Fresenius Medical Care Stock Z Score

FMS Stock

USD 24.21 0.41 1.72%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Fresenius Medical Piotroski F Score and Fresenius Medical Valuation analysis.

At this time, Fresenius Medical's Change In Working Capital is comparatively stable compared to the past year. Capital Expenditures is likely to gain to about 1 B in 2025, whereas Capital Lease Obligations is likely to drop slightly above 3 B in 2025. At this time, Fresenius Medical's EBIT is comparatively stable compared to the past year. Net Income is likely to gain to about 708.2 M in 2025, whereas Total Revenue is likely to drop slightly above 11.7 B in 2025.

Fresenius Medical Care Company Z Score Analysis

Fresenius Medical's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Fresenius Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Fresenius Medical is extremely important. It helps to project a fair market value of Fresenius Stock properly, considering its historical fundamentals such as Z Score. Since Fresenius Medical's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Fresenius Medical's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Fresenius Medical's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Common Stock	Current Deferred Revenue	Long Term Debt	Property Plant Equipment	Good Will	Short Term Investments	Net Tangible Assets	Long Term Investments	Short Long Term Debt	Treasury Stock	Long Term Debt Total	Capital Surpluse	Net Invested Capital	Cash And Equivalents	Net Working Capital	Capital Stock
Total Assets		0.98	0.93	0.87	0.95	0.85	0.99	0.96	0.72	-0.33	0.5	-0.03	0.43	0.77	0.91	0.59	0.04	0.45	-0.72	0.34	0.66	-0.67	0.18	0.05	0.25	-0.22
Total Stockholder Equity	0.98		0.86	0.87	0.96	0.87	0.95	0.97	0.74	-0.36	0.52	-0.06	0.35	0.72	0.91	0.58	0.13	0.43	-0.73	0.45	0.58	-0.64	0.21	0.19	0.3	-0.22
Net Debt	0.93	0.86		0.77	0.82	0.74	0.97	0.83	0.67	-0.24	0.39	0.01	0.5	0.77	0.81	0.52	-0.1	0.36	-0.6	0.09	0.75	-0.65	0.13	-0.2	0.05	-0.18
Retained Earnings	0.87	0.87	0.77		0.86	0.76	0.85	0.86	0.61	-0.35	0.49	-0.07	0.34	0.9	0.97	0.66	-0.01	0.53	-0.82	0.33	0.64	-0.84	0.26	0.12	0.36	-0.61
Accounts Payable	0.95	0.96	0.82	0.86		0.94	0.91	0.96	0.63	-0.43	0.62	0.12	0.47	0.66	0.92	0.67	0.01	0.44	-0.75	0.5	0.51	-0.57	0.23	0.11	0.28	-0.21
Net Receivables	0.85	0.87	0.74	0.76	0.94		0.83	0.91	0.58	-0.47	0.64	0.32	0.59	0.48	0.85	0.63	-0.1	0.28	-0.75	0.57	0.28	-0.36	0.15	0.12	0.12	-0.05
Total Liab	0.99	0.95	0.97	0.85	0.91	0.83		0.93	0.71	-0.32	0.48	0.02	0.47	0.77	0.89	0.58	-0.02	0.39	-0.7	0.28	0.68	-0.67	0.13	-0.03	0.16	-0.2
Total Current Assets	0.96	0.97	0.83	0.86	0.96	0.91	0.93		0.68	-0.36	0.52	0.03	0.46	0.65	0.9	0.58	0.09	0.43	-0.73	0.49	0.49	-0.56	0.18	0.23	0.34	-0.16
Short Term Debt	0.72	0.74	0.67	0.61	0.63	0.58	0.71	0.68		-0.02	0.12	-0.33	-0.02	0.55	0.61	0.17	0.42	-0.02	-0.39	0.48	0.33	-0.5	0.04	0.32	-0.16	-0.04
Intangible Assets	-0.33	-0.36	-0.24	-0.35	-0.43	-0.47	-0.32	-0.36	-0.02		-0.94	-0.55	-0.4	-0.16	-0.42	-0.31	0.08	-0.09	0.45	-0.33	-0.01	0.12	-0.05	-0.14	-0.06	0.03
Common Stock	0.5	0.52	0.39	0.49	0.62	0.64	0.48	0.52	0.12	-0.94		0.59	0.4	0.27	0.57	0.58	-0.22	0.25	-0.64	0.42	0.15	-0.22	0.09	0.08	0.1	-0.08
Current Deferred Revenue	-0.03	-0.06	0.01	-0.07	0.12	0.32	0.02	0.03	-0.33	-0.55	0.59		0.53	-0.31	0.03	0.37	-0.52	-0.19	-0.18	0.18	-0.29	0.31	-0.3	-0.17	-0.3	0.32
Long Term Debt	0.43	0.35	0.5	0.34	0.47	0.59	0.47	0.46	-0.02	-0.4	0.4	0.53		0.21	0.45	0.3	-0.36	0.09	-0.32	-0.11	0.16	-0.03	-0.01	-0.22	0.0	0.05
Property Plant Equipment	0.77	0.72	0.77	0.9	0.66	0.48	0.77	0.65	0.55	-0.16	0.27	-0.31	0.21		0.83	0.52	-0.02	0.58	-0.61	-0.03	0.86	-0.93	0.31	-0.11	0.32	-0.74
Good Will	0.91	0.91	0.81	0.97	0.92	0.85	0.89	0.9	0.61	-0.42	0.57	0.03	0.45	0.83		0.68	-0.09	0.49	-0.85	0.37	0.6	-0.72	0.27	0.06	0.32	-0.49
Short Term Investments	0.59	0.58	0.52	0.66	0.67	0.63	0.58	0.58	0.17	-0.31	0.58	0.37	0.3	0.52	0.68		-0.49	0.6	-0.74	0.19	0.51	-0.46	0.23	-0.08	0.3	-0.41
Net Tangible Assets	0.04	0.13	-0.1	-0.01	0.01	-0.1	-0.02	0.09	0.42	0.08	-0.22	-0.52	-0.36	-0.02	-0.09	-0.49		-0.32	0.28	0.37	-0.16	-0.1	0.0	0.63	0.08	0.14
Long Term Investments	0.45	0.43	0.36	0.53	0.44	0.28	0.39	0.43	-0.02	-0.09	0.25	-0.19	0.09	0.58	0.49	0.6	-0.32		-0.44	-0.17	0.68	-0.5	0.36	-0.17	0.73	-0.58
Short Long Term Debt	-0.72	-0.73	-0.6	-0.82	-0.75	-0.75	-0.7	-0.73	-0.39	0.45	-0.64	-0.18	-0.32	-0.61	-0.85	-0.74	0.28	-0.44		-0.43	-0.39	0.58	-0.22	-0.07	-0.29	0.41
Treasury Stock	0.34	0.45	0.09	0.33	0.5	0.57	0.28	0.49	0.48	-0.33	0.42	0.18	-0.11	-0.03	0.37	0.19	0.37	-0.17	-0.43		-0.33	-0.04	0.01	0.51	0.03	0.19
Long Term Debt Total	0.66	0.58	0.75	0.64	0.51	0.28	0.68	0.49	0.33	-0.01	0.15	-0.29	0.16	0.86	0.6	0.51	-0.16	0.68	-0.39	-0.33		-0.79	0.27	-0.39	0.34	-0.57
Capital Surpluse	-0.67	-0.64	-0.65	-0.84	-0.57	-0.36	-0.67	-0.56	-0.5	0.12	-0.22	0.31	-0.03	-0.93	-0.72	-0.46	-0.1	-0.5	0.58	-0.04	-0.79		-0.12	0.0	-0.31	0.75
Net Invested Capital	0.18	0.21	0.13	0.26	0.23	0.15	0.13	0.18	0.04	-0.05	0.09	-0.3	-0.01	0.31	0.27	0.23	0.0	0.36	-0.22	0.01	0.27	-0.12		-0.1	0.51	-0.31
Cash And Equivalents	0.05	0.19	-0.2	0.12	0.11	0.12	-0.03	0.23	0.32	-0.14	0.08	-0.17	-0.22	-0.11	0.06	-0.08	0.63	-0.17	-0.07	0.51	-0.39	0.0	-0.1		0.15	0.09
Net Working Capital	0.25	0.3	0.05	0.36	0.28	0.12	0.16	0.34	-0.16	-0.06	0.1	-0.3	0.0	0.32	0.32	0.3	0.08	0.73	-0.29	0.03	0.34	-0.31	0.51	0.15		-0.44
Capital Stock	-0.22	-0.22	-0.18	-0.61	-0.21	-0.05	-0.2	-0.16	-0.04	0.03	-0.08	0.32	0.05	-0.74	-0.49	-0.41	0.14	-0.58	0.41	0.19	-0.57	0.75	-0.31	0.09	-0.44

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Fresenius Medical

According to the company's disclosures, Fresenius Medical Care has a Z Score of 0.0. This is 100.0% lower than that of the Health Care Providers & Services sector and about the same as Health Care (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Fresenius Z Score Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fresenius Medical's direct or indirect competition against its Z Score to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Fresenius Medical could also be used in its relative valuation, which is a method of valuing Fresenius Medical by comparing valuation metrics of similar companies.

Fresenius Medical is currently under evaluation in z score category among its peers.

Fresenius Medical Current Valuation Drivers

We derive many important indicators used in calculating different scores of Fresenius Medical from analyzing Fresenius Medical's financial statements. These drivers represent accounts that assess Fresenius Medical's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Fresenius Medical's important valuation drivers and their relationship over time.

	2020	2021	2022	2023	2024	2025 (projected)
Market Cap	10.0B	8.4B	4.5B	5.6B	6.4B	8.9B
Enterprise Value	21.3B	20.2B	16.4B	16.3B	16.2B	13.9B

Fresenius Medical ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Fresenius Medical's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Fresenius Medical's managers, analysts, and investors.

Environmental

Governance

Social

Fresenius Medical Institutional Holders

Institutional Holdings refers to the ownership stake in Fresenius Medical that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Fresenius Medical's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Fresenius Medical's value.

		Shares
Moran Wealth Management Llc	2024-12-31	254.7 K
Abc Arbitrage Sa	2024-12-31	186.2 K
Fmr Inc	2024-12-31	147.2 K
Marshall Wace Asset Management Ltd	2024-12-31	129.6 K
Quantinno Capital Management Lp	2024-12-31	127.7 K
Visionpoint Advisory Group, Llc	2024-12-31	110.3 K
Geode Capital Management, Llc	2024-12-31	90.8 K
Ci Private Wealth Llc	2024-12-31	88.4 K
Two Sigma Investments Llc	2024-12-31	85.4 K
Pzena Investment Management, Llc	2024-12-31	15.3 M
Fiduciary Management, Inc. Of Milwaukee	2024-12-31	6.3 M

Fresenius Fundamentals

	Return On Equity	0.0484
	Return On Asset	0.0285
	Profit Margin	0.03 %
	Operating Margin	0.08 %
	Current Valuation	24.11 B
	Shares Outstanding	586.83 M
	Shares Owned By Institutions	7.47 %
	Number Of Shares Shorted	607.74 K
	Price To Earning	6.53 X
	Price To Book	0.93 X
	Price To Sales	0.73 X
	Revenue	19.34 B
	Gross Profit	4.76 B
	EBITDA	3.21 B
	Net Income	740.87 M
	Cash And Equivalents	362.77 M
	Cash Per Share	1.75 X
	Total Debt	10.98 B
	Debt To Equity	0.88 %
	Current Ratio	1.18 X
	Book Value Per Share	49.68 X
	Cash Flow From Operations	2.39 B
	Short Ratio	2.50 X
	Earnings Per Share	0.96 X
	Price To Earnings To Growth	0.50 X
	Target Price	25.57
	Number Of Employees	111.51 K
	Beta	0.86
	Market Capitalization	14.21 B
	Total Asset	33.57 B
	Retained Earnings	11.27 B
	Working Capital	2.26 B
	Current Asset	6.98 B
	Current Liabilities	4.19 B
	Annual Yield	0.03 %
	Five Year Return	1.29 %
	Net Asset	33.57 B
	Last Dividend Paid	1.44

About Fresenius Medical Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Fresenius Medical Care's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fresenius Medical using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fresenius Medical Care based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Additional Tools for Fresenius Stock Analysis

When running Fresenius Medical's price analysis, check to measure Fresenius Medical's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fresenius Medical is operating at the current time. Most of Fresenius Medical's value examination focuses on studying past and present price action to predict the probability of Fresenius Medical's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fresenius Medical's price. Additionally, you may evaluate how the addition of Fresenius Medical to your portfolios can decrease your overall portfolio volatility.

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Fresenius Medical Care Stock Z Score

Fresenius Medical Care Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Fresenius Z Score Driver Correlations

Fresenius Z Score Peer Comparison

Fresenius Medical Current Valuation Drivers

Fresenius Medical ESG Sustainability

Fresenius Medical Institutional Holders

Fresenius Fundamentals

About Fresenius Medical Fundamental Analysis

Thematic Opportunities

Explore Investment Opportunities

Additional Tools for Fresenius Stock Analysis

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