In addition to selling dialysis products, Fresenius Medical Care also offers dialysis treatment and associated laboratory services to patients through its network of 3,690 clinics.
For fiscal 2017, Wall Street analysts have projected Fresenius Medical Care’s net profit margins to be close to 6.2%, which is a YoY decline of ~70 basis points.
For fiscal 2017, Wall Street analysts have projected Fresenius Medical Care’s revenues to be close to $20.8 billion, which equals YoY growth of ~16.0%.
In 1H17, Fresenius Medical Care (FMS) reported revenues close to 9.0 billion euros, which represents 14% YoY growth. At the end of 2Q17, the company operated 3,690 dialysis clinics around the world.
Since 2012, Quest Diagnostics (DGX) has spent about $1.0 billion on capital investments and $1.0 billion on ten acquisitions to support inorganic growth.
With services offered to about half of the total hospitals, Quest Diagnostics (DGX) has become a leading provider of reference testing services in the United States.
With around 50.0% of hospitals being served by Quest Diagnostics (DGX), the company has become a leading player in the fragmented US laboratory market.
Quest Diagnostics has been focusing on developing sales and marketing expertise, increasing esoteric testing, and building relationships with hospitals.
Quest Diagnostics trades at a premium multiple compared to Lab Corp of America and at a big discount compared to peers Davita Healthcare and IDEXX Labs.
In a survey of 22 brokerage companies on April 26, 2016, about 71.4% of the brokers rated LabCorp (LH) a “buy,” while 28.6% rated it a “hold.” None of the brokers rated it a “sell.”
In 1Q16, LabCorp (LH) reported strong revenue and earnings growth due to the effective implementation of multiple strategic initiatives. LabCorp is the world’s leading healthcare diagnostics company.
Since the release of its 4Q15 earnings results, LabCorp has witnessed a solid 15.2% rise in its share price from $108.60 on February 18, 2016, to $125.10 on April 25, 2016, mainly due to strong business fundamentals.
Express Scripts Holdings rose 0.4%. The company was in the news on November 10 when it announced that it would remove Linden Care Pharmacy from its network.
