Comfortable leader
3 companies value 24 bn revenue 36 bn margin 5.9% free cash flow 4.8 bn avg. score 4.0
FMS holds 50.5% of the group's value, 1.0x the runner-up · DVA leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FMS | Fresenius Medical Care Germany · score 6.8 | 51% | 12 bn | 22 bn | 6.1% | 3.2 bn | 25.9% | — | Dialysis and chronic kidney disease products, from Germany · World's largest dialysis operator and a maker of the machines | |
| 2 | DVA | DaVita United States · score 5.2 | 49% | 12 bn | 14 bn | 6.0% | 1.6 bn | 13.5% | — | Dialysis clinics and kidney care · Largest US dialysis clinic network; inelastic demand | |
| 3 | OM | Outset Medical, Inc. United States · score 0.0 | 0% | 0.1 bn | 0.1 bn | -63.1% | -0.0 bn | -54.5% | — | Medical technology making dialysis simpler and cheaper · California — revenue of $118m |
Other industries in the same sector
- Sector overview
- Large-cap pharmaceuticals 9 companies
- Biotechnology 57 companies
- European pharmaceuticals 5 companies
- Lab tools and consumables 37 companies
- Health insurance and services 17 companies
- Medical devices 87 companies
- Specialty pharmaceuticals 77 companies
- Pharmaceutical distribution 7 companies
- Clinical-stage pharmaceuticals 251 companies
- Robotic surgery and advanced medtech 9 companies
- Hospitals 23 companies
- Emerging biotech 5 companies
and 22 industries more
- Molecular testing and advanced diagnostics 42 companies
- Vaccines and mRNA 14 companies
- Clinical-stage biotech 200 companies
- Generics and biosimilars 10 companies
- Animal health 7 companies
- Contract research (CRO) 10 companies
- Consumer health (OTC) 4 companies
- Healthcare software 18 companies
- Rehabilitation and home care 15 companies
- Genomics and sequencing 9 companies
- Structural heart 8 companies
- Ophthalmology 12 companies
- Medical imaging and hospital equipment 16 companies
- Diagnostic labs 6 companies
- Medical and dental supply distribution 3 companies
- Diabetes monitoring 9 companies
- Pharmaceutical royalties 5 companies
- Respiratory and sleep therapy 9 companies
- Orthopedic implants 17 companies
- Telehealth and digital health 12 companies
- Dental 4 companies
- Medical and recreational cannabis 16 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.