Added to YB: 2025-03-13
Pitch date: 2025-01-23
FRE.DE [bullish]
Fresenius SE & Co. KGaA
+31.78%
current return
Author Info
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Company Info
Fresenius SE & Co. KGaA, a health care company, provides products and services for chronically ill patients.
Market Cap
EUR 27.2B
Pitch Price
EUR 35.97
Price Target
59.41 (+25%)
Dividend
2.07%
EV/EBITDA
13.54
P/E
24.86
EV/Sales
1.74
Sector
Health Care Providers and Services
Category
turnaround
Aptiv PLC - $APTV
FRE.DE: European healthcare conglomerate simplifying structure. New mgmt improving financials. Deconsolidated FME stake, exiting Vamed. Now 2 segments: Kabi (IV drugs, nutrition) & Helios (hospitals). Organic growth accelerating, margins improving. Trades 7x EBITDA vs. historical 10x. 75% upside potential by 2026 at 9x EBITDA.
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