[video] Fresenius Stock Analysis – A true European Dividend Aristocrat

It was about time to do a Fresenius stock analysis, because it’s really one of the few pure play dividend growers in the Noble 30 European Dividend Aristocrats Index.

Did you know that it didn’t even have a single dividend freeze in the last 28 years? Just pure non-stop growth!

That’s why I will show you in the video below what I think about the company and whether I foresee further dividend growth in the future.

But before we go there: what I also wanted to share with you is my appreciation for the history of Fresenius and what Else Kroner has done since the early 50’s. This is truly amazing and in my opinion she should be seen as one of the best European entrepreneurs of the 20th century.

Did you know that as an ancestor she is the main person behind Fresenius SE and Fresenius Medical Care as how we know it today (another European Dividend Aristocrat focused on treating people with kidney disease)?

Both these companies have made a lot of impact to society and they continue to do so. I believe this should make many of the German followers of this blog very proud (and rightly so)!

Having said that, I truly hope you will enjoy this video.

If you do so, please consider leaving a comment below this post or the video with your thoughts.


Fresenius stock analysis

Chapters:

  • 00:00 – Introduction
  • 01:20 – Business Background
  • 08:45 – Financial Performance
  • 18:21 – Fair Value / Intrinsic Value Fresenius

Yours Truly,

European Dividend Growth Investor



Disclaimer

I’m not a certified financial planner/advisor nor a certified financial analyst nor an economist nor a CPA nor an accountant nor a lawyer. I’m not a finance professional through formal education. I’m a person who believes and takes pride in a sense of freedom, satisfaction, fulfillment and empowerment that I get from being financially competent and being conscious managing my personal money. The contents on this blog are for informational and entertainment purposes only and does not constitute financial, accounting, or legal advice. I can’t promise that the information shared on my blog is appropriate for you or anyone else. By reading this blog, you agree to hold me harmless from any ramifications, financial or otherwise, that occur to you as a result of acting on information provided on this blog.

4 1 vote
Article Rating

European DGI

It's my desire to retire early via Dividend Growth Investing as a passive income stream. This is not easy and especially when living in Europe. That's why I started this blog and share my journey: to give you a European perspective.
Subscribe
Notify of
guest
3 Comments
Oldest
Newest Most Voted
Inline Feedbacks
View all comments
John
John
18 days ago

Hi! Very good video. I am a holder around these levels. I think the company may be broken-up and I believe the Sum of The Parts is higher than the current levels. The danger to this is that it will take the company a long time to get around to breaking-up. The next trigger on the structure will be in a company event in Feb ’22. So hopefully the stock will not fall too much til then. Cost inflation will remain an issue. I was not happy to see insiders selling! A member of the board at Helios and the… Read more »

European DGI
European DGI(@administrator)
Admin
Reply to  John
16 days ago

Thanks for sharing these insights John!

Somehow I can’t sell a put option right now for Fresenius, but to your point, if they fall I’d love to enter a position 👍

DKK
1 day ago

Thanks for sharing your valuable insights! Fresenius looks really undervalued at current EUR 34 per share level. I am a little bit concerned about the huge amount of goodwill (EUR 27B = 40% of assets) on their balance sheet. What are your thoughts?