Professional
Added to YB: 2024-09-11
Pitch date: 2024-08-30
FMS [bullish]
Fresenius Medical Care AG
+25.88%
current return
Author Info
No bio for this author
Company Info
Fresenius Medical Care AG provides dialysis and related services for individuals with renal diseases in Germany, the United States, and internationally.
Market Cap
EUR 13.2B
Pitch Price
EUR 18.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.50
P/E
18.72
EV/Sales
1.19
Sector
Health Care Providers and Services
Category
turnaround
Broyhill Asset Management Portfolio Holding: Fresenius Medical Care AG
FMS: Global dialysis leader, weak Q due to high mortality & weather. New CEO Helen Giza needs time for turnaround. Investors overlook LT earnings potential as volumes normalize. Trading at <12x depressed earnings, asymmetric risk/reward for patient investors willing to endure ST volatility.
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