Fresenius Medical Care FME.DE
Fresenius Medical Care is a global provider of dialysis products and services for patients with chronic kidney disease, operating dialysis clinics and manufacturing related equipment and solutions. Fresenius Medical Care trades at an attractive valuation (P/E 12.2, FCF yield 18.76%) and generates enough cash to support a 3.26% dividend, but the FDA warning about leaking dialysis bags introduces regulatory and quality risk that could weigh on confidence and margins in the near term.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Fresenius Medical Care is a global provider of dialysis products and services for patients with chronic kidney disease, operating dialysis clinics and manufacturing related equipment and solutions. Fresenius Medical Care trades at an attractive valuation (P/E 12.2, FCF yield 18.76%) and generates enough cash to support a 3.26% dividend, but the FDA warning about leaking dialysis bags introduces regulatory and quality risk that could weigh on confidence and margins in the near term.
Score by category
| Category | Score |
|---|---|
| Financial health | 4.3 |
| Quality / Moat | 4.8 |
| Valuation | 8.4 |
| Growth | 5.1 |
| Dividend | 7.8 |
| Momentum | 3.6 |
| Risk & Context | 6.6 |
OVERALL SCORE: 5.9/10
Context and risks
FDA warning about leaks in dialysis bags with potentially life-threatening risk: direct regulatory exposure on a core product, with possible recall, remediation costs, and reputational damage in a market where safety is critical.
News considered in the analysis
- FDA Slams Fresenius Over Leaking Dialysis Bags, Warns of Potentially Life-Threatening Risk — Advertencia regulatoria de la FDA sobre un problema de seguridad en producto clave (bolsas de diálisis con fugas). Riesgo de retirada, costes de remediación y posible daño reputacional; el impacto en beneficios es material pero acotado.
- Can Fresenius Medical's 5008X Rollout Drive the Next Growth Phase? — El lanzamiento del nuevo sistema de diálisis 5008X es un catalizador de crecimiento potencial, pero aún está en fase inicial de despliegue y su contribución a beneficios no está garantizada.
- Reasons to Retain Fresenius Medical Stock in Your Portfolio for Now — Artículo de opinión de Zacks sin información nueva; no aporta datos verificables sobre la empresa.
- Fresenius Medical Care (FMS) Q2 2026 Earnings Call Transcript — Transcripción de la conferencia de resultados; el contenido ya está reflejado en los datos cuantitativos y en el precio.
- FMS Q2 Earnings Rise on Care Delivery, Revenues Miss, Margins Expand — Resultados del segundo trimestre con mejora de márgenes y beneficios, aunque con ingresos por debajo de lo esperado. Señal mixta pero ligeramente positiva para la rentabilidad.
Verdict: Hold; the cheap valuation and dividend provide support, but wait for clarity on the scope of the FDA action before adding to the position.
Main risk: The FDA warning about leaking dialysis bags with potentially life-threatening risk: could lead to product recall, remediation costs, penalties, and reputational damage in its core dialysis business.
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