We like Fresenius' long-term growth opportunities in dialysis despite pricing concerns.
Fresenius reported first-quarter results within our expectations, and we don’t anticipate a change to our fair value estimate as we make a few slight adjustments to our model. Management also maintained its year-end outlook. While we continue to have some concerns over the earnings trajectory of Fresenius’ coordinated care segment as well as longer-term reimbursement pressure and rising labor costs in the dialysis segment, we’re leaving our narrow-moat rating in place given Fresenius’ strong pos...
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
We have operations in 27 countries.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.