2022 | — | — | — |
| -39.57% | Jul 11, 2008 | 175 | Mar 20, 2009 | 348 | Aug 6, 2010 | 523 |
| -20.2% | Jul 27, 2011 | 488 | Jul 5, 2013 | 413 | Feb 25, 2015 | 901 |
| -20.16% | Jan 11, 2008 | 47 | Mar 19, 2008 | 74 | Jul 3, 2008 | 121 |
Volatility
Volatility Chart
The current Fresenius Medical Care AG & Co. KGaA volatility is 12.81%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |