Fresenius SE KGaA (XSWX:FRE) 3-Year RORE % : -28.29% (As of Mar. 2026)


XSWX:FRE Fresenius SE & Co KGaA XSWX:FRE
71 GF Score
Price CHF36.07
GF Value CHF32.90
Valuation Fairly Valued
! 5 Warning Signs
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What is Fresenius SE KGaA 3-Year RORE %?

Fresenius SE KGaA XSWX:FRE +0.59% 71 3-Year RORE % is -28.29 as of Mar. 2026. GuruFocus rates XSWX:FRE with a GF Score™ of 71/100 and a GF Value™ of CHF32.90 (Fairly Valued). The stock has 5 warning signs investors should review. Among 607 Healthcare Providers & Services companies, Fresenius SE KGaA ranks worse than 77.27% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Fresenius SE KGaA's 3-Year RORE % for the quarter that ended in Mar. 2026 was -28.29%.

The industry rank for Fresenius SE KGaA's 3-Year RORE % or its related term are showing as below:

XSWX:FRE's 3-Year RORE % is ranked worse than
77.27% of 607 companies
in the Healthcare Providers & Services industry
Industry Median: 0.74 vs XSWX:FRE: -28.29

Fresenius SE KGaA  (XSWX:FRE) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Fresenius SE KGaA 3-Year RORE % Related Terms


Fresenius SE KGaA 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Fresenius SE KGaA's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Fresenius SE KGaA 3-Year RORE % Chart

Fresenius SE KGaA Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -2.62 -11.23 12.35 -20.91 -34.43

Fresenius SE KGaA Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -20.96 -61.77 -57.31 -34.43 -28.29

XSWX:FRE vs HCA, THC, DVA: 3-Year RORE % Comparison

For the Medical Care Facilities subindustry, Fresenius SE KGaA's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Fresenius SE KGaA 3-Year RORE % vs Healthcare Providers & Services Industry

For the Healthcare Providers & Services industry and Healthcare sector, Fresenius SE KGaA's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Fresenius SE KGaA's 3-Year RORE % falls into.


XSWX:FRE
71GF Score
Fresenius SE & Co KGaA XSWX:FRE
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Fresenius SE KGaA 3-Year RORE % Calculation

Fresenius SE KGaA's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 2.412-4.592 )/( 7.707-0 )
=-2.18/7.707
=-28.29 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -28.29 mean?
Fresenius SE KGaA (XSWX:FRE) has a 3-Year RORE % of -28.29 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Fresenius SE KGaA and its competitors. According to the industry distribution chart, Fresenius SE KGaA ranks #469 out of 607 companies in the Healthcare Providers & Services industry, placing it in the top 77.3%.
Is Fresenius SE KGaA's 3-Year RORE % too high?
Fresenius SE KGaA's current 3-Year RORE % is -28.29. Based on the distribution chart, Fresenius SE KGaA ranks #469 out of 607 companies in the Healthcare Providers & Services industry, which is in the bottom quartile relative to peers. Overall, Fresenius SE KGaA has a GF Score™ of 71/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Fresenius SE KGaA's 3-Year RORE % compare to HCA and THC?
According to the Healthcare Providers & Services industry distribution chart, Fresenius SE KGaA ranks #469 out of 607 companies for 3-Year RORE %. This places Fresenius SE KGaA in the lower half of its industry. The industry median 3-Year RORE % is 0.74. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a Healthcare Providers & Services company?
The median 3-Year RORE % among Healthcare Providers & Services companies is 0.74, based on 607 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Fresenius SE KGaA and its competitors. For the Healthcare Providers & Services industry, the median 3-Year RORE % is 0.74 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fresenius SE KGaA's current 3-Year RORE % is -28.29. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fresenius SE KGaA stock overvalued right now?
Based on GuruFocus' analysis, Fresenius SE KGaA (XSWX:FRE) is currently considered Fairly Valued. The stock's GF Value™ is CHF32.90, compared to a current price of CHF36.07 — trading 9.6% above its estimated fair value. The current 3-Year RORE % is -28.29. Fresenius SE KGaA's overall GF Score™ is 71/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Fresenius SE KGaA (XSWX:FRE), the current 3-Year RORE % is -28.29 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Fresenius SE KGaA (XSWX:FRE) Overvalued in 2026?

Based on GuruFocus' analysis, Fresenius SE KGaA stock appears to be overvalued. The current stock price of CHF36.07 is trading 9.6% above its estimated GF Value™ of CHF32.90. GuruFocus considers Fresenius SE KGaA to be Fairly Valued.

Key valuation signals for XSWX:FRE:

  • 3-Year RORE %: -28.29
  • GF Value™: CHF32.90 vs. price of CHF36.07 (9.6% above fair value)
  • GF Score™: 71/100 with 5 warning signs

No single metric tells the full story. See the XSWX:FRE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Fresenius SE KGaA Business Description

Address Else-Kroener-Strasse 1, Bad Homburg, HE, DEU, 61352
Fresenius is a healthcare holding company based in Germany. The company owns a minority stake in dialysis service provider and equipment manufacturer Fresenius Medical Care. The Kabi segment manufactures intravenous drugs, nutrition products, infusion and transfusion therapies, and related pumps. The Helios segment operates private hospitals primarily in Germany and Spain.
71GF Score

Get the complete analysis for XSWX:FRE

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF36.07
Price
CHF32.90
GF Value