Fresenius SE KGaA (XTER:FRE) 5-Year Yield-on-Cost %: 2.56 (As of Jul. 03, 2026) — 22% Above Median


XTER:FRE Fresenius SE & Co KGaA XTER:FRE
67 GF Score
Price €42.12
GF Value €36.57
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Fresenius SE KGaA 5-Year Yield-on-Cost %?

Fresenius SE KGaA XTER:FRE +2.66% 67 5-Year Yield-on-Cost % is 2.56 as of Jul. 03, 2026, which is 22% above its 10-year median of 2.10. GuruFocus rates XTER:FRE with a GF Score™ of 67/100 and a GF Value™ of €36.57 (Modestly Overvalued). The stock has 5 warning signs investors should review. Among 282 Healthcare Providers & Services companies, Fresenius SE KGaA ranks worse than 53.55% on this metric.

Fresenius SE KGaA's yield on cost for the quarter that ended in Mar. 2026 was 2.56.


The historical rank and industry rank for Fresenius SE KGaA's 5-Year Yield-on-Cost % or its related term are showing as below:

XTER:FRE' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.69   Med: 2.1   Max: 4.59
Current: 2.56


During the past 13 years, Fresenius SE KGaA's highest Yield on Cost was 4.59. The lowest was 0.69. And the median was 2.10.


XTER:FRE's 5-Year Yield-on-Cost % is ranked worse than
53.55% of 282 companies
in the Healthcare Providers & Services industry
Industry Median: 2.87 vs XTER:FRE: 2.56

Fresenius SE KGaA  (XTER:FRE) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Fresenius SE KGaA 5-Year Yield-on-Cost % Related Terms


XTER:FRE vs HCA, THC, DVA: 5-Year Yield-on-Cost % Comparison

For the Medical Care Facilities subindustry, Fresenius SE KGaA's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Healthcare Providers & Services Industry

For the Healthcare Providers & Services industry and Healthcare sector, Fresenius SE KGaA's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Fresenius SE KGaA's 5-Year Yield-on-Cost % falls into.


XTER:FRE
67GF Score
Fresenius SE & Co KGaA XTER:FRE
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Fresenius SE KGaA 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Fresenius SE KGaA is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 2.56 mean?
Fresenius SE KGaA (XTER:FRE) has a 5-Year Yield-on-Cost % of 2.56 as of Jul. 03, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Fresenius SE KGaA and its competitors. This is 22% above median its historical median of 2.10. Over the past decade, Fresenius SE KGaA's 5-Year Yield-on-Cost % has ranged from 0.69 to 4.59. According to the industry distribution chart, Fresenius SE KGaA ranks #151 out of 282 companies in the Healthcare Providers & Services industry, placing it in the top 53.5%.
Is Fresenius SE KGaA's 5-Year Yield-on-Cost % too high?
Fresenius SE KGaA's current 5-Year Yield-on-Cost % of 2.56 is 22% above median its 10-year median of 2.10. Over the past 10 years, this metric has ranged from a low of 0.69 to a high of 4.59. The Healthcare Providers & Services industry median 5-Year Yield-on-Cost % is 2.87. Fresenius SE KGaA's value of 2.56 is 10.8% below this industry median. Based on the distribution chart, Fresenius SE KGaA ranks #151 out of 282 companies in the Healthcare Providers & Services industry, which is below the industry midpoint. Overall, Fresenius SE KGaA has a GF Score™ of 67/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Fresenius SE KGaA's 5-Year Yield-on-Cost % compare to HCA and THC?
According to the Healthcare Providers & Services industry distribution chart, Fresenius SE KGaA ranks #151 out of 282 companies for 5-Year Yield-on-Cost %. This places Fresenius SE KGaA in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 2.87. Fresenius SE KGaA's value of 2.56 is 10.8% below this benchmark. Historically, Fresenius SE KGaA's own 5-Year Yield-on-Cost % has ranged from 0.69 to 4.59 over the past decade. While the company's 10-year median is 2.10 vs. the industry median of 2.87, Fresenius SE KGaA has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a Healthcare Providers & Services company?
The median 5-Year Yield-on-Cost % among Healthcare Providers & Services companies is 2.87, based on 282 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Fresenius SE KGaA's current 5-Year Yield-on-Cost % of 2.56 is 10.8% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Fresenius SE KGaA and its competitors. For the Healthcare Providers & Services industry, the median 5-Year Yield-on-Cost % is 2.87 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fresenius SE KGaA's current 5-Year Yield-on-Cost % is 2.56, which is 22% above median its own 10-year median of 2.10. 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 (XTER:FRE) is currently considered Modestly Overvalued. The stock's GF Value™ is €36.57, compared to a current price of €42.12 — trading 15.2% above its estimated fair value. The current 5-Year Yield-on-Cost % is 2.56, which is 22% above median its 10-year median of 2.10 and 10.8% below the Healthcare Providers & Services industry median of 2.87. Fresenius SE KGaA's overall GF Score™ is 67/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Fresenius SE KGaA (XTER:FRE), the current 5-Year Yield-on-Cost % is 2.56 as of Jul. 03, 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 (XTER:FRE) Overvalued in 2026?

Based on GuruFocus' analysis, Fresenius SE KGaA stock appears to be overvalued. The current stock price of €42.12 is trading 15.2% above its estimated GF Value™ of €36.57. GuruFocus considers Fresenius SE KGaA to be Modestly Overvalued.

Key valuation signals for XTER:FRE:

  • 5-Year Yield-on-Cost %: 2.56 (22% above median its 10-year median of 2.10)
  • GF Value™: €36.57 vs. price of €42.12 (15.2% above fair value)
  • GF Score™: 67/100 with 5 warning signs
  • Industry Position: 10.8% below the Healthcare Providers & Services median (#151 of 282)

No single metric tells the full story. See the XTER: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.
67GF Score

Get the complete analysis for XTER:FRE

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€42.12
Price
€36.57
GF Value