Added to YB: 2025-03-13
Pitch date: 2025-01-23
FRE.DE [bullish]
Fresenius SE & Co. KGaA
+31.7%
current return
Author Info
No bio for this author
Company Info
Fresenius SE & Co. KGaA, a health care company, provides products and services for chronically ill patients in North America, Europe, the Asia-Pacific, Latin America, and Africa.
Market Cap
EUR 26.6B
Pitch Price
EUR 35.00
Price Target
59.41 (+27%)
Dividend
2.23%
EV/EBITDA
11.05
P/E
16.99
EV/Sales
1.61
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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