FME.DE · Fresenius Medical Care AG

DAX · XETRA

Risiko 6/10 · Dialysis Volume Pressure · €43.27 ▼ 1.39%

Kennzahlen

• Price €43.27
• Market cap €11.6B
• P/E (ttm) 13.23
• Div yield 3.40%
• 52-wk range €34.57 – €47.86

Wichtigste Risiken

• GLP-1 drugs reducing diabetic kidney disease incidence (Long-run patient volume & revenue base) — HIGH
• US Medicare reimbursement rate pressure (North America margin) — HIGH
• Labour cost inflation in clinic operations (Operating cost base) — MED
• Post-COVID excess mortality normalising census slowly (Near-term volume recovery) — MED

Fazit

Dominant franchise under structural uncertainty; GLP-1 drugs are a genuine long-run volume threat that the market has not fully priced in.

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