(FPE3) Fuchs Petrolub SE - Ratings and Ratios
Lubricants, Greases, Metalworking Fluids, Process Oils, Fluids
Dividends
| Dividend Yield | 3.04% |
| Yield on Cost 5y | 2.94% |
| Yield CAGR 5y | 3.43% |
| Payout Consistency | 82.2% |
| Payout Ratio | 51.9% |
| Risk via 5d forecast | |
|---|---|
| Volatility | 25.6% |
| Value at Risk 5%th | 37.7% |
| Relative Tail Risk | -10.50% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.21 |
| Alpha | -14.06 |
| CAGR/Max DD | 0.32 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.565 |
| Beta | 0.343 |
| Beta Downside | 0.382 |
| Drawdowns 3y | |
|---|---|
| Max DD | 24.59% |
| Mean DD | 7.84% |
| Median DD | 5.92% |
Description: FPE3 Fuchs Petrolub SE November 05, 2025
Fuchs SE (formerly Fuchs Petrolub) manufactures and distributes a broad portfolio of lubricants and functional fluids across automotive, industrial, aerospace, wind-energy, and food sectors, ranging from biodegradable engine oils to metal-processing greases and specialty release agents. The company operates globally in Europe, the Middle East, Africa, Asia-Pacific, and the Americas, and its preference shares (XETRA:FPE3) give investors exposure to a diversified specialty-chemicals business with a long-standing brand dating back to 1931.
Key performance indicators (as of FY 2023) include revenue of roughly €2.0 billion, an adjusted EBITDA margin of ~13 %, and a free-cash-flow conversion above 80 %, supporting a dividend yield near 2.5 %. The lubricant market is projected to grow at a 4 % CAGR through 2028, driven by higher vehicle production, the shift toward electric-powertrain cooling fluids, and increasing demand for environmentally-friendly (biodegradable) products-factors that directly benefit Fuchs’s product mix. A material risk is the cyclical link between lubricant sales and global industrial output; a sustained slowdown in manufacturing or automotive shipments would pressure volumes and margins.
For a deeper quantitative assessment, you may want to explore Fuchs SE’s profile on ValueRay, where the platform aggregates recent analyst estimates and peer-adjusted valuation multiples.
Piotroski VR‑10 (Strict, 0-10) 6.5
| Net Income (295.0m TTM) > 0 and > 6% of Revenue (6% = 213.5m TTM) |
| FCFTA 0.11 (>2.0%) and ΔFCFTA -1.53pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 20.79% (prev 18.81%; Δ 1.98pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.14 (>3.0%) and CFO 382.0m > Net Income 295.0m (YES >=105%, WARN >=100%) |
| Net Debt (-41.0m) to EBITDA (398.0m) ratio: -0.10 <= 3.0 (WARN <= 3.5) |
| Current Ratio 2.19 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (131.0m) change vs 12m ago -0.23% (target <= -2.0% for YES) |
| Gross Margin 34.67% (prev 34.34%; Δ 0.33pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 136.0% (prev 135.4%; Δ 0.59pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 80.25 (EBITDA TTM 398.0m / Interest Expense TTM 4.00m) >= 6 (WARN >= 3) |
Altman Z'' 3.26
| (A) 0.28 = (Total Current Assets 1.36b - Total Current Liabilities 621.0m) / Total Assets 2.64b |
| (B) 0.09 = Retained Earnings (Balance) 228.0m / Total Assets 2.64b |
| (C) 0.12 = EBIT TTM 321.0m / Avg Total Assets 2.62b |
| (D) 0.31 = Book Value of Equity 228.0m / Total Liabilities 747.0m |
| Total Rating: 3.26 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 77.32
| 1. Piotroski 6.50pt |
| 2. FCF Yield 6.62% |
| 3. FCF Margin 8.26% |
| 4. Debt/Equity 0.06 |
| 5. Debt/Ebitda -0.10 |
| 6. ROIC - WACC (= 4.95)% |
| 7. RoE 15.61% |
| 8. Rev. Trend 57.02% |
| 9. EPS Trend 73.63% |
What is the price of FPE3 shares?
Over the past week, the price has changed by +1.85%, over one month by -1.18%, over three months by -2.43% and over the past year by -5.89%.
Is FPE3 a buy, sell or hold?
What are the forecasts/targets for the FPE3 price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 50.1 | 30.1% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 40.8 | 5.9% |
FPE3 Fundamental Data Overview December 11, 2025
Market Cap EUR = 4.47b (4.47b EUR * 1.0 EUR.EUR)
P/E Trailing = 16.8125
P/E Forward = 19.084
P/S = 1.2562
P/B = 2.6062
P/EG = 4.08
Beta = 0.825
Revenue TTM = 3.56b EUR
EBIT TTM = 321.0m EUR
EBITDA TTM = 398.0m EUR
Long Term Debt = 10.0m EUR (from longTermDebt, last fiscal year)
Short Term Debt = 60.0m EUR (from shortTermDebt, last fiscal year)
Debt = 112.0m EUR (from shortLongTermDebtTotal, last fiscal year)
Net Debt = -41.0m EUR (from netDebt column, last fiscal year)
Enterprise Value = 4.44b EUR (4.47b + Debt 112.0m - CCE 142.0m)
Interest Coverage Ratio = 80.25 (Ebit TTM 321.0m / Interest Expense TTM 4.00m)
FCF Yield = 6.62% (FCF TTM 294.0m / Enterprise Value 4.44b)
FCF Margin = 8.26% (FCF TTM 294.0m / Revenue TTM 3.56b)
Net Margin = 8.29% (Net Income TTM 295.0m / Revenue TTM 3.56b)
Gross Margin = 34.67% ((Revenue TTM 3.56b - Cost of Revenue TTM 2.33b) / Revenue TTM)
Gross Margin QoQ = 35.16% (prev 35.11%)
Tobins Q-Ratio = 1.68 (Enterprise Value 4.44b / Total Assets 2.64b)
Interest Expense / Debt = 1.79% (Interest Expense 2.00m / Debt 112.0m)
Taxrate = 26.96% (31.0m / 115.0m)
NOPAT = 234.5m (EBIT 321.0m * (1 - 26.96%))
Current Ratio = 2.19 (Total Current Assets 1.36b / Total Current Liabilities 621.0m)
Debt / Equity = 0.06 (Debt 112.0m / totalStockholderEquity, last quarter 1.89b)
Debt / EBITDA = -0.10 (Net Debt -41.0m / EBITDA 398.0m)
Debt / FCF = -0.14 (Net Debt -41.0m / FCF TTM 294.0m)
Total Stockholder Equity = 1.89b (last 4 quarters mean from totalStockholderEquity)
RoA = 11.16% (Net Income 295.0m / Total Assets 2.64b)
RoE = 15.61% (Net Income TTM 295.0m / Total Stockholder Equity 1.89b)
RoCE = 16.89% (EBIT 321.0m / Capital Employed (Equity 1.89b + L.T.Debt 10.0m))
RoIC = 12.08% (NOPAT 234.5m / Invested Capital 1.94b)
WACC = 7.13% (E(4.47b)/V(4.58b) * Re(7.28%) + D(112.0m)/V(4.58b) * Rd(1.79%) * (1-Tc(0.27)))
Discount Rate = 7.28% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -81.65 | Cagr: -0.78%
[DCF Debug] Terminal Value 80.80% ; FCFE base≈307.6m ; Y1≈362.7m ; Y5≈557.4m
Fair Price DCF = 145.9 (DCF Value 9.55b / Shares Outstanding 65.5m; 5y FCF grow 19.07% → 3.0% )
EPS Correlation: 73.63 | EPS CAGR: 12.67% | SUE: -1.02 | # QB: 0
Revenue Correlation: 57.02 | Revenue CAGR: 5.16% | SUE: 0.22 | # QB: 0
EPS next Year (2026-12-31): EPS=2.54 | Chg30d=-0.007 | Revisions Net=-2 | Growth EPS=+9.7% | Growth Revenue=+3.3%